Weekly Ethereum Research Report (2026-04-13 ~ 2026-04-17)
TL;DR
- Bottom line: ACDC #177 (4/16) confirmed the plan to launch four devnets during the 4/24 Interop Week, and with Lido Day and the DVV announcement landing in the same week, both the Glamsterdam roadmap and Curated Operator decision-making moved to their next phase at once.
- Numbers: Six calls were held this week; four devnets in the bal-devnet-4, epbs-devnet-2, and Glamsterdam-devnet-0/1 flow are planned for 4/24; and the IDVTC Snapshot passed at 57.7M vs 119 LDO.
- Action: Operators should apply Geth v1.17.2 and Lighthouse v8.1.3 immediately, and track both the Glamsterdam-devnet-1 EL option decision at ACDE #235 (4/23) and the DVV migration choices around 4/30.
Top 3 Takeaways
ACDC #177 (4/16) confirmed the simultaneous launch plan for four devnets during Interop Week on April 24, establishing a practical branch point for the Glamsterdam roadmap — the structure of a bal-devnet-4 and epbs-devnet-2 co-launch plus sequential Glamsterdam-devnet-0/1 releases was formalized, with Interop results feeding directly into the fork schedule.
자세히 읽기
At ACDC #177, barnabasbusa confirmed a four-step plan: the 4/24 simultaneous launch of bal-devnet-4 (EIP-7928+7976+7981) and epbs-devnet-2 (based on alpha.5), plus Glamsterdam-devnet-0 (devnet-0 near the end of the first Interop day) and devnet-1 (conditional on stability on the final day). For Glamsterdam-devnet-1 CL additions, EIP-8045 (excluding slashed validators, low risk) was recommended, while EIP-8061+EIP-8080 (Churn rework + exit-via-queue) was not recommended due to the burden of tracking ePBS bugs in parallel. EL additions (Option B EIP-7997 vs Option C EIP-2780+EIP-7904+EIP-8038) will be finalized at ACDE #235 (4/23). OisinKyne (Obol) made the first official reintroduction of EIP-7716 Anti-correlation Penalties as a non-headliner CFI candidate for Hegota.
Lido Day (4/15) disclosed CMv2 bonding, a three-layer institutional adoption structure for stVaults (WisdomTree·Copper·Fireblocks), and finalized 0x02 migration costs across nine sessions, while the IDVTC Snapshot vote passed overwhelmingly at 57.7M vs 119 LDO — and with the official DVV migration announcement (4/16) in the same week, Lido's DVT incentive model shifted structurally from "encouraging third-party middleware" to "Lido Earn integrated yield."
자세히 읽기
CMv2 presents the shift from a reputation model to a collateral model via node operator bonding as the core of Phase 1, with validator consolidation taking more than four months. The 0x02 migration was quantified as ~738.5 ETH (~$2.215M) in unclaimed rewards, $1.8M~$2.8M (lower bound 1.8) in engineering costs per hard fork, 124,224 ETH in seeding, and at least 117 days due to the 298 ETH/epoch queue limit. The three-layer stack of WisdomTree EU (ETF/ETP) + Copper ClearLoop (institutional trading) + Fireblocks (custody infrastructure) completes the stETH "exposure→income" transition. DVV holders must choose before 4/30 among EarnETH migration, withdrawal, or retaining dvstETH, but NO-level DVT rewards remain under the Jan 2026 Snapshot, so there is no direct impact on Curated/CSM operator revenue. Nuxian Labs (PRO Delegators) strengthened its alignment posture by formally registering as a governance delegate (4/16) after its stVault application (3/20).
A new Networking EIPs section in the EIP-7773 meta EIP plus the finalized EIP-8070 eth/72 title expanded Glamsterdam scope from four to five categories, while the Post-Quantum triple convergence (PQI #35 + PQTS #6 + PQ Key Registry ERC), a new EVMification EIP, and EIP-8188 State Tiering accelerated the long-term infrastructure track at the same time.
