A groundbreaking direction has emerged in the Ethereum community: it may gradually abandon the decade-old EVM (Ethereum Virtual Machine) and upgrade to a new execution layer architecture based on RISC-V. If this transition is successfully implemented, it will be termed a 'brain transplant' for Ethereum, profoundly impacting the entire public chain landscape and ETH valuation logic.


Everyone wants to understand clearly why replace the EVM? When the EVM was designed in 2015, the main goal was to 'implement smart contracts', and it did not fully consider the needs for zero-knowledge proofs (ZK), cross-chain interoperability, and a modern language ecosystem. Nowadays, the limitations of EVM are becoming more pronounced:


Performance bottleneck - low execution efficiency and high Gas costs have restricted large-scale application deployment.

Language isolation - only supports Solidity, making the developer threshold relatively high and difficult to attract a broader base of mainstream language developers;

Poor ZK compatibility - runs at extremely low efficiency in ZK proof environments, limiting Ethereum's competitiveness in the ZK-centered expansion era.

RISC-V is a rapidly developing open-source instruction set architecture in recent years, characterized by: simplicity and efficiency, making it more suitable for parallel computing and lightweight execution.

Developer-friendly: supports mainstream languages such as Rust, Go, C++, reducing the development threshold.

ZK native advantages: easier to generate efficient zero-knowledge proofs, theoretically improving performance by dozens or even hundreds of times.

Broad open-source ecosystem: expected to leverage the development foundation of the traditional computing industry.


Furthermore, once the 'brain switch' is successful, Ethereum will see improvements in three areas:


First, performance and cost optimization: Gas fees have significantly decreased, improving user experience.


Secondly, the expansion of the developer ecosystem: more non-Solidity developers are entering, leading to explosive growth in the Ethereum ecosystem.


Finally, the cost of ZK Rollup has decreased: the expansion effect has significantly improved, enabling ETH to become the technical foundation of a 'global trust layer.'


This means that the valuation logic of ETH will be reassessed by the market. From the current level of $3,000 to $5,000, $8,000, or even $10,000, the future is not exaggerated, but an inevitable evolution driven by technology.


The director's view is clear: the new high of ETH is not accidental, but inevitable. The combination of technological upgrades and narrative-driven growth will bring long-term structural opportunities.


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