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May 2026 — Week 5

· @r2jamong .md

Weekly Ethereum Research Report (2026-05-25 ~ 2026-05-29)

TL;DR

  • Bottom line: From 5/25~5/29, MPBC, PeerDAS Constantine, EIP-8243, EIP-7701 Withdrawn, Lido CMv2 Prover Bot Funding, and Sepolia replacement discussions all surfaced at once.
  • Numbers: Lido CMv2 Prover Bot Funding assumes ~6 ETH for 15,316 balance-proof txs that consolidate 245,000 validators × 32 ETH into 3,829 compounding validators × 2,048 ETH at 64:1.
  • Action: Operators and researchers should prioritize tracking 6/1 ACDT #81, 6/2 EIP Editing Office Hour #100, 6/4 ACDE #238, CMv2/SRv3 governance, and Sepolia follow-up announcements.

Top 3 Takeaways

  1. HIGH Triple PBS·DA·AA paradigm redesign signals fired at the same time -- new MPBC (Multi-Party Block Construction) proposal + PeerDAS Constantine 30% acceleration / 4x memory reduction + EIP-8243 Batching Attestations + formal agenda item for EIP-7701 Native AA Withdrawn.

    자세히 읽기

    MPBC was proposed on 5/27 12:06 UTC in ethresearch 24975 (co-authored by Michael M./Kubi M./Alex T./Drew V., reviewed by Quasar Builder). Its core is abolishing the single winning builder model, enabling cooperative blocks by multiple builders, and creating an operator base block append reward model; it is still a framework-stage proposal that challenges both current PBS/ePBS directions. On the same day at 15:47 UTC, ethresearch 24978 (mratsim, EF grant) quantitatively showed that the Constantine library is 30% faster than c-kzg-4844, reduces precomputation memory from 96 MiB → 24 MiB (-75%), and reaches <15 ms/64 blobs on an 8-core Zen 4 laptop CPU. This is the first quantitative case showing the possibility of consumer-grade hardware validator participation. Early in the week, at 5/25 14:17 UTC, ethereum-magicians 28606 proposed source-level attestation batching via EIP-8243, and the 6/2 EIP Editing Office Hour #100 agenda formally listed EIP-7701 Native AA Withdrawn PR #11528.

  2. HIGH Lido CMv2 migration enters quantitative execution infrastructure + governance tracks multiplex to 7 -- CMv2 Prover Bot Funding (~6 ETH, 245k NOR → 3,829 compounding × 2,048 ETH, 64:1 consolidation) + canonical revocation of (w)stETH on 9 L2s + NEC delegated governance.

    자세히 읽기

    On 5/28 09:44 UTC, research.lido.fi 11597 (vgorkavenko, Proposals) made the first quantitative disclosure of the EIP-7251 MaxEB migration. Funding is ~6 ETH (primary 5.5 + standby 0.5), and NOR (Node Operators Registry, Lido curated set) is consolidated from 245,000 validators × 32 ETH into 3,829 compounding validators × 2,048 ETH (64:1). Balance-proof transactions total 15,316, calculated as 4 proofs × 3,829 (when delta ≥ 512 ETH). The gas assumption is 182,939 units × 2 gwei, 0.000366 ETH/proof × 15,316 ≈ ~6 ETH. Because this funding assumes reuse of the CSM Prover Tool and operation without Verifier ABI changes, it signals that CMv1 → CMv2 migration has entered execution infrastructure. The implication is that most stETH TVL, 245,000 × 32 ETH or 7.84M ETH, will consolidate into the compounding track. The number of NO-operated nodes falls 64x and stake per node rises 64x, so single-event slashing risk also expands 64x, requiring redesign of infrastructure sizing / HSM / monitoring systems. In the same week, on 5/26 08:24 UTC, lido-research 11592 (nikita.p) proposed canonical bridge revocation for (w)stETH on 9 chains (zkSync Era / Mode / Scroll / Mantle / Swell / Zircuit / Soneium / Polygon PoS / Lisk) plus delegation to the NEC (Network Expansion Committee), a trend toward delegated governance that bypasses the LDO Snapshot cycle and a signal of a pivot from unlimited multichain expansion to selective expansion. Lido governance expanded to 7 tracks this week: (1) CMv2 NO Type Framework (completed), (2) CMv2 smart contracts (pending), (3) SRv3 (unposted for 6 days as of 5/29), (4) SNOP Block Proposals v4 (5/23 Day 6), (5) SNOP Validator Exits v4 (5/23 Day 6), (6) (w)stETH multichain revocation + NEC (5/26 Day 3), (7) CMv2 Prover Bot Funding (5/28 Day 1). With 1 day left this week (5/29) plus next week's governance burst window, compressed announcements are possible for SRv3 / CMv2 parameters / the June Snapshot schedule.

  3. HIGH EF Privacy/Security agenda priority rises + Sepolia testnet lifecycle becomes public discussion + P2P governance track is newly established -- Vitalik Kohaku tweet (access-layer twin properties) + @parithosh Q1 2027 new PoW testnet proposal + P2P Breakout #001 launch.

