2025-12-27 14:50:15

#美联储回购协议计划 Ethereum $ETH is about to surprise people? V神's words sound like a joke, but in reality, they are being confirmed by one thing after another. Institutions are pouring money in, protocols are upgrading, assets are transferring—this isn't just hype; there's real momentum behind it.

Let's start with the funding side. SharpLink co-CEO Joseph Chalom recently announced: stablecoins and tokenized RWA (real-world assets on-chain) are about to explode, coupled with sovereign wealth funds beginning to deploy, Ethereum's TVL will see significant movement by 2026.

Here's the data:
- Stablecoin market cap to reach $500 billion
- Tokenized RWA to hit $300 billion
- ETH and related assets held by sovereign funds to increase 5-10 times
- On-chain AI agents and prediction markets to become mainstream

This isn't just talk. Bitmine has staked 74,880 ETH in one go, and SharpLink is adjusting positions simultaneously. The actions of whales indicate that the trend is already gaining momentum.

The real change is happening at the core layer. 2026 will be a critical inflection point. Ethereum plans to leverage ZK proofs (zero-knowledge proofs) for large-scale scaling, targeting a throughput of 10,000 TPS.

How will they scale? The logic is as follows:
- Verification method reform: ordinary node operators won't need expensive hardware, just verify lightweight ZK proofs. Ethereum researcher Justin Drake has tested it—he can complete verification work on an old laptop.
- Clear timeline: by the end of 2026, about 10% of validators are expected to switch to ZK mode, allowing Layer 1 to immediately benefit from increased capacity and paving the way for 10,000 TPS.
- Phased rollout: currently Phase 0 → by 2026 reaching Phase 1 → 2027 Phase 2 (full ZK execution).
- Hardware upgrades: Glamsterdam fork to enhance parallel processing, with gas limit planned to reach 200 million.

The beauty of this plan is that the heavy computational work is handled by specialized builders, making the network more decentralized, faster, and more secure.

What is the current status? Post-merge, energy consumption has dropped by 99.95%, Layer 2 transactions are hundreds of times faster, developer growth is 40% year over year, and the ecosystem TVL remains stable at hundreds of billions. These developments are already underway.

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WhaleWatcher

· 8h ago

Bro, I need to take a quick look at this data. Dropping 74,880 ETH directly? That's real money, not like some mouth-running projects. The goal of 10,000 TPS by 2026 sounds a bit ambitious, but ZK technology can actually be implemented. Running verification on an old laptop shows the team isn't messing around. Stablecoins totaling 500 billion plus RWA of 300 billion, sovereign funds are jumping on the bandwagon... alright, this time it's not just retail investors banding together for hype. When will 10,000 TPS actually be achieved? We're still in Phase 0. I'm afraid it's another empty promise.

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DeFiGrayling

· 8h ago

Spending 74,880 ETH at once—this isn't a game for retail investors... --- ZK proof is done. Can it really reach 10,000 TPS? Feels like another distant promise... --- RWA 300 billion, stablecoins 500 billion—these numbers sound pretty outrageous. Can they be achieved? --- Whales are moving, are retail investors still waiting? Haha, that's a bit harsh. --- I believe in the 99.95% reduction in energy consumption, but do you believe in the expansion roadmap... --- Will sovereign funds really pour in money? Or will they get cut again? --- Reaching 10,000 TPS by 2027—maybe I should wait a bit longer. --- Honestly, Ethereum's move is quite interesting. ZK verification thresholds are lowered, and nodes can really increase. --- Bitmine and SharpLink are rebalancing simultaneously—what are they hinting at? Or are they just optimistic? --- Verifying ZK proofs on an old laptop? If that really works, decentralization will truly matter.

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SandwichTrader

· 8h ago

No hype, no negativity, this time there’s really something. Whale investors throwing money around won’t deceive anyone. Can 2026 really reach 10,000 TPS? Let’s wait and see. The merge is all done, ZK should be no problem this time, it all depends on execution. Staking 74,880 ETH in one go, that’s quite a move... there’s definitely something there. Stablecoins worth 500 billion, RWA worth 300 billion—these numbers sound outrageous, but they might really be coming. Can a laptop run validation? If true, this would be the endgame of PoS. What I care about is when Layer 2 will truly explode; right now, using it still feels too costly. I think we should wait a bit longer on RWA; what about regulation? What does the layout of sovereign funds mean, do you all not understand?

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WenAirdrop

· 8h ago

Whales throwing money around really shows that the water is there, not just air. For zk proofs, even an old laptop can verify them? That's pretty intense. Will we really reach 10,000 TPS by 2026? Let's wait and see. 74,880 ETH, that's quite a move... a bit crazy. TVL doubling? It depends on whether stablecoins can really explode. Layer 2 is almost a hundred times bigger now, still want to expand? Greedy. Who will cover the cost of hardware upgrades?

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MoodFollowsPrice

· 8h ago

Old laptops running validation, I really respect this logic --- 1,748,800 ETH directly poured in, even whales are playing like this --- If 2026 can really reach 10,000 TPS, I’ll go all in --- Heard about RWA explosion for over a year, this time it feels like they’re really going to get serious --- Sovereign funds multiplying 5 to 10 times, this number is a bit outrageous --- ZK has been talked about for a long time, finally about to be implemented, right? --- Gas fees soaring to a 200 million cap, small retail investors crying in the bathroom --- Layer2 is now nearly a hundred times faster, still want to expand? Greedy or not --- Stablecoins 500 billion, RWA 300 billion, where does this money come from? --- One laptop handles validation, why is Ethereum shooting itself in the foot?

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ForkItAll

· 8h ago

74,880 ETH all at once, this guy really dares to do it, not just talk --- ZK proof sounds good logically, but I'm just worried it will turn into empty talk again --- Sovereign funds are starting to enter the market, this time it really looks different, but 2026 is still a long way off --- 10,000 TPS? Been talking for over two years, finally see the roadmap, half believing it --- TVL stable at 100 billion, developer growth up 40%, the data looks pretty good --- Can it be verified with just a laptop? If that really can be achieved, Ethereum's decentralization will be on the rise --- Stablecoins at 500 billion, RWA at 300 billion, if all these are poured in, ETH will definitely take off --- Bitmine's actions are indeed speaking, but following big whales is usually a double-edged sword --- Gas limit mentioned at 200 million? Is this really to solve congestion or just more talk --- The 2026 timeline sounds quite specific, but dare they take a gamble?

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