According to @Tetranode, Vitalik Buterin says Ethereum’s combination of PeerDAS on mainnet and ZK-EVMs at alpha with production-quality performance means the scalability trilemma is solved with live running code, while safety work remains for ZK-EVMs; he expects small portions of the network to use ZK-EVMs in 2026. Source: x.com/VitalikButerin/status/2007559523528233041; x.com/Tetranode/status/2007613446616231952. Vitalik states PeerDAS is already live on mainnet and ZK-EVMs are production-quality on performance today, with the trilemma solution emerging from these components; he frames this as a fundamental shift to a decentralized, consensus-enabled, high-bandwidth network. Source: x.com/VitalikButerin/status/2007559523528233041. He outlines a rollout timeline: in 2026, non-ZK-EVM-dependent gas limit increases driven by BALs and ePBS with first opportunities to run a ZK-EVM node; in 2026–28, gas repricings, state structure changes, and execution payload moving into blobs; in 2027–30, further large gas limit increases as ZK-EVMs become the primary way to validate blocks. Source: x.com/VitalikButerin/status/2007559523528233041. For context, he contrasts previous p2p paradigms—BitTorrent (high bandwidth, decentralized, no consensus) and Bitcoin (decentralized with consensus but low bandwidth due to replication)—with Ethereum’s intended decentralized, consensus, high-bandwidth design under PeerDAS and ZK-EVMs. Source: x.com/VitalikButerin/status/2007559523528233041. Vitalik also highlights distributed block building, aiming to minimize centralized interference in transaction inclusion and improve geographical fairness through in-protocol or marketplace-based mechanisms. Source: x.com/VitalikButerin/status/2007559523528233041. He notes this was a 10-year journey starting from early DAS research and links the first commit of his data availability and erasure coding note. Source: github.com/ethereum/research/wiki/A-note-on-data-availability-and-erasure-coding/52e1d03b0254cded8b67105be17ba9890b7ad8d3; x.com/VitalikButerin/status/2007559523528233041.

According to @VitalikButerin, PeerDAS is live on Ethereum mainnet and ZK-EVMs are at alpha with production-quality performance while safety work remains, positioning Ethereum for decentralized consensus with high bandwidth. Source: Vitalik Buterin on X, Jan 3, 2026 https://twitter.com/VitalikButerin/status/2007559523528233041 He states this combination effectively solves the scalability trilemma in practice, with data availability sampling live today and ZK-EVM performance production-quality, and outlines a rollout: 2026 non-ZK-EVM-dependent gas limit increases via BALs and ePBS and first opportunities to run a ZK-EVM node; 2026–28 gas repricings, state structure changes, and exec payloads moving into blobs; 2027–30 further large gas limit increases as ZK-EVM becomes the primary block validation method. Source: Vitalik Buterin on X, Jan 3, 2026 https://twitter.com/VitalikButerin/status/2007559523528233041 He emphasizes distributed block building as a third pillar, aiming for blocks never being constituted in one place and advocating in-protocol channels such as expanded FOCIL or out-of-protocol distributed builder marketplaces to reduce centralized interference and improve geographic fairness in transaction inclusion. Source: Vitalik Buterin on X, Jan 3, 2026 https://twitter.com/VitalikButerin/status/2007559523528233041 He notes this is the culmination of a decade of work from early data availability sampling research and that ZK-EVM efforts began around 2020, referencing his original note on data availability and erasure coding. Sources: Vitalik Buterin on X, Jan 3, 2026 https://twitter.com/VitalikButerin/status/2007559523528233041; Ethereum Research Wiki GitHub https://github.com/ethereum/research/wiki/A-note-on-data-availability-and-erasure-coding/52e1d03b0254cded8b67105be17ba9890b7ad8d3 For traders, the key on-chain milestones to track per the stated roadmap are the 2026 gas limit increases, the 2026–28 gas repricings and state changes, and the 2027–30 shift toward ZK-EVM-based validation and distributed block building. Source: Vitalik Buterin on X, Jan 3, 2026 https://twitter.com/VitalikButerin/status/2007559523528233041

According to @CryptoMichNL, ETH has moved above its 21-day moving average and he views this as the start of a new uptrend, source: @CryptoMichNL on X, Jan 3, 2026. He stated that as long as ETH holds above the 21-day MA, he expects Ethereum to outperform Bitcoin (ETH/BTC relative strength), implying broader market momentum, source: @CryptoMichNL on X, Jan 3, 2026.

