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Yi Lihua: ETH's fundamentals are firmly optimistic, and the current shocks are within the normal range

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2025-12-16 09:22:38
Yi Lihua, founder of Liquid Capital (formerly LD Capital), wrote on the X platform that ETH fundamentals are firmly optimistic, but since the 1011 crash, market liquidity has greatly declined, and the contract market dominates rather than the cash market. Now the shocks are normal, especially in the 4-year cycle resonance and before Christmas, but for spot investment, it is not necessarily the lowest price, but also the most suitable investment price area.
For medium and long-term investment, especially in the new era of on-chain finance, ETH is the core investment asset, and WLFI is the core allocation investment. Our investment and data logic have not changed in previous research reports.
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