U.S. spot Ether ETFs lost a net $118 million in the week to Oct. 2, after taking in about $689.8 million the week before. The selling shrank as the week went on, and with ETH stuck under $2,800, Glamsterdam's Oct. 6 Sepolia activation is the dated event to watch.
Reality
- Evidence62
- Adoption45
- Hype gap+15
- Incentives
- Insufficient
- Confidence58
Scammers ran a working copy of Dunamu's unlaunched GIWA network on its reserved chain ID 9134 and drained 766.25 ETH from users. The ID got through an exchange's listing checks, so a matching network ID is now weak evidence that a chain is the real one.
Perspective Coverage
3 publishers
- Builder
- Builder 38%
- Operator
- Operator 40%
- Investor
- Investor 22%
Reality
- Evidence68
- Adoption
- Insufficient
- Hype gap+12
- Incentives60
- Confidence70
Base's Cobalt upgrade went live on September 30 with Validity Transactions, swaps the chain holds privately until set conditions are met. It continues the push toward trading and tokenized assets that Base began in July with its B20 issuer standard.
Perspective Coverage
3 publishers
- Builder
- Builder 35%
- Operator
- Operator 20%
- Investor
- Investor 45%
Reality
- Evidence70
- Adoption20
- Hype gap+15
- Incentives55
- Confidence65
Ethereum will activate Glamsterdam, likely its largest fork since the Merge according to a core developer, on the Sepolia testnet on Oct. 6. It reprices gas and lays groundwork for higher layer-1 gas limits, with no date yet for the Hoodi testnet or mainnet.
Reality
- Evidence60
- Adoption10
- Hype gap+20
- Incentives40
- Confidence62
Checkmarx says a fake sorted-btree clone reached 2 million weekly downloads with clean install scripts, starting its loader only when an application calls BTree.prototype.set with a particular key. Nine related packages have been pulled.
Perspective Coverage
3 publishers
- Builder
- Builder 43%
- Operator
- Operator 45%
- Investor
- Investor 12%
Reality
- Evidence62
- Adoption45
- Hype gap+20
- Incentives45
- Confidence60
Ethereum's Plataberget testnet went live on August 17 in a pre-fork state, with the Glamsterdam fork three days later. Tools that assume a fixed maximum gas limit stop working correctly.
Reality
- Evidence45
- Adoption28
- Hype gap+14
- Incentives55
- Confidence42