NYSE tokenized securities platform, Neynar new steward of Farcaster, Glamsterdam upgrade Considered for Inclusion scope finalized
Ecosystem
- Vitalik calls for:
- protocol simplicity: minimize lines of code, avoid unnecessary dependencies & add more invariants
- take back lost ground in self-sovereignty & trustlessness
- Daily new addresses all time high
- Vitalik: an Ethereum story movie available on YouTube
- ETH metrics:
- Gas (gwei): 0.1 average, 0.0 - 3.9 (12.3 for zero net issuance)
- ETH supply change: 19k net issuance
- ETHUSD: $2,898 - $3,361 (all time high $4,946, August 24, 2025)
- ETH ETFs: 5% of ETH supply
- ETHBTC: 0.033 (0.166 for the Flippening)
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Enterprise
- NYSE tokenized securities platform: seeking regulatory approval for 24/7 trading, immediate settlement via tokenized capital and capability to support multiple chains for settlement & custody
- Bermuda plans onchain economy supported by Circle & Coinbase; pilot stablecoin payments, integrate tokenization tools to financial institutions & digital literacy for residents
Applications
- Octant epoch 10 (public goods funding) distributed 283 ETH to 24 projects
- Privacy Pools live on Starknet
- MetaLeX v2: cyberRaise v2 (onchain venture fundraising), LeXcheX v2 (accredited investor verification) & tokenized securities protocol
- Vitalik: need more & better DAOs, use ZK to solve privacy & AI for decision fatigue
- Fileverse walkaway v2 (static page), access docs & spreadsheets if apps not available
- Social media stewards change: Farcaster to Neynar & Lens to Mask Network
- EF Use case lab: verifiable cities: call for implementations to expand civic capacity
Developers
- Josselin Feist: rounding in DeFi, framework to help get it right
- Process to recover Solidity from bytecode: decompile bytecode & reimplement functions and mine selectors & update Solidity for differences
- Hardhat v3.1.5 (dev framework): Solidity tests improved display & Solidity compiler hook for plugins
- Remix guide for DevRels: deep link using URL parameters, create a tutorial (LearnEth), run Remix Desktop (for offline demos) and use templates & plugins
- Slither (static analyzer):
- EVM storage chronicle (web tool): inspect mainnet contract storage, includes variable & slot history
- ENS community dataset on Google Cloud BigQuery
- Uniswap Continuous Clearing Auctions deployed on Base
- EF Institutional Privacy Task Force (IPTF): private zero-coupon bonds, proof of concept
- Zorgz: onchain SVG NFT created via Claude Code prompts
- Application layer standards (ERCs):
Security
- Makina $4M exploit of DUSD/USDC Curve pool, frontrun, builder returned 921 ETH
- MegaETH projects security review readiness, issues when building on a real-time EVM
All core devs (main protocol calls)
All core devs - consensus (ACDC) #173
- Glamsterdam upgrade (targeting mid-2026):
- Timing target: mainnet upgrade June-August (to allow two upgrades a year), public testnets ~May & devnet development completed ~April
- EIP7732 ePBS:
- epbs-devnet-0: targeting late February, consensus-specs v1.7.0-alpha.1
- Option for Glamsterdam without ePBS if it isn’t ready in time
- EIP7928 Block-level Access Lists:
- Lighthouse & Lodestar implemented BALs & EIP7843 SLOTNUM
- Hegotá upgrade (targeting late-2026)
- Reminder: Headliner proposals deadline February 4, requires Eth Magicians post & presentation at ACD
- Blob increase:
- Cells via partial messages: blob-devnet-0 launched with Lighthouse & Prysm; needed before next blob parameter only upgrade (BPO3)
- Teku experienced issues with LevelDB during blob spamming
All core devs - testing (ACDT) #66
- Glamsterdam upgrade (targeting mid-2026):
- EIP7928 Block-level Access Lists:
- bal-devnet-2: targeting late January, adds non-headliners: EIP7843 SLOTNUM, EIP8024 SWAPN, DUPN & EXCHANGE, EIP7708 ETH transfers emit a log and EIP7778 block gas accounting without refunds
- Considered for Inclusion scope finalized:
- EIP8037 state creation gas cost increase
- Marius van der Wijden: EIP8037 explainer, allows for gas limit increases without repricing state operations every time
- App developers: feedback needed on dynamic cost
- EIP8037 state creation gas cost increase
- EIP7928 Block-level Access Lists:
Layer 1
- EF zkEVM team: Repricings for block proving, tools & workflows to benchmark worst case blocks
- Ben Edgington returns, working on fast finality at Ethereum Foundation
- Lean consensus (book): companion to the spec, work in progress
- Ethereum improvement proposals (EIPs):
Research
- EOA migration strategies under quantum threat
Staking
- Vitalik: native distributed validator technology (DVT) proposal for large stakers
- Client diversity:
- Consensus layer: Lighthouse ~38% (data may not be accurate)
- Execution layer: Geth ~41%, Nethermind ~38% (estimated from self reports)
- Staking marketshare: Lido 24% [Note: dual governance]
- Validators: 976k active
- Client releases:
Layer 2
- MegaETH (real-time L2) stress test prior to public mainnet
- Mantle migrating to blobs for data availability, transitioning from a Validium to a ZK rollup
- Zero Network (ZK Stack) back online after pause on December 19 due to synchronization issue between chain state & sequencer
- Arbitrum Nova tooling changes, Alchemy RPC, Nova Arbiscan & Tenderly no longer supported from January 31
Regulation
- US crypto market structure legislation (Clarity act):
- Senate agriculture committee: draft text released, markup on January 27
- SEC & CFTC harmonization joint event, January 27
General
- Internet Assigned Numbers Authority (IANA) provisional registration for caip (chain-agnostic chain identifier) URI scheme
- Vitalik: take back lost ground beyond Ethereum
Editor: @abcoathup
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