Why Too Much ETH Staked Is DANGEROUS & Alt L1s Will Become L2s | Jerome de Tychey — ETH Denver 2026

Описание: GM! We're live at ETH Denver 2026 sitting down with Jerome de Tychey — President of Ethereum France, founder of ETHCC and Cometh. This conversation goes deep into the ETH issuance debate, why having too much ETH staked is actually a security risk, Jerome's case for capping dilution at 0.5%, the inevitable "L2-ification" of alt L1s, passkeys shipping as precompiles in Fusaka, quantum resistance through smart account migration, and how his 76-year-old mother is earning 3.5% on euro stablecoins via Aave through regulated DeFi. Ethereum has had zero downtime in 10 years — no chain and no bank can say the same. This one is packed.

🔗 Follow Jerome: https://x.com/jdetychey
🔗 Cometh: https://x.com/comaborlabs
🔗 Ethereum France / ETHCC: https://x.com/EthereumFrance
Follow Weaving Web 3:
🎥 X: https://x.com/weavingweb3

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⏱️ Chapters:
0:00 - Intro & meeting Jerome (President of Ethereum France, Founder of ETHCC & Cometh)
0:21 - First time at ETH Denver, bumping into the CTO of Ledger
1:10 - Themes at ETH Denver & the Ether issuance debate
1:46 - Ethereum Foundation's 3 priorities: hardening L1, scaling L1, improving UX
2:14 - Why too much ETH staked is actually a security risk
3:40 - Jerome's proposal: 0.5% max dilution & why it beats Bitcoin and alt L1s
5:16 - Sound monetary policy as Ethereum's strongest narrative
6:32 - Getting more ETH flowing into DeFi instead of staking
6:45 - The hidden problem: too much staked ETH = worse liquidity & price slippage
8:28 - Credible neutrality under threat when institutions control 50%+ of stake
10:48 - Vitalik's "new era" & will L2s consolidate?
11:29 - The sharding history: how L2s were born from the original shard design
13:48 - The L2 communication problem & why interop matters now
14:30 - L1 scaling creating healthy competition for L2s
15:00 - Arbitrum Stylus, Zircuit & specialized rollups
16:28 - "L2-ification": why alt L1s will inevitably become Ethereum L2s
18:27 - Stealth addresses & why they matter for AI agents
19:01 - X402 and the AI + Ethereum push
19:19 - Passkeys as precompiles in Fusaka (600k gas → 4k gas!)
20:22 - Smart accounts, EIP-7702 & next level Ethereum UX
20:39 - Quantum resistance through smart account migration
21:06 - Ethereum's 10 years of ZERO downtime
21:52 - What is Cometh? From gaming R&D to regulated DeFi onboarding
22:51 - 8th MiCA-regulated entity in France & only Web3-native custodian
23:22 - Cometh's 3 pillars: fiat-to-crypto, regulated DeFi & custody
24:38 - Jerome's mother earning 3.5% on stablecoins via Aave (real adoption!)
25:11 - Getting a 0x address should be as easy as buying pants with pockets
26:56 - 10 years back: from syncing Geth on your laptop to stablecoin credit cards
29:13 - Ethereum vs your bank: no downtime, no maintenance, no excuses