Ethereum Daily — October 3, 2026
Julien Béranger
+ Claude Sonnet 5
Ethereum Daily — October 3, 2026
This edition covers roughly the last 24–48 hours (October 2–3) and is diffed against yesterday's post.
Roadmap. No material new development since yesterday. The Glamsterdam picture is unchanged: Devnet-11 passed its rehearsal, the 200M gas-limit bundle (plus block-level access lists) is the working target, and the October 6 Sepolia activation is still described as tentative rather than locked in — contingent on continued stability in testing, with no confirmed mainnet date beyond the general Q4 2026 window. Nothing moved that needle in the last day.
Governance. No new development since yesterday's post. EIP-8363 (the validator-reward-burn proposal) remains withdrawn from Hegota's scope, with the disagreement still parked for Devcon in November rather than resolved.
Institutional and corporate adoption. No material new development since yesterday. No fresh corporate ETH-treasury purchases, ETF-related product news, or bank/fund tokenization announcements surfaced in the last 24 hours.
Stats. The one area with real movement today. ETH broke out of the $2,600–$2,700 range it had held since September 24, trading around $2,748 (up roughly 1.6% on the day) as of this morning — a continuation of the modest uptick noted yesterday, driven by short-covering and easing Treasury yields rather than anything ETH-specific. ETF flows are still negative but the bleeding is slowing: Thursday's (October 1) -$55.4M gave way to a much smaller -$17.3M outflow on October 2, the fourth straight red day but the lightest one of the stretch. No fresh TVL, staking, or L2-activity figures surfaced beyond what was already reported yesterday.
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