Liquid Capital Founder Highlights Promising Crypto Projects

In a recent post, Jack Yi, the founder of Liquid Capital, shared insights into three crucial areas he believes investors should closely monitor for long-term success in the cryptocurrency market: public chains, exchanges, and stablecoins. He underscored the significance of these sectors in building the digital asset ecosystem.

Key Takeaways

Focus Areas: Public chains, exchanges, and stablecoins are seen as essential sectors to watch.
Ethereum: Considered the leading public chain, Ethereum boasts the highest total value locked in DeFi.
Top Exchanges: BNB and Aster are highlighted as promising projects in the exchange space.
Investment Strategy: Yi emphasizes investing in top performers in each sector, viewing major market corrections as opportunities.

Liquid Capital founder reveals top projects to watch

Key Sectors for Investment

Jack Yi's perspective is that these three assets are not just fleeting trends but foundational components of the digital asset landscape. Each area has its unique role: public chains provide infrastructure, exchanges facilitate liquidity and adoption, and stablecoins offer transactional stability while bridging traditional and decentralized finance.

Yi specifically noted the importance of these projects:

Liquid Capital founder Jack Yi highlighted Ethereum as the public chain to focus on | Source: DeFi Llama

Public Chains

When it comes to public blockchains, Yi strongly recommended investing in Ethereum eth-5.83%. Data from DeFi Llama shows that Ethereum holds the largest total value locked (TVL) in DeFi, as well as the highest number of projects within its ecosystem. As of November 5, Ethereum's DeFi TVL was approximately $75.21 billion, accounting for over 67.32% of the total value locked on-chain, outpacing competitors such as Solana Solana sol-2.85%, BSC, and Bitcoin Bitcoin btc-2.67%. Currently, Ethereum supports 1,660 protocols.

Exchanges to Watch

In terms of exchanges, Yi highlighted BNB BNB bnb-1.32% and Aster Aster aster14.95% as promising choices. He noted that BNB has a stable income model and a robust ecosystem, while Aster represents Binance’s next phase of growth. Aster is currently regarded as highly strategic within the Binance system, though it ranks 6th among BSC protocols based on TVL, with $531.4 million—far below PancakeSwap’s $2.39 billion and Lista Dao’s $2.02 billion. Nevertheless, Aster is recognized as a rapidly growing project, especially following backing from YZi Labs Chairman Changpeng Zhao, which helped propel the launch of its native token, ASTER, alongside the Aster Chain.

Overview of Liquid Capital's Investments

Previously known as LD Capital, Liquid Capital is a cryptocurrency fund that engages in investments and trading across both primary and secondary markets. Its portfolio consists of various sub-funds, including the Beco Fund and a hedge fund, with an emphasis on sectors like DeFi (31.3%), GameFi (24%), and blockchain infrastructure (21.7%). Over its existence since 2016, the firm has invested in over 300 projects, including notable names such as Certik, Republic, CoinList, Qredo, and MEXC.

Jack Yi has expressed particular optimism about Ethereum, frequently discussing resistance levels and price predictions for the asset. As of June 2025, he revealed that he holds 100,000 ETH call options. Additionally, he has shown interest in smaller altcoins like UNI, which he emphasizes as one of his top investments alongside Bitcoin and Ethereum.