Ethereum ACD Meeting Finalizes Glamsterdam Upgrade Details, Scope Lockdown Imminent

Ethereum core developers finalized key details for the upcoming Glamsterdam upgrade at the All Core Developers Execution (ACDE) meeting on January 15, 2026. The session focused on refining the scope of the upgrade, prioritizing stability, client readiness, and disciplined governance over ambitious but high-risk changes. Developers deferred several execution layer proposals to future forks, ensuring that only technically mature and well-understood changes would be included in the upcoming upgrade.

The meeting reviewed several Ethereum Improvement Proposals (EIPs) under consideration for inclusion in the Glamsterdam upgrade. EIP-7778, which modifies block gas accounting by removing refund mechanics, was one of the more technically complex discussions. Developers highlighted challenges in changing core gas metrics, such as cumulativeGasUsed, and left the decision pending further evaluation. EIP-7708, which proposes emitting logs for ETH transfers, received broader support and was seen as a positive step for observability, though final inclusion remained pending.

Other proposals, including EIP-7903 and EIP-7907, were marked as DFI (Deferred for Inclusion) due to lack of urgency and unresolved risks. These decisions reflect a cautious approach by the developers, as they aim to avoid unnecessary complexity and ensure long-term maintainability of the Ethereum network.

Why Did This Happen?

The primary reason for the conservative approach in the Glamsterdam upgrade is the emphasis on stability and client readiness. Developers recognized that implementing high-risk or under-tested proposals during the upgrade could introduce unforeseen issues, potentially affecting the network's performance. By focusing on well-understood and matured EIPs, they aim to minimize risks and ensure a smoother rollout.

This approach aligns with broader market expectations for Ethereum upgrades. Investors and institutions have increasingly sought predictability and reliability in the Ethereum ecosystem, especially as institutional adoption grows. By limiting scope and deferring uncertain changes, developers are addressing these expectations while maintaining a disciplined upgrade process.

How Did Markets React?

Ethereum's market reaction to the meeting has been mixed. While the Ethereum price remains above $3,300, traders are closely watching whether the upgrade will lead to improved network performance and adoption. The estimated leverage ratio for Ethereum has decreased, indicating a more spot-driven market, and open interest has dropped despite the price increase, suggesting reduced speculative activity.

Meanwhile, Ethereum ETF inflows continue to trend upward, adding support to the market. Over $175 million flowed into Ethereum ETFs on Wednesday, signaling strong institutional interest. This inflow aligns with broader crypto market trends, including Bitcoin ETF inflows, which have seen consistent growth.

What Are Analysts Watching Next?

Analysts are now focusing on the remaining PFI (Proposed for Inclusion) decisions before the Glamsterdam upgrade finalization. The most significant unresolved decision involves EIP-8037, which seeks to increase state creation gas costs to curb long-term state growth. Proponents argue it is necessary for network scalability, while critics warn of potential implementation risks. Developers have agreed to revisit the decision during the ACDT meeting, which will allow for more in-depth evaluation. This decision could have lasting implications for Ethereum's network efficiency and long-term sustainability.

Additionally, the broader market will be watching how the Ethereum network performs post-upgrade. If the changes lead to improved performance and fewer technical issues, it could further strengthen institutional confidence in Ethereum as a reliable platform for DeFi and tokenization.

With the Glamsterdam upgrade nearing finalization, the Ethereum community is preparing for a more stable and disciplined network environment. The focus on technical readiness and risk containment reflects a mature approach to governance and development, which could benefit both developers and investors in the long run.