Ethereum falls below 1500 USD, what does Vitalik think? Vitalik: I don't watch.

Vitalik's focus is still on Ethereum's technological development. (Synopsis: V God took off the stage to give a speech "Ethereum takes off": 12 seconds to complete L1 L2 communication, OP, ZK, TEE verification methods choose two) (Background supplement: Ethereum fell back five years ago!) "ETH/BTC" fell below 0.02 to hit a new low in 2020, and community FUD has not stopped) On the morning of April 8, Ethereum founder Vitalik returned to Hong Kong after a year and attended the Web3 Scholars Summit. At the same time, market data shows that the latest quote of Ethereum has reached $1450, down more than 60% from the high of $4000, and fell below the $1500 mark on April 7, down more than 15% in a single day. So, in the face of such a market situation in Ethereum, as a community leader, what does V God think, unfortunately the fact is that V God does not see it. Its focus is still on the technological development of Ethereum. Highlights of the talk: Vitalik once again elaborated on Ethereum's long-term goals, including achieving 12-second native asynchronous communication between L2 and L1; Users can still do a variety of things through intent mode (such as getting a latency of less than 12 seconds or a better cost), but the liquidity cost will become extremely low; Greatly enhance the coupling of L2 and L1, driving more applications to deploy components at the same time as L2 and L1. Vitalik Buterin also said that accelerating L2 confirmation times and building a more integrated and unified Ethereum system requires the following steps: ZK+TEE+ OP "two-of-three" design, L1 asynchronous load, proof aggregation, and reduced proof latency. Unlike the previous Ethereum massacre, in this cycle, different institutions have very different views on Ethereum. Standard Chartered Bank's March 2025 report cut the target price of Ethereum from $8,500 to $2,500, a drop of up to 70%. The report directly points to the three core risks of tightening global regulatory policies, the hindrance of the development of the Layer2 ecosystem and the large-scale divestment of institutional investors, especially warning that the US SEC may characterize ETH as a regulatory nuclear bomb for securities. According to the data, the top 100 addresses of Ethereum hold 39% of ETH, which is much less decentralized than Bitcoin (14%), and faces the risk of substitution of public chains such as Solana and Cardano. Morgan Stanley predicts that the ETH/BTC exchange rate will fall to 0.015 in 2027, a new low since 2017. However, Grayscale still listed ETH as a core asset in its list of crypto assets in the first quarter of 2025, believing that its technology base and ecosystem are irreplaceable. Galaxy Digital emphasized that the staking economy (4% annualized return) and Layer 2 integration (70% of on-chain activity has been migrated to L2) will enhance the long-term value of ETH, predicting that the ETH price could exceed $5,500 in 2025. In addition, new scenarios such as tokenized assets (such as 70% of US Treasuries issued on Ethereum) and AI agents (such as Virtual Protocol on the Base chain) could become new engines of growth. The "ZK+TEE+OP" technology roadmap proposed by V God aims to achieve deep coupling between L2 and L1 through a combination of zero-knowledge proof, trusted execution environment and optimistic summaries. If key upgrades such as asynchronous load and proof aggregation can be completed in 2025, Ethereum is expected to regain its performance advantages. Read more: Ethereum falls back to five years ago! "ETH/BTC" falls below 0.02 to hit a new low since 2020, and the community FUD has not stopped Galaxy Digital predicts that the Pectra upgrade program will be launched in April-May 2025, improving network efficiency by optimizing the proof-of-stake mechanism and expanding the data availability of the suite. In addition, cooperation with traditional financial institutions (such as Standard Chartered Bank's issuance of tokenized bonds on Ethereum) and the landing of AI proxy technology may inject new momentum into Ethereum. The current market divergence over Ethereum is essentially a game of trust in its technology iteration speed and ecological integration ability. Under the technocratic route of V God "do not look at the price", whether Ethereum can achieve the metamorphosis from "congestion chain" to "modular network" in 2025 will determine whether it can maintain its leadership position in the Web3 era. Institutional investors need to pay close attention to the progress of technological upgrades, regulatory policy changes and the competitive dynamics of emerging public chains, and find a balance in a market where risks and opportunities coexist. Related reports Paradigm CTO fever Ethereum needs a new language, Sui founder shot back: Solidity and EVM 2018 have problems Base chain game Infected jumped to Solana: Open Ethereum EVM, no culture, no users are not suitable for game construction Ethereum OG sprays "ETH is not saved": the foundation has to admit four major mistakes, and has mastered the world's largest computing power in 2021 〈Ethereum fell below $1500, V What does God think? Vitalik: I don't read this article was first published in BlockTempo's "Dynamic Trend - The Most Influential Blockchain News Media".