- ETH hits $15k
- ETH ETF net inflows hit $50bil+ for the year
- Staked ETH ETFs are filed for and approved
- More major TradFi companies/institutions start to build on Ethereum
- BlackRock (and partners) launch a layer 2 tokenized RWA platform on Ethereum
- Multiple nation states reveal that they hold ETH as a treasury asset
- Pectra will go live in March/April 2025 with more blobs and then soon after, blobs will be saturated again
- Fusaka (the upgrade after Pectra) scope blows out and becomes the biggest Ethereum upgrade ever (goes live in 2026)
- The mainnet gas limit will be increased to at least 50 million by end of year
- Ethereum DeFi thrives more than ever thanks to friendlier crypto regulations in the U.S
- Base spins out from Coinbase and announces token/decentralization plans
- High performant L2's like MegaETH, Rise and others launch and eat the high performant L1's lunch
- Arbitrum One becomes the first major rollup to reach stage 2 decentralization
- Many other rollups reach stage 1 decentralization
- A based rollup enters the top 5 as measured by TVL
- A major optimistic rollup becomes a zk rollup
- Total ETH bridged into L2's exceeds 10 million
- AI agents will stay the main meta for all of 2025
Ethereum will turn 10 years old in 2025 and I'm very confident that this year will be Ethereum's most bullish year yet!
Ethereum is the world computer; ETH is money.
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1/ Ethereum's next major upgrade, Pectra, is tentatively scheduled to go live in mid-March!
This will be Ethereum's largest upgrade in history (as measured by number of EIPs/features included).
Here's a breakdown of what's coming in Pectra 🧵👇
2/ EIP-7702: Set EOA account code
This is probably the most anticipated EIP of the Pectra upgrade as it brings with it major changes to Ethereum user transaction flow via account abstraction.
Transaction bundling, gas sponsorship, asset recovery and more - it's all coming with EIP-7702!
Say goodbye to things like the approve>swap flow - now it can all happen in a single transaction!
3/ EIP-7251: Increase the MAX_EFFECTIVE_BALANCE
Currently Ethereum validators are limited to earning rewards on a maximum of 32 ETH per validator. Once EIP-7251 goes live, the maximum will be increased to 2048 ETH per validator.
This means that staking rewards can be automatically added to a validator no matter how small (no need to wait to earn 32 ETH to spin up another validator to earn rewards) and many validators controlled by a single node operator can be consolidated down which takes a huge load off of the network.
1/ I see this rhetoric a lot but there's a lot of nuance here.
None of the other PoS networks work like Ethereum PoS - almost all of them are some flavor of DPoS - which has soft delegation (rather than "hard delegation" like Ethereum).
2/ Expanding on this: When you delegate your tokens in a DPoS network, a new validator is not spun up - you are just adding stake to an existing validator (that may or may not have a cap).
This is why you typically see DPoS networks with a very small active validator set.
3/ In Ethereum, you can "delegate" your stake to an entity like Coinbase, but for that ETH to actually be "at stake", it needs to be tied to a validator which requires a minimum of 32 ETH to be active.
1/ I have achieved almost everything that I set out to achieve in life and I'm not even 30 yet
This isn't a brag, this is a warning to young people just getting started in crypto: you don't really want to "make it" - what you want to do is turn making it into a perpetual process
2/ Many of you will be in similar situations to what I was in a few years ago: you have a plan to accrue enough wealth so that you can live comfortably and do what you love
This is an awesome goal to have but take it from me: you don't want to actually achieve it
3/ Even though I've "made it" and still spend my days engrossed in the Ethereum ecosystem, it hits different now - I'm doing it for mostly altruistic reasons - not for any monetary gain
This has been my goal since basically day 1 - but it's not how I imagined it would feel.