felipe | mo0x.eth | 🦇🔊

Introducing strawmap, a strawman roadmap by EF Protocol. Believe in something. Believe in an Ethereum strawmap. Who is this for? The document, available at strawmap[.]org, is intended for advanced readers. It is a dense and technical resource primarily for researchers, developers, and participants in Ethereum governance. Visit ethereum[.]org/roadmap for more introductory material. Accessible explainers unpacking the strawmap will follow soon™. What is the strawmap? The strawmap is an invitation to view L1 protocol upgrades through a holistic lens. By placing proposals on a single visual it provides a unified perspective on Ethereum L1 ambitions. The time horizon spans years, extending beyond the immediate focus of All Core Devs (ACD) and forkcast[.]org which typically cover only the next couple of forks. What are some of the highlights? The strawmap features five simple north stars, presented as black boxes on the right: → fast L1: fast UX, via short slots and finality in seconds → gigagas L1: 1 gigagas/sec (10K TPS), via zkEVMs and real-time proving → teragas L2: 1 gigabyte/sec (10M TPS), via data availability sampling → post quantum L1: durable cryptography, via hash-based schemes → private L1: first-class privacy, via shielded ETH transfers What is the origin story? The strawman roadmap originated as a discussion starter at an EF workshop in Jan 2026, partly motivated by a desire to integrate lean Ethereum with shorter-term initiatives. Upgrade dependencies and fork constraints became particularly effective at surfacing valuable discussion topics. The strawman is now shared publicly in a spirit of proactive transparency and accelerationism. Why the "strawmap" name? "Strawmap" is a portmanteau of "strawman" and "roadmap". The strawman qualifier is deliberate for two reasons: 1. It acknowledges the limits of drafting a roadmap in a highly decentralized ecosystem. An "official" roadmap reflecting all Ethereum stakeholders is effectively impossible. Rough consensus is fundamentally an emergent, continuous, and inherent uncertain process. 2. It underscores the document's status as a work-in-progress. Although it originated within the EF Protocol cluster, there are competing views held among its 100 members, not to mention a rich diversity of non-EFer views. The strawmap is not a prediction. It is an accelerationist coordination tool, sketching one reasonably coherent path among millions of possible outcomes. What is the strawmap time frame? The strawmap focuses on forks extending through the end of the decade. It outlines seven forks by 2029 based on a rough cadence of one fork every six months. While grounded in current expectations, these timelines should be treated with healthy skepticism. The current draft assumes human-first development. AI-driven development and formal verification could significantly compress schedules. What do the letters on top represent? The strawmap is organized as a timeline, with forks progressing from left to right. Consensus layer forks follow a star-based naming scheme with incrementing first letters: Altair, Bellatrix, Capella, Deneb, Electra, Fulu, etc. Upcoming forks such as Glamsterdam and Hegotá have finalized names. Other forks, like I* and J*, have placeholder names (with I* pronounced "I star"). What do the colors and arrows represent? Upgrades are grouped into three color-coded horizontal layers: consensus (CL), data (DL), execution (EL). Dark boxes denote headliners (see below), grey boxes indicate offchain upgrades, and black boxes represent north stars. An explanatory legend appears at the bottom. Within each layer, upgrades are further organized by theme and sub-theme. Arrows signal hard technical dependencies or natural upgrade progressions. Underlined text in boxes links to relevant EIPs and write-ups. What are headliners? Headliners are particularly prominent and ambitious upgrades. To maintain a fast fork cadence, the modern ACD process limits itself to one consensus and one execution headliner per fork. For example, in Glamsterdam, these headliners are ePBS and BALs, respectively. (L* is an exceptional fork, displaying two headliners tied to the bigger lean consensus fork. Lean consensus landing in L* would be a fateful coincidence.) Will the strawmap evolve? Yes, the strawmap is a living and malleable document. It will evolve alongside community feedback, R&D advancements, and governance. Expect at least quarterly updates, with the latest revision date noted on the document. Can I share feedback? Yes, feedback is actively encouraged. The EF Protocol strawmap is maintained by the EF Architecture team: @adietrichs, @barnabemonnot, @fradamt, @drakefjustin. Each has open DMs and can be reached at first.name@ethereum[.]org. General inquiries can be sent to strawmap@ethereum[.]org.

Ethereum Foundation's long-term quantum strategy...

@drakefjustin @tcoratger Amazing work thus far and really exciting news!

