Google Gemini AI Predicts Ethereum Could Become the Trade Retail Misses in 2026

The biggest protocol change since The Merge is days away. Google Gemini AI predicts it resets Ethereum’s trajectory, and the price prediction targets a baseline of $3,800 to $4,500 by late 2026, with $4,150 as the realistic mid-case.

Everything hinges on the end-of-August Glamsterdam hard fork. Gemini calls it Ethereum’s most significant protocol change since The Merge.

EIP-7928 brings parallel execution to the network. That scales throughput toward 10,000 TPS, and EIP-7904 handles the cost side through gas repricing. It slices Layer-1 fees by roughly 78.6%.

Cheaper and faster together change what can run on mainnet rather than a rollup. EIP-7732 adds the third component with Enshrined Proposer-Builder Separation.

That reduces MEV extraction by up to 70%. The value gets recaptured directly for mainnet validators instead of leaking to searchers.

The bear case is a timing failure. Further technical delays pushing protocol execution past Q4 2026 would trigger prolonged consolidation. That risks a breakdown below $2,100 support toward a bear target of $1,850. Successful mainnet deployment is what keeps the $4,150 target on the table.

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