Ethereum faces four major turning points— the next decade is secure!
The first turning point: the Ethereum Foundation begins “doing subtraction”
Recently, the Ethereum Foundation has emphasized “doing subtraction.”
What does it mean?
It’s not about ignoring the ecosystem; it’s about no longer trying to be the center of the ecosystem.
Because if Ethereum wants to become the future financial infrastructure, it must maintain one key characteristic:
Trusted neutrality.
In the future, if:
Government bonds put on the blockchain
Tokenization of stocks
Funds enter the blockchain
RWA sees large-scale development
What institutions care about most is not who operates Ethereum, but:
Is this network impossible for anyone to control.
So, Ethereum is turning from “a project” into “public infrastructure.”
The second turning point: Ethereum starts embracing institutions
Over the past decade, Ethereum’s biggest users were Crypto players.
But in the next phase, the biggest opportunity may come from:
Wall Street.
So what appeared was:
ETH Labs, ETH Institutional, and Etherealize.
Especially Etherealize, what it does is very simple:
It’s about helping traditional finance understand Ethereum and bring assets onto the chain.
In the future, we may see:
Tokenizing government bonds on-chain;
Tokenization of stocks;
Fund share tokenization;
Enterprise assets move on-chain.
The real big capital has not yet entered at scale.
The third turning point: the L2 strategy starts to show results
In the past, many people said:
“L2 will kill Ethereum.”
Because:
Users move to L2;
Transactions move to L2;
Fees have also moved to L2.
But this logic might be wrong.
In the future, it will look more like:
L2 is responsible for running the business.
Ethereum is responsible for providing security and final confirmation.
Like the internet:
More and more websites doesn’t mean TCP/IP has no value.
Instead, it shows that the underlying protocol is becoming more and more important.
Recently popular Robinhood launched its own L2, which is a very important signal.
It means:
In the future, institutions may not run all business directly on public chains.
They need:
Its own execution environment;
its own rules;
Its own compliance framework.
But in the end:
Asset security and final settlement still need Ethereum.
The fourth turning point: the technology roadmap is getting clearer and clearer.
Ethereum won’t simply aim to:
“I want to become the fastest chain.”
It chose a different path:
L1 stays secure and decentralized;
L2 is responsible for infinite scaling.
So the focus in the future is:
The Glamsterdam upgrade;
ZK scaling;
Privacy technology;
Post-quantum security.
There is only one goal:
Enable Ethereum to carry financial systems for decades to come.
So now, look at Ethereum again:
It may not be competing with Solana or other public chains.
The direction it competes in may be bigger:
The settlement infrastructure for future global digital assets.
One sentence summary:
L2 is responsible for prosperity; Ethereum is responsible for trust.
This could be