Yi Lihua, founder of Liquid Capital (formerly LD Capital), posted on social media that he continues to be firmly bullish on Ethereum. The reasons are as follows:
First, the consensus on Wall Street has strengthened: the SEC chairperson's latest statement "financial migration to the chain", the US political and economic elites are joining forces to promote the tokenization of US bonds, and Ethereum is the core bearer.
The second is the value of Fusaka upgrade and reshaping: Blob fees have skyrocketed, burning 1,500 + ETH in a single day, accounting for 98%. L2 prosperity is strongly feeding back to the mainnet, and deflation is imminent.
The third is the extreme technical cleansing: speculative leverage fell to a historical low of 4%, CEX stock is only 10%. ETH/BTC is sideways resistant to falling, bears are exhausted, and shorts are about to erupt. Under the interest rate cut cycle, funds are rotating from BTC to ETH with practical value.
Yi Lihua: Three factors such as the strengthening of Wall Street consensus are driving the bullish Ethereum
2025-12-12 04:58:30
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