Ethereum Will Ultimately Die from EVM

Once, Ethereum was synonymous with blockchain innovation, introducing smart contracts, driving the DeFi and NFT waves, and building a massive ecosystem. Ironically, today, Ethereum's most fatal shackles are its very foundation of success - the "Ethereum Virtual Machine" (EVM). This architecture, born in 2015, still dominates the entire Ethereum and its hundreds of "compatible chains," becoming the biggest obstacle to technological advancement.

The EVM is outdated in design, inefficient, and offers a poor developer experience. It cannot process tasks in parallel, has a poor language (Solidity is akin to a toy language), and developers face various quirky bugs and an opaque gas model. In stark contrast, the rapid development of emerging VMs like Solana, Move, SVM, and WASM provides real performance, modern language capabilities, and composability. This not only enhances user experience but also opens up greater imaginative space for developers.

However, Ethereum is bound by its own ecosystem, unable and unwilling to break free from EVM. To maintain "backward compatibility," it forcefully crams new technologies like ZK, Rollup, and modularization into the old architecture, resulting in an explosion of complexity, no improvement in performance, and further exacerbating fragmentation between chains and user confusion. The so-called "L2 Spring" is merely a compromise product of EVM's difficulty in scaling, ultimately leading to the migration of capital and users to more advanced chains.

EVM is Ethereum's protective shell, and also its poison. If Ethereum cannot complete a self-revolution in paradigm and continues to indulge in the illusion of EVM compatibility, it is destined to be marginalized and replaced in wave after wave of technological iterations, until it dies within the cage it has created. What truly kills Ethereum is not its competitors, but EVM itself.