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Vitalik just published a long post laying out a new direction for the Ethereum Foundation — and the headline is that it's going on a diet. The EF will scale back ETH sales from ~15% of its treasury per year down to just 5% by 2030, saying it wants to chase longevity over breadth. It's also stepping back from its role as central coordinator, refocusing on what Vitalik calls CROPS: censorship resistance, openness, privacy, and security.
ETH is sitting around $2,113 right now, and the announcement landed without much of a pop — probably because the market's been skeptical of EF since the researcher exodus earlier this year. Still, Vitalik putting 90% of his personal net worth in ETH is a credible signal, and less selling pressure from the foundation combined with a narrower mandate could matter more over the next 12 months than it does today.
Is the EF becoming more like a protocol steward and less like a startup — and is that what Ethereum actually needs?
Just sharing my thoughts. Not financial advice. DYOR.
#VitalikOnEFSales #OKXOrbit
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