Ethereum upgrade causes a huge surge! Ethereum upgrade causes a huge surge looking at 8500| Tom Lee increases his position, privacy technology upgrade, Hong Kong's first ETF listing continues to rise. In May, ETH surged three times, from 1300 to a historical high of 4956. In December, Ethereum upgrade surged three times, from 3000 to 9000 taking off. • Focus 1: Tom Lee invests another $150 million to buy Ethereum Institutional leader Tom Lee continues to bet on Ethereum, recently purchasing ETH worth $150 million again. The market interprets this as a strong optimism about Ethereum's long-term value. • Focus 2: Vitalik announces the upgrade roadmap for Ethereum's security and scalability Ethereum co-founder Vitalik Buterin revealed that the network's security and scalability will be further enhanced through "hard invariants." Key points include: • In 2024, the Dencun upgrade will weaken the SELFDESTRUCT function • Starting in 2025, the gas limit for a single transaction will be set at 16.7 million to reduce DoS risks and simplify the client • In the future, there will be limits on code access, ZK-EVM proof, and memory pricing to continuously optimize network performance
This upgrade covers both the consensus layer and the execution layer, increasing the block gas limit to 60 million, which is expected to reduce Layer 2 fees by 40%-60%, significantly improving user experience. 📈 Focus 3: Hong Kong's first Ethereum ETF listing, significant reduction in investment threshold On December 3, an Ethereum ETF was launched on the Hong Kong Stock Exchange, becoming the first compliant Ethereum spot ETF in Hong Kong. Highlights include: • Directly holding Ethereum, tracking the performance of the CME CF Ethereum reference rate; • Supports cash/physical subscriptions and redemptions, can be traded directly via securities accounts, making operations more convenient; • The response after listing was enthusiastic, showing a strong demand in the market for compliant crypto asset tools. Pando holds licenses from the Hong Kong Securities and Futures Commission in categories 1, 4, and 9, and this issuance is seen as an important step in promoting the integration of digital assets with traditional finance, expected to strengthen Hong Kong's competitiveness in the digital finance sector. Three major events point towards Ethereum: institutions continue to build positions, the technology upgrade roadmap is clear, and compliant investment channels are being established. Market confidence + evolution of privacy technology + financial infrastructure bring multiple benefits to the Ethereum ecosystem! #ETH走势分析 #加密市场观察
与此同时,何一与另一位联席CEO Richard Teng的分工也引发市场对币安未来战略的争议。据何一介绍,Richard Teng侧重合规沟通与标准提升,自己则聚焦用户中心与企业文化传承,但市场担忧这种分工可能导致“合规与创新失衡”。有分析师指出,币安当前既面临全球监管的压力,又需应对产品体验滞后、新兴市场布局不足等问题,两位联席CEO能否实现“1+1>2”的效果,仍需时间检验。而何一在被问及预测市场布局时“不轻易说永不也不肯定”的模糊表态,也被解读为“战略摇摆”的信号。