The flows are indicative of a growing split in how investors are positioning across major crypto assets during the latest bout of market volatility.

Bitcoin ETF outflows deepen as ether and XRP funds quietly attract inflows

On February 3, 2026, Vitalik Buterin made a statement on X.

This statement caused a stir in the Ethereum community no less than his push for a "Rollup-centric" roadmap in 2020. In that post, Vitalik frankly stated: "The original vision of Layer 2 as a solution to Ethereum's scalability through 'branded sharding' is no longer valid." In one sentence, he practically declared the end of the mainstream Ethereum narrative of the past five years. Once highly anticipated...

Five years later, Vitalik overturned his vision for the future of Ethereum.

“Whatever the reason, this means that the original vision of Layer 2 and its role in Ethereum no longer make sense, and we need a new path,” Vitalik said.

Vitalik has finally admitted to a major strategic mistake in Ethereum. Are you still holding your positions?

Ethereum did not lose to external enemies, but to itself. By ignoring real needs and economic incentives, the former giant is paying the price for its arrogance, swallowing the bitter fruit of talent drain and ecosystem fragmentation.