以太坊预测 2025：Anthony Sassano 设想 1.5 万美元的 ETH、TradFi 的采用等等

独立以太坊教育家、天使投资人、顾问兼 The Daily Gwei 创始人 Anthony Sassano 分享了他对 2025 年以太坊的预测

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.

独立以太坊教育家、天使投资人、顾问兼 The Daily Gwei 创始人 Anthony Sassano 通过 X 分享了他对 2025 年以太坊的预测，概述了他预计今年将实现的一系列重要里程碑和进步。

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

机构纷纷涌向 ETH；贝莱德将在以太坊上推出第 2 层代币化 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 在预测中预计，到 2025 年底，以太坊 (ETH) 的价格将达到 15,000 美元。他预计机构投资将大幅增长，ETH 交易所交易基金 (ETF) 全年净流入将超过 500 亿美元。此外，他预计质押的 ETH ETF 将向特朗普政府申请并获得批准，这将显着增加需求。

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 进一步扩展了他对以太坊的预测，预计主要传统金融 (TradFi) 公司和机构将会增加。 “更多主要的 TradFi 公司/机构开始在以太坊上构建，”他预测，并补充道，“贝莱德（和合作伙伴）在以太坊上推出了第 2 层代币化 RWA 平台。”

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

多个民族国家披露 ETH 持有量； Pectra 将于 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.

政府采用在 Sassano 的以太坊预测中占有重要地位，因为他预计多个民族国家将披露持有的 ETH 作为其国库资产的一部分。 “多个国家透露他们持有 ETH 作为国库资产，”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​​术方面，他预测 Pectra 升级将于 2025 年 3 月或 4 月推出，“会有更多的 blob，不久之后，blob 将再次饱和。”随后将在 2026 年进行 Fusaka 升级，他认为这将是“有史以来最大的以太坊升级”。他还预计到今年年底主网 Gas 限额将增加到至少 5000 万，从而促进更大的交易吞吐量和可扩展性。

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

MegaETH 和 Rise 等高性能 L2 在效率和采用方面超过了 L1 网络

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 的以太坊预测还包括第 2 层 (L2) 解决方案的重大进步。他预计 MegaETH 和 Rise 等高性能 L2 将推出，在效率和采用方面超越现有的高性能第 1 层 (L1) 网络。此外，他预计 Arbitrum One 将成为第一个达到第 2 阶段去中心化的主要 Rollup，许多其他 Rollup 也实现了第 1 阶段去中心化。

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.

除了这些发展之外，Sassano 预测 Base 将从 Coinbase 中分拆出来，并宣布代币和去中心化计划。他还预计，以锁定总价值（TVL）衡量，基础 Rollup 将进入前五名，而主要的 Optimistic Rollup 将转变为 ZK Rollup。

AI agents to remain the dominant meta throughout 2025

人工智能代理将在 2025 年保持主导地位

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.

基础设施的进步仍然是 Sassano 以太坊预测的关键组成部分。他预计桥接到 L2 的 ETH 总数将超过 1000 万，从而增强网络的可扩展性和效率。此外，Sassano 预计人工智能代理将在 2025 年继续占据主导地位。

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.

在结束对以太坊的预测时，萨萨诺表达了对以太坊未来的强烈信心。 “以太坊将于 2025 年迎来 10 岁生日，我非常有信心今年将是以太坊迄今为止最乐观的一年！以太坊是世界计算机； ETH 就是货币，”他宣称。

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

截至发稿时，ETH 交易价格为 3,415 美元。