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Full 2026 EF strategy breakdown from Tomasz K. Stańczak at EthBoulder 🔥 Here's the complete 🧵 on the future of Ethereum: 1️⃣ certification/credential: Clear guidance for institutions on trusted providers, backed by the EF & partners. 2️⃣ Post-Quantum Security: A major announcement is on the horizon to make Ethereum...

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Francesco Andreoli ᵍᵐ

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Standard Chartered’s Geoffrey Kendrick explains his $40,000 ETH price target by 2030 “I think a lot of [tradfi activity] happens on Ethereum Layer 1. I think about how BlackRock rolled out BUIDL, for example — all on layer 1 Ethereum… which I think is a more logical playbook for how tradfi will approach this buildout in the next year. And if you assume that more activity equals higher token price — which I think is correct (today I find the best measure is fees paid on the applications or protocols built on the Ethereum network) — I think that means ETH outperforms now and for the foreseeable.” Geoffrey Kendrick is the Global Head of Digital Assets Research at Standard Chartered and former Head of Asia FX & Rates Strategy at Morgan Stanley. He believes the ETH/BTC ratio will go from 0.03 today to 0.04 by the end of 2026, which is a $4,000 price target for ETH at $100,000 BTC. “My long-term forecast is $500,000 BTC by 2030 and $40,000 Ethereum by 2030… roughly 20x [for Ethereum], but a huge outperformance [versus Bitcoin] as well. And it’s because all the use cases we’ve been talking about, will almost all happen on Ethereum.” Source: Milk Road Milk RoadMacro Standard Chartered

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Standard Chartered’s Geoffrey Kendrick explains his $40,000 ETH price target by 2030 “I think a lot of [tradfi activity] happens on Ethereum Layer 1. I think about how BlackRock rolled out BUIDL, for example — all on layer 1 Ethereum… which I think is a more logical playbook for how tradfi will approach this buildout in the next year. And if you assume that more activity equals higher token price — which I think is correct (today I find the best measure is fees paid on the applications or protocols built on the Ethereum network) — I think that means ETH outperforms now and for the foreseeable.” Geoffrey Kendrick is the Global Head of Digital Assets Research at Standard Chartered and former Head of Asia FX & Rates Strategy at Morgan Stanley. He believes the ETH/BTC ratio will go from 0.03 today to 0.04 by the end of 2026, which is a $4,000 price target for ETH at $100,000 BTC. “My long-term forecast is $500,000 BTC by 2030 and $40,000 Ethereum by 2030… roughly 20x [for Ethereum], but a huge outperformance [versus Bitcoin] as well. And it’s because all the use cases we’ve been talking about, will almost all happen on Ethereum.” Source: @MilkRoadMacro Milk Road Crypto (Mar 2026)
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Standard Chartered’s Geoffrey Kendrick explains his $40,000 ETH price target by 2030 “I think a lot of [tradfi activity] happens on Ethereum Layer 1. I think about how BlackRock rolled out BUIDL, for example — all on layer 1 Ethereum… which I think is a more logical playbook for how tradfi will approach this buildout in the next year. And if you assume that more activity equals higher token price — which I think is correct (today I find the best measure is fees paid on the applications or protocols built on the Ethereum network) — I think that means ETH outperforms now and for the foreseeable.” Geoffrey Kendrick is the Global Head of Digital Assets Research at Standard Chartered and former Head of Asia FX & Rates Strategy at Morgan Stanley. He believes the ETH/BTC ratio will go from 0.03 today to 0.04 by the end of 2026, which is a $4,000 price target for ETH at $100,000 BTC. “My long-term forecast is $500,000 BTC by 2030 and $40,000 Ethereum by 2030… roughly 20x [for Ethereum], but a huge outperformance [versus Bitcoin] as well. And it’s because all the use cases we’ve been talking about, will almost all happen on Ethereum.” Source: @MilkRoadMacro Milk Road Crypto (Mar 2026)

