In the next two years, the most worthwhile layout is not 'which chain' but the infrastructure of modular chains.
[Ethereum begins the modular war: RISC-V is the weapon, ZK is the bullet]
Vitalik recently dropped a technical bomb: considering using RISC-V to replace EVM bytecode. Many initially thought it was just an engineer's wild idea, but behind this is Ethereum's imminent entry into a full-scale war of modular blockchains.
Let me help everyone break down the strategic intentions behind this proposal and where you, as a value investor, should look for opportunities.
I. This is not about switching VMs; it's about preparing for war.
This time proposing to replace EVM with RISC-V seems to be an adjustment of the underlying technical architecture, but in reality, it is Ethereum laying out a completely new modular ecosystem.
Vitalik recently dropped a technical bomb: considering using RISC-V to replace EVM bytecode. Many initially thought it was just an engineer's wild idea, but behind this is Ethereum's imminent entry into a full-scale war of modular blockchains.
Let me help everyone break down the strategic intentions behind this proposal and where you, as a value investor, should look for opportunities.
I. This is not about switching VMs; it's about preparing for war.
This time proposing to replace EVM with RISC-V seems to be an adjustment of the underlying technical architecture, but in reality, it is Ethereum laying out a completely new modular ecosystem.
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