Gnosis co-founder and CEO Martin Köppelmann stated that the core issue Ethereum has faced in recent years is a divergence in development direction: on one hand, there's the concept of "ETH as currency", which believes transaction capacity and fees are not important, with emphasis on "currency premium"; on the other hand, Ethereum is positioned as a "world computer/settlement layer", mainly focusing on transaction capacity (including L1 expansion) and total fees as measures of success.
He believes that if Ethereum can seize this opportunity to prioritize transaction capability and application developer needs, it would be an important victory.