Core Insights - Ethereum is undergoing a significant network transformation with the launch of PeerDAS on the Ethereum mainnet and the ZK-EVM entering its Alpha phase, achieving production-level performance while focusing on security [1] Group 1: Network Developments - Vitalik Buterin states that Ethereum has achieved a simultaneous realization of decentralization, consensus, and high bandwidth, effectively solving the "blockchain trilemma" through operational code rather than theoretical concepts [1] - A notable increase in Gas limits is expected in 2026, alongside the first realistic conditions for running ZK-EVM nodes [1] Group 2: Future Projections - From 2026 to 2028, Ethereum plans to pave the way for high throughput through gas repricing and state structure adjustments [1] - ZK-EVM is anticipated to become the mainstream block validation method for Ethereum between 2027 and 2030 [1] Group 3: Decentralization Efforts - There is an emphasis on advancing distributed block construction to reduce centralization risks and enhance geographical fairness in the network [1]

Group 1 - Marvell has announced a definitive agreement to acquire Celestial AI for a total consideration of $3.25 billion, consisting of $1 billion in cash and $2.25 billion in Marvell common stock [1] - The transaction is expected to close in the first quarter of the 2026 calendar year, subject to customary closing conditions and regulatory approvals [1] - Marvell anticipates that Celestial AI will begin to contribute significantly to revenue in the second half of fiscal year 2028, with an annualized revenue run rate of $500 million by the fourth quarter of fiscal year 2028, and doubling to $1 billion by the fourth quarter of fiscal year 2029 [1] Group 2 - Celestial AI has developed a disruptive photonic Fabric technology platform, which will enable Marvell to become the most comprehensive provider of high-bandwidth, low-power, and low-latency solutions in the industry [3] - The acquisition is aimed at supporting next-generation data center interconnects [3]