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Infinaeon Blockchain

42,920 Aufrufe • vor 1 Jahr

"Hyperliquid is what Ethereum wanted to be" Santi on why the flows should come out of Ethereum, not Bitcoin "When you have the opportunity to buy HYPE at what, an 8 billion market cap, it's not real for you because of how much the founders hold. So it's an 8 billion dollar protocol. Pump is a three or four billion dollar protocol, not even. Ethereum is like 300." "So I don't necessarily need to believe that flows come in from Bitcoin. Help me rationalize why there's a 300 billion. Flows can come from Ethereum into Hyperliquid." "Ethereum was cranking out like $40 million of revenue a day during the NFT and DeFi summer days. That's like $18 billion of annualized run rate revenue, if you will. Of course you should never run rate, and that's the reckoning that probably Jason talks about." "But now Ethereum is going to make less money this year than Hyperliquid and Pump, and it's like 50 to 100 times larger."
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89,717 Aufrufe • vor 17 Tagen

Vitalik Buterin on Ethereum as the economic layer for AI “The blockchain to me is the most natural way to allow applications and cooperation between many different people in the long term without needing to agree on who to trust. The other thing is also the economic layer. This is the layer where blockchains can support AIs.” Vitalik believes Ethereum will play a large role in the future of decentralized AI: “If you have more decentralized AI, that means you have different AIs (agents, programs) that are controlled by different people and need to interact with each other. And for that interaction to be possible, you need to have an economic layer. Either cooperation is based on economic incentives and economic rules. Or it’s based on central control. It’s usually one of the two, and if we can set up the economic system, that makes more decentralized interaction between AIs possible.” Source: OKX (Apr 2026) Read our full article on why AI agents will need Ethereum for low-risk DeFi below👇
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Vitalik Buterin on Ethereum as the economic layer for AI “The blockchain to me is the most natural way to allow applications and cooperation between many different people in the long term without needing to agree on who to trust. The other thing is also the economic layer. This is the layer where blockchains can support AIs.” Vitalik believes Ethereum will play a large role in the future of decentralized AI: “If you have more decentralized AI, that means you have different AIs (agents, programs) that are controlled by different people and need to interact with each other. And for that interaction to be possible, you need to have an economic layer. Either cooperation is based on economic incentives and economic rules. Or it’s based on central control. It’s usually one of the two, and if we can set up the economic system, that makes more decentralized interaction between AIs possible.” Source: OKX (Apr 2026) Read our full article on why AI agents will need Ethereum for low-risk DeFi below👇

Etherealize

115,431 Aufrufe • vor 4 Monaten

Ethereum is starting from the endgame. Episode 4 of TheCoordinate is a deep dive into Lean Ethereum: a clean-slate rethink of consensus, execution, and data availability. I sat down with Justin Drake from Ethereum Foundation to unpack: > need for the rewrite, > rewrite items: post-quantum security + fast finality, > endgame finality (3-slot -> 2-slot -> maybe 1-slot), > slot anatomy, networking constraints, and the "SOL slots" meme, > real-time ZK proving changing the execution roadmap, > censorship resistance with FOSSIL, > role of L2s in the world of Lean Ethereum, > incentives across proposer, builder, prover, includer, attester. If you’re building on Ethereum or trying to understand where the base layer is headed, this one is for you. This is Episode 4 of TheCoordinate. Hope you enjoy it! ------------------------------- Timestamps: 0:00 Intro: digital intelligence needs digital institutions 0:30 The big questions: Lean Ethereum, consensus/execution, post-quantum 1:25 Why Ethereum needs an endgame mindset (and a clean-slate approach) 3:30 The two “rewrite-class” items: post-quantum security + fast finality 5:52 Beamchain → Lean Consensus → Lean Ethereum (expands beyond consensus) 6:34 ZK EVM + real-time proving within a slot → “10,000 TPS” target 10:10 “SOL slots”: pushing slot duration toward speed-of-light constraints 11:09 3-slot finality (3SF) → endgame finality (2-slot / 1-slot paths) 18:19 eFP2P: erasure-coded gossip, bandwidth efficiency, scaling blobs 26:21 FOSSIL today: inclusion lists + opening includers beyond validators 39:09 Lean VM: minimal ZKVM 51:04 XMSS explained: Merkle signatures, 2^32 leaves, statefulness tradeoff 1:00:36 Rollups: 99.9% throughput on L2s + “native rollups” 1:06:53 Economics: roles (builder/prover/includer/attester), proving costs, stake capping
1:16:31

