WLFI announces a shift to ETH, with stablecoins and Ethereum becoming the new consensus for infrastructure in 2026

The Trump family’s crypto project WLFI co-founder Chase Herro announced today that he has exchanged part of WBTC for ETH and expressed agreement with Liquid Capital founder Yi Lihua’s view that stablecoins and Ethereum are the most important infrastructure in the crypto space. This seemingly simple asset allocation adjustment reflects a new industry understanding of financial on-chain development in 2026.

WLFI’s Rebalancing Decision

Signal from BTC to ETH

Chase Herro stated on social media that they believe stablecoins have proven to become the medium of exchange in the digital age. Based on this logic, WLFI decisively decided to convert WBTC into ETH. This decision was not made on a whim but was a strategic adjustment after careful consideration.

Previously, Yi Lihua pointed out that 2026 will be the inaugural year of finance on the blockchain. Against this backdrop, stablecoins and Ethereum are set to become the most critical infrastructure. WLFI’s rebalancing move is a practical validation of this judgment.

Practice of Yi Lihua’s Investment Logic

Yi Lihua’s choices across different sectors clearly reflect his investment philosophy:

The underlying logic of this configuration is: stablecoins serve as the transaction medium, ETH as the application platform, together forming the infrastructure for finance on-chain.

Market Data Confirmation

Recent ETH Performance

According to the latest data, ETH is currently priced at $3,159.34, up 6.12% over the past 7 days. While this increase appears moderate, it implies a reallocation of institutional funds behind the scenes.

Yi Lihua, who began accumulating 6.2 million ETH worth $2 billion in November last year at an average price of $3,105, has seen a slight profit of 2.7% after recent market recovery. This indicates that large capital’s long-term bullish outlook on ETH remains intact.

WLFI’s Performance

WLFI has also performed well recently, with an increase of about 22%, successfully breaking through previous resistance zones. In Yi Lihua’s investment portfolio, WLFI rose by 15.46%, second only to BCH’s 19.6% increase. The strong performance of these two projects is the best proof of Yi Lihua’s investment logic validation.

Three Major Development Paths for WLFI

Yi Lihua’s outlook for WLFI can be summarized into three stages:

• Expansion of USD1 stablecoin scale: Recently surpassing 10 billion, mid-term surpassing 100 billion, and long-term capturing a trillion-share in the 3 trillion stablecoin market

• Partnerships with Web2 companies: Collaborating with USD1 and hundreds of millions of active Web2 users, leveraging stablecoin payments to bring billions of users into blockchain, surpassing Visa’s advantages

• Infrastructure role in the finance on-chain market: In the future trillion-dollar finance on-chain market, USD1 will leverage branding, compliance, ToB, and user advantages to become the most critical infrastructure

The common goal of these three paths is: stablecoins are not only transaction mediums but also bridges connecting traditional finance and blockchain.

New Market Consensus

Why Stablecoins and ETH

From a technical perspective, stablecoins provide stability for value storage and transaction settlement, while ETH offers the capability for smart contracts and application hosting. The combination of both is essential for truly realizing finance on-chain.

From a market perspective, large capital allocations often lead market recognition. The consensus between Chase Herro and Yi Lihua represents institutional investors’ judgment of the market direction in 2026. This judgment is based on in-depth observation of stablecoin application scenarios and ETH ecosystem development.

Personal Viewpoint

This rebalancing decision indicates that the industry is shifting from asking “which coin is more valuable” to “which infrastructure is most important.” This is a mature signal. The rising status of stablecoins and ETH is not because they are the most speculative but because they are the most practical.

Summary

The seemingly simple act of WLFI swapping WBTC for ETH reflects a new industry understanding of finance on-chain in 2026. Stablecoins and Ethereum are becoming the consensus infrastructure. The performance of Yi Lihua’s portfolio (ETH breaking even, WLFI rising) further validates this logic.

From an asset allocation perspective, large capital flows often indicate future market directions. This rebalancing is not an isolated case but a signal — in the new era of finance on-chain, infrastructure is being revalued. For investors, the key is to understand why these infrastructures are important, rather than blindly following the trend.