陈剑Jason|2月 11, 2026 13:55
The strictest father of L2, Vitalik, wants to take the path of reducing fiefdoms more thoroughly. With the improvement of Ethereum's performance, Vitalik overturned L2's historical position in expanding Ethereum last month, and now has a five-year plan to expand Ethereum 1000 times within 5 years, making a big leap forward If we follow Vitalik's plan of not recognizing the six relatives and killing the fruits of war, it is basically equivalent to cutting down the wealth tree that all VC entrepreneurs have built for the Ethereum roadmap in the past few years. Prior to this, the Ethereum mainnet itself maintained an extremely restrained state, constantly burying itself underground and bidding for external projects through the release of the roadmap. As a result, a large number of VCs have targeted incubation projects based on the Ethereum roadmap, and developed a bunch of L2, modularization, storage and other projects to "fill in" Ethereum's expansion. This is a legitimate and certain opportunity. Regardless of whether the filling is successful or not, the coin has been released. But now, this path can be said to be completely blocked. Dead, especially the VC of Infra will continue to die.
Vitalik's article focuses on proposing an extension scheme for Ethereum state data, which introduces a new and cheaper temporary state that is cleared once a month to significantly reduce the burden on all nodes. Ethereum will have two states, permanent state is used to store high-value data such as user accounts, funds, smart contract codes, etc., temporary state stores some worthless or effective data, and ultimately 5% of Ethereum state data will be permanently stored and 95% will be periodically cleared.
And Vitalik explicitly opposes the use of third-party storage platforms in the article, citing the strong dependence on external sources and the inability to be completely reliable. If you hear this, it would have been completely unethical five years ago! This means that Vitalik's thinking has completely shifted, believing that the expansion of Ethereum cannot be left to outsiders, once again confirming what was mentioned earlier, that the path of entrepreneurship towards Ethereum in the past few years has come to a complete end.
https://ethresear.ch/t/hyper-scaling-state-by-creating-new-forms-of-state/24052/2
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