#以太坊大户持仓变化 2026 is a pivotal year for Ethereum. Two major hard fork upgrades have been finalized—Glamsterdam and Hegota are scheduled to be launched in the first and second halves of the year, respectively, with the goal of reaching L1 TPS in the ten-thousands.

The core highlights of Glamsterdam are parallel execution and increased Gas limits. If Gas truly rises to 80 million, transaction throughput will see a qualitative leap. The subsequent BPO-1 update is even more aggressive, increasing each block’s Blob capacity to 15, which is good news for Layer 2 solutions like Arbitrum and Optimism—fees can be further reduced. Hegota takes a different approach, focusing on censorship resistance and validator privacy, in a way filling the security gap.

$ETH has performed well recently. Since the New Year, it has stabilized above $3100, and today (January 6) it fluctuated between $3150 and $3250. Grayscale’s Ethereum spot ETF (ETHE) has just become the first crypto ETF in the US to distribute staking yields, which is a significant signal—traditional institutions and on-chain yields are beginning to truly merge.

Even more interesting are the whales’ actions. The staking queue has experienced a "reversal," with entries re-entering the queue after exiting. After the sell-off wave at the end of last year, large institutions have started quietly positioning. This shift usually indicates something the market is well aware of.

Vitalik’s comments are also quite optimistic. He said Ethereum, through technologies like PeerDAS, has essentially solved the impossible triangle, and by 2026, ZK-EVM will be pushed to production-level efficiency. The entire vision points toward a "world computer"—a truly decentralized infrastructure resistant to monopolization by big tech companies.

Analysts expect that if ETH can hold above $3250, there’s a chance to surge to $3400 before the end of January. More aggressive voices come from Tom Lee, who believes ETH could reach $7000 to $9000 in early 2026, potentially becoming a trillion-dollar asset in the long term. This figure sounds outrageous, but considering institutional positioning and technological progress, it doesn’t seem entirely impossible.