Mapping the Strawmap: Ethereum’s Big Course Correction

Lucas maps Ethereum's Strawmap as a fundamental pivot from rollup-centric scaling back to base-layer prioritization, targeting five north stars through decade's end: sub-second finality, 10,000 TPS on L1 (200x current capacity via zkEVM), 10 million TPS across L2s, post-quantum cryptography, and privacy. Glamsterdam (H1 2026) raises the gas limit to 200M and Hegotá (H2 2026) adds FOCIL and account abstraction, but execution risk on seven planned forks is binding—delays compound. The roadmap addresses ETH supply expansion across all lenses, yet whether demand materializes for that capacity and whether AI agents and tokenized assets drive adoption remain the central tensions.