Ethereum's technological evolution is accelerating. Some believe that 2026 could become a critical window— the mature application of ZK zero-knowledge proof technology may bring about a qualitative change to the network.

From the capital side, stablecoins, tokenized RWA assets, and sovereign funds are lining up to enter. The market estimates this sector to be close to a trillion dollars in scale, and signs of institutional investors' staking and position adjustments are already emerging. Whales are reconfiguring their positions, which usually indicates market expectations are brewing for change.

On the technical front, the advancement of ZK will make verification lighter and further enhance network decentralization. According to plans, Ethereum is expected to directly target a scaling goal of 10,000 TPS, which would be revolutionary for the entire ecosystem's throughput capacity.

What about the ecosystem level? When infrastructure and funding are in place, the question becomes—where will this liquidity flow? Assets with strong consensus and community characteristics are often important windows for absorbing ecosystem spillover, as they tend to reflect market sentiment and attention at different stages.

These factors combined do offer some points worth pondering. What do you think? Can the maturity of ZK truly change Ethereum's market position? And what roles will assets that carry ecosystem attention play in this process?