Weekly Ethereum Research Report (2026-04-06 ~ 2026-04-10)
TL;DR
- Bottom line: This was a week where ACDE #234 finalized the Glamsterdam SFI definition and the late-April unified DevNet target, while the Lido V3 transition, EIP data drift, and long-term infrastructure workstreams for FOCIL/PQ/zkEVM all advanced at the same time.
- Numbers: Forkcast tracking coverage plunged from 135 to 18 entries from 4/9→4/10, EF officially confirmed cumulative staking of ~70,000 ETH, and zkEVM completed correctness proofs for 24/55 RISC-V opcodes.
- Action: Operators should immediately upgrade to Geth v1.17.2 and Lighthouse v8.1.3, and track the 4/13 DVT vote result, the 4/14 ePBS DevNet stability evaluation, and ACDC #177 on 4/16.
Top 3 Takeaways
ACDE #234 (4/9) finalized the Glamsterdam SFI definition and declared a "late April unified DevNet" target — the deprecation of the Engine API safe block tag (split into justified/confirmed), the SSZ Engine API integration proposal, and the creation of a dedicated AA breakout were all decided at once, pushing Glamsterdam/Hegota development past a key inflection point.
자세히 읽기
After a 14-day gap, ACDE #234 resumed with reports of gas-accounting mismatches on Battle DevNet 3 and a consensus bug on TPGS.Net 1, and Barnabas presented the goal of a "unified DevNet by late April." The direction of splitting the Engine API safe block tag into justified/confirmed was discussed (Dustin: "no hard fork needed"), and SSZ Engine API integration (execution-apis#764) emerged as a new agenda item. For AA, after the native AA (Pedro Gomes) vs ERC-8221 (Ben Adams) disagreement, a dedicated breakout series was created. ePBS DevNet stability will be evaluated by 4/14 (Mon), after which Glamsterdam DevNet Zero or Battle DevNet 4 will be decided.
Across the Lido ecosystem, the CircuitBreaker (LIP-34) proposal, Validator Consolidation guide release, Fast Swap launch, and DVT incentive vote all proceeded simultaneously, materially accelerating the V3 (stVaults) transition — a week that requires curated operators to fully revisit emergency response, migration, and economic strategy.
자세히 읽기
LIP-34 CircuitBreaker is a fundamental security shift that replaces expiring GateSeals with a permanent emergency-halt architecture, and when combined with Dual Governance it creates a pause scenario of up to 60 days. The EIP-7251-based Validator Consolidation guide presented a capital-efficient stVaults migration path requiring 64 ETH (2%) of idle capital for 100 validators (3,200 ETH). Fast Swap (CoWSwap integration) entered maintenance within 24 hours of launch, and the DVT incentive redirect Snapshot vote (4/6~4/13) is a structural change that transfers Obol/SSV third-party incentives to Meta Treasury+LoL.
While EIP upgrade-status data drift deepened (a sharp 135→18 drop, complete loss of Hegota), long-term infrastructure transition workstreams are actually accelerating, including the FOCIL EL spec merge into Amsterdam, finalization of the PQ Devnet-4 spec, and completion of 24/55 zkEVM opcode proofs.
자세히 읽기
Structural instability in EIP tracking data was confirmed throughout the week (EIP-6110 three consecutive restore-loss cycles, 135→18 sharp drop from 4/9→4/10). Whether core EIPs are included should be judged only from ACD call notes. Meanwhile, the FOCIL (EIP-7805) execution spec was merged into the Amsterdam branch, PQ Interop #034 finalized the Devnet-4 spec (Poseidon 1 + XMSS), and zkEVM #003 completed 24/55 RISC-V opcode proofs with the goal of completing all of them by summer.
1. Roadmap/Upgrade Highlights
Glamsterdam
| Item | Status | Changes This Week |
|---|---|---|
| ACDE #234 Results | Passed key inflection point | SFI definition finalized, late-April unified DevNet target declared |
| EIP-7732 (ePBS) | Scheduled | DevNet stability to be evaluated by 4/14 (Mon) → Glamsterdam DevNet Zero decision |
| EIP-7928 (BAL) | Scheduled | Battle DevNet 3 gas-accounting mismatch (spillover gas) discovered |
| EIP-8037 (State Creation Gas) | Considered | Besu PR #9994 Stale Closed (4/7) — automatically closed after 30 days of inactivity, reimplementation needed |
| EIP-7805 (FOCIL) | Scheduled | EL spec merged into Amsterdam branch (FOCIL #032), Reth rebase in progress |
| Engine API | Structural change | safe → justified/confirmed split discussed, SSZ integration proposed, SSE addition proposed |
| Strawmap | Stalled for 51 days | No new client releases |
Hegota
| Item | Status | Changes This Week |
|---|---|---|
| EIP-8141 (Frame TX) | Considered | Non-headliner placeholder maintained. Decision to decouple PQ and AA discussions |
| AA Direction | Unresolved | Native AA vs ERC-8221 disagreement → dedicated AA breakout created (led by Pedro Gomes) |
| Hegota Data | Complete loss | Entire Hegota category removed from Forkcast |
Fusaka / Long-Term Tracks
| Item | Status | Changes This Week |
|---|---|---|
| ETH 128M Supply Cap | New research | ethresear.ch proposal — noted issuance-burn oscillation issue, early research stage |
| Block in Blobs (BiB) | New research | ethresear.ch proposal — radical restructuring that encodes TXs in blobs |
| Fusaka "hostile takeover" debate | Community | ethresear.ch post — lacks technical basis, but surfaced governance tension |
2. EIP Status Changes (Forkcast Monday 4/6 vs Friday 4/10)
Data Quality Warning
This week's Forkcast data is in a severe drift state. Every EIP stage value is shown as ? (unknown), and entries plunged from 135 to 18 from 4/9→4/10. Because official stage information has been lost, the diff below reflects only "tracking coverage changes" and may differ from actual ACD decisions.