Today marks an inflection in the Ethereum Foundation's long-term quantum strategy. We've formed a new Post Quantum (PQ) team, led by the brilliant Thomas Coratger (@tcoratger). Joining him is Emile, one of the world-class talents behind leanVM. leanVM is the cryptographic cornerstone of our entire post-quantum strategy. After years of quiet R&D, EF management has officially declared PQ security a top strategic priority. Our journey began in 2019, with the "Eth3.0 Quantum Security" presentation at StarkWare Sessions. Since 2024, PQ has been central to the @leanEthereum vision. The pace of PQ engineering breakthroughs since then has been nothing short of phenomenal. It's now 2026, timelines are accelerating. Time to go full PQ: → PQ ACD: Antonio Sanso (@asanso) kicks off a bi-weekly All Core Devs PQ transactions breakout call next month. These sessions focus on user-facing security, covering dedicated precompiles, account abstraction, and longer-term transaction signature aggregation with leanVM. → PQ foundations: Today we are announcing a $1M Poseidon Prize to harden the Poseidon hash function. We are betting big on hash-based cryptography to enjoy the strongest and leanest cryptographic foundations. Check out our other $1M PQ initiative, the Proximity Prize. → PQ devnets: Multi-client PQ consensus devnets are live! Shoutout to pioneers @zeamETH, @ReamLabs, @PierTwo_com, @geanclient, @ethlambda_lean, as well as established consensus teams Lighthouse, Grandine, and soon Prysm. This incredible teamwork is coordinated by @corcoranwill via weekly PQ interop calls. → PQ workshops: Building on last year's PQ workshop in Cambridge (see photo), the EF is hosting another 3-day PQ event in October. Top experts from around the world will convene. In addition, a PQ day is set for March 29 in Cannes just ahead of EthCC. → PQ FV and AI: Last week Alex Hicks (@alexanderlhicks) ran a specialised maths AI for 8 hours, at a $200 cost. It one-shotted a formal proof one of the hardest lemmas in the foundations of hash-based snarks. Mind-blowing. Applied cryptography will never be the same. → PQ roadmap: A comprehensive breakdown of the EF's proposed PQ strategy will be shared soon™ on pq[.]ethereum[.]org. The roadmap targets a full transition in coming years with zero loss of funds and zero downtime. Stay tuned :) → PQ education: The ZKPodcast (@zeroknowledgefm) is producing a 6-part video series on Ethereum's PQ strategy. EF Enterprise Acceleration is also preparing material for enterprises and nation-states. Finally, Ethereum is now represented on the PQ advisory board that Coinbase announced yesterday. Believe in something. Believe in PQ security.

