What are the price supports for Ethereum's roadmap over the next two years?
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What are the price supports for Ethereum's roadmap over the next two years?
Several "technological breakthroughs" could provide support for Ethereum's price.
Navigating Web3 tides with focused insightsAuthor: Haotian
Based on Ethereum's technical roadmap for the next two years, here are several potential "technical breakthroughs" that could provide price support (exclusive content for E Guard):
1) zkEVM Layer1 Integration
Timeline: Mainnet deployment to be completed between Q4 2025 and Q2 2026;
Technical Goals:
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99% of blocks verified within 10 seconds;
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Reduce zero-knowledge proof verification costs by 80%;
Significance:
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Market share of stablecoins such as USDC and USDT on the Ethereum mainnet will further expand, increasing daily gas consumption and directly driving ETH deflation;
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The zkEVM zero-knowledge proof technology will provide compliance-grade privacy protection for traditional financial institutions, potentially unlocking large-scale institutional DeFi use cases;
2) RISC-V Execution Architecture
Timeline: Research and development begins in H2 2025, with phased rollout from 2026 to 2030;
Technical Goals:
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Improve smart contract execution efficiency by 3–5x;
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Reduce gas costs by 50–70%;
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Replace current EVM with open-source instruction set architecture, better aligned with modern hardware acceleration technologies;
Significance:
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A quantum leap in execution performance will enable entirely new applications—such as high-frequency trading, real-time gaming, AI inference, micropayments, and microtransactions;
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Lower gas costs will reinvigorate micropayment use cases, significantly expanding the user base and transaction frequency, creating a positive feedback loop for ETH demand;
3) Layer1–Layer2 Ecosystem Synergy
Timeline: Begins in Q4 2025, with continuous optimization through 2026–2027;
Technical Goals:
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Enable seamless interoperability between L1 and major L2s (Arbitrum, Optimism, Base, etc.);
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Increase total value locked (TVL) from today’s ~$120 billion across fragmented liquidity pools to over $200 billion in unified liquidity pools;
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Reduce cross-layer transaction costs by 90%, achieving cross-layer confirmation within 10 seconds;
Significance:
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DeFi protocols will efficiently aggregate liquidity across the entire ecosystem (L1 + L2), generating network effects where 1+1 > 2, dramatically improving capital efficiency and user experience across Ethereum;
4) Validator Economics Optimization
Timeline: Begins in H2 2025, with ongoing improvements synchronized alongside other upgrades, lasting approximately two years;
Technical Goals:
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Gradually reduce the minimum staking requirement from 32 ETH down to 16 ETH, and ultimately to 1 ETH;
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Increase annual staking yield from the current 4–6% to 6–8%;
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Simplify validator operation requirements, support light-node validation, and enhance network decentralization;
Significance:
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Lowering entry barriers and optimizing reward models could increase ETH staking rates from the current ~25% to over 40% (locking up approximately 48 million ETH), further reducing circulating supply and strengthening deflationary expectations;
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Higher staking yields will boost ETH’s appeal as a “digital bond,” providing fundamental valuation support;
5) Sharding Technology Revival (ETH 3.0)
Timeline: Design and R&D to begin in 2026, with implementation expected between 2027–2028 or beyond;
Technical Goals:
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Combine zkEVM with sharding to achieve millions of transactions per second;
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Reduce data availability costs by 99%;
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Distribute blockchain data across multiple shards, allowing validators to process only partial data;
Significance:
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The reintroduction of sharding signals Ethereum is preparing for mass Web3 adoption in the next decade—the vision of a "world computer" will be revived and prioritized once again;
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Haotian | CryptoInsight
