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Yili Hua: Stablecoins and ETH are the most important on-chain financial infrastructure in 2026, which is also the buying logic for WLFI and ETH

2026-01-07 09:22

Odaily News Yili Hua posted, stating: "2026 is the first year of financial on-chain, with stablecoins and Ethereum being the most important infrastructure. WLFI's decision to swap BTC for ETH today, I believe, stems from the same line of thinking. WLFI has three future paths: first, USD1 will break through the hundred billion mark in the near term, surpass a trillion in the medium term, and ultimately capture a trillion-dollar share in the long-term $3 trillion stablecoin market. Second, USD1 will collaborate with Web2 companies boasting hundreds of millions of active users; the advantages of stablecoin payments far exceed those of traditional Visa, which will bring billions of users into blockchain and stablecoins. Third, in the future tens-of-trillions-dollar financial on-chain market, USD1 will leverage its strengths in brand, compliance, ToB services, and user base to become the most crucial infrastructure within it. This is the rationale and logic behind our heavy allocation to ETH and significant position in WLFI."