From Belief to Layout: Liquid Capital's In-Depth Interpretation of ETH and Stablecoin Investment

Belief precedes cognition, which is the underlying logic of investment. Jack Yi, founder of Liquid Capital, emphasized that the fundamental reason for many people falling into a passive cycle of chasing gains and falls lies in a lack of clear investment beliefs. The real opportunity is often hidden in the bottom range where the market is abandoned.

Investment philosophy: Belief drives income trends

Jack Yi mentioned that ETH has fluctuated repeatedly at a low of $1,400-1,800 in the past, and then quickly rose above $4,500. After repeatedly failing to hit $5,000, he chose to adjust his position. The logic behind this decision is not based on short-term fluctuations, but on confidence in the long-term value of ETH - from a long-term perspective, ETH is expected to break through the $2M mark. Because of this belief, he made a bottom layout around $3,000, waiting for the arrival of the next upward cycle.

This investment approach contrasts sharply with the market’s pursuit of short-term gains. Follow-up trading often leads to the tragedy of buying at high and selling at low, while investing based on belief can seize opportunities when others panic.

Stablecoin track: New opportunities in the era of globalization

Jack Yi believes that now is a critical period for the globalization of stablecoins. He made a core layout on WLFI and was full of expectations for USD1’s development prospects. The recent rapid growth in USD1’s TVL (Total Value Locked) has verified the correctness of this investment logic.

The evolution of stablecoins from edge assets to market demand represents a significant advancement at the blockchain application level. Whether it’s payment settlement or cross-border flows, stablecoins are playing an increasingly important role. The growth potential of this track is no less than the development prospects of ETH itself.

Long-term perspective: The harvest of faith and patience

Overall, Jack Yi’s investment strategy reflects two core elements: a firm belief in ETH’s long-term potential and a forward-looking judgment on the stablecoin track. These judgments are not based on short-term market fluctuations but on a deep understanding of technological trends and market demands. For investors, discerning the essence of investing—belief before cognition—may be the key to navigating cycles and achieving long-term returns in the crypto asset market.