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Vitalik, the most strict father of L2s, is determined to take the path of decentralization even further. With the improvement of Ethereum's performance, after Vitalik overturned the historical position of L2s in expanding Ethereum last month, he now plans to expand Ethereum by 1000 times within five years🤣. If we follow Vitalik's upcoming six-family-unfriendly and decisive plan to become the sole ruler, it essentially means dismantling all the VC-driven Ethereum roadmap startups from the past few years. Before this, the Ethereum mainnet itself remained extremely restrained, continuously burying itself deeper, issuing roadmaps to attract external bids. As a result, many VCs targeted Ethereum's roadmap to incubate projects, creating a bunch of L2, modular, storage, and other projects to "fill in" Ethereum's capacity expansion. This is a genuine certainty opportunity—regardless of whether the fill-in succeeds or not, tokens have already been issued. But now, this path is said to be completely blocked, especially for Infra VCs who are about to face extinction.
Vitalik's article mainly proposes an expansion plan for Ethereum's state data, introducing a new, cheaper temporary state that is cleared monthly, significantly reducing the burden on full nodes. Ethereum will then have two types of states: permanent state, used to store high-value data such as user accounts, funds, and smart contract code; and temporary state, which stores less valuable or time-sensitive data. Ultimately, only 5% of the state data will be stored permanently, while 95% will be periodically cleared.
Furthermore, Vitalik explicitly opposes using third-party storage platforms in the article, arguing that reliance on external providers would create strong dependencies and be unreliable. Just listen to what he's saying—five years ago, this would have been considered outrageous!🤣 This also means that Vitalik's thinking has completely shifted, believing that Ethereum's scalability cannot be handed over to outsiders, once again confirming that the past few years of Ethereum-focused startups have come to an end.