자세히 읽기
As Barnabas Busa added a Networking EIPs section to EIP-7773 on 4/16, the process is underway for EIP-8070 (eth/72 Sparse Blobpool) to be included in official Glamsterdam scope. EIP-8141 entered spec stabilization with three consecutive days of commits from 4/14 to 4/16 (spec tighten → value field addition), while Frame TX privacy-use research (Three Gates to Privacy) was posted on ethresear.ch, moving use cases into an expansion phase. kevaundray (EF) added the EVMification EIP (precompile→EVM bytecode substitution) on 4/16, and EIP-8188 State Tiering by Write Age appeared as a proposal to supplement The Purge roadmap. The PQ Key Registry ERC (CRYSTALS-Kyber/Dilithium/SLH-DSA) and PQI #35·PQTS #6 (Testnet 0 daisugi.fy deployment) converged in the same week.
1. Roadmap/Upgrade Highlights
Glamsterdam — 5-Category Package Expansion + Interop Week D-7
| Item |
Status |
This Week's Change |
| ACDC #177 (4/16) |
Interop Week roadmap confirmed |
4/24 plan to launch four devnets simultaneously disclosed |
| Interop Week D-7 |
Scheduled to start 4/24 |
bal-devnet-4 + epbs-devnet-2 simultaneous launch |
| EIP-7773 (Meta EIP) |
Scope expansion |
Networking EIPs section added (4/16, Barnabas Busa) |
| EIP-8070 (eth/72 Sparse Blobpool) |
Spec fixed |
Title prefix "eth/72" explicitly confirmed (two consecutive commits 4/15→4/16) |
| EIP-8141 (Frame TX) |
EL headliner, spec stabilization |
Three consecutive days of commits 4/14~4/16 (including value field addition) |
| EIP-7732 (ePBS) |
Glamsterdam Scheduled |
epbs-devnet-2 based on alpha.5 launching 4/24 |
| EIP-7928 (BAL) |
Glamsterdam Scheduled |
bal-devnet-4 spec finalized (+EIP-7976, EIP-7981 added) |
| EIP-7805 (FOCIL) |
Scheduled |
consensus-specs PR#4747 close to merge |
| EIP-8037 (State Creation Gas) |
Core change |
Five blocking issues being handled through an async channel |
| EIP-8136 (Cell-Level Deltas) |
MetaGlamsterdam CFI requested |
PeerDAS bandwidth optimization, no hard fork required |
Hegota — Non-Headliner Competition Begins
| Item |
Status |
This Week's Change |
| EIP-7716 (Anti-correlation Penalties) |
CFI request submitted |
OisinKyne (Obol) made the first official reintroduction at ACDC #177 |
| AA Breakout #001 |
D-5 |
Scheduled for 4/22 — led by Pedro Gomes |
| EIP-8205 |
Details unconfirmed |
dgusakov expected to share at ACDC #177 if time allows |
Purge / Splurge / Post-Quantum Long-Term Tracks
| Item |
Status |
This Week's Change |
| EVMification EIP |
New Draft |
Added 4/16 by kevaundray (EF) — precompile→EVM bytecode substitution |
| EIP-8188 (State Tiering by Write Age) |
New Draft |
The Purge roadmap supplement — write-age-based renewal pricing |
| PQ Key Registry ERC |
New proposal |
Posted 4/14 — on-chain management standard for CRYSTALS-Kyber/Dilithium/SLH-DSA |
| PQI #35 + PQTS #6 |
Held the same day (4/15) |
PQTS Testnet 0 (daisugi.fy) deployment status report |
| Scheme-Agile TX / Contract Payer TX |
Draft queue |
EIP-867 revival (Office Hour #98), Foundations of EVM Control Flow |
2. EIP Status Changes (Forkcast Monday 4/13 vs Friday 4/17)
Data Quality Warning
This week's Forkcast data is in a nine-day consecutive drift state. The complete absence of the Hegota category compared with the prior week continues, and as of Friday, only 15 valid stage-entry pairs remain versus the 4/9 baseline of 135, maintaining an 88% loss state. Actual inclusion should be judged based on ACDC #177 decisions, the EIP-7773 meta EIP, and Repricings #6 consensus.