    자세히 읽기

    On 5/26 11:43 UTC, @VitalikButerin tweet said: "@kassandraETH @ncsgy and others have been working hard for nearly a year on Kohaku. Kohaku's goal is to make two twin properties: * Security (and trustlessness) * Privacy (read and write) a reality on the access layer. Security and privacy on Ethereum must be normal." This suggests a possible new PSE / EF Privacy team project made public on 5/26 after 1 year of private incubation. The access layer means light client / portal network / RPC / wallet infrastructure, directly aligning with the Verge / Purge user access layer. It also concretized the 5/24 EF direction tweet (I have no extra special powers on the board) 2 days later, confirming Privacy as a core EF directional axis and opening the possibility of a Privacy default/opt-out model via the phrase "must be normal." On 5/27 08:11 UTC, ethereum-magicians 28647 saw @parithosh propose Sepolia replacement & sunsetting. The flow is PoW genesis → compressed progression through every fork stage → reaching the latest fork in Q1 2027 → distribution of a small number of signer keys (permissioned staking). P2P Breakout #001, held 5/20 and summarized in the 5/25 note, was the first case where the p2p call type appeared in call data. It reflected five parallel P2P change efforts: ETH/71 (EIP-7928 BAL), EIP-8256 Blob Streaming, PeerDAS, Blob Sidecar gossip, and discv5 Sybil (AetherWeave), and is interpreted as a signal that the P2P governance track is becoming independently separated. This was a week when three governance-structure changes appeared in the same window, with EF direction, testnet infrastructure, and networking-layer governance all entering realignment.

1. Roadmap / Upgrade Change Highlights

MPBC + PeerDAS Constantine Are New Academic-Stage Signals on the PBS·DA Tracks

Signal Date Source Core
MPBC (Multi-Party Block Construction) 5/27 12:06 UTC ethresearch 24975 (Michael M./Kubi M./Alex T./Drew V., Block proposer) (1) single winning builder → multi-builder cooperative block, (2) censorship resistance through multiple inclusion channels (separate track from FOCIL/EIP-7805), (3) lower builder entry barrier (winner-take-all abolished), (4) presents explicit operator base block append compensation as a candidate new NO revenue source
PeerDAS Constantine 5/27 15:47 UTC ethresearch 24978 (mratsim, EF grant, Consensus) +30% acceleration versus c-kzg-4844, precomputation 96 → 24 MiB (-75%), per-function compute_cells +47.2% / recover_cells_and_kzg_proofs +29.1% / verify_cell_kzg_proof_batch +13.4%, 8-core Zen 4 laptop CPU <15 ms/64 blobs, Toeplitz batched + precomputed MSM, possible Nimbus CL alignment because it is Nim-based

Both signals are at the ethresearch stage and do not yet have an EIP. The follow-up review window should be viewed as D+30~D+180+ days or more. MPBC is a framework proposal, while Constantine is a post-inclusion efficiency improvement for PeerDAS/EIP-7594, which is already Included in Fusaka. MPBC is a candidate new NO revenue source (curated operator intelligence P1), and PeerDAS Constantine is a NO hardware-sizing downgrade card (OpEx reduction). If there is no comment trajectory on 5/29 and next week's D+7 follow-up, monitor whether they are listed on the 6/1 ACDT #81 / 6/4 ACDE #238 agendas.

Simultaneous Burst of 7 New/Updated EIPs (Hegota Meta + Frame TX Modularization + EVM Validation Refinement)

EIP Date / Actor This Week's Change
EIP-8243 (Batching Attestations at Source) 5/25 14:17 UTC, @raul New Draft + Submission PR #11589; WireAttestation SSZ union (SingleAttestation | BatchAttestation) + No new slashing conditions is the top direct beneficiary track for Lido NOs
EIP-8081 (Hegota Meta) 5/25 21:26 / 23:08 UTC, Jochem Brouwer + Ignacio Hagopian Two events in a 2-hour burst; EIP-8253 + EIP-7709 + EIP-8025 formally joining the meta settles 3 of the 8 Hegota Proposed items from 5/22 (37.5%) into the meta
EIP-7979 (Greg Colvin) 5/26 03:45 UTC Solo commit "Better validation spec and rationale, lots of picky stuff"
EIP-8173 (Greg Colvin) 5/26 17:47~20:05 UTC Three-event burst in a 2h 18m window (references → clarity → blank line), polish just before Last Call/Review entry (interpretation)
EIP-8272 (Recent Roots for Frame Transactions) 5/26 13:15 UTC, @soispoke New Draft + PR #11726; (source_id, slot, root) tuple + system contract roots + no mutable storage access aligns with EIP-8141 frame tx modularization + stateless/verkle/L1-zkEVM tracks
EIP-8250 (Keyed Nonces) 5/27 EVVM Async Nonce experience collaboration discussion; key-based nonces enable parallel transaction processing and may have long-term impact on EL transaction pool logic
EIP-8146 (Block Access List Sidecars) 5/27 14:33 UTC, Toni Actively edited Draft (commit 6c4afea6), presumed BAL-aligned EIP ([additional verification needed])
EIP-8037 5/27 (Repricings #8) Open issues unresolved → Glamsterdam Repricings Breakout #8 closes + handover to ACDT; end of the dedicated Repricings breakout and integration into the main ACDT call

