Ethereum’s BPO fork: How it will shape ETH’s 2026 prediction

As L1s evolve, the stress on decentralization naturally will increase.

Little doubt, that’s the principle purpose “scalability” has change into a high precedence for builders, as chains compete to deal with extra information with out compromising safety. To make that work, including an additional layer turns into important.

For Ethereum [ETH], this comes by means of L2s like Arbitrum [ARB], which builders use to construct dApps with out coping with excessive charges. In opposition to this backdrop, Ethereum’s newest BPO fork stands out as a significant improve.

Supply: X

In line with the official announcement, the fork raised the blob restrict from 15 to 21, giving Ethereum-based L2s extra room to publish information every block. In easy phrases, this implies higher scalability and decrease prices for L2 customers.

Why does this matter? L2s don’t simply scale Ethereum. As a substitute, additionally they feed into Ethereum’s economic model. Put merely, as L2 utilization grows, a portion of the charges they pay for settlement flows again to the Ethereum mainnet.

In that sense, this improve isn’t only a scaling change. 

As a substitute, it reinforces Ethereum’s technique of pushing exercise to L2s whereas nonetheless capturing worth on the base layer. Extra importantly, on-chain exercise, this newest fork actually does really feel like a strategic masterstroke.

Scaling L2s with out sacrificing Ethereum’s economics

The short-term affect of Ethereum’s 2025 upgrades was a bit bearish. 

Take the payment construction, for instance: The back-to-back upgrades lowered community charges, which hit ETH’s revenue by round $100 million, as L2 earnings dropped roughly 53%. And but, Ethereum retains rolling out forks.

The important thing purpose? Community utilization. Because the chart beneath exhibits, L1 utility TVL has now crossed $300 billion, exhibiting that exercise and adoption are nonetheless rising, offsetting misplaced income and conserving devs incentivized.

Supply: Token Terminal

Notably, that is the place the current BPO fork is available in. 

With Ethereum already seeing strong utilization, the upper blob restrict provides L2s more room to publish information per block, supporting even more activity. The outcome? Extra information processed means Ethereum can get well misplaced income.

Briefly, this can be a good strategic transfer: it lets L2s scale with out hurting Ethereum’s financial mannequin, creating a powerful suggestions loop. Extra information results in extra income, which in flip drives much more developer exercise.

Therefore, this places Ethereum’s fundamentals entrance and middle for this cycle.

Last Ideas

• Elevating the blob restrict from 15 to 21 provides ETH-based L2s extra room per block, bettering scalability and supporting greater on-chain exercise.
• Elevated L2 utilization feeds income again to ETH’s base layer, positioning ETH strongly for 2026.