Strawmap (strawman roadmap), EF staking 70k ETH, BNP Paribas tokenized fund
Ecosystem
- Strawmap (strawman roadmap): 7 network upgrades (every 6 months) through to 2029, work-in-progress
- Justin Drake overview
- North stars:
- L1: fast (finality in seconds), gigagas (1 gigagas/sec), post quantum (hash based) & private (shielded transfers)
- L2: teragas (1 gigabyte/sec)
- Vitalik: fast slots & fast finality, quantum resistance roadmap
- Ethereum Foundation:
- Staking 70k ETH from treasury: type 2 withdrawal credentials, uses Dirk (distributed signer) & Vouch (multiclient) and local block building
- Commitment to DeFi: App Relations team includes DeFi protocol specialist: Charles St. Louis (previously led DELV) & DeFi coordinator: ivangbi (previously co-founded Gearbox protocol)
- Protocol support website & blog
- Project Odin: support strategic grantees to sustainability over 2 years, piloting with Vyper core team
- Ecosystem Support Program:
- Wishlist: developer tooling, proposals wanted to sustain, improve & extend existing dev tools, applications close April 15
- RFP: RFP hub, standardize RFP data, create API & reference front end and maintain dataset, applications close April 23
- ETHDenver hackathon winners from 186 projects
- ETH metrics:
- Gas (gwei): 0.1 average, 0.0 - 1.0 (12.5 for zero net issuance)
- ETH supply change: 19k net issuance
- ETHUSD: $1,816 - $2,099 (all time high $4,946, August 24, 2025)
- ETH ETFs: 5% of ETH supply
- ETHBTC: 0.029 (0.166 for the Flippening)
Sponsor: Consensys
A complete suite of trusted products to build anything in web3.
consensys.io
Enterprise
- Enterprise Ethereum Alliance privacy working group announced
- BNP Paribas Asset Management tokenized money market fund
Applications
- Bungee Incognito live, no onchain link between sender & receiver, no KYC
- zFI (super dapp): swaps, token launchpad, prediction market, limit orders & .wei names
- ENS resolver for Google Sheets
- Andyclaw (AI assistant): OpenClaw Kotlin port, included on dGEN1 phone
Developers
- Solidity (language): revertStrings strip inconsistency, IR pipeline removes strings & custom errors from require statements whilst legacy pipeline only removes strings
- Foundry (dev framework):
- scopelint v0.1.0 (linter): adds checks, commands & flags, config and compatibility
- OpenZeppelin Contracts v5.6.0 (Solidity library): adds TrieProof to verify Merkle-Patricia trie inclusion proofs, crosschain token bridge (ERC20 only) based on ERC7786 and account contracts updated to use ERC4337 entrypoint 0.9
- Franco Victorio: deterministic deployments managed private key, Nicks method & pre-signed transactions, CREATE2-based approaches & other approaches
- Optimism timelock guard (Safe multisig plugin): schedule, execute & cancel, visible transaction queue, dynamic cancellation threshold and clear timelock queue mechanism
- Evmresearch: knowledge graph of EVM, Solidity, vulnerability patterns, exploits, defensive security & DeFi protocol mechanics
- Application layer standards (ERCs):
- ERC8167: Modular dispatch proxies
- ERC8168: Payer web service capability
- ERC8169: Historical ownership extension for ERC721
- ERC8170: AI-native NFT
- ERC8171: Token bound account (agent registry)
- ERC8172: Delayed metadata update extension
- ERC8174: Intent spec for contracts
- ERC8176: Integrity verification for ERC7730
Agents
- Alchemy: access real-time blockchain data, purchase credits on Base via x402
- Base skills: connect, deploy contracts, integrate Base Accounts SDK & run nodes
- Uniswap skills: v4 hooks, trading, Continuous Clearing Auction, driver & viem/wagmi
- Flow (skill): token launchpad, uses Uniswap Continuous Clearing Auction
- Veil cash SDK (privacy): execute deposits, private transfers & withdrawals on Base
- Herd MCP: search contract & transaction relationships
Security
- Anthropic Claude code security, limited research preview for enterprise & team customers, open source maintainers can apply for access
- Peter Kacherginsky (BlockThreat): defending DeFi in age of AI offensive tooling
- TheDAO Security Fund ETHSecurity badge application
All core devs (main protocol calls)
All core devs - execution (ACDE) #231
- Hegotá upgrade (targeting late-2026)
- Headliner (execution layer) discussions:
- EraE (execution layer history archive format): supersedes Era1
All core devs - testing (ACDT) #71
- Glamsterdam upgrade (targeting mid-2026):
Layer 1
- Glamsterdam upgrade (targeting mid-2026):
- EIP7928 Block-level Access Lists breakout #13
- Hegotá upgrade (targeting late-2026):
- EIP7805 FOCIL breakout #29
- Vibe coding:
- Protocol Guild Q1 membership update: 11 new members & 8 alumni
- Ethereum improvement proposals (EIPs):
Research
- Blob streaming: sampled pre-propagation of blob data, rate limited via tickets, mitigates free option problem & enables blob transaction censorship resistance
Staking
- Client diversity:
- Consensus layer: Lighthouse ~51% (data may not be accurate)
- Execution layer: Geth ~41%, Nethermind ~38% (estimated from self reports)
- Staking marketshare: Lido 23.1% [Note: dual governance]
- Validators: 959k active (target 128k)
- Client releases:
- Consensus layer:
- Lighthouse v8.1.1 (security): upgrade ASAP, also fixes VC head monitor timeouts, DataColumnsByRange duplicate bug & slow memory leak
- Execution layer:
- Consensus layer:
Layer 2
- Linea 100MGas/s throughput
- ZKsync Lite (formerly ZKsync 1.0) deprecated, block production stops May 4
- L2Beat Interop: view flows for any pair of chains
Regulation
- US SEC: stablecoin FAQ: 2% haircut (rather than 100%) on broker-dealer payment stablecoin positions
- Office of the Comptroller of the Currency (OCC): GENIUS (stablecoin) act proposed rulemaking, comment within 60 days
General
- LLMs enable deanonymization at scale
- Book: How crypto actually works, pre-first edition
- Anthropic Claude for open source: maintainers can apply for 6 months of Max 20x
Editor: @abcoathup
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