Ethereum'\''s 2026 Roadmap: Glamsterdam, Hegota, and the 100K TPS Future

Ethereum’s 2026 roadmap is the most ambitious scaling push we’ve seen. With Glamsterdam and Hegota upgrades planned, plus aggressive blob expansion, we’re looking at a potential 100,000+ TPS across the L2 ecosystem. Let me break down what’s coming.

The Big Upgrades

Glamsterdam (Expected Mid-2026)

The biggest planned upgrade introduces two major changes:

1. Block Access Lists
Block producers will provide a map showing which transactions touch which parts of the system. This allows clients to run many transactions simultaneously using multiple CPU cores.

Impact:

  • Faster block processing
  • Better node performance
  • More efficient parallel execution

2. Enshrined Proposer-Builder Separation (ePBS)
Today, block building relies on external systems like MEV-Boost. ePBS brings this directly into Ethereum’s consensus layer.

Impact:

  • More decentralized block production
  • Reduced MEV centralization risks
  • Better protocol-level guarantees

Hegota (Expected Late 2026)

Verkle Trees
Replacing Ethereum’s current Merkle Patricia Trie with a more efficient proof system.

Impact:

  • Lower hardware requirements for nodes
  • Broader node participation
  • More decentralized network

FOCIL (Fork-Choice Inclusion Lists)
Enhances censorship resistance by ensuring proposers can’t selectively exclude transactions.

The Blob Expansion

This is the game-changer for L2s. The number of data blobs per block is expected to rise sharply:

Metric Current 2026 Target
Blob target per block ~6 48+
L2 throughput (UOPS) ~220 ~3,500
Total ecosystem TPS ~1,000 100,000+

Optimism’s team framed the upper-end case as rollups moving from ~220 to ~3,500 user operations per second. Multiply that across the ecosystem, and we’re talking about transaction throughput that rivals credit card networks.

Which L2s Are Positioned Best?

Based on developer activity and infrastructure readiness:

1. Base
Coinbase’s L2 is expected to become the most widely used by 2026. Its massive user base and strong compliance profile make it the biggest onboarding funnel.

2. Optimism
Strong Superchain governance influence and continued development momentum. Their batcher upgrades to rely primarily on blobs cut DA costs by more than half.

3. Arbitrum
Still leading in TVL and DeFi activity. Developer tooling remains strong.

4. zkSync Era
ZK-proof innovation continues. If ZK tech matures as expected, this could be the dark horse.

What This Means for Builders

If you’re building on Ethereum in 2026:

  1. L2-first is mandatory: Mainnet is for settlement and security, L2s for user activity
  2. Cost structures change: With more blob space, L2 fees approach near-zero
  3. UX improvements: Sub-second finality on some L2s becomes viable
  4. Interoperability matters: Cross-L2 communication becomes a competitive advantage

The Risks

Let’s be real about what could go wrong:

  • Upgrade delays: Ethereum’s upgrade schedule often slips
  • Validator risks: ePBS introduces new attack surfaces
  • L2 fragmentation: Too many L2s could harm composability
  • MEV centralization: Even with ePBS, sophisticated actors may still dominate

My 2026 Predictions

  1. Ethereum mainnet settles $1T+ in daily value across L2s
  2. Base becomes the #1 L2 by active addresses
  3. At least one L2 achieves >10,000 TPS sustained
  4. L2 fees drop to <$0.001 for most transactions

The infrastructure layer is finally catching up to the vision. 2026 is when Ethereum’s rollup-centric roadmap reaches critical mass.

What L2s are you most excited about for 2026?

From a DeFi perspective, the scaling improvements are transformative.

Impact on DeFi Transaction Costs

Right now, one of the biggest barriers to DeFi participation is gas costs. A simple swap on mainnet can cost $5-50 during congestion. On L2s today, it’s $0.01-0.50.

With 48+ blobs and the upgrades @crypto_chris outlined:

  • L2 swap costs: <$0.001
  • Complex transactions (multi-hop swaps): <$0.01
  • Smart contract deployments: <$0.10

This changes what’s economically viable. Micro-transactions, frequent rebalancing, and complex strategies become accessible to everyone.

MEV Implications

ePBS is huge for DeFi users. Currently, MEV extraction costs users an estimated 0.1-1% on large swaps. Enshrined PBS should:

  • Make MEV extraction more transparent
  • Enable better MEV protection mechanisms
  • Potentially reduce front-running

My DeFi x L2 Predictions for 2026

  1. Most DeFi activity moves to L2s (>80% of volume)
  2. New DeFi primitives emerge that are only viable with cheap transactions
  3. Cross-L2 liquidity becomes a solved problem
  4. Gas optimization becomes less important; UX becomes everything

The question isn’t IF DeFi moves to L2s in 2026 — it’s WHICH L2s capture the most value.

The L2 scaling story is exciting for NFTs too. Here’s what I’m watching:

NFT UX on L2s

Right now, minting an NFT on mainnet costs $10-100. That pricing excludes:

  • Smaller artists
  • Lower-priced collectibles
  • Gaming NFTs with frequent transactions

With sub-$0.01 transaction costs on L2s:

  • Free minting becomes economically viable (project absorbs cost)
  • Dynamic NFTs with frequent on-chain updates become practical
  • Gaming NFTs can actually be used in games without gas anxiety

The Fragmentation Challenge

But @crypto_chris touched on the risk: L2 fragmentation.

If your NFT is on Base, can you sell it on an Arbitrum marketplace? Can your gaming asset on zkSync be used in a game on Optimism?

I think 2026 sees massive investment in:

  • Cross-L2 NFT bridges
  • Unified marketplace aggregators
  • L2-agnostic NFT standards

My Call for NFT Builders

Deploy on multiple L2s from day one. The infrastructure to unify them is coming, and you don’t want to be locked into a single chain if user preferences shift.

The regulatory perspective on L2 scaling is worth discussing.

Why Regulators Should Care About L2s

Counterintuitively, L2 scaling could actually help regulatory compliance:

  1. Centralized sequencers: Most L2s have identifiable operators who can respond to legal process
  2. Clear jurisdictions: Base is Coinbase (US), many others have identified entities
  3. Better audit trails: High throughput means more granular transaction data

The Base Thesis

@crypto_chris mentioned Base becoming #1 by active addresses. From a regulatory standpoint, this makes sense:

  • Coinbase is already regulated (US public company)
  • KYC/AML infrastructure exists
  • Institutional comfort level is higher
  • SEC has relationship with Coinbase (contentious, but existing)

If institutions want L2 exposure with regulatory clarity, Base is the obvious choice.

Privacy Concerns

The flip side: as L2s become more institutional, privacy-focused users may migrate to:

  • ZK-based L2s with privacy features
  • Alternative L1s
  • Privacy protocols on top of L2s

2026 will see an interesting tension between institutional L2 adoption and privacy infrastructure development.

Regulatory Outlook

I expect regulators to increasingly treat L2s differently based on:

  • Sequencer decentralization
  • KYC integration options
  • Operator jurisdiction

Not all L2s will be treated equally. This creates both opportunity and risk for builders.