Trend Research (a subsidiary) purchased an additional 11,520 ETH on December 29th, according to Yi Lihua's Chia on X, and said it will continue buying until the market rallies.
Yi Lihua said their ETH accumulation strategy started strongly after the price dropped to around $3,000 following the November 10th event, and they weren't worried about fluctuations of a few hundred dollars when building a large position.
- Trend Research increased its position by 11,520 ETH.
- Market expectations are for price increases in 2026, especially in the first quarter.
- Category: Largest ETH ; WLFI heavy; includes BTC/ BCH/ BNB.
Trading and buying strategies
Yi Lihua confirmed that Trend Research has increased its position by 11,520 ETH and will continue buying until the market rises.
On X, he emphasized that they consistently buy ETH using the dollar-cost averaging (BNNR) method. Since ETH dropped to around $3,000 after the 10/11 event, he stated that they are the biggest ETH optimists in the industry and are not worried about fluctuations of a few hundred dollars when accumulating large positions.
We have continuously increased our ETH holdings in line with our words and actions… We will continue to buy until the Bull market arrives.
Thesis: 2026 and risks from the contract market
He expects the market to rise in 2026, especially in the first quarter, while warning that ETH contract positions are becoming a dominant factor in price.
Yi Lihua believes that the volume of ETH contract holdings is constantly reaching new highs and becoming a significant factor Price Impact; on some platforms, contract holdings are several times higher than spot inventory. He also stated that 2026 will have an overall favorable environment, including financial blockchains , stablecoins, interest rate cuts, and cryptocurrency policies.
Regarding allocation, he stated that his largest position is ETH, he holds a significant stake in WLFI, and his portfolio also includes BTC/ BCH/ BNB.
