# Apr 2026 — Week 3

*2026-04-13 ~ 2026-04-17*

---

# 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

1. **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.**

    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.

2. **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."**

    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).

3. **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.**

    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

### Nethermind Performance Milestone

| 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

1. **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)
2. **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)
3. **Glamsterdam-devnet-1 EL option** — Option B (EIP-7997) vs **Option C (EIP-2780+7904+8038)** recommended. Final decision at ACDE #235
4. **EIP-7716 Hegota CFI request** — first official reintroduction by OisinKyne (Obol). Anti-correlation Penalties mechanism favoring geographic distribution, client diversity, and DVT operators
5. **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

1. **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
2. **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
3. **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
4. **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)*