Glamsterdam devnet-5 Scoping Moves in Earnest + Native AA Lifecycle Ends

  • ACDT #81 (6/1) agenda listing (5/27, importance HIGH) covers bal-devnet-7 + benchmarking/repricing + Glamsterdam-devnet-5 scoping (EIP list finalization), which will influence client upgrade scheduling over the next 6~9 months + candidate discussion in the Eth R&D "EIPs for Glamsterdam Devnet 5" thread.
  • EIP Editing Office Hour #100 (6/2 14:00 UTC) agenda includes (a) EIP-7701 Native AA → Withdrawn PR #11528 (forshtat, "Ref:Comment"), closing a 14-day window after the 5/12 EF blog "Native AA requirements scoped", (b) ERC-7813 Last Call (alvrs PR #1689), (c) ERC-7796 Review (forshtat PR #1692), with forshtat handling two items, (d) EIP-867 Draft revival (ReyRod PR #9594), an 8-year retry of the post-2018 The DAO ETH recovery mechanism that may indicate an attempt to standardize AA / smart contract wallet loss recovery (interpretation).
  • EIPIP #127 (6/3) + ACDE #238 (6/4 14:00 UTC) agenda "Glam / Hegotá" are D-6 as of 5/29, entering the pre-agenda burst window.

Privacy / Governance Signals

  • Vitalik "Kohaku" tweet (5/26 11:43 UTC) says @kassandraETH + @ncsgy and others have worked for 1 year on Security & trustlessness + Privacy (read and write) twin properties on the access layer; "Security and privacy on Ethereum must be normal" confirms Privacy track as a core axis of EF direction.
  • Vitalik trust-dependency labeling tweet (5/27), "nutrition labels for software/hardware trust dependencies," is an idea-stage proposal and may connect to the Kohaku infrastructure standardization flow (interpretation).
  • EthereumFoundation "Open Intents Framework adoption at scale" tweet (5/26 16:43 UTC), in a 3h 28m window after EIP-8272 registration, may indicate a policy-line connection between frame tx ↔ intents infrastructure (interpretation).

2. EIP Status Changes (Monday 5/25 vs Friday 5/29)

Data integrity signal: This week settled into a ~20-level simple tracking window after the 5/22 pagination normalization. upgrades_tracked temporarily changed composition between 5/27 → 5/28, including missing [Hegota] + adding [Dencun], but recovered normally on 5/29 ([Dencun, Fusaka, Glamsterdam, Hegota, Pectra], restoring the 5-fork baseline). EIP-4758 Hegota Proposed was stably captured for 5 consecutive days from 5/25~5/29, making it this week's most citation-reliable Hegota track EIP. However, 12 of the 13 Hegota items in the 5/22 reference snapshot (scheduled=[7805] / 8 proposed / declined / withdrawn / considered) were not captured throughout the week, settling into a partial recovery state.

5/25 (Mon) → 5/29 (Fri) summary diff

Track / Stage 5/25 (Mon) 5/29 (Fri) Change
Dencun included [4844] [4844] unchanged
Pectra included [2537, 2935] [2537, 2935] unchanged
Pectra declined [3540, 3670, 4200, 4750, 5450] [3540, 3670, 4200, 4750] -1 (EIP-5450 fetch missing)
Glamsterdam considered [2780] [2780] unchanged
Glamsterdam declined [2926, 5920, 6404] [2926, 5920] -1 (EIP-6404 SSZ transactions fetch missing)
Fusaka declined [3540, 3670, 4200, 4750, 5450, 5920] [3540, 3670, 4200, 4750, 5920] -1 (EIP-5450 fetch missing)
Hegota proposed [4758] [4758] stable for 5 consecutive days (5/25/26/27/28/29)

This Week's Reliable Actual Changes (Cross-Checked Against Calls / Commits / External Primary Sources)

New EIP registrations (5/25 ~ 5/27)

  • EIP-8243 (Batching Attestations at Source, 5/25 14:17 UTC, @raul) + Submission PR #11589
  • EIP-8272 (Recent Roots for Frame Transactions, 5/26 13:15 UTC, @soispoke) + PR #11726
  • EIP-8146 (presumed Block Access List Sidecars, 5/27 14:33 UTC, Toni commit 6c4afea6), identity [additional verification needed]
  • EIP-8250 (Keyed Nonces, 5/27 EVVM Async Nonce collaboration discussion ethereum-magicians 28642)

