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 founder Yi Lihua's analysis of WLFI. He clearly stated that stablecoins have proven themselves to become the transaction medium of the digital age. Based on this judgment, the team decisively exchanged WBTC for ETH, and also praised Yi Lihua's research and execution level as "unmatched."
Earlier today, Yi Lihua put forward a core view, believing that 2026 will be the "first year of financial on-chain," with stablecoins and Ethereum being the most important infrastructure in this field. The move by WLFI to exchange BTC for ETH is based on this logic. He further predicted three future development paths for WLFI:
1. Its associated stablecoin USD1 is expected to break through 10 billion in size soon, reach 100 billion in the medium term, and occupy a trillion share in the 3 trillion stablecoin market in the long term;
2. USD1 will cooperate with Web2 companies with over 100 million active users, leveraging payment advantages far surpassing traditional Visa, to bring hundreds of millions of users into the blockchain and stablecoin fields;
3. In the future trillions of dollars of financial on-chain markets, USD1 will rely on its brand, compliance, B2B services, and user base to become a core infrastructure.
Yi Lihua stated that this is also the core logic behind Liquid Capital's heavy investment in ETH and WLFI.