Tracking Coverage Changes
| Change Type | EIP | Upgrade | Description |
|---|---|---|---|
| Newly Added | EIP-6110 | Pectra | Tracking restored on Friday after three consecutive restore-loss cycles during the week |
| Newly Added | EIP-5920 | Fusaka, Glamsterdam | PAY opcode — had been Declined, but tracking restored |
| Maintained | EIP-2780 | Glamsterdam (Considered) | Reduce intrinsic gas — transfer log cost added, PAY removed |
| Maintained | EIP-7732, 7928 | Glamsterdam (Scheduled) | ePBS, BAL — DevNet status discussed at ACDE #234 |
Substantive Progress (Not Reflected in Forkcast)
- EIP-7805 (FOCIL): EL spec Amsterdam merge — Glamsterdam Scheduled but not reflected in Forkcast
- EIP-8189: BAL API GetBlockAccessLists bytes parameter added
- EIP-8070: PeerDAS column cap removal — reflected in blob-devnet-0 implementation
- EIP-8007: Gas repricing synchronization update
- ERC-8221: Wallet Title Deeds — NFT-based smart account ownership transfer (new AA alternative proposal)
3. Validator/Staking Key Issues
EF 70K ETH Staking Target Achieved
- Official confirmation that a ~45,034 ETH (~$93M) bulk deposit on 4/3 brought the cumulative total to ~70,000 ETH
- Self-operated using Bitwise Infrastructure (Attestant Dirk/Vouch), not routed through Lido
- Annual revenue of $3.9M~$5.4M (APY 2.7%~3.8%) → reinvested into ecosystem grants
- Institutional signal: $145M+ deployed by the protocol foundation itself = the strongest trust signal for PoS
Lido Ecosystem Focus (V3 Transition Accelerating)
| Item | Status | Impact |
|---|---|---|
| CircuitBreaker (LIP-34) | Forum proposal D+1 | GateSeals → permanent emergency halt. Up to 60 days of pause when combined with Dual Governance |
| Validator Consolidation Guide | Published | EIP-7251-based 3-step migration. 2% idle capital |
| Fast Swap | Launched → entered maintenance within 24h | CoWSwap-integrated instant stETH liquidity |
| DVT Incentive Redirect | Snapshot vote in progress (4/6~4/13) | Obol/SSV incentives → Meta Treasury+LoL |
| DVT IDVTC + LDO Buyback | Snapshot vote in progress (~4/13) | Introduction of Identified DVT Cluster type |
| Galaxy DAO Review | Forum discussion | SOC2, multi-region, client-diversity criteria |
| SecureRPC Relay Removal | Forum discussion, not moved to vote | Cited reason: persistent unavailability |
Staking Yield Outlook
- Structural downward pressure from the current ~3.3% APY as EF 70K ETH + institutional volume accumulates
- Increasing possibility of APY settling in the 2% range → stVaults DeFi supplementation is key to preserving yield
4. Infrastructure Key Issues
Clients and DevNets
| Item | Status | Action |
|---|---|---|
| Besu EIP-8037 PR #9994 | Stale Closed (4/7) | Automatically closed after 30 days of inactivity. Only blocker for bal-devnet-3·4. Reimplementation needed |
| Battle DevNet 3 | Unstable | spillover gas edge case, gas-accounting mismatch for special opcodes on revert |
| TPGS.Net 1 | Unstable | Client disconnections + consensus bug |
| Geth v1.17.2 | Immediate upgrade required | debug_executionWitness state corruption fix, history pruning |
| Lighthouse v8.1.3 | Immediate upgrade required | state-root 10x performance regression + P2P security patch |
| New releases | None | No new client releases during the week |
RPC/API Standardization
eth_getStorageValues(execution-apis#756): Merged — batch storage lookup, maximum 1,024 slotstesting_buildBlockV1(execution-apis#747): Merged — EL test fixture standardizationtxpoolnamespace (execution-apis#758): Open — standardization of common implementation across 4 clients
Unpublished Call Notes (Critical)
| Call | Date Held | Time Unpublished |
|---|---|---|
