The sexy narrative of Ethereum killers has been falsified in the last round of bull market, but this round of high-performance public chains such as Solana, Sui, Aptos, and Sei have directly hit the "low performance" soft spot of Ethereum EVM. Although they no longer shout to kill Ethereum, it is undeniable that their high concurrency and special Move language security mechanisms can indeed impact Ethereum, especially the fertile ground for the growth of the new generation of web3 application ecology, such as: DePIN, large-scale games, intent transactions, AI Agent, etc.
This is what I think is the biggest opportunity for the new generation of high-performance public chains. No longer stacking infra expectations, directly declaring war on Ethereum with the rise of applications.
Or there is no need to declare war at all. Using modular thinking to place Ethereum on the thin narrative of the "settlement layer", using new modular execution layers, DA layers, Unified liquidity layers, etc. to reconstruct the discourse system established by Ethereum in the past, isn't it also a kind of competitive success? This is true for other chains, and it is also true for Ethereum. However, this is a trend I have seen in other high-performance chains or modular, chain abstraction chains, but it seems that Ethereum is still just "passively taking a beating". Even under the premise of ETFs, which are advanced benefits, it has not been able to put down its airs to deal with it.
