2025-12-29 09:01:25

#美联储回购协议计划 Will Ethereum continue to rise? Liquid Capital founder Yi Lihua's recent insights are worth paying attention to. Since the October correction, their team has become one of the most steadfast ETH bulls in the industry. Currently, ETH holdings in the futures market have hit record highs, becoming a key factor influencing the price.

Why are they so optimistic? Yi Lihua's logic is as follows: a bull market will begin in 2026, with the first quarter being a critical time window. By then, progress in on-chain finance, the improvement of the stablecoin ecosystem, the global interest rate cut cycle, and an improved crypto regulatory environment will all serve as driving forces. Based on this judgment, their strategy is to continue increasing their Ethereum holdings, while also heavily investing in WLFI, and diversifying risk with Bitcoin, BCH, and BNB.

In simple terms, they are betting on this cycle. Industry bears are shouting, but the data speaks—futures holdings are at an all-time high, which often means there are still stories to tell in the market.

ETH-0,33%

WLFI-1,17%

BTC-0,63%

BCH-3,52%

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TokenTaxonomist

· 5h ago

per my analysis, this "record open interest" narrative is taxonomically questionable... actually, let me pull up my spreadsheet real quick because the data suggests otherwise on the timing mechanics here

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PrivacyMaximalist

· 11h ago

The new high in contracts indicates that big funds are still pouring in, but we need to see clearly whose chips they are. --- 2026 bull market? Let's see if we survive until next year first; too many uncertainties. --- Holding a new high in positions isn't necessarily a good sign; it can be easily crushed. --- Yili Hua's logic sounds good, but will the interest rate cut cycle really come? --- No matter how bullish the industry is, one big news can overturn everything. Don't rely too much on contract data.

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TokenDustCollector

· 11h ago

A new high in the contract doesn't necessarily mean a good signal; sometimes it's just the bagholders piling up. --- Only 2026? How much longer do I have to hold on now? --- I've heard this logic from Yilihua more than once. Every time they say next cycle, this time really? --- Hitting a new high in holdings actually makes me a bit nervous; big players are just waiting to cut in this way. --- I've never even heard of WLFI; who gave this confidence? --- Instead of waiting for 2026, why not make some quick money now? Who knows if there will be a tomorrow? --- On-chain finance, rate cuts, regulatory improvements... these words have been talked about for a year already. --- Honestly, high contract holdings might also mean higher risk; it's not necessarily good news.

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4am_degen

· 11h ago

The new high in contract positions is indeed interesting, but only taking off in Q1 2026? I feel like this timeline is a bit far away. --- Yilihua is betting on a rate cut cycle, but it depends on when the Federal Reserve actually loosens monetary policy. --- WLFI heavy position? Never heard of it. Can someone give a quick explanation? --- Honestly, a new high in holdings is more likely a sign of dumping, as history often proves the opposite at this point. --- 2026 is the key window, so why am I still holding now? Better to cash out first and secure gains. --- The industry's most steadfast bulls are holding a large position in ETH. This logic is still too idealistic; the market isn't that obedient. --- Rate cuts in place, regulatory improvements, financial onboarding... everything has to align; one variable and it's all over.

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