Actual Forkcast Diff (4/13 → 4/17)
| Change Type |
EIP |
Upgrade |
Description |
| Newly added |
EIP-5920 |
Fusaka, Glamsterdam |
PAY opcode — tracking restored |
| Lost |
EIP-6110 |
Pectra |
Supply validator deposits on chain — existing Pectra inclusion |
| Lost |
EIP-6206 |
Fusaka, Pectra |
EOF - JUMPF and non-returning functions — double loss |
| Lost |
EIP-6404 |
Glamsterdam |
SSZ transaction signature scheme |
| Status change |
(none) |
- |
0 stage value changes |
Weekly Maintained (Monday = Friday)
| Fork |
EIPs |
| Glamsterdam |
EIP-2780 (Reduce intrinsic gas), EIP-2926 (Chunked Code Merkleization), EIP-5920 (restored Friday) |
| Fusaka |
EIP-3540 (EOF EVM Object Format), EIP-3670 (Code Validation), EIP-4200 (Static relative jumps), EIP-4750 (Functions), EIP-5920 |
| Pectra |
EIP-2537 (BLS12-381), EIP-2935 (Block hashes from state), EIP-3540, EIP-3670, EIP-4200, EIP-4750 |
| Hegota |
(entirely absent) |
Substantive Progress (Not Reflected in Forkcast, Based on ACD Calls/Commits)
- EIP-7773 Networking EIPs section added (4/16) — Glamsterdam scope expanded to five categories: EL + CL + Pre-conf + Repricings + Networking
- EIP-8070 eth/72 title finalized (two consecutive days 4/15→4/16)
- EIP-8141 value field added (4/16) — Day 3 of Frame TX spec stabilization
- EIP-7716 Hegota CFI request (ACDC #177)
- EIP-8136 MetaGlamsterdam CFI request (PeerDAS bandwidth optimization)
- EIP-7928 bal-devnet-4 spec finalized (ACDT #077)
- EIP-7976/7981 included in bal-devnet-4 confirmed
3. Validator/Staking Key Issues
Lido Day (4/15) — 9 Sessions in Aggregate
| Session |
Presenter |
Core Message |
| CMv2 Roadmap |
@sasha__gusakova |
Phase 1 bonding introduction, two-stage rollout |
| stVaults: The Opportunity Is Now |
@KimonSh |
Encouraging institutional/protocol entry |
| stVaults Getting Started Guide |
Northstake SVM |
InfStones joins — multi-operator SVM expansion |
| stETH Liquid All The Way Down |
@e330acid |
Full liquid assetization |
| 0x02 for Home Stakers |
@d_gusakov |
Migration cost ~738.5 ETH, 4.5~6 months |
| Institutional Case for stETH |
@DSilenskyteWT (WisdomTree EU) |
exposure→income transition case |
| stETH on ClearLoop |
Copper |
Institutional trading + retained staking rewards |
| Liquid Staking Yield on Fireblocks |
Fireblocks |
Direct staking inside custody |
| Fireside Chat |
IsdrsP + d_gusakov + sasha + KimonSh + penzjun |
Present and future |
Governance Vote Results (4/13 tally)
| Vote |
Result |
Impact |
| IDVTC (Identified DVT Clusters) |
Overwhelmingly passed at 57.7M vs 119 LDO |
Introduces the IDVTC type in CSM v3 (Q2-Q3 2026) — four independent community stakers jointly operate based on Obol/SSV |
| LDO $20M buyback |
Presumed passed (reported) |
Treasury DCA of 10,000 stETH in 1,000 stETH tranches — Growth Committee executes to minimize market impact |
DVV Migration Official Announcement (4/16)
| Date |
Event |
| 2026-03-28 |
Original proposal posted on forum |
| 2026-04-07 |
Snapshot vote approved |
| 2026-04-16 |
Official tweet announcement |
| Around 2026-04-30 |
Change takes effect ("end of April") |
DVV holder choices: (a) EarnETH migration (maximize yield), (b) withdrawal (prioritize liquidity), (c) keep dvstETH (Lido protocol staking rewards only). Node Operator-level DVT rewards retain Jan 2026 Snapshot parameters → no direct impact on Curated/CSM operator revenue. Incentives for third-party DVT middleware (Obol/SSV) are structurally shifting into Lido Earn (EarnETH meta vault + LoL).
