Why VanEck slashed their ETH price target by 67%? Vitalik's grand vision for "The Surge." Institutions still and always love ETH? The upcoming Pectra fork and blob upgrade.
It’s wild how fast L2 adoption has outpaced expectations. But I think people are underestimating the importance of interoperability. Ethereum’s EVM compatibility gives it an edge that Solana and Stellar can’t quite match yet. That’s why institutions like BlackRock and Visa are betting on Ethereum. Still, Ethereum has to keep innovating or risk being overtaken.
More validators and higher decentralization is great for Ethereum, but the drop in staking revenue since March is concerning. If the burn mechanism weakens because of fewer transaction fees, we could see inflationary pressure continue. Vitalik’s 'one ecosystem' vision is crucial to maintaining Ethereum’s relevance in a multi-chain world, but time will tell if it can deliver on all fronts.
I understand why institutions are still betting on Ethereum—its track record speaks for itself—but they have to be watching the developments in Solana and Stellar closely. Ethereum's dominance in Real World Assets (RWAs) is impressive, but if it doesn’t solve the inflationary pressure and L2 revenue loss, those big players might diversify more aggressively.
Ethereum becoming inflationary after Dencun was a surprise. The whole narrative around ETH being a deflationary asset was built around the burn mechanism, and now with L2s taking over, it looks shaky. If Pectra can improve the situation by reducing L2 costs further while addressing security, that could give Ethereum a much-needed boost.
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It’s wild how fast L2 adoption has outpaced expectations. But I think people are underestimating the importance of interoperability. Ethereum’s EVM compatibility gives it an edge that Solana and Stellar can’t quite match yet. That’s why institutions like BlackRock and Visa are betting on Ethereum. Still, Ethereum has to keep innovating or risk being overtaken.
More validators and higher decentralization is great for Ethereum, but the drop in staking revenue since March is concerning. If the burn mechanism weakens because of fewer transaction fees, we could see inflationary pressure continue. Vitalik’s 'one ecosystem' vision is crucial to maintaining Ethereum’s relevance in a multi-chain world, but time will tell if it can deliver on all fronts.
I understand why institutions are still betting on Ethereum—its track record speaks for itself—but they have to be watching the developments in Solana and Stellar closely. Ethereum's dominance in Real World Assets (RWAs) is impressive, but if it doesn’t solve the inflationary pressure and L2 revenue loss, those big players might diversify more aggressively.
Ethereum becoming inflationary after Dencun was a surprise. The whole narrative around ETH being a deflationary asset was built around the burn mechanism, and now with L2s taking over, it looks shaky. If Pectra can improve the situation by reducing L2 costs further while addressing security, that could give Ethereum a much-needed boost.