Why is it important for the Ethereum Foundation to launch a trillion-dollar security plan now? Because increasing the off-chain TVL is crucial for Ethereum to become the foundational infrastructure of crypto finance.
There are two deep reasons for this:
First, increasing off-chain increments raises the overall TVL. As the TVL increases, the demand for ETH based on security services also rises. If a chain carries tens of trillions or even hundreds of trillions of dollars, will the value of the chain that ensures its security remain stagnant? The value of ETH will rise with the real increase in TVL, which is the value brought by security services.
Trustless security services are the most expensive and valuable part of the entire blockchain field. The market will eventually recognize this.
Second, this will increase transaction activity in the Ethereum ecosystem. Institutions are very likely to build customized chains on L2 and will gradually utilize DeFi infrastructure for activities such as asset issuance, trading, and lending. Initially, it will only involve institutional clients, but as regulations become clearer, a larger user base will also participate, creating a true on-chain scale economy.
Ultimately, whoever wins this RWA battle has the best chance of becoming the future crypto king.