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Recently, Vitalik has expressed some views on the development direction of Ethereum, attracting market attention. He proposed an interesting assertion: the true value of blockchain does not lie in speed, but in whether it can operate stably over the long term.
This statement essentially corrects a common misconception in the market. For a long time, many people believed that chains like Solana and Avalanche were popular because of their fast transaction speeds. But Vitalik's perspective is different — he believes Ethereum's ultimate goal should be to build stronger resistance to censorship and network sustainability, rather than blindly chasing TPS metrics.
From a technical logic standpoint, this approach indeed makes sense. Resilience means that even in extreme situations, the network can continue to operate. For example, when a chain suffers an attack due to a fault, Ethereum's higher decentralization can help it withstand the pressure. This is similar to redundancy design in product development — seemingly inefficient, but actually efficient.
This viewpoint also offers insights for the Layer 2 ecosystem. Optimism, Arbitrum, and other scaling solutions may need to reconsider the balance between speed and security. In the short term, overemphasizing throughput might improve user experience, but are the long-term risks being overlooked?
It is worth noting that Vitalik also mentioned Cosmos's heterogeneous chain scheme during his discussion, implying that cross-chain ecosystem competition is far from over. Meanwhile, the market should be alert to several issues: overemphasizing resilience could keep gas fees and other usage costs high; in the short term, the market might face selling pressure due to 'not competing on performance'; and if other high-performance public chains continue to optimize, user competition in segments like DeFi will remain fierce.
Behind this discussion is actually different understandings of the ultimate form of blockchain. Whether the tortoise or the hare will win in the end — perhaps only in ten years will we see clearly.