2026-01-06 17:20:19

#数字资产动态追踪 Ethereum has truly secured its position as the leading public chain over the past two years, not only because of its rich ecosystem but more importantly because of the continuous flow of traffic shifting to L2 solutions. By the end of 2025, the daily transaction share of L2 has already exceeded 60%. If this trend continues, it is very likely to surpass 80% by mid-2026. What does this mean? It indicates that performance bottlenecks are gradually being broken, and user experience is improving steadily.

The staking ecosystem has also matured. Currently, over 30 million ETH are staked, accounting for a quarter of the circulating supply, with annualized yields remaining stable at around 4.5%. Staking and yields form a virtuous cycle, continuously increasing its attractiveness.

The technical route is even more interesting. POS consensus has become very stable, and the combination of ZK and L2 has been effective. Recently, there was news that the 'impossible triangle' has been cracked. The core idea is to balance decentralization, security, and throughput through PeerDAS and ZKEVM. It sounds like a small improvement, but it actually provides significant support for the entire ecosystem.

Most importantly, institutional capital is starting to take it seriously. Traditional financial giants like BlackRock and Franklin D. Roosevelt are all deploying in the RWA track. Currently, the annual settlement scale of stablecoins has exceeded $30 trillion, and the on-chain RWA scale has reached $18.9 billion. What does this indicate? Web3 is no longer just a hype concept; it is genuinely evolving towards financial infrastructure.

ETH0,07%

RWA1,61%

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HappyToBeDumped

· 01-09 17:19

L2 this data is really impressive, a 60% increase, it feels like Ethereum can finally breathe a sigh of relief. Staking 30 million tokens, this is truly moving towards financial infrastructure. The entry of institutional big players has indeed changed the vibe; it's no longer just pure speculation. Impossible to crack the triangle? Sounds nice, but it all depends on whether it truly materializes later on.

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DAOdreamer

· 01-09 02:32

L2 data is indeed impressive, but what really excites me is that institutions are seriously working on RWA, which is a true signal of breaking the circle.

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BlockBargainHunter

· 01-06 17:47

I've already mentioned that L2 is taking off. Now looking at the data, it's no exaggeration—80% is just around the corner. Once staking stabilizes, I'll be at ease. No need to mess around; earning 4.5% passively is also good. Has the true triangle been broken? ETH is now taking off completely, and traditional finance folks will have to start taking us seriously. Institutional entry is a signal; Web3 is no longer a playground for retail investors. Even players like BlackRock are in, which indicates that the era of real money has arrived—those who positioned early are now reaping the rewards. I've been paying attention to RWA for a while. Only $18.9 billion? That's just the beginning—there's still a long way to go, and it's too little. With such a high proportion of L2 traffic, is mainnet activity declining? I'm still holding tokens on the mainnet. But to be fair, while these numbers look great, will the actual adoption rate keep up? It seems to depend on the performance at the application layer. The combination of PeerDAS and ZKEVM sounds very powerful—Ethereum is making a big move with this next step.

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NeverVoteOnDAO

· 01-06 17:41

L2 transfer speed really exceeded expectations, the range of 60% to 80% feels like it can be achieved in no time, ETH has indeed stabilized this wave.

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FrontRunFighter

· 01-06 17:36

ngl the RWA narrative is just old wine in new bottles... where's the actual settlement finality when everything still depends on oracle manipulation? 🚨

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HashBard

· 01-06 17:28

ngl the impossible triangle being "solved" is giving very much narrative arc energy... but the real plot twist? institutions finally getting bored enough to actually build on eth instead of just shitposting about it

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CryptoHistoryClass

· 01-06 17:23

statistically speaking, this is exactly how the dot-com bubble narrative kicked off back in '99... "this time is different" they said, institutions are here now they said. *checks notes* yeah, the pattern recognition is uncanny. let me pull up those charts from 2017... the similarity? chef's kiss level of uncomfortable.

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