Meta / Lifecycle Changes

  • EIP-8081 Hegota Meta 5/25 21:26 (Jochem Brouwer) + 23:08 (Ignacio Hagopian): EIP-8253 + EIP-7709 + EIP-8025 formally joined, settling 3 of the 8 Hegota Proposed items from 5/22 (37.5%) into the meta; remaining 5 (EIP-4758 / EIP-7716 / EIP-8182 / EIP-8188 / EIP-8205) are on the ACDE #238 CFI decision line.
  • EIP-7701 Native AA → Withdrawn PR #11528 was listed on the EIP Editing Office Hour #100 (6/2) agenda, closing the 14-day window after the 5/12 EF blog "Native AA requirements scoped."
  • EIP-867 Draft revival PR #9594 (ReyRod) is an 8-year retry of the post-2018 The DAO ETH recovery mechanism.
  • EIP-8173 (Greg Colvin) 5/26 17:47~20:05 UTC 3-event burst in a 2h 18m window, final polish stage just before Last Call / Review entry (interpretation).
  • EIP-7979 (Greg Colvin) 5/26 03:45 UTC solo commit: "Better validation spec and rationale."

Repricings / Devnet Scoping

  • EIP-8037 Open issues + Repricings Breakout #8 closure → decision to hand over to ACDT (5/27 magicians 28640).
  • Glamsterdam devnet-5 scoping agenda listed on ACDT #81 (6/1), integrating bal-devnet-7 + benchmarking/repricing.

FOCIL / EIP-7805 Academic Formal Verification

  • ethresearch 24950 "Formalizing FOCIL in Lean 4" (5/25 14:56 UTC, @rahul, Consensus) academically validates the "1-out-of-N honesty" claim while exposing 3 spec cracks: (a) Equivocation channel ("1-of-N"→"1-of-(N-equivocators)" degradation, explicit slashing penalty unresolved), (b) Adversarial nonce front-running (malicious proposer makes IL transactions stale, cost 1 gas-fee + no slashing, unresolved whether pre-state snapshot should be enforced in spec), (c) Attester compliance quantization ambiguity (coexisting interpretations based on all conceivable stores vs observed store), giving Hegota CR headliner credibility +1 and possibly triggering ACDC-track spec strengthening.

3. Major Validator / Infrastructure Issues

Lido CMv2 Prover Bot Funding -- First Quantitative Disclosure of EIP-7251 MaxEB Migration

  • research.lido.fi 11597 (5/28 09:44 UTC, vgorkavenko, Proposals).
  • 4 quantitative items: (1) funding ~6 ETH (primary signer 0x4807666d... 5.5 ETH + standby signer 0xC1311cea... 0.5 ETH), (2) NOR validator conversion 245,000 → 3,829 (64:1 consolidation, 32 ETH → 2,048 ETH), (3) balance-proof tx 15,316 (= 4 proofs × 3,829, when delta ≥ 512 ETH), (4) gas assumption 182,939 units × 2 gwei = 0.000366 ETH/proof × 15,316 ≈ ~6 ETH.
  • Bot role: Reuses the CSM Prover Tool to report balance delta + slashings + withdrawals (CMv2 key alignment), operating without Verifier ABI changes. Gas Supply Committee response is "periodic top-ups until the final migration" (installment payments).
  • 4 implications: (i) 245,000 × 32 ETH = 7.84M ETH means most stETH TVL consolidates into the compounding track, (ii) 64x reduction in NO-operated node count and 64x expansion of stake per node means 64x expansion of single-event slashing risk + need to redesign infrastructure sizing / HSM / monitoring systems, (iii) signal that CMv1 → CMv2 migration has entered real execution infrastructure; Prover Bot funding may compress follow-up timing for CMv2 smart contracts + SRv3 unposted carry-over Day 6, (iv) NO ARPU change remains undetermined; reward distribution formula [additional verification needed].
  • Direct Curated Operator impact is HIGH: balance proof response accuracy during migration directly affects CMv2 penalties/rewards + 64x expansion of single-event slashing risk makes infrastructure sizing / HSM redesign mandatory.

Lido Governance Tracks Expanded to 7 This Week + (w)stETH Multichain Revocation + NEC Delegation

# Track Proposal Date This Week's Status
1 CMv2 NO Type Framework 5/18 completed (56.7M LDO in favor)
2 CMv2 smart contract upgrade -- pending (SRv3 prerequisite)
3 SRv3 (Staking Router v3) -- unposted carry-over Day 6
4 SNOP on Block Proposals v4 5/23 Day 6 body/comments change zero
5 SNOP on Validator Exits v4 5/23 Day 6 body/comments change zero
6 (w)stETH multichain revocation + NEC delegation 5/26 Day 3 new proposal
7 CMv2 Prover Bot Funding 5/28 Day 1 new proposal
  • (w)stETH multichain revocation (lido-research 11592, nikita.p, 5/26 08:24 UTC) strips canonical bridge endpoint status from 9 chains (zkSync Era / Mode / Scroll / Mantle / Swell / Zircuit / Soneium / Polygon PoS / Lisk) + delegates future revocation authority to the NEC (Network Expansion Committee) under "existing guardrails"; bypassing the LDO Snapshot cycle is an expanding delegated governance trend. Direct NO impact LOW (canonical bridge ≠ validator operations), governance intent/priority signal HIGH, and the direction is a pivot from unlimited multichain expansion → selective expansion.
  • With 1 day left this week (5/29) + next week's (6/1~) governance burst window, compressed announcements are possible for SRv3 / CMv2 parameters / the June Snapshot schedule. If not posted by 5/29, they trail into next week.

