Industry Reports

An Ethereum Foundation researcher presented the zkAttester client solution at the EthCC conference, addressing the computational burden of node re-execution, allowing validators to verify zero-knowledge proofs directly, lowering CPU performance requirements, shortening the time for new node synchronization, and helping enable Ethereum light verification and scaling.

An Ethereum Foundation researcher, Antonio Sanso, updated the progress on Ethereum’s post-quantum security at the EthCC conference, noting that quantum computing will threaten the ECDSA algorithm in the mid-2030s. Ethereum has completed about 20% of its post-quantum readiness and plans to fully implement quantum resistance from 2028 to 2032. The main challenge is signature size, and the research team will address it through account abstraction and the introduction of LeanVM.

Ethereum Foundation researcher CPerezz introduced the VOPS technology at the EthCC conference, aiming to solve Ethereum’s state bloat problem and reduce the storage requirements for full nodes. VOPS nodes only need to store basic fields, reducing storage requirements by 25x, enabling users to participate in transactions, and accelerating Ethereum’s move toward statelessness.

In March 2026, cryptocurrency hacking incidents increased sharply, with losses exceeding $52 million, significantly higher than February’s $26.5 million. The attack on Resolv Labs was especially severe, leading to the unauthorized minting of 80 million USR tokens and causing their price to plunge. Various hacking methods and social engineering attacks occurred frequently, increasing the security risks for holders of crypto assets. Experts are calling on investors to strengthen their security awareness and take stricter protective measures.

Pharos announced a partnership with Anvita at the RWA Summit in Cannes, France, to explore the fusion of AI and real-world assets. Anvita Flow, introduced by Anvita at ETHCC, will provide technical support for Pharos, enabling agent collaboration and value settlement.

A report from Standard Chartered Bank in the UK says stablecoin trading activity is growing rapidly and that the market size is expected to reach $2 trillion by 2028. The uses of stablecoins have expanded into areas such as AI payments and cross-border payments, strengthening their role in the market. The report emphasizes that innovative use cases will drive market growth, signaling that stablecoins will become an important catalyst for the convergence of digital currencies and traditional finance.

Anthropic accidentally leaked 512,000 lines of source code for Claude Code on March 31, triggering security risks and concerns about market valuation. After the leak, the code quickly spread to GitHub and prompted DMCA takedowns. The leaked content revealed internal functionality and unpublished details, exposing the security risks businesses face. The incident highlights that AI companies need to strengthen code security and permission management, and it could also affect Anthropic’s pre-IPO prospects.

The market cap of tokenized assets reached $24.6B in January, led by tokenized treasuries and commodities. Treasuries made up 39% of this, while commodities surged due to rising gold prices. Stablecoins contributed to liquidity, with a market cap of $308B.

Gate News message, on April 1, Nasdaq-listed digital asset treasury company Nano Labs released its 2025 second-half financial performance report. The data shows that the company’s net revenue for the 2025 second half was RMB 18.70 million. As of December 31, 2025, Nano Labs holds 126,662 BNB, with an additional 3,338 BNB as receivable collateral. The company said it will further enhance its crypto asset strategic reserves.

Chainalysis announced at a conference held in New York that it will roll out “blockchain intelligent agents” in stages during the summer, with the goal of improving investigation and compliance efficiency. Unlike general AI tools, this agent can proactively carry out investigative workflows, focusing on suspicious fund flows and customer risk screening. This move reflects the entry of the fight against crypto crime into the AI era, and shows that the entire industry is rapidly transforming to meet the growing need to respond to an increasing number of ransomware attacks.

Based on a mission and strategy for 2026 released on April 1, it focuses on building the global market, expanding payments and stablecoins, and becoming builders’ home, aiming to enhance the on-chain market infrastructure and support multi-asset 24/7 trading.

A Google quantum artificial intelligence white paper shows that a quantum computer with about 500,000 qubits could break Bitcoin’s ECDSA algorithm in 9 minutes, dramatically increasing the threat level. The risk is mainly concentrated in old addresses whose public keys have already been exposed, especially about 2.3 million bitcoins that face high risk. The industry is calling for an upgrade to post-quantum cryptography before 2029 to strengthen security, but implementation faces consensus challenges.

Will Peck said WisdomTree’s digital asset innovation won’t be affected by whether the $CLARITY Act is passed, because existing SEC regulatory tools are already sufficient to support the development of tokenized securities and funds. The company is committed to tokenized money market funds with real-time settlement, breaking traditional settlement constraints, improving liquidity, and reflecting that even amid market volatility, demand for tokenized financial products remains steady.

Zcash, a privacy coin, patched a critical security vulnerability on April 1 that could have been exploited by malicious miners to move more than 25,000 ZEC from the now-deprecated Sprout pool. The vulnerability has existed since July 2020, but it was not actually exploited. The development team has released a patched version, and major mining pools have completed the upgrade. In addition, Zcash’s mechanism helps prevent inflationary issuance, ensuring the total supply remains secure.

NASDAQ-listed company TON Strategy released its 2025 financial report, holding 219.7 million TON tokens, with a fair value of approximately $356.8 million. It earned 2.185 million staking rewards for the full year, and total revenue was $12.8 million, but operating losses widened to $36.4 million.

New Hampshire plans to issue $100 million in Bitcoin-backed municipal bonds, which have already received a Moody’s Ba2 rating, marking the convergence of traditional municipal bonds and high-volatility crypto assets. The bond uses Bitcoin income as the sole repayment source and includes downside protection provisions. While this innovation offers the potential for higher returns, it also faces the risk of Bitcoin price volatility, and no issuance date has been announced yet.

Chainalysis is launching blockchain intelligence agents to enhance investigative capabilities for users tackling cryptocurrency-related crimes. The agents aim to provide advanced analysis faster while addressing the growing use of AI by criminals.

Crypto treasury firms enable investors to gain exposure to digital assets like Bitcoin and Ethereum through equities. This growing model, initiated by Strategy in 2020, has diversified across various companies and assets, but it remains exposed to volatility risks, with performance tracked by metrics like NAV.

Stablecoins are undergoing an evolution into a foundational financial infrastructure. North America leads in development, focusing on regulated, compliant options. The market shows a shift with RLUSD gaining traction due to integration with Ripple, emphasizing real demand over exchange liquidity.

Gate News, March 31: OSL Group released its full-year 2025 results. The data shows total revenue was HK$489 million, setting a historical high and increasing 30.4% year over year; core operating revenue was HK$534 million, up 150.1%. Platform total trading volume reached HK$201.22 billion, up 200.7%, with stablecoin trading volume accounting for 60% of total trading volume. In terms of revenue by region, Hong Kong accounted for 33% and overseas accounted for 67%.