Zhixiong Pan|Dec 02, 2025 10:48
Ethereum's Alarm Bell: From 'Verifiable Computers' to Refusing Mediocre Battle Manifesto
one ️⃣ Redefine the moat as a 'verifiable computer' rather than a 'world computer'
During the Devconnect ARG, LambdaClass founder @ fede_intern gave a speech expressing his desire to abandon the AWS style "world computer" narrative and redefine Ethereum as a "verifiable computer" based on mathematical and economic incentives.
This "anti vulnerability" that does not rely on centralized trust is the cornerstone of establishing Internet property rights.
At present, Ethereum has carried nearly $3 trillion in monthly stablecoin processing capacity (three times that of Visa), and its core moat lies in "composability", where funds and assets are seamlessly exchanged at the same level 24/7, eliminating the fragmentation of global capital markets and building an immutable global economy.
two ️⃣ Rejecting complacency: Breaking taboos and pushing the performance limit of 1 Gigagas
Faced with the rise of high-performance public chains such as Solana, Fede bluntly stated that the community is facing the risk of "complacency leading to death".
He quoted the famous saying of former Intel CEO, 'Only the paranoid survive,' which is why he has broken the Gas Limit taboo of the past three years.
He put forward a reflection: the threshold of verification nodes need not adhere to the "$50 raspberry pie". In order to survive in the competition, we must properly improve the hardware requirements in exchange for a hundred times the gas ceiling. The goal is to directly target 1 Gigagas performance, otherwise Ethereum will lose the infrastructure position of the next generation Internet.
three ️⃣ Technological Disenchantment: The Danger of Broken L2 and Solidity
He made a ruthless self-criticism in his speech: he denounced that most L2 technology stacks currently "simply cannot run", only the false prosperity of issuing coins; At the same time, it bluntly stated that the Solidity development experience is poor and there is an extreme shortage of compiler maintenance manpower ("like shooting oneself"), advocating that RISC-V should become the default standard in the future.
The technology roadmap must return to the hardcore from marketing, and there is an urgent need to promote Based Rollups and decentralized sorters to address interoperability and review risks.
four ️⃣ Final thinking: Lean Ethereum and open culture
Fede warns that key decisions such as EOF must not be made in closed door meetings, as this increases the risk of cyber infiltration by state actors.
He called for a revival of the ambition of the Bronze Age and a willingness to learn from competitors (such as Linux versus Solaris). The vision for the next decade is towards the collaboration with Justin Drake on 'Lean Ethereum' and the post quantum cryptography layout.
This is not only a technological upgrade, but also a declaration of the battle to ensure that Ethereum will stand like a cathedral for hundreds of years to come.
Full text:
https://substack.chainfeeds.xyz/p/063
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