Store of Value (SoV) Potential - Broader acceptance of ETH as a Store of Value is the single biggest catalyst for its price appreciation [1] - The gap between those who see ETH as SoV and those who don't represents a significant upside potential [1] Catalysts and Complexity - Tokenization, Layer 2 solutions (L2s), and fundamental adoption are potentially positive catalysts for ETH [1] - These catalysts also introduce complexity to the narrative surrounding ETH [1]

Crypto Sector Performance in 2025 - DeFAI is projected to be the worst-performing crypto sector with a decline of 97% [1] - Modular sector is expected to decrease by 92% [1] - DeSci sector is forecasted to drop by 91% [1] Significant Declines in Other Sectors - AI sector is anticipated to experience a significant drop of 87% [1] - GameFi sector is predicted to decline by 85% [1] - Low Float Tokens are expected to decrease by 84% [1] - LRTs are projected to fall by 83% [1] - Data sector is forecasted to drop by 81% [1] - L2s are anticipated to decline by 81% [1]

Key Opinion - Broader acceptance of $ETH as a Store of Value is the single biggest catalyst [1] - The gap between those who see $ETH as a Store of Value and those who don't represents a huge upside [1] Potential Risks - Tokenization, L2s, and fundamental adoption might complicate the $ETH story [1]

Linea is where Ethereum wins.In 2025, @LineaBuild proved L2s can meet and exceed standalone L1 performance without sacrificing security or decentralization.The Linea TGE in September rewarded 750,000 wallets, with over 92% of eligible users claiming the airdrop.Now Linea is positioned to be the institutional on-ramp to crypto in 2026:- $200M SharpLink deployment commitment- Cross-border settlement integrations- Dual ETH and LINEA burn mechanismhttps://t.co/D7PfsQH4DD ...

RT Jarrod Watts (@jarrodwatts)Ethereum is getting another upgrade in 2 days.From 6 -> 10 blobs per block (a 67% increase).This makes more space for L2s to post data on Ethereum cost efficiently. https://t.co/snqjmjLUZ0 ...

Remembered that zksync paid 0.5% of $ZK supply to launch Lens on zkSynchttps://t.co/5SH9GWI6i0Ignas | DeFi (@DefiIgnas):zkSync reportedly paid 0.5% of the total $ZK supply to bring Lens to zkSync.That's $22.5m at the current price of $0.21.Sounds like a lot, but with so many technically similar L2s, competition is fierce. Only L2s with the best dApps will prevail. ...

PeerDAS in Fusaka is significant because it literally is sharding.Ethereum is coming to consensus on blocks without requiring any single node to see more than a tiny fraction of the data. And this is robust to 51% attacks - it's client-side probabilistic verification, not validator voting.Sharding has been a dream for Ethereum since 2015 , and data availability sampling since 2017 ( https://t.co/Fa0jKFgObW ), and now we have it.That said, there are three ways that the sharding in Fusaka is incomplete:* We c ...

RT 1inch Devs (@1inchdevs)Ethereum's Fusaka hard fork drops today.It’s an acronym of Fulu (consensus layer) + Osaka (execution layer)ANYWAY - a lot of the EIPs focus on L2s.Let's go through some of the changes https://t.co/XHjAu27P4z ...

Ethereum Upgrade - Ethereum's Fusaka upgrade is happening, indicating a significant network event [1] - The upgrade will lead to paused trading and transfers on Ethereum [1] Performance Improvement - Lower fees and faster block times are expected, particularly for Layer 2 solutions [1] - Improved data handling will result in smoother flows and connections [1]

My wishlist stats for Ethereum L1- 1 second bloc time- 1 block finality- up to 650 tps (hard ask?)- $0.01 tx cost (already happening)Then all Defi and retail swapping can happen on the L1.Liquidity on AMMs and Defi wouldn’t be fragmented and network effects would grow.L2s would still be needed for perps, gaming etc that require higher tps and lower costsBut they would not canibalize on the L1.Is it too much too ask?vitalik.eth (@VitalikButerin):You can just build on L1. ...