Breaking! Vitalik personally orders: The Ethereum Foundation will stop selling $ETH, is this a bullish signal or the last chance to buy in?

Last night, Vitalik Buterin rarely spoke out, elaborating on the Ethereum Foundation's transformation direction. The core messages are twofold: shrinking scale and reducing ETH sell-offs. This is not just talk, but an action plan backed by data.

First, let's look at the background. Vitalik emphasized that the Foundation's ETH holdings account for only 0.16% of the total network supply, even less than some individual holdings. Meanwhile, official foundations of other public chains generally hold between 10% and 50% of their tokens. What does this data indicate? The Ethereum Foundation has never played a "whale" role from the start; it functions more like an infrastructure maintainer.

However, external opinions are quite divided. Some believe Ethereum is finally serious about expanding its business and should maintain momentum to do better and faster. Others question: Vitalik constantly advocates decentralization, privacy, and security—why don't the Foundation's actions reflect these principles? Vitalik admits that his biggest concern is the latter criticism. He gave an example of Google—if in 2008 there had been a button to make Google more "dogmatic," such as giving Strowman permanent veto rights, he would have pressed it without hesitation. Because in an industry driven by commercial interests, there needs to be companies that stand firm on certain principles against the trend.

This logic directly maps onto the Ethereum Foundation. Vitalik said the Foundation is not the core hub of the ecosystem, just one of many nodes. Many hope it will play a central role, but he clearly wants to be the latter. To do so, the Foundation has decided to reduce its scale and power, focusing its efforts on a core set of tasks: maintaining Ethereum’s resistance to censorship, asset confiscation, openness, transparency, and the privacy and security of the underlying features. These are things others cannot do; the Foundation must safeguard them personally.

Trade-offs are inevitable. Some approved projects and respected practitioners will eventually detach from the Foundation system. Even if the team is technically excellent and shares the same values, externalization is necessary—both to attract external capital and to keep the Foundation’s independent stance. A new structure will be finalized within the next few months.

On the technical level, Vitalik outlined three core principles. First, building a verifiable, bug-free Ethereum. Using AI formal verification technology, a zero-bug public chain is no longer a pipe dream—Ethereum aims to be the first to achieve this. Second, strengthening a hybrid on-chain consensus mechanism. Ethereum combines Byzantine fault tolerance with Bitcoin’s proof-of-work features, capable of resisting attacks from a high proportion of malicious nodes—other public chains only have one of these. Third, minimizing intermediaries. Currently, smart contract wallets and privacy protocols still require third-party relays; the team is advancing protocol optimizations like FOCIL and EIP-8141, aiming for secure on-chain transactions without intermediaries.

Vitalik calmly said, if these goals are only 50% achieved, is that "acceptable"? He answered: no. Because only 50% completion cannot make Ethereum sufficiently strong. The Foundation strives for 100%, and these goals do not conflict with high transaction throughput; state sharding and Layer 2 solutions are also key directions.

Regarding ETH’s financial attributes, Vitalik revealed that about 90% of his assets are ETH, with the remaining roughly $40 million in stablecoins, all invested in open-source biotech and hardware/software R&D. He admits that some work to maintain ETH’s value is beyond the Foundation’s scope and requires cooperation from other ecosystem entities. Many individuals and institutions hold far more than the Foundation; they will establish contacts and provide initial support.

Finally, Vitalik set the tone: the future Ethereum Foundation will be leaner, with a clearer value stance. This clarity may not be understood by the public, but it will be more sustainable. Ethereum must have a unique competitive edge. In the current era of rapid AI iteration, relying only on a few hard forks each year to meet user demands will cause it to lose appeal. Pursuing millisecond latency and millions of TPS alone will ultimately lead to mediocrity.

In summary: the Foundation is actively "shrinking," no longer engaging in unrelated businesses, reducing sell-offs, and focusing funds and efforts on the core. For retail investors, this might be the clearest long-term signal—one source of ETH selling pressure is disappearing, but only if the technical roadmap truly materializes.

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