Weekly stETH Reward Distribution (4/16 announcement)
| Item |
Figure |
| Weekly stETH reward distribution |
4,281 ETH |
| USD equivalent |
~$9.458M |
| Implied average ETH price |
~$2,209 |
| Annualized estimate |
~222,612 ETH/year |
| Approximate APR vs Lido TVL |
~1.97% (net from the stETH holder perspective) |
| Curated Module contribution (92%) |
~3,938 ETH/week (~$8.7M) |
0x02 Migration Cost Structure
| Cost Item |
Scale |
Bearer |
| Unclaimed staking rewards |
738.5 ETH (~$2.215M) |
stETH holders |
| Gas cost |
1.5~40 ETH |
DAO Treasury |
| Research/engineering/audit |
$1.8M~$2.8M (lower bound 1.8)/hard fork |
DAO |
| New 0x02 validator seeding |
124,224 ETH (3,882 validators) |
Lido protocol |
| Consolidation operation |
7.82M ETH (556 consolidations) |
Consolidation queue (298 ETH/epoch) |
| Minimum duration |
117 days |
Consolidation queue limit |
| Target start timing |
Around spring 2026 |
- |
Curated Operator Competition Intensifies (New Applicants)
- PRO Delegators (Nuxian Labs SA): stVault application (3/20) + governance delegate registration (4/16) — strengthened alignment posture
- StereumLabs AI monitoring: RockLogic (ISO 27001, Curated Set NO) disclosed — 37 client combinations + AI chatbot + 94 security triggers + ValOS risk framework mapping
Three-Layer Institutional Adoption Structure (stVaults)
| Partner |
Layer |
Role |
| WisdomTree EU |
Regulated product |
Europe's first 100% staked ETH ETP ($50M AUM, launched December 2025) |
| Copper ClearLoop |
Institutional trading |
Retain stETH rewards + exchange trading integration |
| Fireblocks |
Custody infrastructure |
Enable direct liquid staking yield within the network |
4. Infrastructure Key Issues
| Item |
Figure |
Context |
| Nethermind block processing time |
219ms (tkstanczak announcement, 4/12) |
Evidence for supporting a 60M+ gas limit expansion environment |
Client Upgrades (CRITICAL Recommendation Continues)
| Client |
Version |
Status |
| Geth v1.17.2 |
CRITICAL |
Fixes debug_executionWitness state corruption, history pruning — immediate application recommended |
| Lighthouse v8.1.3 |
CRITICAL |
State-root 10x performance regression + P2P security patch — immediate application recommended |
| New releases |
None |
No new client releases during the week (extension of previous week) |
DevNet Progress
| DevNet |
Status |
4/24 Interop Week |
| bal-devnet-4 |
Spec finalized (ACDT #077) |
4/24 simultaneous launch — EIP-7928+7976+7981+7708+7778+7843+7954+8024+8037 |
| epbs-devnet-2 |
Based on alpha.5 (4/17 release) |
4/24 simultaneous launch — CL spec only |
| Glamsterdam-devnet-0 |
Near the end of the first Interop day |
bal-4 + epbs-2 integration, consensus-specs alpha.6 |
| Glamsterdam-devnet-1 |
Final day of Interop |
devnet-0 + CL/EL additions |
| blob-devnet-0 |
In progress |
Dedicated to EIP-8141 Frame TX |
FCR (Fast Confirmation Rule) Spec Merge
| Client |
Status |
| Lodestar |
Spec tests passed, test vectors running, deployed in staking environment |
| Teku |
PoC complete, production development started |
| Nimbus |
Spec review complete, actively participating in spec PR |
| Lighthouse |
EPF PoC, running test vectors |
| Prysm |
25% on latest spec |
| consensus-specs PR#4747 |
Merge imminent within weeks (async approach considering EthCC schedule) |
Unpublished Official Call Notes Accumulating (Severity Increasing)
| Call |
Date |
D+days |
| ACDC #176 |
03-19 |
D+29 |
| ACDE #233 |
03-26 |
D+22 |
| ACDT #076 |
03-30 |
D+18 |
| PQTS #005 |
04-01 |
D+16 |
| Repricings #005 |
04-01 |
D+16 |
| ACDE #234 |
04-09 |
D+8 |
| ACDT #077 |
04-13 |
D+4 |
| FCR #006 |
04-14 |
D+3 |
| PQI #035, PQTS #006, Price #006 |
04-15 |
D+2 |
| ACDC #177 |
04-16 |
D+1 |
12 call notes remain unpublished — all six calls this week lack official notes, so analysis continues to rely on issue agendas and pre-call comments.
