2026-01-06 15:24:06

Ethereum has been making quite a buzz lately. Vitalik Buterin stated on social media that Ethereum is about to have major breakthroughs. At first glance, this might sound a bit exaggerated, but after a closer look at the technical roadmap and capital flows, it seems there is real substance behind it.

**Substantive Progress on the Technical Front**

By 2025, Ethereum is indeed making breakthroughs in several key areas: increasing the Gas limit, expanding Blob capacity, and optimizing zkEVM performance. Simply put—transactions will be faster, fees lower, and more complex applications will be able to run.

After the Pectra upgrade went live, Layer 2 transaction fees have approached Solana levels, roughly $0.01 per transaction, with throughput reaching 100,000 TPS. What does this mean? For those playing blockchain games or interacting with NFTs, the Gas fees used to be a pain point, but now costs are barely noticeable, comparable to using mobile applications.

Even more noteworthy is the upcoming Fusaka upgrade later this year, aimed at solving denial-of-service attacks and cross-chain interoperability. Ethereum is positioning itself as an infrastructure backbone—other public chains will need to consider building applications on top of it.

**Real Market Reactions**

Data is the best proof:

In Q3, the US spot Ethereum ETF saw a net inflow of $2.27 billion. Institutions like BlackRock alone invested $500 million. The amount of ETH held on exchanges is steadily decreasing, as both institutions and retail investors are quietly accumulating.

This is not empty talk; real capital is voting with its feet. Why are institutions so optimistic? It’s simply because they see Ethereum’s position in Web3 infrastructure clearly—it's not competing with other chains to be the fastest, but building a foundational layer that the entire ecosystem depends on.

ETH0,41%

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FunGibleTom

· 01-09 01:50

Whoa, $0.01 per transaction? Is this real? I was numb from being ripped off by gas fees before. --- BlackRock is really accumulating. The institutions probably won't deceive us this time. --- Fusaka upgrade feels like the real highlight. Refusing service and stabilizing Ethereum. --- So Ethereum is now just infrastructure, and all other public chains have to kneel. --- No wonder the number of coins held on exchanges is decreasing. My friends are also quietly buying. --- 10,000 TPS sounds great, but how long will it really take to be usable? --- This time, it's definitely not V哥 bragging; the data is right there. --- Wait, are Layer2 fees really this low? I need to try it out. --- Institutions invested 2.2 billion into ETFs. There must be something behind it. --- Ethereum won the roll-up battle, but other chains are also competing. Let's see who persists until the end.

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BrokeBeans

· 01-08 16:54

Hmm, $0.01 per transaction, now that's the experience it should be --- BlackRock has already invested 500 million, and we're still hesitating whether to bet, a bit of late realization --- Wait, can the Fusaka upgrade really solve the denial of service? Hopefully this time it won't be another missed deadline --- I've heard this underlying infrastructure explanation many times, but the key is whether there are still people truly using it in the ecosystem --- If transaction fees drop to Solana levels, what about those Layer 2 tokens we previously bottomed out on... --- Institutions are stocking up so aggressively, I feel like there's something I don't know --- Ethereum is about to change and upgrade again, is this real progress or just more hype? --- Is it a bit late to enter now? It feels like the wind has already picked up --- With 100,000 TPS being hyped so loudly, can it actually stay stable in practice? --- Funds are flowing in so fiercely, yet the price hasn't really gone up. How is this water flowing in?

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RektRecovery

· 01-06 15:53

lol vitalik's been doing the "major breakthrough incoming" dance for years now... but ngl the gas numbers don't lie. 0.01 per txn is actually unhinged if it holds. classic pattern tho—hype the roadmap, let the devs cook, then *maybe* it ships. fingers crossed this isn't another "fusaka will save us" cope

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AirdropHustler

· 01-06 15:47

This is really not hype; the data is right there... BlackRock is accumulating.

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AirdropHunterXiao

· 01-06 15:44

Looking at these data, it's not bragging; Layer2 fees are almost approaching Solana's, which is real progress. However, whether Fusaka's upgrade can truly solve cross-chain issues still depends on delivery. No matter how good the words sound now, it's just a pie in the sky. After Pectra went live, I tried a few transactions, and it was indeed smooth—who would have thought it could be $0.01 per transaction? The most convincing part is the institutional frenzy to stockpile, they may not say it out loud, but they've already seen through it. By the way, if this upgrade really makes Ethereum the underlying infrastructure, other public chains will have to consider migrating upwards; the position is completely different. The net inflow of $2.2 billion into ETFs is quite interesting, indicating that traditional capital is really entering the market. But as I always say, more promises are less meaningful than actual user growth. Has on-chain activity increased now? I admit gas fees have decreased, but can throughput really stabilize at 100,000 TPS? That’s the key. Vitalik's words are always like this—half true, half needing verification—but the signals from the capital side this time are indeed strong.

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