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The upgrade of the Ethereum mainnet and the progress of ETF staking are parallel, clarifying the ecological strategic path

The upgrade of the Ethereum mainnet and the progress of ETF staking are parallel, clarifying the ecological strategic path

西格玛学长2025/02/20 07:07
On February 20th, Vitalik Buterin, co-founder of Ethereum, clearly stated in a public discussion that the current focus of Ethereum development is not on disruptive upgrades like "ETH 3.0", but on enhancing the performance of the mainnet (L1) and coordinating the Layer 2 (L2) ecosystem. The specific route includes improving the basic capabilities of L1, optimizing cross-L2 interoperability, and expanding the capacity of Blobs. If the monthly average consumption of Blobs is expanded to a target value of 128, the annualized burning amount will reach 256,000 ETH. Vitalik emphasized that short-term cost disputes need to be considered in conjunction with long-term ecological adaptability. The current core task is to ensure that L1 carries more native operations while maintaining the innovation vitality of L2.
 
Meanwhile, the US SEC has officially accepted the spot ETH ETF staking application submitted by 21Shares, marking a new stage in the institution's exploration of compliance with the Ethereum staking mechanism. If the application is approved, it may further promote the growth of ETH staking scale, enhance mainnet security, and expand the market attractiveness of staking returns.
 
Two dynamics jointly highlight Ethereum's "dual-track strategy" - strengthening the mainnet infrastructure at the technical level and expanding institutional-level financial scenarios at the application level. With the deepening of L1 and L2 synergy effects and the recognition of ETH staking by traditional financial products, Ethereum's hub position in value capture and ecological expansion is expected to continue to consolidate.
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Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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