According to the source, a Jan 2, 2026 social post states that unnamed experts see major Ethereum adoption trends potentially triggering an ETH price surge this year or initiating an uptrend. Source: social media post dated Jan 2, 2026. The post does not provide specific catalysts, metrics, or timelines, which limits immediate tradeability without further verification. Source: social media post dated Jan 2, 2026. The post does not mention on-chain activity, Layer 2 adoption, staking dynamics, or ETF-related flows, leaving no concrete triggers identified for traders within the source itself. Source: social media post dated Jan 2, 2026.

According to @CoinMarketCap, Ethereum co-founder Vitalik Buterin published an essay arguing that decentralization and technological diffusion can help prevent extreme concentrations of power that could lead to societal crises, highlighting decentralization as the core topic of the new publication; source: @CoinMarketCap on X, January 1, 2026. For market context, the post does not include price, on-chain, or policy details; traders focused on ETH narrative flow can note the publication timing and theme; source: @CoinMarketCap on X, January 1, 2026.

According to @glassnode, the 30-day simple moving average of net flows for both BTC and ETH ETFs has been negative since early November and remains negative, source: @glassnode. This persistence indicates no renewed demand and reflects muted participation and partial disengagement by institutional allocators, source: @glassnode. The pattern reinforces a broader liquidity contraction across the crypto market, source: @glassnode.

According to @TATrader_Alan, the ETH weekly chart is showing a giant inverse head and shoulders pattern, highlighting a potential bullish setup on Ethereum’s higher time frame (source: @TATrader_Alan). An inverse head and shoulders is widely viewed as a bullish reversal once price breaks above the neckline with strong volume, which traders use as confirmation (source: Investopedia). Traders commonly project a measured move by adding the vertical distance from the head to the neckline to the breakout level and monitor volume expansion on the break (source: Investopedia). Risk management in this pattern often places invalidation or stop-loss levels below the right shoulder low to limit downside if the setup fails (source: Investopedia).

According to the source, Token Terminal reports a quarterly record of 8.7 million smart contracts deployed on Ethereum in Q4, marking the highest total in its tracked history. Token Terminal attributes the surge to RWA tokenization, stablecoin activity, and infrastructure development, indicating where on-chain activity concentrated during the quarter.

According to @santimentfeed, Ethereum (ETH) remains significantly stronger than Bitcoin (BTC) on a relative basis since early April, signaling ongoing ETH/BTC momentum for relative-value setups, per @santimentfeed. The post credits @Sykodelic_ for calling the move and points to a KOL leaderboard ranking signal accuracy that traders can consult to assess social alpha sources, according to @santimentfeed.

According to the source, BlackRock’s tokenized U.S. Treasury fund BUIDL has distributed $100 million in cumulative dividends since launching in March 2024, the first tokenized U.S. Treasury product to reach this milestone, source: the source. BUIDL provides tokenized exposure to cash, U.S. Treasury bills, and repurchase agreements on Ethereum via Securitize, positioning it as a key on-chain yield reference within the RWA sector, source: BlackRock March 2024 product announcement and Securitize disclosures.

According to the source, Arkham Intelligence data shows investment firm Trend Research increased its Ethereum holdings to more than 626,000 ETH after a series of buys on Monday, valuing the position at over $1.8 billion at observed prices, per Arkham data. Arkham’s on-chain labels attribute the series of Monday transactions to Trend Research’s wallet, giving traders a verifiable view of large ETH accumulation on-chain, according to Arkham data.

According to @CoinMarketCap, Arkham Intelligence data shows investment firm Trend Research increased its Ethereum position to more than 626,000 ETH following a series of buys on Monday, with the holdings valued at over 1.8 billion dollars based on Arkham’s wallet tracking, source: Arkham Intelligence. Arkham’s on-chain labels attribute the accumulation to Trend Research and timestamp the purchases to Monday across multiple inbound transactions to the entity’s wallets, source: Arkham Intelligence.

