Yili Hua comments on WLFI swapping BTC for ETH: Stablecoins and Ethereum are the most important financial on-chain infrastructure

On January 7th, Yi Lihua, founder of Liquid Capital (formerly LD Capital), wrote that “2026 is the inaugural year of financial on-chain integration. Stablecoins and Ethereum are the most important infrastructure(. WLFI today swapped BTC for ETH, which I believe is the same line of thinking. WLFI has three future paths: first, USD1 will break through 10 billion in the short term, 100 billion in the medium term, and stabilize at a 3 trillion stablecoin market share in the long term. Second, USD1 will cooperate with Web2 companies with over 100 million active users, as stablecoin payments have far greater advantages than traditional Visa, bringing hundreds of millions of users into blockchain and stablecoins. Third, in the future trillion-dollar financial on-chain market, USD1 will leverage its brand, compliance, ToB, and user advantages to become the most important infrastructure. This is the reason and logic behind Liquid Capital’s large ETH position and heavy investment in WLFI.”