蓝狐
蓝狐|May 20, 2025 07:20
Why is it important for the Ethereum Foundation to launch a trillion dollar security plan now? Because enhancing TVL from off chain sources is crucial for Ethereum to become a cryptographic financial infrastructure. There are two underlying reasons here: One is to increase the increment from off chain and enhance the overall TVL. With the improvement of TVL, the demand for ETH based on security services also increases. If a chain carries trillions or even tens of trillions of dollars, will the value of the chain carrying its security remain stagnant? The value of ETH will increase with the rise of real TVL, which is the value brought by security services. Trustless security services are the most expensive and valuable part of the entire blockchain industry. The market will eventually realize this. Secondly, this will increase trading activities on the Ethereum ecosystem. There is a high probability that institutions will build customized chains on L2 and gradually utilize DeFi infrastructure for asset issuance, trading, lending, and other activities. Initially, only institutional clients will participate, but with the clarification of regulations, larger user groups will also participate, which will form a true on chain economies of scale. Finally, whoever wins this RWA battle has the best chance of becoming the future king of encryption.
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