Ethereum is the #1 choice for global financial institutions. Over the last few months, adoption has accelerated. Here are 35 stories of how institutions are building on Ethereum. 1/ @krakenfx launched xStocks on Ethereum, issuing tokenized versions of popular U.S. stocks and ETFs as ERC-20 tokens. Kraken’s eligible clients can now deposit and withdraw fully collateralized equities, directly on Ethereum. 2/ @OndoFinance launched Ondo Global Markets on Ethereum with 100+ tokenized U.S. stocks & ETFs. 24/7 access to programmable equities, backed by real securities, is now available alongside DeFi integrations for lending, trading, and more. 3/ @ChinaAMC_HK launched its Select USD Money Market Fund on Ethereum, one of the first tokenized funds from a major Chinese asset manager. One of Asia’s largest firms (over $449B AUM) now provides access to high-quality, short-term USD instruments with 24/7 settlement. 4/ @Fidelity introduced the FDIT tokenized money market fund on Ethereum. The Fidelity Digital Interest Token (FDIT) brings the bank’s investors the speed of onchain settlement alongside the stability of traditional instruments. 5/ @Google announced the Agent Payments Protocol (AP2), enabling AI agents to autonomously execute payments using stablecoins on Ethereum. Built in collaboration with The Ethereum Foundation, Coinbase, MetaMask, and others, AP2 allows AI to transact securely, bridging the gap between automated intelligence and finance. 6/ @UBS, @PostFinance, @sygnumofficial, and the Swiss Bankers Association successfully piloted Deposit Tokens on Ethereum. By demonstrating legally binding cross-bank settlement on Ethereum’s public infrastructure, the proof-of-concept paves the way for programmable, instant, cross-institution settlement. 7/ Santander’s @openbank_es launched ETH trading services in Germany, allowing customers to buy, sell, and custody ETH directly through their bank accounts. This integration is a strong signal of institutional confidence in ETH under MiCa regulation. 8/ @AmericanExpress launched Amex Passport, blockchain-based travel stamps minted as NFTs on Ethereum L2 @base. Cardholders can now create an onchain record of experiences and memories from international trips, blending loyalty rewards with digital ownership. 9/ The first tokenized S&P 500 Index Fund licensed by @SPDJIndices, SPXA, was launched by @centrifuge on Base. 10/ SWIFT and 30+ banks are designing a blockchain ledger to support tokenized assets and real-time, 24/7 cross-border payments alongside existing financial systems, starting with a prototype with Consensys. @swiftcommunity connecting 11,500+ institutions globally will create a bridge between traditional finance and onchain value. 11/ @SocieteGenerale FORGE, an integrated subsidiary of the 161-year-old commercial bank, deployed EURCV & USDCV lending and trading on Ethereum DeFi protocols Morpho and Uniswap. One of the largest custodians in Europe now provides institutional-grade collateral and liquidity for DeFi markets. 12/ @Stripe expanded its crypto support on Ethereum to include stablecoin-based subscriptions and recurring billing. Hundreds of thousands of companies that use Stripe can now accept USDC for subscriptions with automatic renewals, building on Ethereum for lower-cost payments with near-instant settlement. 13/ @Securitize and @FGNexusio tokenized the FGNX stock on Ethereum, representing the first NASDAQ-listed preferred equity issued fully onchain. Ethereum is the platform to build programmable assets that bring public markets to the digital age. 14/ @AntGroup, the fintech behind @Alipay, launched @JovayNetwork, a L2 for institutional tokenization. The company behind one of the world's largest retail platforms is now building global institutional settlement for tokenized assets on Ethereum. 15/ @jpyc_official launched the world's first yen-pegged regulated stablecoin on Ethereum. Complaint, programmable yen transactions are now available worldwide, backed 1:1 by yen reserves under Japan’s Payment Services Act. 16/ @BNYglobal and Securitize announced a tokenized AAA-rated CLO fund on Ethereum. Institutional credit moving onchain brings liquidity and transparency to traditional asset classes. 17/ Google partnered with @Polymarket, integrating onchain prediction market data to Google search results. The largest search provider now leverages the Ethereum ecosystem as a primary source of truth. 18/ @StartaleGroup released the Startale App, a SuperApp for @soneium's growing Ethereum L2. Mainstream users in the Soneium L2 ecosystem can now access simple onchain interactions and rewards with a unified platform for wallets, assets, and apps. 19/ @jpmorgan migrated its tokenized deposit product, JPM Coin (JPMD), from its internal permissioned blockchain to Base. Moving from a private chain to an Ethereum L2 will meet demand from JPMorgan’s institutional clients for payments, collateral, and margin settlement on public infrastructure. 20/ @Mastercard announced it will build on Ethereum L2 @0xPolygon to expand its Crypto Credential program to self-custody wallets. Working with @mercuryo_io, the expansion will allow Mastercard users to send crypto using verified, human-readable aliases. 21/ @Amundi_ENG, Europe’s largest asset manager ($2.75T AUM), launched a tokenized share class of its euro money market fund on Ethereum mainnet. Bringing traditional cash management onchain unlocks 24/7 settlement and composability for euro-denominated capital. 22/ Sony Bank announced plans to launch a USD-pegged stablecoin on @soneium, its Ethereum L2, in early 2026. From gaming to finance, Sony is building its ecosystem’s home base on Ethereum. 23/ @WisdomTreeEU introduced the world’s first physically-backed ETP for @LidoFinance Staked Ether. The fund will provide European investors with regulated exposure to the spot price of stETH and its ETH staking rewards. 24/ The @CFTC announced a pilot program that will allow ETH, BTC, and USDC to be used as collateral in US derivatives markets, alongside new guidance on using tokenized assets as collateral. This marks a significant shift in how ETH and other digital assets can be integrated into regulated US markets. 25/ @BlackRock filed for a staked ETH ETF. Following the success of their spot ETH ETF, this filing seeks to unlock the value of Ethereum's native staking reward rate for traditional investors. 26/ The @ADI_Foundation, backed by IHC, announced the mainnet launch of institutional L2 @ADIChain_, part of the @zksync Elastic Network. Supported by the UAE's largest conglomerate, ADIChain will host the country's regulated stablecoins and aims to bring 1 billion people onchain across the Middle East, Asia and Africa. 27/ JP Morgan launched MONY, their first tokenized money market fund, on Ethereum mainnet. The firm seeded the fund with $100M of its own capital, signaling their commitment to public chain tokenization. 28/ @coinbase announced Coinbase Tokenize, built on Base, as their new end-to-end institutional platform for tokenizing RWAs. Combining issuance, custody, compliance, trading, and infrastructure, the new product will streamline the process of bringing assets like tokenized stocks, equities, funds, and real estate onchain in the Ethereum ecosystem. 29/ @RobinhoodApp added 500 tokenized assets on @arbitrum, bringing their platform to nearly 2000 assets tokenized. With over $14M in total tokenized value, Robinhood continues deepening their integration with Ethereum’s L2 ecosystem. 30/ @BlackRock, @Mastercard, and @FTI_Global partnered with the ADI Foundation in the UAE, builders of the ADIChain L2. The group will explore tokenized asset structures, digital asset regulatory frameworks, stablecoin settlement, and cross-border payment infrastructure. 31/ @SoFi became the first national US retail bank to issue a stablecoin (SoFiUSD) on a public, permissionless blockchain. Launched on Ethereum, SoFiUSD will first be used for faster, cheaper internal settlements for the fintech giant and its partners. 32/ @telcoin launched eUSD on Ethereum and Polygon, a regulated U.S. dollar stablecoin issued by Nebraska state-chartered digital asset depository institution Telcoin Digital Asset Bank. The launch marks another milestone in U.S.-regulated banks issuing stablecoins directly on public blockchains, bringing traditional regulated banking to the Ethereum ecosystem. 33/ @Grayscale distributed the first ETH staking rewards to ETHE ETF shareholders. In a first for US regulated products, investors received Ethereum’s native yield directly, proving that staked ETH ETFs can deliver the economic utility of the network. 34/ @MorganStanley filed for a Staked Ether ETF, doubling down on its crypto strategy. One of the world’s largest wealth managers is moving beyond spot exposure to capture Ethereum’s native staking yield for clients, signaling a shift to productive participation. 35/ The ADI Foundation partnered with M-Pesa to bring 60M+ users onchain. Africa’s largest mobile money platform is integrating blockchain rails to power instant cross-border payments and stablecoin transactions, merging massive fintech scale with Ethereum’s global settlement layer. — Ethereum is the trusted, global settlement layer for real-world adoption, used by institutions, governments, and enterprises worldwide. Learn more about building on the institutional liquidity layer: institutions.ethereum.org

