Ethereum co-founder Joseph Lubin has made a bold and large-scale prediction regarding the future of the blockchain industry, stating that within the next two to three years, tens of thousands of companies worldwide will actively begin using Ethereum infrastructure. According to him, businesses will flexibly combine Layer 1 (L1) solutions, Layer 2 (L2) networks, and private EVM networks to optimize their operational processes. Lubin particularly emphasized that fees on the base L1 network must remain low, as this will serve as the key stimulus for the development of the entire ecosystem and the mass attraction of new corporate participants. He is confident that the growth of on-chain activity will inevitably lead to an increase in the network's fee revenue, while Ethereum staking and locking mechanisms will consistently reduce the asset's supply in the market. The ongoing burning of coins, according to the visionary, will reliably support the "ultrasound money" concept and have a direct positive impact on the long-term value of Ether.

However, this highly optimistic view of massive corporate expansion has met with skepticism from traditional financial analysts. Lorenzo Valente, Director of Crypto Research at ARK Invest, publicly questioned the realism of Lubin's forecast regarding the widespread launch of corporate L2 solutions. According to the expert, there are very few companies of global scale, similar to Robinhood, that possess the sufficient resources and technical expertise to create and maintain their own Layer 2 networks, making such a scenario statistically unlikely for the broader business community. Valente also suggested that in the near future, the primary issue for the ecosystem will not be the level of fees for end users, but rather the complex distribution of yield among various network participants, which could create new economic frictions and barriers to entry.

In response to this criticism, Joseph Lubin provided compelling macroeconomic data, citing an estimate from Gemini which states that there are between 200 and 300 million businesses in the world, the vast majority of which already successfully utilize the capabilities of the regular internet. The Ethereum co-founder described the transition to Web3 as an absolutely natural and inevitable evolution of the global network, expressing firm confidence that most companies will eventually be forced to migrate a portion of their operational activities to an on-chain environment. "Ethereum technologies are best suited to support the migration of the global economy on-chain. Everyone will be forced to own and use Ethereum," he summarized, though he was quick to add that his words do not constitute financial advice. Against the backdrop of these ambitious statements, it is worth recalling that the Ethereum ecosystem continues to improve, and a new method to enhance network security using artificial intelligence technologies was recently discovered.

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The material is prepared solely for informational purposes and does not constitute a financial advice or recommendation.