#以太坊大户持仓变化 Ethereum 2026 Upgrade Roadmap Revealed: From Technological Breakthroughs to Ecosystem Prosperity

V神 recently publicly stated that Ethereum's development path will reach a critical milestone in 2026. He emphasized that in 2025, foundational infrastructure improvements such as zkEVM performance optimization, PeerDAS data processing, and Gas adjustments will lay the groundwork for the "world computer" vision next year. What exactly will happen?

Two Major Upgrades Reshape the Industry Landscape

The mid-2024 Glamsterdam upgrade appears highly ambitious. Parallel transaction processing will be introduced, and the Gas limit is expected to increase from 60 million to 200 million, meaning the block capacity will triple, and network congestion issues will largely disappear. More interestingly, the MEV (Maximum Extractable Value) mechanism will be completely overhauled—on-chain auctions will replace relayers, transaction confirmation times will be compressed to 4 seconds, and TPS will soar from the current 21 transactions/sec to the 10,000 level.

By the end of the year, the Heze-Bogota upgrade will focus on privacy and infrastructure democratization. Verkle tree structures combined with stateless client technology will reduce node hardware requirements by 50%, allowing ordinary computers to participate in validation. Meanwhile, reliance on centralized infrastructure will be further weakened, significantly enhancing censorship resistance.

On-Chain Data Signals Are Clear

Blob transaction volume continues to rise, with daily transaction volume on Layer 2 chains (such as Base) surging by 319%. Gas fees have dropped to around $0.01. In terms of staking, ETH 2.0 staking has surpassed 26 million ETH, accounting for over 20% of circulating supply, with early holders already seeing unrealized gains exceeding 60%. Although short-term prices fluctuate around $2900, multiple indicators point to a new price exploration range of $3200-$3400 in early 2026.

Three Tracks May Take Off

ZK-Rollup solutions will benefit from accelerated zero-knowledge proof verification due to the new upgrade, further optimizing throughput and costs for Layer 2 projects like Scroll. The DeFi sector will find new growth points driven by censorship resistance and multi-thousand TPS capabilities, with derivatives trading and RWA (Real-World Asset Tokenization, such as real estate tokens) potentially becoming the next hot spots. Decentralized social protocols (like Farcaster) are also seen as potential traffic entry points, aligning with V神's advocated "permissionless internet" philosophy.

The entire crypto ecosystem is awaiting these changes in 2026.