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Ethereal news weekly #39

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Frame transactions added as Hegotá upgrade headliner, Nomic Foundation slang-solx, Consensys splitting into two companies

Ecosystem

  • Ethereum Foundation Protocol cluster:
    • Priorities: quantum resistant by December 2029, minimum viable post quantum in J* upgrade, Strawmap may swap K* & L* upgrades with full post quantum readiness in K* upgrade
    • AMA on r/ethereum September 16 2pm UTC, submit questions in advance
  • Hegotá upgrade preferences:
  • Devcon 8:
    • Devcon travel guide
    • Community hubs: privacy, security, EIP, P2P networking, token rights, prediction markets, open source builders, onchain art, DeSci, resilient networks, katta (India) developers, fragmentation, agentic & ZuZone
    • Creator fellowship: 10 fellows will complete storytelling missions (September 28 to November 2), free Devcon ticket, apply by September 20
  • ETH metrics:
    • Gas (gwei): 0.1 average, 0 - 2.1 (13.4 for zero net issuance)
    • ETH supply: 122M, 20k net issuance
    • ETHUSD: $2,410 - $2,533 (all time high $4,946, August 24, 2025)
    • ETHBTC: 0.032 (0.165 for the Flippening)

MetaMask’s next chapter MetaMask’s Chairman and CEO Joseph Lubin maps out our Open Money future.
MetaMask’s next chapter.


Applications

  • Morpho Midnight expands to mainnet, fixed term & fixed rate credit
  • Uniswap StablePair hook (v4 dynamic fee) live on mainnet with USDC/USDG & USDC/USDT pools

Developers

  • Argot Collective Solidity 0.8.37 (language):
  • Nomic Foundation slang-solx (Solidity compiler backend):
    • LLVM based backend, enables parallel multithreaded compilation, ~1.7x faster than solc (legacy mode) & ~5x faster than solc (via-IR mode) & no stack too deep errors in 99.85% of test cases
    • hardhat-slang-solx (Hardhat plugin): uses solc frontend, supports Solidity 0.8.34 only, not ready for mainnet deployments
  • banteg EVM compiler bench: adds Nomic Foundation solx & Paradigm Solar
  • EthSystems sealring (library): generic sealed note envelope for shielded pools
  • Application layer standards (ERCs):
    • ERC8412: Preregistered acceptance criteria
    • ERC8414: Token bound task tenders
    • ERC8415: Asynchronous register projection for NFTs

Agents

  • Aave MCP server: read live data, simulate actions & prepare transactions for users to sign, supports V3 & V4, built on Aave Kit

Security

All core devs (main protocol calls)

All core devs - execution (ACDE) #245

  • Hegotá upgrade (targeting 2027):
    • EIP8141 Frame transactions set as headliner
    • Non-headliner scoping used EIPs by category & average client rating
    • 14 EIPs Declined for Inclusion (DFI):
      • Account abstraction: EIP7819 SETDELEGATE instruction & EIP7851 code controlled EOA delegation
      • EVM features: EIP2488 deprecate CALLCODE opcode, EIP8219 checked arithmetic opcodes, EIP8182 private ETH & ERC20 transfers, EIP7645 alias ORIGIN to SENDER & EIP7923 linear page based memory costing
      • EVM pricing: EIP8115 batch priority fees at end of block, EIP8188 last written block for accounts & slots, EIP8358 net gas metering for account changes & EIP8200 EVMification
      • Performance engineering: EIP7862 delayed state root
      • Miscellaneous: EIP7807 SSZ execution blocks & EIP8094 eth/vhash - blob aware transaction pool
    • Next ACDE to review:
      • Highest rated EIPs as Considered for Inclusion (CFI)
      • Declined for Inclusion delayed decisions (default to DFI): EIP7979 call & return opcodes (will Solidity/Vyper integrate), EIP8163 reserve EXTENSION opcode (need L2 input), EIP8372 normalized state gas limit and EIP8304 trustless log & transaction index

All core devs - testing (ACDT) #95 + consensus layer breakout

Layer 1

Research

Staking

  • ChainSafe Lodestar: Lodekeeper (AI contributor)
  • Client diversity:
    • Consensus layer: Lighthouse ~51% (data may not be accurate)
  • Staking market share: Lido 21.6% [Note: dual governance]
  • Validators: 910k active (target 128k), 18k accumulating (0x02 withdrawal credentials)
  • Client releases:
    • Execution layer:
      • Erigon v3.6.1 (recommended): fixes downloader regression, peer ban bypass, index build defect & bumps grpc dependency for two high severity CVEs
      • Lambda ethrex v26.0.0: adds Platåberget devnet, eth/72 sparse blobpool (EIP8070), sync robustness fixes, RPC correctness fixes & bumps database schema to v4 (no rollback)

Regulation

General

  • Hardware wallets:
  • Consensys splitting into two companies, MetaMask (consumer platform, Joe Lubin CEO) & Consensys (protocols & institutional infrastructure, includes Linea L2, Besu execution layer client & Teku consensus layer client, Mike Kriak CEO), separation expected by end of 2026
  • a16z crypto Lattice Jolt (zkVM): Jolt changed from elliptic curves to lattices, post quantum and 2x - 3x faster prover & verifier
  • Brevo (email provider) breach used for phishing attempts: Trezor & CoinTracking
  • Freedom 0.8.5 (browser): includes experimental Ethereum light client, Chromium based, now usable as daily browser

Editor: @abcoathup
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