Haotian
Haotian|5月 25, 2026 00:46
This should be considered as @ VitalikButerin's first rare adjustment of the Ethereum Foundation's role (EF) and a clear commitment to "reduce coin sales". Here, let me interpret the underlying meanings: 1) This statement is a response to the endless FUD of ETH in the market recently. Don't you always curse the foundation for not taking action? Okay, EF's responsibility strategy has shrunk in the future. Didn't you criticize EF for always buying ETH at high points? Okay, are we going to reduce selling coins in the future? Subtitle: Accept criticism and stop cursing in the future, okay? 2) Vitalik repeatedly emphasized that EF is no longer the focus of the Ethereum ecosystem, and that clear decentralization is needed to enable the ecosystem to achieve decentralized development. Independently attracting foreign investment, independent operation and maintenance, EF only makes unique contributions. This is crucial. In the future, the so-called ecology should no longer be driven by EF's wool. The path of starting a business with Grant is no longer feasible. Only excellent projects that can independently attract talent and capital are worthy of strong support. Before Ethereum, it was dragged down by the so-called ecosystem and the complex EF centered ecosystem chain, which led to so many corrupt and malicious comments. This attitude change is very important; 3) It emphasizes that Ethereum will focus on unique attributes such as CROPS and not on other blockchain TPS. CROPS includes features such as anti censorship, anti capture, openness, privacy, and security, which is the absolute moat of Ethereum. Positioned here, it indicates that Ethereum needs to focus on highlighting the super settlement chain characteristics of L1 chain, rather than being led by the market to achieve high performance and ecological prosperity. I think this may seem like a strategic contraction, but it's actually locking in the core and focusing on the cutting edge. After completely stripping away the L2 ecosystem, Ethereum L1's position will be even more prominent and robust; 4) Vitalik has set a new blueprint for Ethereum to develop a super settlement chain in the future. Layer2 calls for a focus on Specific L2s, especially in high-frequency trading, privacy applications, and other areas, while L1 should focus on leveraging the value of settlement and security anchors. This is actually the clear positioning of Ethereum's future super settlement chain. Not everything depends on the L2 extension layer, nor is everything squeezed into L1. Having a good infrastructure for trust minimization such as FOCIL, EIP-8141, privacy protocols, and account abstraction is sufficient; 5) Vitalik talked about making Ethereum a mathematically verifiable and bug free chain. In the current era where AI automated auditing is very dramatic, this actually expresses Ethereum's new expectation of becoming an "AI verification chain" in the future. It is equivalent to continuing the series of layouts of the dAI team and Ethereum in the AI field, and fully investing in AI. I think it is wise, because when Ethereum's security and decentralization are achieved, the massive amount of stablecoin TVL and institutional protocols deposited on it have already shown the problem, while Ethereum is the weak point in terms of the vitality of the chain economy. Locking in the forefront of dAI infrastructure requirements and becoming a trust authorization and verification chain serving agents will greatly improve this dilemma;
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