2026-01-06 03:41:16

#2026年比特币行情展望 V God recently made a statement that the next step will surprise everyone, and the community immediately exploded, with many guessing that prices are about to take off. To be honest, looking at this guy's historical record, the "surprise" he talks about has never been about short-term pump-and-dump schemes. The real main event is actually hidden in those underlying technologies that are about to go live.

I’ve dug into recent developer discussions and roadmaps, and there are two things that are indeed quite impressive:

**1. Danksharding (EIP-4844): Giving Layer2 a "cheat code"**

Don’t think this is just to speed up the main chain. What it really aims to do is—lay down a dedicated data channel for Layer2 networks like Arbitrum and Optimism. Sounds complicated, but what’s the effect? Layer2 transaction fees will drop directly, from a few cents now to just a few millimes, making Gas fees almost invisible.

What does this mean? Those applications that couldn’t go live because Gas fees were ridiculously high—true blockchain games, social products, high-frequency trading tools—will finally have a chance to survive. Ecosystem competition will shift from price wars to user experience battles, and that’s a real game-changer.

**2. Account Abstraction (ERC-4337): Wallets are about to be revolutionized**

Imagine logging into Web3 as easily as logging into WeChat. No need to remember all those messy mnemonic phrases, and if your phone is lost, you can still recover your account—everything will be smooth as butter.

What does this represent? It’s the infrastructure for the next wave of millions of users entering the space. When the entry barrier disappears, a flood of user traffic will truly arrive.

**Data is right here**

According to recent market trends, a well-known Bitcoin mining company just bought 33,000 ETH, spending $104 million. Their total holdings have already exceeded 4.144 million ETH, worth $13 billion, accounting for 3.4% of Ethereum’s total circulating supply. These big players quietly stacking up, which I don’t need to spell out what it means.

If you ask me, the real opportunity isn’t in short-term K-line charts, but in the explosion of ecosystem applications once these infrastructures are laid out.

BTC1,5%

ARB-4,12%

OP-3,19%

ETH-0,57%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

19 Likes

Reward
19
9
Repost
Share

Comment

0/400

MysteryBoxOpener

· 01-09 00:50

Oops, it seems that mining companies are all betting on infrastructure. I also need to do some research. ERC-4337 is really a turning point; only then will new users be able to onboard smoothly. After gas fees drop, those sluggish blockchain games might really turn around. But on the other hand, every time Vitalik makes a statement, it takes a year to see results. We still have to wait. $104 million worth of ETH accumulated, this scale is definitely indicating something, quite terrifying upon closer thought.

View OriginalReply0

FancyResearchLab

· 01-08 06:52

Talking about ERC-4337 again, it should be feasible in theory, just not sure when it will actually be useful. Luban No.7 is under construction again. This time, if they can reduce the Layer2 gas fees, that will be a win. But on the other hand, it's quite interesting that mining companies are quietly stockpiling ETH. Are mnemonic phrases finally going to be phased out? Now everyone can master wallet security. Once EIP-4844 is implemented, the chain gaming folks will have a chance. Looking forward to seeing how they will tinker with it.

View OriginalReply0

MissedTheBoat

· 01-06 04:10

It's both V God and infrastructure, so beautifully described, but why do we still have to spend our own money?

View OriginalReply0

CounterIndicator

· 01-06 04:09

Uh...V God is causing trouble again, but I bet five bucks this time it's just technical hype, and the price will still stay flat. I don't deny that big mining companies are hoarding ETH, but do you think they will lose money? Wake up, brothers, they are just copying your bottom. Account abstraction sounds like the future, but how many times have we heard about explosive ecological applications? I'll just wait and see. Let's talk when the Gas fees drop to a few cents. For now, we still have to pay tuition.

View OriginalReply0

GateUser-beba108d

· 01-06 04:03

I think this is the real logical chain. Vitalik's words are not bluffing; only when the technology is in place can the ecosystem explode. Large holders who hoard won't deceive; quietly deploying shows that knowledgeable people have seen through it. Speaking of ERC-4337, if it really gets implemented, with such a low threshold, it can indeed attract newcomers. Gas fees reduced to a few cents? Only projects that previously died because of high costs will have a chance to revive. Short-term speculation is meaningless; waiting for the infrastructure to be in place is the real showtime.

View OriginalReply0

MidnightTrader

· 01-06 03:56

Oh wow, V God is back to playing with virtual and real stuff again. This time, it's really not just short-term speculation... Looking at the infrastructure setup, there’s definitely something there. How low will Layer2 transaction fees go? Then blockchain games can really thrive, this is the true way of the ecosystem. With mining companies hoarding so much ETH, should I follow suit or just observe for now... Account abstraction is indeed the key to lowering the barrier, are millions of users still far away?

View OriginalReply0

FUDwatcher

· 01-06 03:51

Hey, wait a minute, are the big mining companies hoarding so much ETH now? Feels like the landscape has changed. --- V God always talks about infrastructure development, truly never playing the short-term game... --- If gas fees drop to just a few cents, that would really be achievable. Those applications that are stuck and haven't gone live might finally have a chance. --- If account abstraction really gets pushed forward, the entry barrier will disappear instantly. Traffic is the main dish. --- Hmm... This time, it's not about reading the K-line rhythm; we need to see if the ecosystem will explode or not. --- The data is right here; the big investors are already quietly working on it. We're still busy guessing prices on screen. --- Those big institutions are really hoarding now, unlike retail investors who watch daily charts every day.

View OriginalReply0

PhantomMiner

· 01-06 03:48

Oh wow, big mining companies are secretly hoarding Ethereum. This signal is quite obvious. To be honest, I’ve figured out V神’s pattern. It’s always technology first, price catching up later. But this time, Danksharding can really solve the old problem of gas fees. Only then will blockchain games have a chance. Wait, 4.144 million tokens? That scale is indeed outrageous. It seems that major capital is betting on the story of 2026.

View OriginalReply0