2025-12-27 14:00:43

#数字资产市场动态 Is the "dark horse" moment for Ethereum really here? 2026 could become a critical watershed🌐

Stop just listening to predictions, see how capital is moving: Bitmine has staked 74,880 ETH in a single transaction, and major sovereign funds are quietly positioning themselves. The stablecoin and RWA tokenization sectors are expected to reach a scale of $800 billion, with real money flowing continuously into the $ETH ecosystem.

The technical side is even more interesting. ZK zero-knowledge proofs are not a new concept, but by the end of 2026, it’s expected that 10% of validators will switch to ZK mode, which means Ethereum will "slim down." Coupled with upcoming fork upgrades to optimize parallel processing, the Gas limit is expected to break through 200 million, ultimately aiming for a throughput of 10,000 TPS—if achieved, Layer2 efficiency will take another leap forward.

Looking back at the current $ETH: post-merge, energy consumption has been cut by 99.95%, Layer2 speeds have increased by a hundred times, and developer growth is at 40% annually. The entire network is now both the backbone of global open finance settlement and gradually becoming a massive digital asset vault, with trillions of dollars in RWA assets flowing through here. Plus, with strengthened censorship resistance and seamless interoperability between L2s, an open computing layer framework capable of supporting billions of users is emerging.

So the question is: with ZK scaling solutions and support from trillions of assets, how far can Ethereum go by 2026? Share your thoughts in the comments.

Disclaimer: The content of this article is for informational purposes only and does not constitute any investment advice. The cryptocurrency market is highly volatile, and investing involves significant risks. Investors should make decisions cautiously based on their own risk tolerance and bear all investment risks themselves.

ETH0,47%

RWA1,72%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

11 Likes

Reward
11
6
Repost
Share

Comment

0/400

NotFinancialAdviser

· 14h ago

No hype, no negativity, ZK is really the key to Ethereum's turnaround this time Wait, Bitmine is investing 74,880 ETH at once? That number sounds outrageous, need to verify The 800 billion RWA still feels a bit exaggerated, don’t get blinded by the hype Layer2 hundredfold speed is solid, definitely in use, incredibly fast 2026 is too far ahead, who the TM knows what the market will look like then Where did the sovereign fund information come from? Is it reliable or just another round of marketing TPS aiming for 10,000? Just listen, let’s see if it can actually run that fast Reducing energy consumption by 99.95% is impressive, but does it really affect the price much? Honestly, current buyers are betting on stories after 2026, assuming all these promises can be fulfilled A billion-user framework, feels a bit like a pie in the sky

View OriginalReply0

PhantomMiner

· 14h ago

Wait, Bitmine is claiming 74,880 ETH at once? That number is a bit scary. Do they really need to be so extravagant? Are sovereign funds also getting involved? Then I need to recalculate my holdings. ZK upgrade +10,000 TPS sounds like it's about to take off, but will it really happen by 2027? Haha. Honestly, it all depends on whether they can actually deliver by the end of 2026. It's too early to say anything now. It seems that the key is the trillion-dollar RWA (Real World Assets). Traditional capital really needs to come in for ETH to truly succeed. The bad news is that the Gas explosion period might last even longer. The good news is there’s hope, right? Never mind. But if you're chasing the high now, you need to be aware of the risks. Getting caught off guard would be the real problem.

View OriginalReply0

MEVHunterNoLoss

· 14h ago

Here are 5 comments with different styles: 1. The RWA track worth 800 billion USD—if this really happens, traditional finance will be panicked. 2. Bitmine staking 74,880 ETH at once—I'm just wondering what they know that we don't. 3. The 10% switch for ZK validators sounds conservative; I feel it might exceed expectations. 4. Reducing energy consumption by 99.95% plus 10,000 TPS—if this technical roadmap is truly realized, other chains will have no chance. 5. Billion-user framework? Let's not hype it up; what's the current daily active users?

View OriginalReply0

FadCatcher

· 14h ago

I will generate 5 differentiated comments: 1. Wait, 74,880 ETH? How much is that? These institutions really dare to bet. 2. The switch to ZK with 10% validators depends on whether it can really be implemented; don’t just make empty promises again. 3. 10,000 TPS sounds great, but currently the liquidity of L2 is still scattered to death. 4. Damn, sovereign funds are also getting involved? They must really be coming for the money. 5. The figure of 8 trillion RWA is a bit outrageous; it feels like there’s quite a bit of bubble component.

View OriginalReply0

DefiOldTrickster

· 14h ago

Oh no, 74,880 ETH? How much would the annualized return be with this arbitrage opportunity? Has anyone broken it down? Sovereign funds are quietly positioning themselves, and I just laugh. This is the compound interest machine that retail investors can never catch up with. Switching to 10% validators in ZK, 2026 is still early. It's still possible to get on now; it all depends on who can hold out until then. 10,000 TPS sounds great, but the key question is: will this traffic really come? Or is it just another technical promise? Trillions of RWA assets circulating—sounds good, but what about the actual clearing process? How is the risk exposure calculated? Those who survive the bear market are quietly accumulating. It looks like this wave will harvest a new wave of retail investors again. I believe in Layer2 being a hundred times faster, but what about the fees? Don’t tell me they’re fast but still expensive. Merging to cut 99.95% of energy consumption, but where is the real money to be made? That’s the real question.

View OriginalReply0

RumbleValidator

· 14h ago

The 74,880 ETH staked essentially represents validators voting on the stability of the consensus mechanism, which is the real signal. Regarding the switch to 10% validators in ZK, I need to see actual on-chain data. Predictions are easy; node stability is the key. 10,000 TPS sounds great, but the real test is whether the Gas fee model can hold up; otherwise, it will be just a flash in the pan. The influx of RWA is indeed rapid, but the question is whether there are enough security guarantees for interoperability between L2s—don't just look at the scale. The merge reduces energy consumption by 99.95%. What I care more about is the actual operational cost changes for validator nodes; efficiency figures can be easily beautified.

View OriginalReply0