upgrade

Despite the panic in the market caused by stricter regulations on data centers after the Democratic Party gained control of Congress, Goldman Sachs has raised its forecast for U.S. data center construction spending, increasing the 2026 expectation from $67 billion to $80 billion, and from $87 billion in 2027 to $100 billion, while also predicting for the first time that it will reach $125 billion in 2028.Goldman Sachs pointed out that there are currently about 86 GW of data center projects under construction in the U.S., with approximately $900 billion in high-confidence projects awaiting construction, indicating that the overall construction cycle remains resilient. The demand and backlog orders from hyperscale cloud service providers such as Microsoft, Amazon, and Google have not shown significant cooling, with H100 computing power rental prices rising 26% year-on-year and GB200 rental prices increasing by 50% since the beginning of the year.In response to the data center moratorium proposed by Texas Governor-elect Gina Hinojosa, Goldman Sachs believes that its impact is more about delaying project delivery rather than directly canceling construction plans, but it may lead to increased financing costs, reduced tax incentives, and some clients canceling contracts. Goldman Sachs also warned that the overall growth prospects of the industry need to be distinguished from the survival capabilities of individual developers, as highly leveraged data center developers may face severe financial pressure due to project delays and rising financing costs, with some companies potentially unable to last until their projects go into production.

Zcash has completed Network Upgrade 7 (NU7), reducing the block target time from 75 seconds to 25 seconds, with the single block reward adjusted to 0.52083333 ZEC to maintain the established daily issuance. The total supply cap of ZEC remains at 21 million coins, with the next halving expected at the end of 2028, occurring at block height 6,132,390.At the time of reporting, the price of ZEC rose from $1,225 to over $1,380 at one point, and then reported around $1,345, with a 24-hour increase of approximately 8%.

Zcash's ninth network upgrade NU7 has been activated at mainnet block 3,543,405, reducing the target block time from 75 seconds to 25 seconds, and cutting the block subsidy to one-third of its original amount, while maintaining the four-year halving cycle and the supply cap of 21 million coins.The upgrade introduces a network sustainability mechanism, with 60% of transaction fees allocated to reserves, while miners retain 40%; the reserve reissuance is scheduled to start in February 2031.

Base's fourth independent network upgrade, Denim, has been launched on the mainnet, generating a complete block every 200 milliseconds and disabling Flashblocks.

The Solana development team Anza posted on platform X, suggesting that Solana mainnet-beta validators urgently upgrade to version Agave 4.4.1, or they will be forked out of the network.This version applies a minimum loading data limit to the loader-v3 ProgramData account, and nodes that do not install the patch are scheduled to be forked out of the network at the 1079th epoch (around 21:30 Beijing time).

According to the proposal from the Sky Ecosystem Forum, the Sky protocol plans to implement several adjustments in the Osero Spell on November 19, connecting the Ethereum mainnet with the Osero liquidity layer on Base, and enabling cross-chain transfer of USDC through the Circle Cross-Chain Transfer Protocol (CCTP).It is reported that this upgrade plan will integrate the Osero x Gauntlet USDC Prime Vault (Morpho Vault V2) managed by Gauntlet on Base, with the initial configuration of USDC funds. The proposal involves a total of 7 adjustments on the Ethereum mainnet and Base, including enabling CCTP functionality on both chains, configuring cross-chain USDC transfer limits, setting up a permission management mechanism on the Base side, and integrating the USDC vault.

The Polygon community has proposed a draft proposal PIP-93, aiming to integrate the Protocol Council, Polygon PoS, and AggLayer multi-signature into a unified Polygon Security Council.The committee consists of 11 signatories sent by 10 institutions, adopting an 8/11 multi-signature strategy, covering Ethereum and Polygon; Polygon Labs occupies 2 seats, while the other institutions each occupy 1 seat, including Sherlock, Hexens, Sigma Prime, Curve, QuickSwap, EthCC, L2Beat, and Coinbase.Daily upgrades and parameter changes can be proposed by the Polygon Labs Operations multi-signature with a 7-day time lock, and the security council can veto during the window period, or skip the time lock for immediate execution or contract suspension removal. The proposal aims to replace the governance structure established by PIP-29, changing to only publicly holding the list of institutions with seats, no longer disclosing the identities of individual signatories; it is currently in Draft status.

