Consensys founder calls out "Three New Directions for Ethereum": Integrating AI, Enhancing UX, Scaling Up

Ethereum co-founder Joseph Lubin proposed three priorities in TOKEN2049: capacity expansion and deep integration of UX and AI, drawing a blueprint for one million TPS. (Synopsis: Tom Lee TOKEN2049 Speech: The world's first major reform after welcoming the gold standard, Ethereum will be the biggest beneficiary) (Background supplement: Ethereum official survey: users do not feel the psychological pressure of technological leadership, narrative weakening into coin prices) On October 2, Singapore time, on the main stage of the TOKEN2049 conference, Joseph Lubin, co-founder of Ethereum and head of Consensys, outlined the three future priorities of the network – scaling, User experience and basic R&D. He emphasized that the Fusaka hard fork in November 2025 will push Ethereum to the “million-level TPS” threshold, laying the foundation for global AI proxy transactions and large-scale financial applications. Million-level TPS: Expansion Roadmap Revealed Lubin said that the expansion strategy combined with mainnet (Layer 1) optimization and layer 2 coordination. On the mainnet side, the Fusaka upgrade will consolidate 11 EIPs at a time, of which EIP-7935 will increase the execution capacity to 60 million gas, and the long-term goal is 150 million. For Layer 2, Optimistic Rollup and ZK Rollup can increase the existing 15 TPS to more than 100,000 TPS. Lubin's analogy is that the main network is like the backbone of the highway, and the Rollup is the diversion of elevated roads, and the two together build the network that carries global transactions. Dual decentralization resolves regulatory and performance tug-of-war High throughput is often accompanied by censorship and centralization concerns. In this regard, Lubin proposed a “vertical + horizontal” dual decentralization strategy: vertically maintain the distribution of L1 nodes, and horizontally allow each rollup to divide labor and operate like a shard. The proto-danksharding introduced by the Dencun upgrade and the upcoming Peer Data Availability Sampling (PeerDAS) can handle large data blobs and reduce L2 gas fees by up to 99%. Zero-knowledge proofs (ZKP) act as validation engines in which short proofs are required to confirm the correctness of transactions, reducing the storage burden on validators while maintaining privacy. However, the Rollup sequencer still carries the risk of centralization. Lubin pointed out that the continued opening up of sequencer permissions and the push for decentralized sequencers are key next steps to ensure that anyone can post transactions on the network without censorship. AI Assists and UX Retrofits In addition to performance, Lubin also focuses on the user experience. ERC-8004, which is expected to be completed in November, will register the identity and reputation of AI agents, allowing autonomous programs to credibly interact on-chain. The Ethereum Foundation's dAI team is working with developers to optimize gas fee dynamic algorithms and node filtering efficiency through AI. On the wallet side, OneKey and other tools import SignGuard risk alerts and transparent transaction analysis to reduce phishing attacks. EIP-7951 in Fusaka makes Ethereum directly compatible with Apple Secure Enclave and Android Keystore, while EIP-7939 adds CLZ Opcode to enhance compression and bit arithmetic, simplifying private key management and speeding up execution. The ultimate goal of linking the real economy Lubin bluntly said that expansion is not for hype, but for pain points such as the high cost of cross-border remittances and the on-chain of traditional assets. About $219 billion in institutional money has poured in, Ethereum processes more than 1.5 million transactions per day, and millions of ETH have been staked to strengthen cybersecurity. The PoS mechanism is continuously optimized with Pectra and Fusaka to lower the threshold for verification and improve attack resistance. Lubin expects developers to focus on the needs of the real economy and make Ethereum the bottom layer of global trust without intermediaries. With Fusaka upgrades and AI integration, Ethereum is transforming from a pure cryptocurrency platform to a key hub connecting the digital and real economies. At the end of his speech, Lubin once again emphasized, “If we can strike a balance between decentralization and scalability, we can provide a more open and reliable infrastructure for the world.” As 2025 draws to a close, the market will also see if this million-dollar TPS road is paved as scheduled. Related reports The Anoma mainnet launch process has officially begun, and the native token XAN is now online on Ethereum at the end of the year Fusaka upgrade, 12 EIP full analysis: directly hit the three major pain points of expansion, security, and efficiency Ethereum market is extinguished, analysts conservatively shout the year-end market: ETH target price is only $5,000 (Consensys founder shouts “three new directions of Ethereum”: integration AI, UX improvement, expansion" This article was first published in BlockTempo The most influential blockchain news media.