#比特币与黄金战争 Liquid Capital founder Yi Lihua's recent remarks have attracted considerable attention. Since the intense volatility last year, they have become strong bullish advocates for ETH in the industry, and now they openly predict a major bull market in 2026, with particular optimism for the first quarter performance.

Interestingly, although there are many bearish voices now, ETH contract holdings have hit new highs—this has instead become a key driver of price movement. Yi Lihua believes the logic behind this is clear: the trend of financial on-chain integration, the expansion of the stablecoin ecosystem, the global interest rate cut cycle, and gradually friendly regulatory environments—all of these are bullish windows for 2026.

Based on this assessment, their strategy is also very clear—continue to increase ETH holdings as a core allocation, focus on WLFI, and balance investments in multi-chain assets like BTC, BCH, and BNB. This is not a gamble on a single coin, but a systemic optimism for the entire Web3 ecosystem amid the resonance of cycles and policies.