Just started a companion book to LeanSpec that explains Lean Consensus in plain English — covering the reasoning, design choices, and mechanics from basics to advanced topics. Intended as an educational resource with no prerequisites. github.com/leanEthereum/l…

"the next paradigm is already being built." believe in somETHing

Ethereum's execution layer scaling roadmap is on track: - Continuous Gas Limit Increases (EIP-7935) - History Expiry (EIP-4444) - Delayed Execution (EIP-7886) - Block Access Lists (EIP-7928) - Block-Level Warming (EIP-7863) Here's a short thread with additional context👇

Block level access list devnet-1 is starting with five EL clients any moment now!

The first devnet for EIP-7928, Block-level Access Lists, is live. This marks a big step toward major L1 scaling improvements next year. Excited for where this leads! Big shoutout to everyone involved — especially @fselmo2, @raxhvl, @stefan_star and all the client teams involved!

Fusaka is live on Ethereum mainnet! - PeerDAS now unlocks 8x data throughput for rollups - UX improvements via the R1 curve & pre-confirmatons - Prep for scaling the L1 with gas limit increase & more Community members will continue to monitor for issues over the next 24 hrs.

Fusaka has finalized on Ethereum Mainnet! On top of that, we have successfully concluded our Mainnet testing round of all Fusaka EL functionality! Check out the report with details of the tests for each EIP here: github.com/ethsteel/pm/bl…

