EVM Don Be Wall Street New Excel for Enterprise Blockchains
Circle an Stripe don launch dem own permissioned, EVM-compatible Layer 1 public chains—Arc an Tempo—wey don spark debate if enterprise blockchains dey sidon away from decentralization. Arc get 20 regulated, trusted validators, while Stripe tempo fit run for Paradigm Rust-based RETH client. Even though these chains dey act as private database for stablecoin settlement now, dem fit issue tokens later for future, fit jion open-source ecosystems. Key wahala na how to push developers and make pass existing L2 values. Robinhood be the first TradFi company wey build own EVM instance, e make big-time finance people start to recruit EVM talent. As EVM dey grow, e dey mimic Microsoft Excel role for traditional finance, dey turn necessary ledger software for Wall Street. This adoption for enterprise side dey indirectly strengthen Ethereum ecosystem, dey offer new way for ETH value capture.
Bullish
Di launch di permissioned, EVM-compatible Layer 1 chains we get from Circle an Stripe de show say enterprise blockchain adoption dey grow—na big bullish driver for Ethereum. Historically, wen big companies like Microsoft Azure an ConsenSys support Ethereum, ETH dey benefit from beta developer activity an institutional confidence. Hiring EVM talent for Robinhood, Circle an Stripe dey show how EVM be essential ledger software, just like how Excel dey everywhere inside TradFi. Although di chains wey dey now serve stablecoin settlement, token issuance fit deepen decentralization an ecosystem growth. Dis wider EVM adoption go make ETH value capture strong for long term, supporting one bullish outlook even though short-term uncertainty dey.