#以太坊大户持仓变化 V God's statement that "it will surprise everyone" immediately sparked the market's imagination. Instead of getting caught up in short-term price fluctuations, it's better to focus on the underlying logic—Ethereum is undergoing a transformation: from a "usable blockchain" to a "user-friendly global settlement layer."

The two major past dilemmas were cost and speed. Danksharding upgrade is about to break down these barriers. Once completed, Layer 2 networks will become incredibly cheap and unbelievably fast. Users will ultimately experience a Web3 experience that is as smooth as using internet products. This is not just optimization; it's a redefinition of interaction methods.

Once the underlying infrastructure is upgraded, the DApps running on top will enter a new era. Gaming will no longer experience frame drops, social costs will be significantly reduced, and financial applications will run seamlessly. At this point, a large amount of traffic and capital will reevaluate existing ecosystem assets—who will become the next winners?

Most interestingly, projects rooted in Ethereum culture and carrying community DNA will also usher in a new narrative window. Community-first, fun projects are precisely at the stage where users' genuine needs for diversification and more social assets are emerging during ecosystem maturity. $ETH