According to @ai_9684xtpa, Trend Research withdrew 13,462 ETH from Binance, lifting on-chain holdings to 626,071 ETH with a reported portfolio value above USD 1.83 billion, an average cost around USD 3,105.5, and an unrealized loss near USD 110 million. Source: X post by @ai_9684xtpa https://x.com/ai_9684xtpa/status/2005656719159140551. The same source noted an earlier 5,011 ETH withdrawal from Binance that brought holdings to 612,609 ETH with a total value around USD 1.79 billion, an average cost of USD 3,109.58, and an unrealized loss near USD 107 million. Source: X post by @ai_9684xtpa https://x.com/ai_9684xtpa/status/2005627568305873154. @ai_9684xtpa states the single-day net accumulation totals 46,036.72 ETH and provides the tracked wallet 0x8FDC74baD4AA20904a362D4b69434A0Cf4d97f43 for verification via ARKM Intel Explorer. Sources: X post by @ai_9684xtpa https://x.com/ai_9684xtpa/status/2005656719159140551 and ARKM Intel Explorer https://intel.arkm.com/explorer/address/0x8FDC74baD4AA20904a362D4b69434A0Cf4d97f43.

According to the source, Bitmine's ether holdings exceed 4.1 million ETH and its combined crypto and cash reserves total $13.2 billion, as stated in a post on X dated Dec 29, 2025. According to the source, the post did not provide wallet addresses, acquisition cost, or any transaction plans.

According to @StockMKTNewz, Tom Lee and Bitmine (BMNR) bought 44,463 Ethereum (ETH) over the past week, as reported in a post dated December 29, 2025 (source: @StockMKTNewz). The post provides the purchase size but does not include transaction identifiers, execution venues, or pricing details for verification or order-flow analysis (source: @StockMKTNewz).

According to @OnchainLens, Bitmine (BMNR) acquired 44,463 ETH (about $130M) last week, increasing its Ethereum holdings to 4,110,525 ETH valued at $12.04B. PR Newswire reports in the company announcement that Bitmine’s ETH stack reached approximately 4.11 million tokens and that its combined crypto and cash reserves total $13.2B. For traders, these verified inflows and treasury levels clarify large-holder positioning in ETH markets, as reported by PR Newswire and @OnchainLens.

According to @OnchainLens citing Arkham’s entity tracker (intel.arkm.com), Trend Research purchased 16,078 ETH ($48.12M) from Binance, lifting its tracked holdings to 607,828 ETH valued at $1.78B. Based on figures reported by @OnchainLens, the implied average purchase price for this tranche is approximately $2,991 per ETH, calculated from $48.12M divided by 16,078. The balance change and entity labeling are visible on Arkham’s Trend Research page and in @OnchainLens’ report, providing concrete on-chain data for traders to monitor large-holder flows and ETH liquidity.

According to @EmberCN, Trend Research withdrew 6,748 ETH worth about $19.77 million from Binance, an exchange outflow event. According to @EmberCN, Trend Research's ETH holdings now total 607,824 ETH. According to @EmberCN, the reported average acquisition price for these holdings is $3,199.

According to @TATrader_Alan, the ETH monthly chart is forming another double bottom setup that could turn bullish if confirmed, source: @TATrader_Alan on X, Dec 29, 2025. Double bottom patterns are typically confirmed when price breaks and closes above the neckline with rising volume, which traders use as a trigger for potential trend reversal, source: Investopedia, Double Bottom pattern overview. Until that confirmation, risk remains of range continuation or a retest of the prior lows; waiting for a monthly close above the neckline helps reduce false signals, source: Investopedia, Double Bottom pattern overview.

According to @CryptoMichNL, ETH is testing the 20-day moving average and a clean break above it would confirm an upside breakout while the broader trend remains up, though near-term momentum is shaky, source: @CryptoMichNL. A loss of the $2,775 level could trigger a cascade lower and invalidate the bullish structure, source: @CryptoMichNL. A decisive move through $3,000 opens room for a rapid run toward $3,650, source: @CryptoMichNL.