5. Protocol Call Key Decisions
This week 6 calls were held: ACDT #077, FCR #006, PQTS #006, PQI #035, Price #006, ACDC #177
ACDC #177 (4/16) — Biggest Event of the Week
- Interop Week four-devnet simultaneous launch plan confirmed — bal-devnet-4 (4/24) + epbs-devnet-2 (4/24) + Glamsterdam-devnet-0 (first Interop day) + Glamsterdam-devnet-1 (final day, conditional on devnet-0 stability)
- Glamsterdam-devnet-1 CL option recommendation — Option B (EIP-8045) recommended, Option C (EIP-8061+8080) not recommended (burden of tracking ePBS bugs in parallel)
- Glamsterdam-devnet-1 EL option — Option B (EIP-7997) vs Option C (EIP-2780+7904+8038) recommended. Final decision at ACDE #235
- EIP-7716 Hegota CFI request — first official reintroduction by OisinKyne (Obol). Anti-correlation Penalties mechanism favoring geographic distribution, client diversity, and DVT operators
- EIP-8136 MetaGlamsterdam CFI request — proposed by barnabasbusa, PeerDAS (EIP-7594) bandwidth optimization, no hard fork required
ACDT #077 (4/13)
- bal-devnet-4 spec finalized — EIP-7928 + 7708 + 7778 + 7843 + 7954 + 8024 + 7976 + 7981 added + EIP-8037 core change
- EIP-8037 five blocking issues — handled in async channel
#eip-8037 (refund policy, inclusion validity, leak classification, Maria review, SSTORE supplement)
- nerolation: BAL worst-case prefetcher benchmark + expansion of invalid BAL test cases
FCR #006 (4/14)
- consensus-specs PR#4747 merge imminent within weeks
- Lodestar and Lighthouse running test vectors (target coverage 90~95%)
- FCR-ePBS independent design confirmed — fork-choice weight reuse rejected → parallel development possible
- Nethermind John Church developing an FCR state tracking dashboard
Price #006 (4/15) — Glamsterdam Repricings
- EIP-8037 State Creation Gas: open questions on state gas accounting discussed → to be reported to ACDC or ACDE
- EIP-8038 State-access Gas: misilva73 benchmarking update reported
PQTS #006 + PQI #035 (4/15)
- PQTS #006: Testnet 0 (daisugi.fy) deployment status report (Giulio)
- PQI #035: No agenda registered
Cross-Call Insights
- 4/24 Interop Week = practical validation point for the Glamsterdam roadmap — the speed of resolving the five EIP-8037 blocking issues is the biggest variable for bal-devnet-4 quality
- EIP-7716 = direct impact from Lido's perspective — structure grants lower penalties to DVT operators/geographic distribution/multi-client operators → provides Curated operators with an economic advantage
- After the FCR spec merge, six CL implementations enter an acceleration phase — automatic reflection through the
safe block tag delivers benefits to existing consumers such as exchanges without API changes
- Long-term PQ track in parallel — EL (transaction signatures) + CL (Interop) + key management (ERC) progressing on three axes at once
6. Key Schedule Next Week
| Date |
Event |
Importance |
Watch Points |
| 4/17 (Fri) |
Moody's staking event (Lido + WisdomTree EU + Moody's Ratings) |
HIGH |
Discussion of institutional-grade validator infrastructure standards |
