What I think is important for Ethereum to win while maintaining a global node set:

1. decouple validation from block building throughout with zk. this needs making zk proving blocks in real time easier: ePBS or Delayed Execution, I don't care which. trie migrations help but imo not needed, whereas ensuring you don't prove at the end of the slot but at the start really matters.

2. decouple censorship resistance from weakest node. If you do the above, introducing low-ETH staked nodes who are responsible just for CR but not for the hot path block building and validation liberates us from raspberry pis for scaling but let's us continue using raspberry pis for CR