
Haotian | CryptoInsight|Jul 14, 2025 11:39
Based on Ethereum's technology roadmap for the next two years, share several possibilities for "technological breakthroughs" The direction that provides support for prices (provided by E Guard):
1) ZkEVM layer1 integration
Implementation timeline: Complete the deployment of the main network from Q4 2025 to Q2 2026;
Technical objective:
-99% of blocks complete verification within 10 seconds;
-Reduce the cost of zero knowledge proof verification by 80%;
Implementation significance:
-The market share of stablecoins such as USDC and USDT on the Ethereum main chain will further expand, and the daily gas consumption will correspondingly increase, directly driving ETH deflation;
-ZkEVM zero knowledge proof technology provides compliance and privacy protection for traditional financial institutions, and large-scale DeFi application scenarios for institutions are expected to be activated;
2) RISC-V executes new architecture
Implementation timeline: Research and development will begin in the second half of 2025, and will gradually advance in stages from 2026 to 2030;
Technical objective:
-Improve the execution efficiency of smart contracts by 3-5 times;
-Reduce gas costs by 50-70%;
-The open-source instruction set architecture replaces the current EVM and is more compatible with modern hardware acceleration technology;
Implementation significance:
-The scale improvement of execution performance will give rise to new application scenarios, such as high-frequency trading, real-time gaming, AI inference, small payments, micro transactions, etc;
-Lower gas costs will reactivate small-scale trading scenarios, significantly expanding the user base and usage frequency, forming a positive cycle of ETH demand;
3) Layer1-Layer2 Ecological Collaboration
Implementation timeline: Starting from Q4 2025 and continuously optimized from 2026-2027;
Technical objective:
-Realize seamless interoperability between L1 and major L2 (Arbitrarum, Optimism, Base, etc.);
-Currently, the dispersed liquidity is about 120 billion TVL, and the unified liquidity pool TVL has exceeded 200 billion US dollars;
-Reduce cross layer transaction costs by 90% and achieve cross layer confirmation within 10 seconds;
Implementation significance:
-The DeFi protocol can more efficiently aggregate the liquidity of the entire ecosystem (L1+L2), generating a network effect of 1+1>2, significantly improving the capital efficiency and application experience of the entire Ethereum ecosystem;
4) Economic optimization for validators
Implementation timeline: Starting from the second half of 2025, synchronized optimization with various technological upgrades, and continuous improvement for 2 years;
Technical objective:
-The minimum staking threshold for validators has gradually decreased from 32 ETH to 16 ETH, and even ultimately to 1 ETH;
-The annualized yield of pledge has increased from the current 4-6% to 6-8%;
-Simplify the threshold for validator operation, support light node verification, and enhance network decentralization;
Implementation significance:
-The reduction of the threshold for validators and optimization of the yield model are expected to increase the ETH staking rate from the current level of about 25% to over 40% (about 48 million ETH is locked in), further reducing the circulating supply of ETH and strengthening deflationary expectations;
-The increase in pledge income will enhance the attractiveness of ETH as a "digital bond" and provide fundamental support for its valuation;
5) Sharding Technology Returns (ETH 3.0)
Implementation timeline: Design and development will begin in 2026, and will be achieved in 2027-2028 or later;
Technical objective:
-Combining zkEVM+sharding to achieve millions of transaction processing capabilities per second;
-Reduce data availability costs by 99%;
-Distribute blockchain data across multiple shards, allowing validators to only process a portion of the data;
Implementation significance:
-The reintroduction of sharding indicates that Ethereum is preparing for the large-scale adoption of Web3 in the next decade, and the long cherished dream of a "world computer" will be re elevated on the agenda;
Note: The above content is for reference only. The specific implementation is subject to the final interpretation by @ VitalikButerin of Dawei Shenlong, and is not subject to the will of the Iron Blood E Guard. It only represents the direction and expectations of the next technological iteration of the Great Ether. Please take a detour, E Black.
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