#DeFi代币化证券与金融上链 Yilihua has started buying ETH aggressively again, this time increasing his holdings by 11,520 coins, bringing his total to 590,000 coins, making him the industry's largest long position. The key is that he is consistent in words and actions, not just talking.

His logic is quite clear—optimistic about Q1 market, unaffected by fluctuations of a few hundred dollars. More interestingly, he pointed out a problem: now the contract holdings are almost several times the spot holdings, which has indeed become the dominant factor influencing prices, with shorts becoming increasingly outrageous.

2026 is indeed a comprehensive favorable window for financial on-chain applications, stablecoins, and interest rate cut cycles; this logic is solid. He also allocated funds to financial tokens like WLFI, indicating a real bet on DeFi and securities on the blockchain.

Honestly, such continuous accumulation by large funds can give retail investors some confidence. But volatility will always exist, so don’t follow the trend and go all-in; a steady and prudent allocation is the way to go.