2026-01-11 08:30:25

#以太坊大户持仓变化 Ethereum core developers shift focus to "application innovation," ushering in a new phase for the ecosystem

The key figure who has long driven the development of Ethereum protocols, Tim Beiko, recently sent an important signal — he is gradually shifting his personal focus from underlying technology development to exploring the practical application prospects of Ethereum.

Why is this worth paying attention to? Because it reflects an important judgment: as a public chain, Ethereum's infrastructure is now mature enough, and the next growth driver is not about further refining the protocol itself, but about what can run on top of it.

Beiko's core idea is very clear — since the AllCoreDevs development team has entered a stable period, the focus should be on contemplating a bigger question: what application scenarios can only be truly realized on a network like Ethereum that is "permissionless, highly secure, and fully verifiable"?

What does this shift mean?

**A major adjustment in ecosystem narrative.** In the past few years, the discussion was more about "how to build Ethereum better," but now it has shifted to "what innovative products can be created with Ethereum." This is a qualitative change.

**Direct encouragement for builders.** When core developers start moving toward the application layer, it is essentially telling all developers: stop just focusing on technical details, and start imagining bold, blockchain-native, truly groundbreaking innovations.

**Emerging value hotspots.** Applications that fully leverage Ethereum's features, utilize its global settlement capabilities, and enrich its asset ecosystem will become new growth poles. Applications that transcend geography and break through traditional financial limitations have the greatest potential.

With the underlying infrastructure solidified, the ecosystem canvas is just beginning to be painted. As the foundational asset of this ecosystem, $ETH 's long-term value drivers are shifting from technological upgrades to application prosperity. So the question is — what do you think is the most likely "Ethereum-native application" to break through first?

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LayoffMiner

· 01-13 15:30

Someone finally said it: the protocol layer is already sufficient; now it's time to look at the performance of the application ecosystem. But to be honest, most projects are still just storytelling, and truly usable products are few and far between.

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LongTermDreamer

· 01-12 23:03

Ah, finally someone said it. I've been talking about this logic three years ago... Once the infrastructure matures, we should look at the applications. Isn't that obvious? Those who only realize this now need to catch up. Don't be fooled by my current focus on the application layer. When my ETH was trapped, I was already thinking about this issue. The first trick to beautify losses is to look at the long term, right? Haha. I am optimistic about native applications like cross-border payments and on-chain identity verification. If they don't take off within three years, then... just wait another three years.

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GasFeeLady

· 01-12 11:19

tbh been watching gas patterns all morning... this infrastructure narrative shift hits different when you realize it's basically saying "protocol's done cooking, now we optimize the dapps" - which honestly means someone's finally watching the gwei meter like they should be

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CryptoGoldmine

· 01-11 08:58

The infrastructure has stabilized; now is the time to look at ROI. The application layer is the new computing power network.

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GateUser-75ee51e7

· 01-11 08:58

Once the infrastructure is stable, it's indeed time to look at the imagination of the application layer. However, this sounds easy, but only a few can really create something...

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GateUser-e87b21ee

· 01-11 08:57

Once the infrastructure is stable, it's time to focus on applications. There's no flaw in that logic. However, truly functional products will probably take another two or three years to emerge. Right now, everything being said is just hype.

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BlockchainWorker

· 01-11 08:49

Once the infrastructure is stable, it's time to think about how to make money. This logic makes sense. --- In simple terms, there's not much room for competition at the protocol layer anymore. Now, it's about applications telling stories. --- Tim Beiko's move was quite clever, shifting focus from the underlying layer to user needs. Finally, someone remembers that blockchain needs users. --- Wait, those exchanges have been doing application innovation for a while, right? Is it a bit late to turn now? --- The claim that only Ethereum can boast permissionless features is true, but we haven't seen any truly killer applications yet. --- I agree with crossing geographical barriers; however, market education might need to happen again. --- Has the ecosystem canvas just been laid out? I think it's time to reorganize, as there are too many junk projects. --- It's good that core developers are shifting to the application layer, but it also depends on whether the applications themselves can survive. --- This signal came quite timely. It feels like the next hot spot is right here. --- $ETH shifting from technical upgrades to application prosperity? Sounds like they're looking for reasons for a big surge.

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