In a December 10 post, Li Hua, founder of Liquid Capital (formerly LD Capital), argues that long-term spot investors should ignore small price differentials; a few hundred dollars rarely alters the advantage. He attributes ETH‘s undervaluation to macro expectations of rate cuts and monetary easing, plus crypto-friendly policies. He notes a structural shift toward stablecoins and on-chain finance, arguing that ETH‘s fundamentals have transformed. This underpins a heavy WLFI/USD1 stance, emphasizing a long-term strategy and caution on contracts amid volatile spot markets, with a push toward off-chain expansion.

On-chain analyst Auntie AI monitors the round and reports Li Hua entered ETH at $2,700, a level ETH has since lifted 22.2%. Li Hua publicly stated on Twitter that he is fully invested and highlighted six tokens, five of which are in an uptrend. Among them, ETH leads gains (22.2%), followed by BTC (7.11%), while ASTER remains in the red (-19.78%).