$ETH has two very different stories running at once. Amundi says it has issued a tokenised share class of its European equity index fund on public Ethereum, using CACEIS infrastructure. That is a concrete distribution use case, though it does not automatically translate into meaningful buying pressure for ETH.
Meanwhile, the Ethereum Foundation says Glamsterdam’s hardfork process is delayed after testing identified compatibility risks involving EIP-8037 and EIP-8038. Hegota work continues in parallel.
My takeaway: adoption and engineering risk can coexist. I would watch the audit findings, any specification changes and the revised testnet plan before treating the upgrade timeline as settled. A fund using Ethereum and ETH outperforming are two separate claims.
Meanwhile, the Ethereum Foundation says Glamsterdam’s hardfork process is delayed after testing identified compatibility risks involving EIP-8037 and EIP-8038. Hegota work continues in parallel.
My takeaway: adoption and engineering risk can coexist. I would watch the audit findings, any specification changes and the revised testnet plan before treating the upgrade timeline as settled. A fund using Ethereum and ETH outperforming are two separate claims.