POPA ReconMay ‘26: Ethereum’s Ballmer Era
May ‘26: Ethereum’s Ballmer Era While critics argue Ethereum is losing its competitive edge and fee revenue due to a rollup-centric roadmap and shifting developer interest toward alt L1s like Solana, the eco continues to act as a resilient corporate-like baseline, maintaining its status as the primary trusted public ledger for institutional tokenized assets and deep liquidity The short-term bull case for ETH relies on massive liquid float compression (driven by institutional spot ETFs, staking demand, and regulatory progression like the CLARITY Act) meaning the asset can easily reprice upwar…
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