| 4/20 (Mon) |
ACDT #078 (14:00 UTC) |
HIGH |
blob-devnet-0 / BAL devnets / epbs-devnet-1 / debug RPC |
| 4/21 (Tue) |
EIP Editing Office Hour #98 |
MEDIUM |
EIP-867 revival attempt + Scheme-Agile TX + Contract Payer TX + Foundations of EVM Control Flow |
| 4/22 (Wed) |
AA Breakout #001 |
HIGH |
New meeting led by Pedro Gomes — direction decision for Native AA vs ERC-8221 |
| 4/22 (Wed) |
PQ Interop #36 |
MEDIUM |
Confirm next phase after Devnet-3 (roadmap planning) |
| 4/22 (Wed, likely) |
CMC Aragon on-chain vote |
HIGH |
Trigger for Curated Membership Committee transition |
| 4/23 (Thu) |
ACDE #235 |
CRITICAL |
Decision on Glamsterdam-devnet-1 EL additions (Option B EIP-7997 vs Option C EIP-2780+7904+8038), expected publication of finalized Networking EIPs list |
| 4/23 (Thu) |
Lido Poolside: Institutional |
HIGH |
Expected disclosure of EarnETH TVL snapshot and remaining dvstETH liquidity |
| 4/24 (Fri) |
Interop Week begins |
CRITICAL |
bal-devnet-4 + epbs-devnet-2 simultaneous launch → Glamsterdam-devnet-0 release |
| 4/28~30 |
Interop Week in progress |
CRITICAL |
Glamsterdam-devnet-1 release (conditional on devnet-0 stability) |
| Around 4/30 |
DVV → EarnETH migration takes effect |
HIGH |
Deadline for DVV holders to choose among three options |
| After 4/28 |
ACDC #178 (expected) |
HIGH |
Incorporate Interop results, follow-up devnet plan |
Curated Operator Weekly Action Items
| Priority |
Item |
Deadline |
| CRITICAL |
Immediately upgrade nodes that have not applied Geth v1.17.2 / Lighthouse v8.1.3 |
Immediate |
| CRITICAL |
Prepare for the 4/24 Interop Week launch of four devnets (bal-4 + epbs-2 simultaneous launch) |
4/24 |
| HIGH |
Check ACDE #235 (4/23) results — Glamsterdam-devnet-1 EL option finalized, final Networking EIPs list |
4/23 |
| HIGH |
Review internal DVV positions → decision among three options: EarnETH/withdrawal/retain dvstETH |
Before 4/30 |
| HIGH |
Monitor Lido Poolside Institutional (4/23) — EarnETH TVL and dvstETH liquidity |
4/23 |
| HIGH |
Track CMC Aragon vote (likely 4/22) → respond to Curated Membership Committee transition |
4/22 |
| HIGH |
Model EIP-7716 Anti-correlation Penalties — simulate DVT operator penalty structure |
This week |
| HIGH |
Check AA Breakout #001 (4/22) results — Native AA direction |
4/22 |
| MEDIUM |
Check ACDT #078 (4/20) results — blob-devnet-0 / epbs-devnet-1 progress |
4/20 |
| MEDIUM |
Update 0x02 migration simulation (based on 738.5 ETH cost) |
This week |
| MEDIUM |
Evaluate StereumLabs AI monitoring — judge investment priority for Curated differentiation |
This week |
| MEDIUM |
Await confirmed list for EIP-7773 Networking EIPs section (after ACDE #235) |
After 4/23 |
Written by: @r2jamong Weekly Report | 2026-04-17
Sources: Daily Briefings (4/13~4/17), Roadmap Analyst Notes (4/13·4/15·4/16·4/17), Validator Ops Notes (4/13~4/17), Infra Monitor Notes (4/13~4/17), Protocol Calls Weekly Summary (W16, 2026-04-17-weekly-summary.md), Forkcast Snapshots (4/13·4/17), Topic Recommendations (4/13~4/17)