以太坊預測 2025：Anthony Sassano 設想 1.5 萬美元的 ETH、TradFi 的採用等等

獨立以太坊教育家、天使投資人、顧問兼 The Daily Gwei 創始人 Anthony Sassano 分享了他對 2025 年以太坊的預測

Independent Ethereum educator, angel investor, advisor, and founder of The Daily Gwei, Anthony Sassano, shared his 2025 Ethereum predictions via X, outlining a series of significant milestones and advancements he expects to unfold this year.

獨立以太坊教育家、天使投資人、顧問兼 The Daily Gwei 創始人 Anthony Sassano 透過 X 分享了他對 2025 年以太坊的預測，概述了他預計今年將實現的一系列重要里程碑和進步。

Institutions to flock to ETH; BlackRock to launch layer 2 tokenized RWA platform on Ethereum

機構紛紛湧向 ETH；貝萊德將在以太坊上推出第 2 層代幣化 RWA 平台

In his predictions, Sassano anticipates that Ether (ETH) will reach a price of $15,000 by the end of 2025. He expects substantial growth in institutional investment, with ETH Exchange-Traded Funds (ETFs) seeing net inflows exceeding $50 billion throughout the year. Additionally, he expects that staked ETH ETFs will be filed for and receive approval from the Trump administration, which will significantly increase demand.

Sassano 在預測中預計，到 2025 年底，以太坊 (ETH) 的價格將達到 15,000 美元 他預計機構投資將大幅增長，ETH 交易所交易基金 (ETF) 全年淨流入將超過 500 億美元。此外，他預計質押的 ETH ETF 將向川普政府申請並獲得批准，這將顯著增加需求。

Further expanding his Ethereum predictions, Sassano envisions an increase in major Traditional Finance (TradFi) companies and institutions building on it. “More major TradFi companies/institutions start to build on Ethereum,” he predicts, adding, “BlackRock (and partners) launch a layer 2 tokenized RWA platform on Ethereum.”

Sassano 進一步擴展了他對以太坊的預測，預計主要傳統金融 (TradFi) 公司和機構將會增加。 “更多主要的 TradFi 公司/機構開始在以太坊上構建，”他預測，並補充道，“貝萊德（和合作夥伴）在以太坊上推出了第 2 層代幣化 RWA 平台。”

Multiple nation-states to reveal ETH holdings; Pectra to roll out in March or April 2025

多個民族國家披露 ETH 持有量； Pectra 將於 2025 年 3 月或 4 月推出

Government adoption features prominently in Sassano’s Ethereum predictions, as he anticipates that multiple nation-states will reveal holdings of ETH as part of their treasury assets. “Multiple nation states reveal that they hold ETH as a treasury asset,” Sassano states.

政府採用在 Sassano 的以太坊預測中佔有重要地位，因為他預計多個民族國家將披露持有的 ETH 作為其國庫資產的一部分。 「多個國家透露他們持有 ETH 作為國庫資產，」Sassano 表示。

On the technical front, he predicts the rollout of the Pectra upgrade in March or April 2025, “with more blobs and then soon after, blobs will be saturated again.” This will be followed by the Fusaka upgrade in 2026, which he believes will be the “biggest Ethereum upgrade ever.” He also expects the mainnet gas limit to increase to at least 50 million by the end of the year, facilitating greater transaction throughput and scalability.

在技​​術方面，他預測 Pectra 升級將於 2025 年 3 月或 4 月推出，“會有更多的 blob，不久之後，blob 將再次飽和。”隨後將在 2026 年進行 Fusaka 升級，他認為這將是「有史以來最大的以太坊升級」。他還預計到今年年底主網 Gas 限額將增加到至少 5,000 萬，從而促進更大的交易吞吐量和可擴展性。

High-performance L2s like MegaETH and Rise to outpace L1 networks in efficiency, adoption

MegaETH 和 Rise 等高效能 L2 在效率和採用方面超過了 L1 網絡

Sassano’s Ethereum predictions also include significant advancements in Layer 2 (L2) solutions. He anticipates that high-performance L2s like MegaETH and Rise will launch, outpacing existing high-performance Layer 1 (L1) networks in efficiency and adoption. Furthermore, he expects Arbitrum One to become the first major rollup to reach stage 2 decentralization, with many other rollups achieving stage 1 decentralization.

Sassano 的以太坊預測還包括第 2 層 (L2) 解決方案的重大進展。他預計 MegaETH 和 Rise 等高效能 L2 將推出，在效率和採用方面超越現有的高效能第 1 層 (L1) 網路。此外，他預計 Arbitrum One 將成為第一個達到第 2 階段去中心化的主要 Rollup，許多其他 Rollup 也實現了第 1 階段去中心化。

In addition to these developments, Sassano predicts that Base will spin out from Coinbase and announce token and decentralization plans. He also foresees that a based rollup will enter the top five as measured by Total Value Locked (TVL), and a major optimistic rollup will transition into a zk rollup.

除了這些發展之外，Sassano 預測 Base 將從 Coinbase 中分拆出來，並宣布代幣和去中心化計劃。他還預計，以鎖定總價值（TVL）衡量，基礎 Rollup 將進入前五名，而主要的 Optimistic Rollup 將轉變為 ZK Rollup。

AI agents to remain the dominant meta throughout 2025

人工智慧代理將在 2025 年保持主導地位

Infrastructure advancements remain a critical component of Sassano’s Ethereum predictions. He expects the total ETH bridged into L2s to exceed 10 million, enhancing the network’s scalability and efficiency. Moreover, Sassano projects that AI agents will remain the dominant meta throughout 2025.

基礎設施的進步仍然是 Sassano 以太坊預測的關鍵組成部分。他預計橋接到 L2 的 ETH 總數將超過 1000 萬，從而增強網路的可擴展性和效率。此外，Sassano 預計人工智慧代理將在 2025 年繼續佔據主導地位。

Concluding his Ethereum predictions, Sassano expressed strong confidence in ETH’s future. “Ethereum will turn 10 years old in 2025 and I’m very confident that this year will be Ethereum’s most bullish year yet! Ethereum is the world computer; ETH is money,” he declared.

在結束對以太坊的預測時，薩薩諾表達了對以太坊未來的強烈信心。 「以太坊將於 2025 年迎來 10 歲生日，我非常有信心今年將是以太坊迄今為止最樂觀的一年！以太坊是世界計算機； ETH 就是貨幣，」他宣稱。

At press time, ETH trades at $3,415.

截至發稿時，ETH 交易價格為 3,415 美元。