WHAT ETHEREUM SHIPPED THIS MONTH

Summary from the TLDR Crypto newsletter

Ethereum's monthly recap highlights major ecosystem developments, including Fidelity launching its FIDD stablecoin on Ethereum, ERC-8004 going live for AI agent identity/reputation, the EF forming a post-quantum research team, and Morgan Stanley proposing a spot ETH ETF. Infrastructure milestones include a new L1 transaction ATH, the BPO2 fork increasing blob targets, Ondo expanding to 200+ tokenized equities, Lido V3 launching modular staking vaults, and multiple L2 upgrades across Arbitrum, Optimism, Mantle, and Polygon.