On January 21, Martin Köppelmann, co-founder and CEO of Gnosis, wrote that the core problem facing Ethereum in recent years is the divergence in development direction: on the one hand, the concept of "ETH is money", that transaction capacity and fees are irrelevant, and the focus is on "currency premium"; on the other hand, Ethereum is positioned as a "world computer/settlement layer", focusing mainly on transaction capacity (including L1 expansion) and total fees as a measure of success. He believes that if Ethereum can use this opportunity to prioritize transactional capabilities and the needs of application developers, it will be a major victory.