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Understanding Vitalik's Reflection on L2: Farewell to Fragmentation, Rectifying the Course Towards Native Rollup in the New Phase

Vitalik Buterin's recent reflections on Ethereum's scaling roadmap signal a significant shift: the original plan prioritizing L2s as the primary scaling solution is now considered outdated. Rather than abandoning L2s entirely, the new strategy refocuses on Ethereum L1 as the most secure settlement layer, while L2s are expected to pursue specialization and differentiation—offering unique features like privacy-focused virtual machines or AI-agent environments—instead of mere scalability. A key issue is the fragmentation caused by numerous L2s, many of which remain centralized (e.g., stuck at "Stage 1" with limited decentralization). This undermines Ethereum’s core values and splits liquidity. The community is now moving toward "Native Rollup" concepts, particularly Based Rollup, which integrates rollup logic directly into L1, using Ethereum validators for sequencing instead of independent, often centralized, sequencers. This enhances security, reduces fragmentation, and enables synchronous composability. To improve user experience, preconfirmations and fast L1 confirmation rules are proposed to reduce finality wait times from ~13 minutes to 15-30 seconds. Looking ahead, Ethereum’s evolution will emphasize account abstraction (simplifying user onboarding), privacy with ZK-EVM, and infrastructure for AI agents operating trustlessly on-chain. Ultimately, Vitalik’s critique is not a rejection of L2s but a correction—away from fragmentation and toward deeper integration with L1, reinforcing Ethereum as the foundational trust layer for the decentralized ecosystem.

marsbitAyer 10:33

Understanding Vitalik's Reflection on L2: Farewell to Fragmentation, Rectifying the Course Towards Native Rollup in the New Phase

marsbitAyer 10:33

Ethereum Foundation Maps 2026 Protocol Priorities as Major Upgrades Near

The Ethereum Foundation has released its protocol priorities for 2026, outlining a structured roadmap organized into three key tracks: Scale, Improve UX, and Harden the L1. The Scale track, a consolidation of previous initiatives, focuses on increasing the gas limit toward and beyond 100 million, implementing EIP-7928 for block-level access lists, and advancing the scaling components of the upcoming "Glamsterdam" upgrade. This includes enshrined Proposer-Builder Separation (EIP-7732), further blob parameter increases, and progressing zkEVM and long-term state scaling work. The Improve UX track is centered on native account abstraction and interoperability. Key proposals like EIP-7702 aim to make smart contract wallets the default without extra overhead, while the Open Intents Framework seeks to enable seamless cross-L2 interactions. This work is also tied to improving security and migrating toward quantum-resistant signatures. The new Harden the L1 track is described as an insurance policy, focusing on post-quantum readiness, execution-layer safeguards, and enhancing censorship resistance through proposals like EIP-7805 (FOCIL). It also includes critical devnet and testnet coordination. The foundation is targeting the Glamsterdam upgrade for the first half of 2026, bundling these priorities, with another upgrade, Hegotá, planned for later in the year.

bitcoinistHace 2 días 20:32

Ethereum Foundation Maps 2026 Protocol Priorities as Major Upgrades Near

bitcoinistHace 2 días 20:32

If Ozak AI Follows Its Current Trajectory, 2026–2028 Could Mark the Most Profitable Window for Early Holders

As attention in the crypto market shifts from short-term speculation to long-term positioning, analysts are increasingly focused on when value creation will occur. For Ozak AI, forecasts suggest the 2026–2028 period could be the most profitable window for early holders if the project maintains its current growth path. This outlook is based on roadmap timing, AI-sector expansion cycles, and historical trends in crypto infrastructure adoption. Analysts believe the next major crypto expansion will be driven by functional AI infrastructure, with adoption accelerating from 2026 and peaking toward 2028. Ozak AI’s roadmap is aligned with this timeline, featuring progressive deployment of AI-native infrastructure like Prediction Agents, Ozak Stream Network, EigenLayer AVS integration, Arbitrum Orbit, and Data Vaults. By mid-to-late 2026, these components are expected to operate at scale, transitioning the platform into a usage-driven ecosystem. Early holders benefit from low entry valuations, exposure before full deployment, and positioning ahead of peak AI-driven demand. Macro trends also support this thesis, including growing enterprise interest in decentralized AI, regulatory shifts toward transparent systems, and accelerating demand for real-time data intelligence. Valuation models indicate the most significant expansion may occur when AI infrastructure becomes indispensable, making early positioning a long-duration strategy rather than a short-term trade. In summary, if execution continues as planned, 2026–2028 could define Ozak AI’s most profitable phase for early holders, driven by converging technology, timing, and sector momentum.

TheNewsCrypto02/17 12:52

If Ozak AI Follows Its Current Trajectory, 2026–2028 Could Mark the Most Profitable Window for Early Holders

TheNewsCrypto02/17 12:52

Ethereum Repricing: From Rollup-Centric to 'Security Settlement Layer'

Ethereum is undergoing a fundamental strategic shift, moving from a "Rollup-Centric" scaling model to establishing itself as a global "Security Settlement Layer." This pivot, signaled by Vitalik Buterin's reflections, acknowledges the slower-than-expected decentralization of Layer 2s (L2s) and the increasing throughput of the mainnet (L1). The core value proposition is no longer just scalability but also security, neutrality, and predictability. Key changes include: * **L1-First Paradigm:** The original assumption that L2s would be the primary scaling solution is fading as L1's capacity grows. * **L2s as a Trust Spectrum:** L2s are now viewed as a spectrum of networks with varying levels of trust and security, rather than uniform "branded shards" of Ethereum. * **Value Shift to "Settlement Sovereignty":** ETH's value is increasingly derived from its role as the foundational asset and secure settlement layer for the entire ecosystem, not just transaction fees. * **Protocol-Integrated Scaling:** Scaling efforts are focusing more on native, protocol-level solutions for verification and security, potentially reshaping the L1-L2 relationship. * **Valuation Model Restructuring:** The valuation framework for ETH is shifting from a cash-flow model (emphasizing fees) to an asset premium model (emphasizing security and institutional credibility). The article draws a historical analogy to the U.S. Constitution's creation, framing Ethereum's evolution as a move from a confederation of fragmented L2 "states" to a unified "digital nation" with L1 at its core, enforcing standards and capturing value through settlement. A new valuation model is proposed, weighting four key value quadrants: Security/Settlement Layer (45%), Monetary Properties (35%), Platform/Network Effects (10%), and Protocol Revenue (10%). This model dynamically adapts to macro conditions. The path to an "institutional second curve" is also explored, where ETH transitions from a speculative asset to a yield-generating, utility-based asset for traditional finance, further solidifying its long-term value foundation.

marsbit02/17 04:06

Ethereum Repricing: From Rollup-Centric to 'Security Settlement Layer'

marsbit02/17 04:06

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