Amazing. Cheers indeed :)

hello world

Craaazy 365 days of @leanEthereum progress. Cheers to the builders. Cheers to the dreamers. Cheers to anti-fragility, too :) Devcon, Bangkok — Nov 12, 2024. The suspense is real. The room overflows; hundreds can't get in. An "announcement of an announcement" had sparked wild speculation about my "most ambitious initiative". Who knew the beam chain vision would evolve into lean Ethereum? Next-level ambition, seeping into all layers of L1. Snarks for consensus and execution. Fort mode and beast mode. What's new? zkEVMs. Real-time proving. Full validation in a tab, on a phone. Let's pump L1 gas with the exponential snark curve. Starting in months, not years. To me it all points to 10K TPS, the gigagas frontier. Dream bigger dreams for L1. Believe in something. ——— part 1—lean consensus devnets → clients: 4 new lean CL clients (Zeam, Ream, Qlean, Lantern) → languages: 3 new CL languages (Zig, C++, C) → specs: by @tcoratger + 14 others; 3SF-mini subspec by @vitalikbuterin → testing: revamped test framework by @fselmo2; @Sib_Katya metrics → devnets: multi-client 3SF with 4s slots and 12s finality; PQ soon™ coordination → hires: EF Protocol coordinators @corcoranwill and @ladislaus0x → CL teams: led by @Gajpower, @unnawut, @kamil_abiy, @mstore80 → 7 consensus calls: teams, PQ, p2p, exit queue, APS, 3SF, PQ specs → Cannes workshop: 1 day at EthCC in June; interop kicked off → 13 interop calls: by @corcoranwill on Wednesdays at 2pm UTC → Cambridge Oct workshops: 1 day leanVM, 3 days PQ, 3 days CL cryptography → leanSig: 3 papers on hash sigs by Benedikt, @khovr, @kudinov_mikhail → leanVM: fast minimal aggregation zkVM by Emile → WHIR: fast Plonky3 implementation by @tcoratger → optimisoors: @AngusGruen, @GiacomoFenzi, @lambdaclass, @kiliconu → Poseidon2: 4 cryptanalysis workshops by @khovr, @asanso → maths: $1M Millennium-like proximity prize; papers flowing → formal verification: ArkLib by @QuangVDao research → consensus team: hires @yannvon and lead @robsaltini join @luca_zanolini → faster finality: 1- or 2-round designs with Ethereum-grade liveness → 3sf-gold: new fast inclusion by @fradamt, @vitalikbuterin from Cambridge → p2p: @qdrvm_io simulator; @raulvk ethp2p; @soispoke leanp2p → rainbow staking: new Cambridge ideas; specs by Dan Goron & Alex Vlad ——— part 2—lean execution zkEVM tech → real-time proving: ~100 engineers pushing across ~10 zkVM teams → GPU proving: 16 5090s (10kW) proving mainnet; $0.01/block → guests: revm (Reth), levm (Ethrex), evmone (Zilkworm), ZKSync OS → more guest programs: Geth, Besu, Nethermind and others soon™ → RISC-V: de facto ISA of choice for zkEVM proving → Picus: prolific Veridise tool to identify under-constraints → formal verification: $4M across 40 grants by @alexanderlhicks Ethproofs community → zkVM integrations: Airbender, OpenVM, Pico, R0VM, SP1, Ziren, ZisK → other integrations: Cysic, Fermah, Marlin, Snarkify, Zilkworm, ZkCloud → website: driven by @fbwoolf under new EF Ethproofs team → 7 calls: zkVMs, RTP, gigagas, RISC-V, native rollups, proximity gaps → Ethproofs day: Nov 22 at Devconnect; register at ethproofs[.]day → zkAttester demo: my home validator on zkEVM proofs at Ethproofs day EF zkEVM team → new team: led by @kevaundray with Cody, Han, Ignacio, Radek, Sophia → EF blog post: real-time proving requirements by @_sophiagold_ → zkLighthouse: modified Lighthouse client by @kevaundray → zkEVM/acc: @ignaciohagopian benchmarks; @codytouchgrass tests → more zkEVM/acc: @kevaundray standardisation; Ere by @han__0110 future of EL → Fusaka: per-tx gas limit (EIP 7825); MODEXP killer (EIPs 7823, 7883) → EVM 2.0: @vitalikbuterin proposal to enshrine RISC-V under the EVM → native rollups: championed by @lucadonnoh; wrote book and draft EIP → gas auto-pumps: 3x/year gas pumps (EIP-7938 by @dankrad) → gigagas L1: champion wanted—reach out :) gigagas@ethereum.org

@ralexstokes @Jrag0x hekota or hekta 👌

@Jrag0x hogota, hekta are options any others?

Is this how I learned that the fork after Glamsterdam will be called "Hegota"? N.B.: I also very much agree with the view shared in the post.

Something that did not age well.