Ethereum (ETH) Remains Core Long-Term Investment Amid Liquidity Crunch and Approaching 4-Year Cycle Resonance, Says Li Huayi of Liquid Capital

Liquid Capital founder Li Huayi (formerly LD Capital) shared via social channels that ETH’s fundamentals remain solid. Since the 1011 flash crash, market liquidity has tightened, with the futures market eclipsing spot activity. Price moves are within a typical band as the market approaches the four-year cycle resonance and year-end seasonalities. For spot investors, the challenge is less about harvesting the intraday low and more about identifying an appropriate investment price range.

From a medium to long-term perspective in the world of on-chain finance, ETH remains a core asset for diversified crypto exposure, with strategic positions in ecosystems such as WLFI appearing as core holdings. The speaker notes that their investment and data logic is unchanged, underscoring a disciplined approach anchored in risk management, liquidity awareness, and evidence-based allocation rather than speculative bets. Market guides emphasize monitoring of liquidity dynamics and liquidity risk while maintaining a credible, research-driven stance.