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Leon Waidmann | Onchain Insights pfp
Leon Waidmann | Onchain Insights
@leon-waidmann
๐ŸŸฅ Iโ€™ve been deeply optimistic about Ethereum for years โ€” but the last few have seriously tested that conviction. ๐Ÿ“‰ Financially, ETH has underperformed: ๐Ÿ”น Still down 64% from its 2021 ATH ๐Ÿ”น Down 83% vs #SOL in 1 year ๐Ÿ”น Up just 18% since Jan 2018 (vs +526% for #BTC) But under the surface, something is shifting ๐Ÿ‘‡ ๐Ÿง  Vitalik proposes replacing the EVM with RISC-V (zk-friendly, multi-language, scalable) โš™๏ธ EF is pivoting back to L1 scaling: 3x gas, zkVMs, 100ms txs ๐Ÿ”— A new push to fix L2 fragmentation & unify UX The modular Ethereum vision is real. But execution โ€” not ideology โ€” will define the next cycle. I still believe in Ethereumโ€™s long game. Now it needs to earn it. Will you still bet on $ETH? Letโ€™s discuss ๐Ÿ‘‡
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