Ethereum Foundation Researcher

Date	Ticker	Direction	Thesis	Source
Feb 10, 2026	BTC	WATCH	"On the Bitcoin ecosystem, the social layer and the appetite of of change is much different... harder to move." Bitcoin's rigidity makes it slower to adapt to new security paradigms like post-quantum computing, though collaboration with EF researchers is occurring. This structural inertia could be a liability if rapid technological pivots are required. WATCH (Rigidity Risk). Bitcoin's stability is also its main value proposition; changing it too fast could destroy trust.	The Block Why Ethereum adapts faster than Bitcoin ⚙️...
Feb 10, 2026	ETH	LONG	"For Ethereum, the social layers is... much more prone to change... and to incremental change than the Bitcoin ecosystem." In a landscape where existential threats like quantum computing are emerging, the ability to upgrade "crypto primitives" quickly is a massive survival advantage. Ethereum's flexibility allows it to integrate post-quantum security (XMSS schemes) faster than Bitcoin, reducing long-term tail risk. LONG (Technological Adaptability Premium). Upgradability introduces complexity and potential bugs compared to Bitcoin's ossified stability.	The Block Why Ethereum adapts faster than Bitcoin ⚙️...