2025-12-11 02:01:26

#加密生态动态追踪 Let’s talk about Ethereum’s performance over the next year. This thing is pretty interesting. From a technical perspective, after the Fusaka upgrade completed on December 3rd, it introduced peer data availability sampling and an extension mechanism based on Blob parameters. In simple terms, Layer 2 transaction fees could drop by up to 95%, throughput could increase by 8 times, and the gas limit has also risen. What does this mean? Block verification efficiency improves, reducing the pressure on L2 networks, while the mainnet throughput actually gets a boost.

Once L2 solutions are truly operational, ETH holders can earn more fee income — which is a direct reason to buy. At this pace, by mid-2026, Ethereum has a good chance of breaking through the $7,000 mark.

From a capital perspective, it’s even more interesting. Currently, 43% of circulating ETH is held by large institutions like Goldman Sachs and Jane Street. The entry of institutional players means strong support for the price. More importantly, the US Ethereum ETF is expected to be approved by early 2026 — once that happens, institutional capital with regulatory compliance channels will be ready to flow in, and large funds entering the market will just be a matter of time.

However, risks cannot be ignored. If macroeconomic conditions worsen — for example, a recession in the US — ETH’s price might face downward pressure, possibly testing support near $2,400. But from a regulatory standpoint, the stablecoin framework in the GENIUS Act coming into effect in July 2025 gives Ethereum a clear position as a settlement and trading layer, which is beneficial for its long-term development.

What about supply and demand? Exchange reserves of ETH have fallen to 16.8 million — the lowest in five years. Market liquidity is shrinking, indicating that holders are reluctant to sell, which could actually push prices higher. Plus, over 30% of ETH is staked on the Beacon Chain, which means these coins are temporarily locked and not available for sale, reducing selling pressure and providing support for the price.

All these factors combined, Ethereum’s performance over the next year is definitely worth looking forward to. But remember, macro risks always exist, so proceed with caution.

ETH-0.08%

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MidnightTrader

· 12-13 11:23

Institutional bottom-fishing this wave, we retail investors are really slow to react. --- Gas fees down 95%? Now L2 is really taking off, the mainnet days are actually more comfortable. --- 7000 dollars? Don't get too optimistic yet, even a hawkish speech from the Federal Reserve can hit us hard. --- 43% held by Goldman Sachs, honestly, that's all our chips have, so we need to be cautious. --- The five-year low in exchange reserves really held up, this data looks solid. --- Once the GENIUS bill is confirmed and the compliance path is cleared, capital will truly start to flow in. --- Don't just look at the positives, if a recession really hits, would you dare to buy at 2400? --- 30% staking still can't enter the market, this move is clearly supporting the floor, smart people have already seen through it. --- According to this logic, 7k in mid-2026 isn't a problem, but we need to survive the 2025 wave.

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NFTDreamer

· 12-12 06:58

7000 dollars? A bit greedy, but honestly, the institutions' recent entry does have some substance. --- Fusaka's upgrade with a 95% reduction in gas fees sounds a bit exaggerated; let's wait for actual data to confirm. --- The author briefly mentions recession risk, but we still need to keep an eye on the macro situation—don't just think about price hikes. --- The detail about 16.8 million tokens being at a low point is good; liquidity exhaustion is indeed a positive signal. --- Locking 30% of ETH as collateral is logical; the selling pressure has indeed decreased quite a bit. --- ETF approval will definitely attract some attention; the question is whether the influx will lead to another rush to sell. --- Remember the $2400 support level—don't get blinded by the $7000 dream. --- The regulatory framework finally has a name, but whether the GENIUS Act is reliable depends on its implementation.

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GweiTooHigh

· 12-11 02:30

Will ETH reach 7000? First, let's see if the macro environment will collapse—that's the key. Institutional entry is real, but I care more about when the 16.8 million ETH on exchanges will truly disappear. Fusaka's upgrade is indeed powerful, but with gas fees down by 95%, what about transaction fee revenue? The 30% staking ratio is quite interesting—are holders really starting to be reluctant to sell? $7000 is a dream; let's first keep the 2400 support level stable. It's not that simple; ETF approval still needs to wait. Do institutional investors really have that much appetite? Sounds good, but what if the US stock market crashes? Ethereum could still be dragged down. Low liquidity is actually a trap; don’t be fooled by the optimism of holders. The higher the staking ratio, the better? That's just boiling a frog in warm water, everyone. No matter how clear the regulatory framework is, it can't withstand a macroeconomic shock.

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BearEatsAll

· 12-11 02:20

$7000? Dream on, let's look at the macro first. --- Institutions are buying the dip at 43%, but I just can't believe this number. --- Reserves on exchanges have fallen to a five-year low, sounds like a signal to pump the market. --- The framework of the GENIUS Act seems like paving the way for big capital. --- L2 fees have decreased by 95%? Then why am I still paying so much gas? --- Staking 30% of tokens can't enter the market... that logic has some issues, brother. --- If the US recession hits, $7000 will become just a dream, gotta stay cautious. --- Goldman Sachs and Jane Street are buying the dip; you need to watch their positions closely before daring to follow. --- Fusaka upgrade does have some points, but let's skip the hype about hitting $7000. --- Liquidity decline = holders don't want to sell? That causality is a bit forced, brother.

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TopBuyerBottomSeller

· 12-11 02:15

Still bullish again, L2 fee reduction is indeed a strong point, but $7000 really dares to say that. Institutional entry is a double-edged sword; big funds selling off can also be quite fierce. The signal of low ETH reserves on exchanges is indeed interesting, but if the macro collapses, it's all over.

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MetaReckt

· 12-11 02:03

Hmm... The 43% institutional chips are quite aggressive; it really feels like the $7,000 mark isn't just a dream anymore. --- Wait, the exchange reserve is only 16.8 million; is this number real? It's a bit alarming. --- Honestly, I care more about when the ETF will actually get approval than technical upgrades. That’s the key to breaking the deadlock. --- Is 2400 support? I think the risk is underestimated; if the macro collapses, everything is pointless. --- Staking 30% of the coins can't enter the market; this logic is quite solid and actually makes me more bullish. --- The media hype around the GENIUS Act seems exaggerated; will regulators really be this friendly? I have my doubts. --- Fusaka's upgrade reduces fees by 95%. The hype might be a bit overdone; what's the actual situation? --- The high institutional holdings actually make me a bit uneasy. What if they dump later? --- Basically, it's waiting for the ETF and for the US not to enter recession; both conditions need to be met for $7,000. --- The current question is: can we trust this mid-2026 outlook?

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