Ethereum roadmap: Glamsterdam and Hegota set 2026 scaling and stateless goals
Decrypt’s overview of the Ethereum roadmap connects completed upgrades since 2022 with the next expected hard forks: Glamsterdam and Hegota.
Ethereum roadmap progress: Since the Merge (Sep 2022), Ethereum moved to proof-of-stake and cut energy use by ~99.95%. Shanghai/Shapella (Apr 2023) enabled validator withdrawals. Dencun (Mar 2024) introduced proto-danksharding (EIP-4844), which reduced costs for many rollups. In 2025, Pectra (May 2025) combined execution/consensus changes, including wallet upgrades and higher effective stake limits, while Fusaka (Dec 2025) added data-availability work via PeerDAS.
Next on the Ethereum roadmap (2026 targets):
• Glamsterdam (first half, targeted): aims to scale the base layer with more parallel execution via block-level access lists and tighter proposer-builder separation (ePBS) integration. It also plans cost adjustments for state storage growth and adds validator/client rule updates.
• Hegota (second half, slated): focuses on adopting Verkle Trees to reduce state proof size and hardware requirements, moving toward a more stateless node model. It also includes proposals targeting censorship resistance (e.g., FOCIL) and smart-account features for gas sponsorship and social recovery.
For traders, the Ethereum roadmap signals continued fee pressure relief for rollups and infrastructure improvements for staking/node operations, but no direct tokenomics changes are announced.
Neutral
这是一篇以“以太坊路线图”为主线的技术进展综述，并非单次带来立即代币供需冲击的政策/产品发布。类似于此前 Dencun（EIP-4844）这类为 rollup 降本增效的升级，在市场上通常会形成“叙事上的正向预期”，但短期价格更多受流动性、宏观风险偏好与资金面驱动；等到升级临近或落地时，才可能出现更可交易的波动。
短期（数周到几个月）：Glamsterdam/Hegota 的“目标期”信息可能带来 ETH 及 L2 生态的情绪性交易（例如围绕扩容与节点要求降低的主题仓位），但缺少明确的 tokenomics/通胀/质押回报变化，因此整体更偏中性。
中长期（2026 及之后）：若 Verkle Trees、ePBS、并行执行与数据可用性改进按计划落地，可能提升网络吞吐与节点可运行性，利好长期质押与基础设施吸引力，并间接改善 L2 活跃度与用户体验。与以往“升级—叙事—预期定价—落地验证”的路径相似，长期影响更取决于实际性能指标与生态采纳速度，而非仅有路线图本身。
因此，预期对市场更可能表现为“中性背景驱动”，而非单边利好或利空。