Back on the path of the "World Computer": A brief analysis of Ethereum's top 5 technological strategies for the future.

Based on Ethereum's technical roadmap for the next two years, sharing several possible "technological breakthroughs" that may... provide support for prices (E Guardian Exclusive):

1) zkEVM layer1 integration

Implementation Timeline: Mainnet deployment to be completed by Q4 2025 - Q2 2026;

Technical Objectives:

-99% of blocks are verified within 10 seconds;

• The cost of zero-knowledge proof verification has been reduced by 80%;

Significance of Implementation:

• The market share of stablecoins like USDC and USDT on the Ethereum main chain will further expand, with the daily Gas consumption correspondingly increasing, directly driving ETH deflation;

-zkEVM zero-knowledge proof technology provides compliance and privacy protection for traditional financial institutions, and large-scale DeFi application scenarios are expected to be activated.

2) RISC-V executes new architecture

Implementation timeline: Research and development starting in the second half of 2025, with gradual phased advancement from 2026 to 2030;

Technical Objectives:

• The execution efficiency of smart contracts is improved by 3-5 times;

• Gas costs reduced by 50-70%;

• Open-source instruction set architecture to replace the current EVM, better compatible with modern hardware acceleration technologies.

Significance of implementation:

• The significant improvement in execution performance will give rise to new application scenarios, such as: high-frequency trading, real-time gaming, AI inference, micropayments, microtransactions, etc.;

• Lower Gas costs will reactivate small transaction scenarios, significantly expand the user base and usage frequency, creating a positive cycle of ETH demand;

3) Layer1-Layer2 ecological collaboration

Implementation Timeline: Starting in Q4 2025, continuous optimization from 2026 to 2027;

Technical Objectives:

• Achieve seamless interoperability between L1 and major L2s (Arbitrum, Optimism, Base, etc.) ;

• The current decentralized liquidity is approximately 120 billion TVL, and the unified liquidity pool TVL has exceeded 200 billion USD.

• Cross-layer transaction costs reduced by 90%, achieving cross-layer confirmation within 10 seconds;

Significance of Implementation:

• DeFi protocols can more efficiently aggregate liquidity across the entire ecosystem (L1+L2), generating a network effect where 1+1>2, significantly enhancing the capital efficiency and user experience of the entire Ethereum ecosystem;

4) Validator Economic Optimization

Implementation Timeline: Starting in the second half of 2025, with simultaneous optimization in line with various technology upgrades, continuing for 2 years of improvement;

Technical Objectives:

• The minimum staking threshold for validators is gradually reduced from 32 ETH to 16 ETH, and eventually down to 1 ETH.

• The annualized yield for staking increases from the current 4-6% to 6-8%;

• Simplify the validator operating threshold, support light node verification, and enhance the degree of decentralization of the network;

Significance of Implementation:

• The lowering of validator thresholds and the optimization of profit models are expected to increase the ETH staking rate from the current approximately 25% to over 40% (approximately 48 million ETH locked), further reducing the circulating supply of ETH and strengthening deflationary expectations;

• The improvement in staking yields will enhance the attractiveness of ETH as a "digital bond," providing fundamental support for its valuation;

5) Sharding technology return (ETH 3.0)

Implementation timeline: Design and development starting in 2026, with realization in 2027-2028 or further out;

Technical Objectives:

• Achieve millions of transactions per second by combining zkEVM and sharding;

• Data availability costs reduced by 99%;

• Distributing blockchain data across multiple shards, where validators only need to process a portion of the data;

Significance of Implementation:

• The reintroduction of sharding indicates that Ethereum is preparing for the large-scale adoption of Web3 in the next decade, and the aspiration of the "world computer" will be brought back to the agenda.