#以太坊大户持仓变化 V God once again made a statement: "The next step will surprise everyone," sparking various speculations within the community. Many people's first reaction is—$ETH is about to rally? But if you truly understand the tactics of this Ethereum founder, you'll know that the "surprise" he mentions is never about short-term fluctuations on the candlestick chart. What he cares about is what the entire ecosystem can achieve.

I reviewed recent developer discussions and the technical roadmap and found that the real "trump cards" are actually two infrastructure upgrades that are about to unfold. These are the things that can change the game.

**First: Danksharding (EIP-4844)—The Fee Revolution for Layer2**

Many interpret it as a way to speed up the main chain, but its ambitions are greater. It aims to create a dedicated high-speed data channel for Layer2 solutions like Arbitrum and Optimism. The result? Gas fees on Layer2 could drop to just a few cents, making users hardly feel the cost.

Why is this so critical? Currently, high-frequency applications—truly on-chain gaming, practical social protocols, high-frequency trading scenarios—are blocked outside by gas fees. Once this channel opens, ecosystem applications will start to fiercely compete for user experience. Competition will intensify, and only the winners will have real growth potential. This is the most underestimated variable.

**Second: Account Abstraction (ERC-4337)—A Game-Changer for Web3 Usability**

Imagine a future where crypto wallets feel as smooth as logging into WeChat. No more memorizing a jumble of seed phrases, no worries about losing all assets if your phone is lost. Account recovery, transfers, interactions—all seamless.

It may sound trivial, but for the ecosystem, this is a critical point. When the barrier to entry shifts from "requires expertise" to "as simple as using an app," a flood of traffic will truly pour in. Tens of millions, even hundreds of millions of users will no longer be a dream.

**What do these technological upgrades mean for token holders?**

Recently, a detail worth noting: a major mining group has recently increased their holdings by 33,000 ETH, with a transaction value of about $104 million. This is not a random move. Their current total holdings exceed 4.144 million ETH, with a market value surpassing $13 billion, accounting for 3.4% of Ethereum's total circulating supply.

What does this increase at this point in time indicate? Likely, they see more than just the current price—they see the long-term value that the ecosystem is about to unleash. Infrastructure upgrades → improved user experience → thriving application ecosystem → revaluation of Ethereum’s network value. This is a story that can span across years.

So, V God’s "next step," the real surprise isn’t short-term price pumps, but the ecosystem’s transition from "usable" to "user-friendly." Once this step is solidified, it will truly mark Ethereum’s leap forward.