Glamsterdam upgrade progress and Hegotá timeline: ePBS complexity, FOCIL chosen, EIP proposals open

Ethereum’s Protocol Support “Checkpoint #9” (Apr 2026) reports steady momentum but slower-than-expected execution for the next major upgrades. Glamsterdam: Implementation is underway, with several gas repricings prioritized as a bundle. EIP-7954 (increase maximum contract size) is highlighted by ecosystem developers and is likely to be prioritized. The biggest bottleneck is enshrined Proposer-Builder Separation (ePBS): the protocol must handle coordination or disagreement between two parties that produce blocks inside consensus, creating system-wide complexity (e.g., “partial blocks” and two-party coordination). Block-level Access Lists (BALs) are making predictable progress on BAL devnets. Developers aim to launch the first generalized Glamsterdam devnet next week if the current ePBS devnet stabilizes, then iterate through multiple devnets before client releases, security reviews, and finally setting the mainnet fork date. Hegotá: The headliner is selected as FOCIL (EIP-7805) for the consensus layer. Account Abstraction (AA) efforts remain contentious at the execution-layer level, so EIP-8141 (“Frame transactions”) is downgraded to CFI status (non-headliner), while a broader, community-supported AA direction is kept as a placeholder commitment. From Apr 9, anyone can propose non-headlining features by moving an EIP into the “Proposed for Inclusion” section on the fork’s meta EIP; the closing date will be announced at least two weeks ahead. The upgrade date depends on Glamsterdam progress. Gas limit: Devnets continue testing higher gas limits with a baseline target of 60M, aiming to push further once repricing changes in Glamsterdam enable safer higher limits. Key takeaway for traders: Glamsterdam is progressing but ePBS remains a major technical risk to near-term timelines, while concrete execution-layer and gas-limit work is still moving forward.
Neutral
该消息偏“开发进度更新”,对 ETH 直接的代币供需冲击有限,因此更可能是中性影响。短期看,Glamsterdam 的 ePBS 需要全栈级适配(partial blocks、双方协调),且文章明确称推进“比预期更慢”,这通常会压制市场对“快速落地”的乐观情绪;这类似于以往大型以太坊升级在关键组件卡住时,市场会先消化时间不确定性,波动更多来自预期而非确定的链上变化。与此同时,BALs、gas repricing、EIP-7954 以及持续的更高 gas limit 测试都在推进,意味着技术风险并非停滞,可能在 devnet 里每次“稳定里程碑”出现时带来阶段性、偏温和的风险偏好。 中长期看,一旦 ePBS 稳定并进入更完整的 devnet/测试网流程,Gas limit 提升与更高合约规模上限等将强化以太坊可扩展性叙事,通常对长期估值支撑更强。因为文章把 Hegotá 的时间依赖绑定到 Glamsterdam,市场更可能围绕“里程碑确认(devnet稳定/客户端发布/安全审查通过)”进行交易,而不是对最终主网日期做单边押注。