Three thoughts about Vitalik's latest "small composition"

Author: NingNing

General Secretary Vitalik issued the highest directive to adhere to supply economics unswervingly. In the face of severe external challenges from Solana, the Ethereum ecosystem must strengthen its confidence in the infra-centric path and the cultural confidence of the white left hippie, and continue to unswervingly promote the modules of Ethereum. The road to fragmentation and implementation of Pectra/Fulu in 25 years Osaka, the two key mainnet upgrade projects, has achieved results in key areas such as account abstraction, L1/L2 interoperability, Blob market mechanism, data availability sampling mainnet adoption, and mainnet block statelessness.

In the new year, all staff of the Ethereum ecosystem must adhere to the (abstract) consumer-centered approach, promote the (fake) Mass Adoption of Web3, and focus on developing a new Infra spin-off-high-performance AltVMs chain, with full support They siphon the Solana ecosystem through equity NFT airdrops and points Fi siphon, solidifying Ethereum L1’s position as the world’s computer/Web3 financial settlement layer.

Vitalik's essays reveal his white-left encryption philosophy everywhere: he loves abstract decentralization concepts and Infra, but hates users who embrace decentralization concepts and use decentralized Infra - DeFi Degen, Pumpfun Gambler, Crypto Trader, etc. wait.

This cycle represents the spirit of the United States and the blue-blooded WASP ecosystem of Solana. During its peak period, the 24-hour transaction volume of one of its chains surpassed that of the entire Ethereum ecosystem. Its ecological wallet Phantom ranked among the Top 3 most downloaded in the AppStore/Google Play Store rankings. Ethereum ecological wallet Metamask.

What’s even more frightening is that Solana has occupied the minds of most P teenagers and developers in the Z era/post-00s. Many of them already regard Ethereum as something played by ancient people.

Faced with these structural challenges from the consumer level, Vitalik gave a classic white left solution: continue to vigorously engage in production and infrastructure construction.

The reason is obviously not to maintain the fundamental interests of the Ethereum ecosystem, but because he is too afraid that power will slip away from him and go to the hands of business elites from Wall Street/Silicon Valley.

Will this work?

Although both the Ethereum ecosystem and the Solana ecosystem refuse to admit the existence of the Ethereum-Solana War, everyone knows that the Ethereum-Solana War will inevitably become the main line of the industry in 25 years.

The market and user mental battle between @SonicSVM, @soon_svm, @solayer_labs of Solana's SVM camp and @monad_xyz, @megaeth_labs of ETH AltVM lineup will bring everyone a lot of new wealth opportunities.

If priced according to the current deribit BTC options market, 25 years will be a large W shock structure. In such a market environment with tight liquidity and low market risk appetite, SOL Flip ETH will likely arrive as expected at some point in the spring market/autumn market.

Once this event occurs, it will greatly change the mental structure of the market, and Ethereum’s Minsky moment will arrive.