# Apr 2026 — Week 2

*2026-04-06 ~ 2026-04-10*

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# 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

1. **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.**

    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.

2. **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.**

    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.

3. **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.**

    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.

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## 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 |

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## 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)

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## 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

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## 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 slots
- `testing_buildBlockV1` (execution-apis#747): **Merged** — EL test fixture standardization
- `txpool` namespace (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 |

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## 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

1. **Glamsterdam unified DevNet target for late April** — to be decided after ePBS DevNet stability evaluation on 4/14
2. **Engine API safe → justified/confirmed split direction** — Dustin: "no hard fork needed"
3. **SSZ Engine API integration proposal** — if finalized, all EL-CL client pairs will need simultaneous upgrades
4. **Dedicated AA breakout created** — led by Pedro Gomes, separating PQ and AA discussions
5. **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_buildBlockV1` **confirmed Merged**
- `txpool` namespace standardization proposal

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## 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 |

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*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*