#美联储回购协议计划 Will Ethereum surprise $ETH people? V God’s words seem like a joke, but he is gradually confirming it through real things. Institutions are spending money, protocols are evolving, and assets are moving — this is not just speculation, but a real driving force.

Let’s start with the funding side. Co-CEO of SharpLink Joseph Chalom recently said: Stablecoins, on-chain digital assets (RWA) will explode, and with sovereign wealth funds expanding, a significant movement in TVL for Ethereum is expected by 2026.
Here are the numbers:
- Stablecoin market cap will reach $5 trillion
- On-chain digital assets (RWA) will reach $3 trillion
- ETH and related assets in sovereign wealth funds will multiply from 5 to 10 times
- On-chain AI agents and prediction markets will become mainstream
It’s not just talk; Bitmine pledged 74,880 ETH at once, and SharpLink adjusted its positions, while large whale movements indicate that the trend is beginning to take shape.
Real fundamental change. 2026 will be a major turning point, as Ethereum will use ZK (Zero-Knowledge Proof) to significantly scale, aiming for a processing capacity of up to 10,000 TPS.
How is scaling achieved? The logic is as follows:
- Fix verification method: ordinary operators don’t need expensive hardware, just a lightweight ZK proof verification. Ethereum researcher Justin Drake has tried it and can verify using an old laptop
- Clear timeline: by the end of 2026, about 10% of validators are expected to switch to ZK mode, giving Layer1 immediate scaling benefits and paving the way for 10,000 TPS
- Phased progress: now it’s Phase 0 → by 2026 we reach Phase 1 → and by 2027 we reach Phase 2 (Full ZK implementation)
- Hardware upgrades: Glamsterdam branch to enhance parallel processing, and a plan to raise gas limit to 200 million
The feature of this plan is: heavy computational work is done by professional builders, making the network more decentralized, faster, and more secure.
What is the current situation? After the merge, energy consumption dropped by 99.95%, Layer2 transactions are hundreds of times faster, developers are increasing by 40% annually, and the ecosystem’s TVL remains in the trillions. These things are already in operation.