Brothers,
Today, Vitalik made a very profound comment:
He publicly stated: PeerDAS is the Ethereum Foundation's 'heroic achievement.'
Fusaka's upgrade of PeerDAS has realized Ethereum's dream for many years:
——Sharding
——Data Availability Sampling (DAS)
This means that Ethereum's core bottleneck has been opened up.
This is not a compliment,
This is a rare 'milestone tone' in Ethereum's development history.
Vitalik, a person like him, basically does not praise others.
But once praised, it means that the technical aspect has truly reached a transformative point.
Brothers must understand:
**PeerDAS is the engine for ETH's next bull market.
It's not favorable; it's an architectural upgrade.
It's not an upgrade; it's a paradigm shift.**
One, what exactly is PeerDAS? In a nutshell:
PeerDAS = decentralized version of 'full-chain data highway'
What was Ethereum's biggest problem before?
Block space is expensive
Data congestion
Rollup is too reliant on centralized sequencers
Scalability relies on stacking hardware, costs keep increasing
L2s are not interoperable, and the ecosystem is fragmented
What PeerDAS solves is:
**Takes Ethereum from 'single node validation'
Shift to 'full network collaborative verification + data sampling'.**
Allows a node not to download all data,
Just need to sample verification —
Can confirm whether the data is available, real, and complete.
What does it mean?
Originally, you needed to see the complete ledger,
Now you only need to spot-check a few points.
If every node checks different points,
The data security of the entire chain remains intact.
This is the power of DAS (Data Availability Sampling).
What is the result?
ETH scales dozens of times
Rollup costs plummet
Block throughput skyrockets
L2 is safer
L3 is cheaper
The overall network is more decentralized
This is not a patch,
This is a system-level capability enhancement.
Two, why does Vitalik say this is a 'heroic achievement'?
Because the entire Ethereum community has been stuck in the 'scalability dream' for a full 8 years.
From 2017 to 2025:
Shard solutions have changed three times
The roadmap has changed six times
Plasma has been abandoned
Danksharding rewritten
Proto-Danksharding implemented
Rollup Centric Roadmap formulated
But the core bottleneck remains: data availability
PeerDAS turns the 'sharding dream' into reality for the first time.
Vitalik's original words:
PeerDAS proves that the foundation team has strong network layer capabilities.
This is a heroic contribution.
Can let him move from 'complaining not professional enough'
Directly upgraded to 'heroic contribution',
This is a big event among major events.
Three, what is the significance of PeerDAS for the market? Brothers, this is bigger than the effect of ETFs on ETH
ETF addresses the 'funding entry'.
PeerDAS solves the 'capability boundary of ETH itself'.
The two are completely different dimensions.
PeerDAS will bring three major impacts:
① ETH's position as the 'settlement layer' is completely solidified
Who is ETH's biggest competitor?
It's not BNB, it's not SOL, it's not TON.
It's truly:
Data throughput
Cost
Performance
Node burden
PeerDAS directly fills these gaps.
This means:
Ethereum is the only blockchain capable of supporting global scale from L1 → L2 → L3 across all levels.
Other chains will have to line up to compete for second place.
② Rollup costs plummet → usage explodes
Data costs account for 90% of Rollup costs.
PeerDAS just started:
Rollup costs are directly cut to one-tenth or even one-hundredth of the original
L2 transaction fees are a few cents
L3 is even more infinitely probing down
Do you know what this means?
All on-chain applications will migrate to the ETH ecosystem.
It's not the narrative; it's the economic logic that determines.
③ ETH's value capture enhances → the main upward trend logic is further strengthened
Because:
All L2 settlements to ETH
All DA relies on ETH
All economic activities will ultimately write back to ETH
ETH = the 'clearing bank' of the global blockchain economy.
Clearing bank = value capture machine.
Got it?
**Back then, BTC's bull market relied on ETF
ETH's bull market relies on PeerDAS.**
Four, what impact does this have on other tracks?
For SOL: the duel between the two intensifies, but ETH no longer has weaknesses
SOL has performance advantages,
ETH has architectural upgrades + ecological advantages.
The two will grow together in the future,
But ETH's underlying security and scalability will be thoroughly enhanced.
For BNB Chain: sidechain model pressure increases
BNB tends to be a 'centralized performance chain'.
PeerDAS makes ETH comprehensively lead in the 'performance × decentralization × security' trinity model.
BNB can still win through application scenarios,
But the underlying architecture gap will widen.
For L2: ushering in a golden age
Arbitrum, Optimism, Base, Scroll, ZKSync:
Benefit across the board.
PeerDAS = turbocharging L2.
For AI × Chain, RWA: ecological carrying capacity increases
Once performance improves, large-scale AI trading, data on-chain, and RWA on-chain settlements will all explode.
ETH's story is not over,
It's just the beginning.
Five, my conclusion:
Brothers, Vitalik's message today,
Is one of the most important signals in ETH's history:
Ethereum officially enters the 'era of infinite scalability'.
**L2 will explode.
L3 will explode.
ETH will become the 'underlying settlement layer' of the global on-chain economy.**
This is even more favorable,
Because this is capability enhancement → value capture → ecological expansion → bull market logic closed loop.
In summary:
**ETF allows ETH to be bought,
PeerDAS qualifies ETH for an increase.**$ETH