Sepolia Testnet Replacement & Sunsetting -- Led by @parithosh EF DevOps

  • ethereum-magicians 28647 (5/27 08:11 UTC, @parithosh, Primordial Soup, importance HIGH).
  • Confirmed facts: (a) recognition that Sepolia state size will hit a cost limit around "mid next year," (b) PoW start → all fork stages compressed (days~weeks each) → reach latest fork in Q1 2027 → distribute a small number of signer keys (permissioned staking model), (c) ambiguous reference point for "mid next year" (mid-2027 vs mid-2026) [additional verification needed].
  • Operator implications: (i) triggers restructuring of multi-Hoodi / Holesky / Sepolia operating environments and requires a 12~18 month migration plan, (ii) final permissioned signer model keeps general participation restricted on the staking side, (iii) RPC/indexer side should understand ETA and prepare user guidance, (iv) attempt to fill the gap left by the absence of a staking-friendly testnet after Holesky sunset (interpretation).

Client Security Risks -- 3 HIGH Items Unresolved, Carry-Over Day 9

# Client Issue Recommended Action
1 Besu 26.5.0 CVE-2026-34480 / CVE-2026-34478 patch immediately
2 Erigon v3.4.0 segfault (TrieContext.Branch) v3.4.1 upgrade required
3 Geth v1.17.3 structLog Tracing API parser mismatch (Breaking Change) wait for patch + verify impact on MEV/monitoring pipelines
  • EL/CL new releases were zero for 9 consecutive days (since 5/21, as of 5/29); no new release occurred this week. PQ Interop #41 (5/27 ethereum-magicians 28635) reported Devnet stability and issues, suggesting PQC devnet stability problems; direct mainnet impact is zero, but it triggers tracking of client PQC support development stage.

Academic / Consensus-Layer Signals

  • MEV → GEV "Extraction is conserved" (ethresearch 24953, @WGlynn, 5/25 18:47 UTC) is Part 3 of the airgap closure series; "Extraction is conserved across protocol layers" + "partial fixes relocate rather than eliminate" may be a theoretical critique of FOCIL / ePBS / Encrypted Mempool (interpretation/inference). No direct spec impact, but it is a long-term (Splurge/Scourge) MEV policy direction signal + possible realignment of curated operator revenue models (propose-time MEV / relay distribution / consolidation fees) over the long term (12~24 months).
  • AI agent verification stack ERC bundle: ERC-8004 + ERC-8263 + OCP Composition Note (ethresear.ch 24995, co-authored by @TruthAnchorAi Vincent Wu + @tmerlini) + WYRIWE (EIP-712 extension) + ERC-8277 / ERC-8278 + Panini Standard v1.0 consecutive registrations; core L1 impact zero + application-layer standardization acceleration + potential added load on EIP-712-based wallet/RPC infrastructure (interpretation).

4. Protocol Call Key Decisions

Source: output/sources/protocol-calls/2026-05-29.protocol-calls.json (5 calls tracked this week, official notes unpublished for 5/5). No separate weekly-calls-summary note was written this week.

This Week's Call List (Total 5, All Official Notes Unpublished)

Date Call Number Source / Agenda Note Status
5/26 (Tue) FCR — Fast Confirmation Rule #008 (agenda not public at fetch time) unpublished
5/27 (Wed) Pricing & MEV Breakout #008 (agenda not public) unpublished
5/27 (Wed) 13:00 UTC PQTS — Post-Quantum Transaction Signature #009 magicians 28618 is the 9th working-group session (60 min) on replacing/coexisting ECDSA secp256k1 with quantum-resistant signatures such as CRYSTALS-Dilithium; if confirmed, EL client signature verification logic needs a full rewrite + new transaction type introduction unpublished
5/27 (Wed) PQI — Post-Quantum Interop #041 leanSpec cleanup + Devnet stability and issues report suggests PQC devnet stability problems unpublished
5/28 (Thu) 14:00 UTC ACDC — All Core Devs Consensus #179 (90 min) Agenda "Glam + Hegota" includes likely confirmation of EIP-7805 FOCIL Hegotá devnet-0 release ETA + CFI discussion for EIP-7716 / EIP-8205 / EIP-8188 / EIP-8182 + possible agenda listing of 3 FOCIL Lean 4 formal verification spec cracks unpublished (as of week's end)

