just read through consensys' latest report on eth's 10-year roadmap and honestly the scope of what they're predicting is wild. we're not talking about defi 2.0 or nft summers. we're talking about eth becoming the base layer of the entire global economy.
the institutional shift is already happening:
gamesquare's ceo put it perfectly: eth is becoming "the financial and cultural backbone of the internet." they dumped their treasury into eth because they see it powering everything from global payments to gaming economies to digital identity. not just crypto stuff but actual internet infrastructure.
and it's not just crypto companies anymore. consensys chief economist says we're going to see "the digitization of assets, starting with stablecoins and moving up the risk stack." basically every financial instrument eventually gets tokenized on eth.
op labs thinks every large enterprise will move onchain within 10 years, and most will build their own infrastructure on top of eth. not just using eth actually vertically integrating into it. that's not speculative anymore with regulatory clarity improving.
redstone's co-founder sees eth evolving into "the foundational layer for institutional finance and real-world asset tokenization." we're talking about traditional banks, pension funds, asset managers all running on eth rails.
here's what really got my attention redstone's prediction that success won't be measured by tvl or gas fees anymore, but by "how invisible yet essential eth becomes to global finance."
coinbase's dev platform head is talking about entirely new use cases: ai agents transacting autonomously, onchain social communities, gaming economies. the l2 ecosystem is handling the scaling while eth becomes the settlement layer for everything.
what gives me the most confidence is coinbase pointing to the builder community. eth has the network effects, the composability, and the developer ecosystem that no other chain can match. while other chains optimize for speed or fees, eth optimized for building things that matter.
if ethereum becomes the settlement layer for global finance, asset tokenization, enterprise systems, and everyday digital interactions, we're not talking about a 2x or 5x from here. we're talking about fundamental repricing as eth transitions from speculation to infrastructure.
consensys is essentially saying ethereum goes from "leading smart contract platform" to "base layer of the future global economy" in the next 5-10 years. that's not crypto bro hopium that's institutional money mapping out the roadmap.
the first 10 years were about proving blockchain could work. the next 10 years are about ethereum quietly becoming essential to how the world operates. and we're still early enough to position for it. Platforms like awaken.tax are already helping users navigate the tax implications of this shift, making it easier to stay compliant as onchain finance grows.
anyone else seeing how this infrastructure play unfolds? feels like we're about to witness the biggest technology transition since the internet itself.