Vitalik: Ethereum Foundation go shrink, go "sell less" ETH and refocus on execution

Vitalik Buterin tok say Ethereum Foundation (EF) suppose shrink an become more specialized, respond to ETH holders we dey ask for better execution while dem wan "sell less ETH." E talk say EF suppose focus on wetin only di foundation fit deliver credibly: censorship resistance, open source, privacy, an security (CROPS). E wan make other groups handle ETH promotion an business development. Di change dey come as people dey worry about EF-related ETH treasury discipline an possible 2026 "brain drain," as reports show many senior EF members don leave after community vex about EF-linked ETH sales. Buterin present decentralization as "one node among many," mean EF suppose reduce scope, prioritize longevity, an lower direct selling pressure. Key numbers traders fit watch: EF hold about 0.16% of total ETH supply. EF staking push around 69,500 ETH toward 70,000 ETH target, wey fit give about $3.9M–$5.4M per year. But dis yield dey far below EF historical annual operating cost near ~$100M, so di "sell less ETH" idea likely depend on cutting spending an/or extra external funding. Market relevance: short-term sentiment for ETH fit remain volatile. "Sell less ETH" fit reduce treasury overhang, but job cuts, governance/reorg uncertainty, an risk say outside orgs no fit quickly replace EF execution capacity fit put pressure on ETH vs competitors like Solana (SOL).