Ethereum is gonna win; I have never been this bullish.
• EF is strong, and the leadership is much clearer compared to the past.
• New EF teams are super strong (Founder Success, Eco Support, and so on).
• The Ethereum protocol is gonna have the Fusaka upgrade, which will unlock many new use cases and improvements.
• Ethereum scaled blockspace by 3x last year, and blobspace is also becoming much more scalable.
• L2s are slowly becoming the growth engine for Ethereum: @Lighter_xyz for perps, @base for the onchain economy, @arbitrum for DeFi and RWAs, @zksync for institutions.
• We still have some of the best researchers in the distributed computing systems field, and they’re exceptional.
• Stablecoins and RWAs naturally choose Ethereum because it never stops and has the most battle-tested smart-contract tech stack.
• The EVM ecosystem is becoming much bigger.
And we’re in a slow bear market, which makes me believe in Ethereum even more.
Ethereum is gonna win.
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