According to a blog post on the Ethereum Foundation’s official website, 2025 – 2026 is considered a pivotal period for the Ethereum ecosystem as the foundation reforms its treasury management. The following are the specific reasons:
Adjusting the spending plan: The foundation has set its target operating budget at 15% of total reserves and plans to maintain a 2.5 – year runway. It will adjust ether sales and capital deployment based on a fixed operating expense buffer, selling or investing ether as needed to ensure financial stability. This approach allows the foundation to support the ecosystem during downturns and have the flexibility to pull back when markets overheat, acting as a counter – cyclical force.
Optimizing asset allocation: The Ethereum Foundation will continue staking ETH and using wrapped ETH in DeFi protocols. It also plans to expand its exposure to tokenized real – world assets and investment – grade bonds to provide stability across its fiat reserves. Through these asset allocation adjustments, the foundation aims to enhance the stability and sustainability of its treasury, thereby better supporting the development of the Ethereum ecosystem.
Strengthening the focus on key areas: The foundation reaffirmed its commitment to the “Defi punk” principles, emphasizing the development of privacy – protection, trust – lessness, self – custody, and decentralized user interfaces. It will evaluate new protocols and user interfaces against a published framework that prioritizes permissionless access, immutability, and reduced reliance on centralized oracles. Moreover, with Ethereum preparing for major protocol upgrades, such as wider layer 2 adoption and advances in scalability and privacy, the foundation will focus on optimizing data Blob processing to improve the data efficiency of L1 and L2 collaboration and reduce the usage costs for users and developers.
Enhancing transparency: The foundation has pledged to publish annual reports detailing the distribution of assets across fiat, idle ETH, and deployed ETH, and will also provide quarterly reports on its financial position. This enhanced transparency helps to build community trust and enables stakeholders to better understand the foundation’s financial situation and strategic direction, which is beneficial for the long – term development of the ecosystem.
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