| ACDE #232 | 03-12 | D+29, longest ever |
| ACDC #176 | 03-19 | D+22 |
| ACDE #233 | 03-26 | D+15 |
| ACDE #234 | 04-09 | D+1 |
| FOCIL #032 | 04-07 | D+3 |
5. Key Protocol Call Decisions
This week, 5 calls were held: RPC #024, FOCIL #032, PQI #034, zkEVM #003, ACDE #234
ACDE #234 (4/9) — Biggest Event of the Week
- Glamsterdam unified DevNet target for late April — to be decided after ePBS DevNet stability evaluation on 4/14
- Engine API safe → justified/confirmed split direction — Dustin: "no hard fork needed"
- SSZ Engine API integration proposal — if finalized, all EL-CL client pairs will need simultaneous upgrades
- Dedicated AA breakout created — led by Pedro Gomes, separating PQ and AA discussions
- History pruning — minimum retention requirements discussed, no final consensus reached
FOCIL Breakout #032 (4/7)
- EIP-7805 execution spec merged into Amsterdam branch — baseline secured for Glamsterdam spec integration
- Reth FOCIL prototype Amsterdam rebase in progress
PQ Interop #034 (4/8)
- Devnet-4 spec finalized: recursive signature aggregation + Poseidon 1 hashing + ZK-friendly XMSS encoding
- 4/22 Devnet roadmap planning session scheduled — PQ transition moved from "far future" to the "concrete devnet schedule" stage
L1-zkEVM Breakout #003 (4/8)
- 24/55 RISC-V opcode correctness proofs completed, targeting completion of all proofs by summer
- GPU-based testnet deployment, Execution Witness Engine API proposal (139 tests)
- 5 zkVM standards accepted, 2 new proposals under review
RPC Standards #024 (4/6)
eth_getStorageValues+testing_buildBlockV1confirmed Mergedtxpoolnamespace standardization proposal
6. Key Schedule Next Week
| Date | Event | Importance | Watch Points |
|---|---|---|---|
| 4/13 (Sun) | DVT IDVTC + LDO Buyback Snapshot Vote Closes | HIGH | Determines curated operator DVT economics |
| 4/13 (Sun) | ACDT #77 (14:00 UTC) | HIGH | blob-devnet-0, ePBS-devnet-1, BAL devnets, debug RPC |
| 4/14 (Mon) | ePBS DevNet Stability Evaluation Result | CRITICAL | Glamsterdam DevNet Zero vs Battle DevNet 4 decision |
| 4/15 (Tue) | PQTS Breakout #6 (13:00 UTC) | MEDIUM | PQ transaction-signature implementation status |
| 4/16 (Wed) | ACDC #177 (14:00 UTC) | CRITICAL | 28-day gap resolved. Glamsterdam/Hegota CL direction, EIP-8136, SFI definition |
| 4/22 (Tue) | PQ Interop Devnet Roadmap Planning (14:00 UTC) | MEDIUM | Finalize post-Devnet-3 stages |
| 4/23 (Thu) | ACDE #235 (expected) | HIGH | Unified DevNet status, AA breakout follow-up |
| TBD | AA Breakout #001 | HIGH | Newly created, led by Pedro Gomes — schedule unconfirmed |
Curated Operator Weekly Action Items
| Priority | Item | Deadline |
|---|---|---|
| CRITICAL | Immediately upgrade nodes that have not applied Geth v1.17.2와 / Lighthouse v8.1.3 | Immediately |
| HIGH | Review CircuitBreaker (LIP-34) forum post → update emergency response runbook | This week |
| HIGH | Check DVT IDVTC + LDO Buyback vote result (4/13) → recalculate economics | 4/13 |
| HIGH | Confirm official publication of ACDE #234 call notes → whether safe tag deprecation and SSZ Engine API are finalized | Upon publication |
| HIGH | Run stVaults migration simulation based on Validator Consolidation guide | This week |
| MEDIUM | Check ACDT #77 (4/13) results → blob-devnet-0, ePBS-devnet-1 status | After 4/13 |
| MEDIUM | ePBS DevNet stability evaluation result (4/14) → confirm Glamsterdam DevNet direction | 4/14 |
| MEDIUM | Monitor ACDC #177 (4/16) → CL direction decision | 4/16 |
Written by: @r2jamong Weekly Report | 2026-04-10 Sources: Daily Briefings (4/6~4/10), Infra Monitor (4/8), Protocol Calls Weekly Summary (W15), Forkcast Snapshots, Topic Recommendations