According to CoinDesk, Zcash holders need to transfer approximately 16 million dollars from the oldest privacy pool Sprout before the NU7 network upgrade. This upgrade is expected to activate around 10:30 AM Beijing time on November 6 (Friday) (9:30 PM Eastern Time on Thursday), at which point these tokens will be unusable even if valid private keys are held.As of Thursday morning, there were still about 12,226 ZEC in the Sprout pool, valued at approximately 16 million dollars based on a price of 1,300 dollars per coin. NU7 plans to activate at block 3543405, which will reject version 4 transactions, the only transaction format that can spend Sprout tokens. ZIP 2003 retains the possibility of restoring access through future upgrades but warns that the withdrawal feature may never be re-enabled. NU7 will also reduce the target block time from 75 seconds to 25 seconds.

Circle CEO posted on the X platform that Circle has launched a brand new Agentic Managed Payments, upgraded and expanded the agent market, while providing simpler tools for agents to obtain funding.

The Chief Information Security Officer of Slow Fog, 23pds, posted on platform X stating that the Android zero-click remote code execution vulnerability has been included in the November security patch, and users are strongly advised to upgrade. Google announced in November 2026 that it has fixed over 200 vulnerabilities, the most severe being the Framework layer CVE-2026-58868 (Critical), which allows remote execution of arbitrary code without user interaction and additional permissions, affecting Android 14, 15, 16, 16 QPR2, and 17. Currently, there are no confirmed in-the-wild exploits.23pds indicated that versions with a security patch level of 2026-11-01 and above include Framework/System fixes such as CVE-2026-58868; versions from November 5 and above cover all vulnerabilities in this round, including fixes at the kernel, MediaTek, Qualcomm, and other chip levels. Users can check the "security patch level" in "Settings → About Phone → Android Version."

The Bell upgrade of Stellar has been launched on the test network, and the mainnet voting will follow. This upgrade requires wallets and indexers to update their software to adapt to the network changes.The upgrade also introduces an optional post-quantum signature verification feature for smart contracts, which developers can enable as needed. The launch on the test network means that this upgrade has entered the verification phase before the mainnet voting.

According to The Block, the Aztec Foundation behind the Ethereum privacy Layer 2 network Aztec has launched the Tierra (Alpha V6) upgrade, which fixes security vulnerabilities from previous versions, including a critical vulnerability in V5, and introduces an AI-based security testing system.In terms of performance, the new version doubles the speed of generating privacy transaction proofs, taking only about 1 second on local devices; the time for Ethereum messages to reach Aztec has also been reduced from an average of about 2 minutes to as fast as 12 seconds, further enhancing cross-chain deposit and transaction efficiency. Aztec stated that due to the network's decentralized architecture, fixing critical vulnerabilities requires an upgrade of the entire network, and plans are currently underway to accelerate the deployment of future security updates.In terms of ecosystem, Aztec has recently relaunched the self-custody privacy wallet zk.money, and several applications are being launched or prepared for launch, including Galactica, which supports privacy AI inference, the privacy perpetual contract trading platform Nemi, the privacy browser wallet Nulo, and Xochi and Nyx, which support privacy payments and transactions. Meanwhile, Aztec has also released a new brand image and website, aiming to become the infrastructure platform for privacy applications.

According to official news, Binance Wallet announced that its Agentic Wallet has completed a new round of security upgrades.For security reasons, the platform has restricted QR code logins on third-party high-risk websites based on real-time risk control rules. For specific websites that trigger relevant risk control rules, the system will enforce logout. Security scans will continue to be conducted regularly.Recently, some users reported failures in QR code login. As a reminder, to protect user asset security, please do not scan QR codes from unofficial platforms to log in to the Agentic Wallet. Only use Binance AI Pro and trusted Agents (such as Claude, Codex, Grok, etc.).