Key Decisions / Observation Summary

  1. ACDC #179 (5/28) is the full Hegota track decision call -- agenda "Glam + Hegota" + official notes unpublished as of 5/29 means decisions cannot be directly cited. Whether the 3 FOCIL Lean 4 formal verification spec cracks were placed on the agenda + formalization of EIP-7805 Hegotá devnet-0 launch ETA + possible agenda listing of EIP-8243 Batching Attestations are core monitoring items in the 5/29~6/2 note publication window.
  2. PQTS #9 (5/27 13:00 UTC) is the 9th quantum-resistant signature call -- if confirmed, EL client signature verification logic needs a full rewrite + new transaction type introduction. Results/notes are unpublished as of 5/29.
  3. PQI #41 (5/27) Devnet Stability -- leanSpec cleanup + Devnet stability and issues report suggests PQC-related devnet stability problems; direct mainnet impact is zero, but it triggers tracking of client PQC support development stage.
  4. FCR #008 (5/26) + Pricing #008 (5/27) -- agendas / decisions undisclosed as of week's end. FCR (Fast Confirmation Rule) may affect eth_getBlockByNumber safe/finalized tag handling + monitoring dashboard confirmed-block display logic, and is a pre-stage for FCR #9 (6/23).
  5. Repricings Breakout #8 closure + ACDT handover (5/27 14:00 UTC, magicians 28640) organized bal-devnet-7 + EIP-8037 open issues + benchmarking, and the explicit "this breakout closing" means Repricings dedicated breakout → main ACDT call integration; a signal from breakout dispersion → main-call concentration on the June Glamsterdam track governance cleanup line.
  6. Official notes unpublished for cumulative 5/5 calls worsens last week's (5/18~5/22) pattern where only FOCIL #034 was published among 7 calls. ACDE #237 (5/21) notes are also presumed carry-over unpublished as of 5/29 [additional verification needed].

Daily Recommendations (Topic Recommender)

Date Recommendation 1 Recommendation 2 Total Score
5/25 (Mon) P2P Breakout #001 launch and acceleration of Ethereum's networking layer (issue) Diversity-Weighted BFT academic frame (article) 8.75 / 8.30
5/26 (Tue) EIP-8243 Batching Attestations at Source -- top direct beneficiary for Lido NOs (issue) FOCIL (EIP-7805) Lean 4 formal verification -- "1-out-of-N honesty" + 3 spec cracks (report) 0.927 / 0.903
5/27 (Wed) (recommendation not written) -- --
5/28 (Thu) MPBC (Multi-Party Block Construction) new proposal -- PBS winner-take-all dismantling + new Operator revenue model + FOCIL dual track (issue) PeerDAS Constantine 30% acceleration + 4x memory reduction -- consumer-grade hardware OpEx reduction (article) 8.90 / 8.00
5/29 (Fri) Lido CMv2 Prover Bot Funding quantitative analysis -- 245k NOR → 3,829 compounding 64:1 consolidation + CMv1→CMv2 migration enters execution infrastructure (issue) Sepolia testnet phased sunsetting becomes public -- @parithosh Q1 2027 new PoW testnet + NO-side 12~18 month migration trigger (issue) 0.959 / 0.895

5/27 (Wed) had no recommendation written (presumably the daily pipeline recommendation step was not run this week). 8 recommendations are available across the 4 days 5/25/26/28/29.

Priority Writing Targets (Top 3)

  1. [5/29 Recommendation 1] Lido CMv2 Prover Bot Funding quantitative analysis -- 245k NOR → 3,829 compounding 64:1 consolidation + CMv1 → CMv2 migration enters execution infrastructure -- Category: issue, length 5,000~6,000 characters, difficulty upper-intermediate.

    • Reason: (i) D+1 from the 5/28 09:44 UTC research.lido.fi 11597 proposal is the first Korean-language summary window, (ii) first quantitative disclosure of the EIP-7251 MaxEB migration means 245,000 × 32 ETH = 7.84M ETH in most stETH TVL consolidated track + 64x reduction in NO-operated nodes, the peak intelligence value point for the curated operator entry track, (iii) next week's 6/1~6/4 governance burst window (ACDT #81 + EIPIP #127 + ACDE #238) + possible compressed announcements for SRv3 / CMv2 parameters / June Snapshot schedule, (iv) CMv2 migration execution infrastructure trigger: Prover Bot funding may compress follow-up timing for CMv2 smart contracts + SRv3 unposted carry-over Day 6.
    • Differentiation: v4 quantitative peak in the 5/14 (Lido May 2026 Snapshot 5 items) / 5/21 (Lido Q1 quarterly report) / 5/26 (EIP-8243 Lido NO beneficiary) serial series, adding the new data axis of the first quantitative MaxEB migration disclosure.

  2. [5/28 Recommendation 1] MPBC (Multi-Party Block Construction) new proposal analysis -- PBS winner-take-all dismantling + new Operator revenue model + censorship-resistance dual track with FOCIL -- Category: issue, length 3,500~4,500 characters, difficulty high.

