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Glamsterdam's 78% Gas Cut, CLARITY Act Stall & ETF Divergence
Audio is available on Spreaker — see link below.
Ethereum's Glamsterdam upgrade promises a 78.6% gas fee reduction and 10,000 TPS — but the Senate is where the real regulatory battle is playing out. Spot ETH ETF inflows hit $356M while Goldman Sachs cut its position 70%, and 35.8M ETH is now staked.
Audio is available on Spreaker — see link below.
The Glamsterdam upgrade is the most consequential development in Ethereum's near-term roadmap, and right now it matters more than where the price closed today. ETH has been trading in a tight band, somewhere between two thousand one hundred and eight and two thousand one hundred and thirty-one, for three consecutive days.
Glamsterdam targets a seventy-eight point six percent reduction in gas fees, a jump in throughput to ten thousand transactions per second, and a structural change to how MEV gets distributed across the network. Those three things address the three most repeated criticisms of Ethereum as a production-grade network.
On the regulatory side, the CLARITY Act passed the House in July twenty twenty-five with a vote of two hundred ninety-four to one hundred thirty-four. That's a strong margin.
Spot ETH ETFs recorded three hundred fifty-six million dollars in net inflows during April, led by BlackRock and Fidelity. That reversed six months of sustained redemptions.
Thirty percent of circulating ETH supply is now locked in staking. Thirty-five point eight million ETH.
The two things that matter most from here are the Glamsterdam Q3 delivery and the Senate Banking Committee markup on the CLARITY Act. Everything else, including price, institutional rotation, and ETF flows, is a downstream effect of those two outcomes.
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