Ethereum roadmap + flows
- Reports say Ethereum's 'Oasis' hard fork is confirmed for May 15th and will add native zkEVM processing to mainnet. - Ethereum ETFs logged nine straight days of inflows, indicating steady institutional demand amid the upgrade chatter. - Protocol-level upgrades combined with ETF flows could strengthen Ethereum's infrastructure narrative and indirectly support L2s. (startupfortune.com) (investing.com)
Ethereum’s protocol roadmap is moving toward a native Layer‑1 zero‑knowledge Ethereum Virtual Machine (zkEVM) as a mainnet upgrade timed for mid‑2026. (ethereum.org) The public roadmap lists the Glamsterdam upgrade in the first half of 2026 and Hegotá in the second half of 2026, while the Fusaka upgrade activated on December 3, 2025. (ethereum.org) U.S. spot Ethereum exchange‑traded funds recorded a ninth straight day of net inflows through April 21, 2026, with daily net buying around $43.36 million on April 21 and ETF AUM reported near $13.4 billion. (tokenpost.com) Market trackers and analysts note that steady institutional flows into spot ETH products coinciding with L1 zkEVM progress could reinforce an “infrastructure” investment narrative for Ethereum. (messari.io) A native zkEVM means validators could accept compact zero‑knowledge proofs that a block’s transactions were executed correctly instead of re‑executing every transaction, reducing per‑block work and improving throughput. (zkevm.ethereum.foundation) Ethereum Foundation co‑executive director Hsiao‑Wei Wang said zero‑knowledge proofs are becoming “a core part of the network,” while Vitalik Buterin has said small portions of the network could use zkEVMs in 2026 even as “safety is what remains.” (coindesk.com) Developers are tracking AllCoreDevs calls, testnets and client readiness ahead of mid‑2026 hard forks, and ETF flow trackers will publish daily inflow figures that market participants are watching for confirmation of institutional demand. (forkcast.org)
