Technical breakthrough from EVM to RISC-V:

  • Vitalik proposes replacing EVM with an open RISC-V architecture, maintaining compatibility with existing smart contracts (Solidity, Vyper) while expanding support for languages like Rust.

  • Goal: Accelerate the Ethereum main network by 100 times, reduce transaction fees by 1,000 times, directly compete with Solana/Sui, while maintaining decentralization and security advantages.

The "rebirth" opportunity for Ethereum L1:

  • This upgrade could "awaken" the value of the mainnet, which has been overshadowed by the development of Layer 2. Success will lay the technical foundation for Ethereum for decades, turning it into the "default" platform for traditional finance and RWA.

  • Positive signals: Major institutions (BlackRock, NY Mellon) are experimenting with Ethereum due to its stability, neutrality, and time-tested verifiability.

Challenges and risks:

  • Community response: The risk of division if changes are too large, especially from developers familiar with EVM.

  • Performance pressure: If the upgrade fails, Ethereum may face stagnation, loss of trust in its value, and be outpaced by emerging blockchains.

The "turning point" role with the crypto market:

  • Ethereum is at a critical support-resistance threshold, with technical indicators suggesting a potential reversal if it can overcome psychological and technical barriers.

  • A crucial choice: Either become the "global infrastructure" for the new generation of finance or fall into the "apocalyptic wagon" if it does not overcome performance and application bottlenecks.

The profound implications of this upgrade:

  • Ethereum is betting big on technological innovation to redefine its position, not just as a blockchain for DeFi but also as a platform for real assets (RWA) and institutional stablecoins.

  • The success or failure of this project will determine whether Ethereum retains its crown in the blockchain 3.0 era or cedes the field to younger, faster competitors.

  • Stagnation could turn ETH into the "old hero" - an outdated symbol, despite having once revolutionized the industry.

#BinanceAlphaAlert #MarketRebound #TrumpVsPowell

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