    • Reason: (i) D+2 from the 5/27 12:06 UTC ethresearch 24975 proposal is an appropriate first-analysis window, (ii) candidate new NO revenue source + possible supplement to MEV-Boost relay margin line captures the curated operator track differently + affects Lido SNOP on Block Proposals v4 alignment, (iii) D-3 to ACDT #81 (6/1) Glamsterdam devnet-5 scoping + D-6 to ACDE #238 (6/4) is a pre-analysis point for possible MPBC agenda listing, (iv) track-alignment analysis with FOCIL (EIP-7805) Lean 4 formal verification (5/26 Recommendation 2) positions the governance role of "multiple inclusion channels."
    • Differentiation: 0 integrated analyses in both Korean/English + new paradigm proposal in the Block proposer category + Operator revenue-model perspective are this research sender's core differentiation line.

  3. [5/28 Recommendation 2] PeerDAS Constantine 30% acceleration / 4x memory reduction -- how post-hoc efficiency improvements pull down Validator hardware requirements -- Category: article, length 3,500~4,500 characters, difficulty upper-intermediate.

    • Reason: (i) D+2 from the 5/27 15:47 UTC ethresearch 24978 proposal is an appropriate first-analysis window, (ii) EIP-7594 PeerDAS is already Included in Fusaka, so a post-hoc efficiency improvement is immediately applicable and makes the analysis highly practical, (iii) the 8-core Zen 4 (Ryzen 7840HS, laptop CPU) <15 ms/64 blobs quantitative result makes the dedicated-server → consumer-grade environment OpEx reduction card directly relevant to Lido NO entry cost, (iv) Nim basis implies possible Nimbus CL alignment and an additional efficiency edge on client diversity.
    • Differentiation: Recommendation 1 (CMv2 Prover Bot) + Recommendation 3 (PeerDAS Constantine) can form a two-axis Lido NO OpEx + migration infrastructure series, creating synergy for this research sender's curated operator entry-track intelligence.

Series continuity recommended: Recommendation 1 (Lido Prover Bot Funding quantitative) + Recommendation 3 (PeerDAS Constantine OpEx) extend the cumulative 5/14 → 5/21 → 5/26 → 5/29 series as Lido NO entry track v4 + operating environment efficiency improvement v1, a data/hardware two-axis expansion. Recommendation 2 (MPBC) is suitable as an independent issue in the ACDE #238 (6/4) D-1 publication window.

6. Major Schedule Next Week (2026-06-01 ~ 2026-06-05)

Protocol Calls (First Week of June Governance Burst Window)

Date Call Number Key Observation Points
6/1 (Mon) 14:00 UTC ACDT — All Core Devs Testing #81 bal-devnet-7 update + Glamsterdam-devnet-5 scoping (EIP list finalization) + benchmarking/repricing status + handling EIP-8037 open issues after Repricings #8 ACDT handover
6/2 (Tue) 14:00 UTC EIP Editing Office Hour #100 EIP-7701 Native AA → Withdrawn formal decision PR #11528 + ERC-7813 Last Call (PR #1689) + ERC-7796 Review (PR #1692) + EIP-867 Draft revival PR #9594 (8-year retry) + new Contract Payer Transaction
6/3 (Wed) EIPIP — EIP Improvement Process #127 General governance may list MPBC / EIP-8243 / EIP-8272 on the agenda
6/4 (Thu) 14:00 UTC ACDE — All Core Devs Execution #238 (90 min) Agenda "Glam / Hegotá": EIP-4758 CFI decision (this week's 5 consecutive stable captures make it the most imminent candidate) + final decision on EIP-7904 removal + EIP-8188 / EIP-8182 / EIP-7928 BAL freeze + possible agenda listing of EIP-8243 Batching Attestations / MPBC
6/23 (Tue) 10:00 UTC Fast Confirmation Rule #9 Client + Spec + Testing + API and Metrics + Research Updates may affect eth_getBlockByNumber safe/finalized tag handling + monitoring dashboard confirmed-block display logic

Devnet / Spec Milestones

  • Glamsterdam devnet-5 launch -- immediately after the ACDT #81 (6/1) scoping decision or in early June. Integration of bal-devnet-7 + EIP-8037 gas repricing + EIP-7928 BAL / EIP-8246 Review / EIP-7708 dependency patch.
  • Hegota devnet-0 launch -- the previous week's FOCIL #034 note stated a window of "release ~1 week after stabilization within 1~2 weeks based on Glamsterdam-devnet-4"; the 5/26 ~ 6/2 window closes, so entry this week is possible + follow-up confirmation may be triggered by ACDC #179 (5/28) decisions.
  • PQ Devnet stability -- PQI #41 (5/27) "Devnet stability and issues" report indicates leanSpec cleanup stage + mainnet transition schedule depends on follow-up call results.
  • bal-devnet-7 → bal-devnet-8 transition -- immediately after ACDT #81 (6/1) results or in mid-June.

