Ethereum will ultimately die from EVM

Once, Ethereum was synonymous with blockchain innovation, introducing smart contracts, driving the DeFi and NFT waves, and building a vast ecosystem. Ironically, today Ethereum's most fatal shackle is the 'Ethereum Virtual Machine' (EVM) that it relies on for success. This architecture, born in 2015, still dominates the entire Ethereum ecosystem and its hundreds of 'compatible chains', becoming the biggest obstacle to technological progress.

EVM is outdated in design, inefficient, and offers a poor development experience. It cannot process in parallel, and its language is impoverished (Solidity is like a toy language), forcing developers to face various bizarre bugs and an opaque gas model. In stark contrast, emerging VMs like Solana, Move, SVM, and WASM are rapidly developing, providing true performance, modern language capabilities, and composability. This not only enhances user experience but also opens up greater imaginative space for developers.

However, Ethereum is tied up by its own ecosystem, afraid and unable to break away from EVM. To maintain 'backward compatibility', it forcibly crams new technologies like ZK, Rollup, and modularity into the old architecture, resulting in exploded complexity and no performance improvement, instead exacerbating fragmentation between chains and user confusion. The so-called 'L2 spring' is merely a compromise product of EVM's inability to scale, ultimately leading capital and users to migrate to more advanced chains.

EVM is Ethereum's protective shell, but also its poison. If Ethereum cannot undergo a paradigm shift and continues to indulge in the illusion of EVM compatibility, it is destined to be marginalized and replaced in the waves of technological iteration, ultimately dying in the cage it has created for itself. What truly kills Ethereum is not its competitors, but EVM itself.