Ethereum is starting from the endgame. Episode 4 of TheCoordinate is a deep dive into Lean Ethereum: a clean-slate rethink of consensus, execution, and data availability. I sat down with Justin Drake from Ethereum Foundation to unpack: > need for the rewrite, > rewrite items: post-quantum security + fast finality, > endgame finality (3-slot -> 2-slot -> maybe 1-slot), > slot anatomy, networking constraints, and the "SOL slots" meme, > real-time ZK proving changing the execution roadmap, > censorship resistance with FOSSIL, > role of L2s in the world of Lean Ethereum, > incentives across proposer, builder, prover, includer, attester. If you’re building on Ethereum or trying to understand where the base layer is headed, this one is for you. This is Episode 4 of TheCoordinate. Hope you enjoy it! ------------------------------- Timestamps: 0:00 Intro: digital intelligence needs digital institutions 0:30 The big questions: Lean Ethereum, consensus/execution, post-quantum 1:25 Why Ethereum needs an endgame mindset (and a clean-slate approach) 3:30 The two “rewrite-class” items: post-quantum security + fast finality 5:52 Beamchain → Lean Consensus → Lean Ethereum (expands beyond consensus) 6:34 ZK EVM + real-time proving within a slot → “10,000 TPS” target 10:10 “SOL slots”: pushing slot duration toward speed-of-light constraints 11:09 3-slot finality (3SF) → endgame finality (2-slot / 1-slot paths) 18:19 eFP2P: erasure-coded gossip, bandwidth efficiency, scaling blobs 26:21 FOSSIL today: inclusion lists + opening includers beyond validators 39:09 Lean VM: minimal ZKVM 51:04 XMSS explained: Merkle signatures, 2^32 leaves, statefulness tradeoff 1:00:36 Rollups: 99.9% throughput on L2s + “native rollups” 1:06:53 Economics: roles (builder/prover/includer/attester), proving costs, stake capping

Soubhik Deb

86,471 Aufrufe • vor 6 Monaten

Robinhood Head of Crypto on Non-Ethereum L1s: “Centralization is a major issue” “You’ve seen with many of the other [non-Ethereum] L1s — even the big ones — centralization is still a major issue: sometimes there’s an issue, and everyone restarts [the validators] at the same time. It doesn’t really feel decentralized, right? With Ethereum, you get all of this for free. So you can focus your mental bandwidth and resources on building on top of it instead of doing the basic things that everyone else is doing.” Crypto General Manager Johann Kerbrat explains that this free security was a huge factor in Robinhood’s decision to build a Layer 2 rather than an alternative Layer 1. Accessing the liquidity of Ethereum and other EVM-compatible chains was another major factor: “If you’re alone on your private island and no one can come in or out — I’m sure we could get customers because we’re Robinhood and a big platform, but we actually want to recreate the entire financial system on-chain. So we need everyone to be able to come into our island.” Source: DeFi Dad ⟠ defidad.eth (Dec 2025)
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Robinhood Head of Crypto on Non-Ethereum L1s: “Centralization is a major issue” “You’ve seen with many of the other [non-Ethereum] L1s — even the big ones — centralization is still a major issue: sometimes there’s an issue, and everyone restarts [the validators] at the same time. It doesn’t really feel decentralized, right? With Ethereum, you get all of this for free. So you can focus your mental bandwidth and resources on building on top of it instead of doing the basic things that everyone else is doing.” Crypto General Manager Johann Kerbrat explains that this free security was a huge factor in Robinhood’s decision to build a Layer 2 rather than an alternative Layer 1. Accessing the liquidity of Ethereum and other EVM-compatible chains was another major factor: “If you’re alone on your private island and no one can come in or out — I’m sure we could get customers because we’re Robinhood and a big platform, but we actually want to recreate the entire financial system on-chain. So we need everyone to be able to come into our island.” Source: DeFi Dad ⟠ defidad.eth (Dec 2025)

Etherealize

37,809 Aufrufe • vor 6 Monaten