Governance / Operations

  • ACDC #179 (5/28) official note publication window -- unpublished as of week's end (5/29), making 5/29~6/2 the core monitoring window. Directly cite whether the 3 FOCIL Lean 4 formal verification spec cracks were listed on the agenda + Hegotá devnet-0 release ETA formalization + CFI decision line for EIP-7716 / EIP-8205 / EIP-8188 / EIP-8182.
  • EIP Editing Office Hour #100 (6/2) verifies the ACDE #238 D-2 burst pattern -- the 6/2 → 6/3 (D-1) → 6/4 ACDE pattern is the pre-verification line for meta/Withdrawn cleanup burst just before ACDE #238.
  • Lido governance 7-track full activation -- (i) SRv3 governance proposal posting ETA entering June is a prerequisite for SNOP v4 taking effect, (ii) CMv2 parameter proposal (bonding quantitative) posting ETA, (iii) June Snapshot schedule announcement fixes the D-day range, (iv) CMv2 Prover Bot Funding Aragon vote + 6 ETH installment payment procedure, (v) (w)stETH multichain revocation Snapshot vote + NEC delegated governance, (vi) Simple DVT Module Wind-Down (7/1 start) pre-Snapshot.
  • Sepolia sunsetting framework follow-up -- track @parithosh follow-up posts + EF official roadmap publication timing + confirmation of the reference point for "mid next year" ([additional verification needed]).

Technical Risk Monitoring

  • Client release gap for 9 consecutive days -- as of 5/29. 3 HIGH risk items (Besu CVE-2026-34480/34478 + Erigon v3.4.0 segfault + Geth v1.17.3 structLog) remain unresolved carry-over. Monitor GitHub Releases for EL/CL releases supporting Glamsterdam devnet-5 immediately after ACDT #81 (6/1) (EIP-8037 / EIP-7928 BAL / EIP-8246 implementation tags).
  • EIP upgrade status data consistency monitoring -- 5/27~5/28 temporary upgrades_tracked change (Hegota missing + Dencun added) → recovery on 5/29. Whether this is a simple capture omission pattern or data collection scope adjustment needs [additional verification]. Additional missing EIP-5450 / EIP-6404 as of week's end suggests a settled fetch stability defect.
  • FOCIL Lean 4 formal verification 3 spec cracks follow-up -- directly read whether spec strengthening was listed on the agenda when ACDC #179 notes are published. Monitor settlement of equivocation channel slashing penalty + adversarial nonce front-running pre-state snapshot enforcement + attester compliance quantization.
  • MPBC + PeerDAS Constantine D+7~D+30 comment trajectory -- this week's D+1~D+2 follow-up zero. Monitor next week's builder responses (Titan / Flashbots / rsync) + Vitalik / Justin Drake comments + Lido SNOP v4 response + Nimbus PeerDAS Constantine integration alignment.

EIP-867, EIP-2780, EIP-4758, EIP-4844, EIP-5450, EIP-5920, EIP-6404, EIP-7002, EIP-7251, EIP-7594, EIP-7701, EIP-7702, EIP-7705, EIP-7709, EIP-7805, EIP-7813, EIP-7796, EIP-7928, EIP-7975, EIP-7979, EIP-8025, EIP-8037, EIP-8081, EIP-8141, EIP-8146, EIP-8173, EIP-8243, EIP-8250, EIP-8253, EIP-8272

Reference Sources

Daily Briefings (This Week)

  • 2026-05-25 Daily Briefing -- P2P Breakout #001 launch + @VitalikButerin EF direction tweet + EIP upgrade status 4-cycle nondeterminism + ACDE #238 D-10 silence
  • 2026-05-26 Daily Briefing -- FOCIL Lean 4 formal verification 3 spec cracks + new EIP-8243 Batching Attestations + EIP-8081 Hegota meta burst breaking 72 hours of silence
  • 2026-05-27 Daily Briefing -- EIP Editing Office Hour #100 agenda listing (EIP-7701 Withdrawn + EIP-867 8-year revival) + (w)stETH multichain revocation + EIP-8272 / EIP-8173 Greg Colvin burst + Vitalik Kohaku tweet
  • 2026-05-28 Daily Briefing -- MPBC new proposal + PeerDAS Constantine 30%/4x memory + ACDT #81 Glamsterdam devnet-5 scoping + Repricings #8 closure and ACDT handover + ACDE #238 D-7 entry
  • 2026-05-29 Daily Briefing -- new Lido CMv2 Prover Bot Funding + Sepolia testnet replacement & sunsetting + Hegota snapshot recovery + AI agent verification stack bundle + entry into first-week-of-June governance burst

This Week's Recommendation Notes

Key External Sources

Previous Weekly Report

Written by: @r2jamong | 2026-05-29 (Friday · end of week 5 of May · ACDC #179 D+1 · ACDT #81 D-3 · EIPIP #127 D-5 · ACDE #238 D-6 · Lido governance 7-track multiplexing · 9-day client release gap)