Yili Hua should not publicly leverage and go all-in on the (largest) altcoin ETH on-chain. Instead, a relatively large position should be taken to heavily invest in CRCL, which is currently priced at $57, the largest compliant stablecoin, and the equity of the publicly listed company Circle. The valuation is still not high. Hold on without leveraging; in a few years, you'll be a legendary investor again. I checked Yili's @Jackyi_ld main reason for being optimistic about ETH, which is stablecoins and financial on-chain. In fact, one of the biggest beneficiaries of this major trend is Circle. He got the track right but chose the wrong target (ETH and WLFI; WLFI's current FDV market cap is also over 10 billion, similar to Circle) and used the wrong position (leveraging ETH). I don't know if he didn't understand Circle or if the fund's capital can only be used for trading coins? Can't it invest in the secondary market of US stocks? I looked at Yili Hua's reasons for being optimistic about ETH: "2026.1.24: Stablecoins are the most important track in the industry. The biggest beneficiaries of the globalization of stablecoins and financial on-chain are ETH, and these two are also the biggest application opportunities in crypto." "2025.12.10: The reason ETH is currently undervalued is that, from a macro perspective, there are expectations of interest rate cuts and continuous crypto-friendly policies. From the industry perspective, stablecoins are expected to grow long-term, and the trend of financial on-chain. The fundamentals of ETH have completely changed, and these factors are also the reason for heavily investing in WLFI/USD1." "2025.11.9: ETH has started to rebound, although the government shutdown is uncertain, but as the most crypto-friendly government, various industry policies are continuously favorable, such as the CFTC's proposal to allow stablecoins as tokenized collateral. I continue to be optimistic about the subsequent market and the strategy of buying the dip." "2025.11.5: No need to worry about ETH spot; the fundamentals of ETH have not changed, and the scale of stablecoins continues to grow..." "2025.7.7: The market has completely entered a long bull market, and there may no longer be traditional four-year cycle patterns. Stablecoins and blockchain are the best opportunities for dollar globalization for the beautiful country, investing in coins with the left hand and earning interest with stablecoins in the right hand, the market will continuously attract new users and funds." 4. One should not publicly leverage and go all-in on the altcoin ETH on-chain. Instead, a relatively large position should be taken to heavily invest in CRCL at this time, without leveraging. In a few years, you'll be a legendary investor again.

If you want to start a stablecoin business in 2026, it might be better to use the funds to buy shares in Circle.

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