David sits down with Ethereum Labs co-founders Onsgar and Casper to break down their actual game plan for pushing ETH toward a trillion dollar valuation and making Ethereum the central hub of global finance.

Key Points

Key Highlights:
  • The strategy is built around three tracks, chain, platform, and growth, focused on scaling Ethereum's base layer aggressively, with a public goal of roughly 3x throughput growth per year
  • Solving interoperability between L2s is treated as non-negotiable, the plan is to make moving assets across the Ethereum ecosystem completely seamless so joining feels like an obvious no-brainer rather than a tradeoff
  • On the growth side, the team is talking directly to DeFi builders and Wall Street to identify what is actually blocking adoption, then feeding those real world constraints back into protocol upgrades
  • ETH Labs sees value accrual to ETH itself as a core design goal, not an afterthought, meaning every upgrade gets evaluated for how it strengthens the asset alongside the protocol
  • The plan for long term funding is to prove impact within a year and report back to the community, with early exploration of mechanisms that could make funding self-sustaining if the mission succeeds

Takeaway The strategy is straightforward, scale the base layer fast, fix interoperability so Ethereum's ecosystem behaves like one unified network, and stay in constant contact with the builders actually trying to bring finance on chain. The goal is not just protecting what Ethereum already is, but actively building toward what it could become.

Bravos Research – The Bubble is Bursting… 30.06.2026 Summary)
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