BNB Chain announced on platform X that the Jenner hard fork upgrade has been launched on the BSC testnet. The upgrade includes Payment Lane, which reserves 5% of the block gas for eligible payments by default; provides millisecond-level block timestamps for smart contracts; and introduces a new compliance asset standard CAS20.Payment Lane and CAS20 will only be fully enabled after governance, with more details to be announced later.

B.AI announced a significant upgrade to the model ranking list, adding four major evaluation dimensions beyond real usage popularity: the popular model tracking weekly token usage ratio, reflecting community selection trends; the call ranking supports real-time statistics of token and API call popularity over multiple time periods; the price ranking provides comparisons of input, output, and weighted prices, facilitating precise cost control; the intelligent ranking combines the Artificial Analysis intelligent index with a cutting-edge scatter plot of cost-effectiveness, helping to quickly identify high ROI models.The new ranking list can meet the needs for exploring cutting-edge capabilities, controlling call costs, and optimizing engineering selection.

Stable officially announced that the Stable mainnet will be upgraded to v1.9.0 on October 31 at 17:00 (UTC+8), with a block height of 45,091,000.This upgrade mainly includes protocol security reinforcement and network resilience optimization, aiming to enhance the security, reliability, and operational stability of transaction processing and settlement, providing infrastructure support for on-chain payments, exchange settlements, and corporate financial asset management activities.

Muneeb Ali, co-founder of the Bitcoin Layer2 network Stacks, stated in Cointelegraph's Chain Reaction podcast that concerns surrounding quantum computing are suppressing institutional funds from entering Bitcoin, and the network needs a credible security upgrade roadmap to restore investor confidence. He mentioned, "Quantum concerns have set a ceiling on Bitcoin's growth," believing that this uncertainty may lead risk-averse institutional investors to delay large purchases until developers provide a clear path to quantum resistance. Stacks is a Bitcoin Layer2 network aimed at introducing smart contracts and decentralized applications to Bitcoin, and Ali is a co-founder of the project.Ali warned that if developers fail to make substantial progress in quantum resistance by 2028, Bitcoin could enter a riskier phase. He pointed out that upgrades typically take years to implement, and users will need additional time to migrate their assets to new addresses. Citing guidance from the National Institute of Standards and Technology (NIST), he views 2030 as a target node for transitioning to quantum resistance and believes advancements in artificial intelligence could accelerate the development of quantum computers, potentially moving this timeline up to 2029.Ali acknowledged that some Bitcoin supporters believe the quantum threat is distant and that concerns are exaggerated, but he thinks that the very disagreement over the urgency of the threat, in the absence of a credible upgrade roadmap, will undermine investor confidence. He also stated that sufficiently powerful quantum computers are more likely to emerge from large research laboratories rather than unknown attackers, and companies like Google and Microsoft lack the motivation to steal Bitcoin, but the quantum security threat will impact the entire crypto industry, "If Bitcoin is hit, all downstream projects will be affected." Currently, developers are exploring protective solutions, with StarkWare stating in September that researchers reduced the computational cost of preparing an experimental quantum-resistant Bitcoin transaction by 79% after a week of optimization challenges. This solution does not require modifications to Bitcoin's consensus rules, but the cost reduction has only been validated in benchmark tests.

ENSv2 officially launched on the Ethereum mainnet, introducing a layered registry and a more refined permission model, supporting community and institutional custom subdomain issuance rules and partitioned authorization management. The new version also updates the domain resolution method and supports record link sharing, while launching the ENS App for ordinary users and the ENS Explorer for developers.ENS states that its ecosystem currently supports over 36 million domain names, covering more than 600 applications; existing .eth domain names do not need to be re-registered and can voluntarily upgrade to ENSv2 within the ENS App starting today.