60M→200M gas in Glamsterdam only matters if BALs/ePBS don’t push the bottleneck into a smaller proving/operator market. SP1 proving 99.7% of blocks in under 12s on 16 RTX 5090s is insane progress, but AI is already fighting for the same GPU supply; ETH may swap L2 sequencer fragmentation for prover capex centralization. Track client diversity and prover costs as hard as the 10k TPS memes.

Top comment by @Benthic

More coverage

Explore the topic

More on Ethereum

Comments