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first_img Scroll plans to transform into an AI dedicated network, SCR will migrate to the Ethereum mainnet

Scroll Governance Forum posted that the team will recently apply AI extensively in operations and product development. Previously, core chain operations required over 20 engineers, but now it is completed by fewer dedicated engineers in conjunction with AI agents, while maintaining existing usability and security standards. The team believes that blockchain can provide a trusted coordination layer to define and execute rules, and ZK can help agents interact with credentials, private data, and computations without exposing underlying information.The team is building an interconnected product stack: Compass is an iOS application that can access the large models and functions provided by the Compass API, and includes VPN and eSIM; Compass API is the AI routing infrastructure, connecting over 30 large models; CENO provides a trust layer through ZK, protecting credentials, agent context, and privacy computations; USX is used for payments and settlements; SCR continues to coordinate governance; the Scroll network serves as a trust and coordination layer. CENO has reached out to over 30 potential clients, of which 12 are participating in proof of concept testing.The team plans to gradually transform Scroll from a general public chain into a dedicated network centered around Compass and the AI product stack, with an overall transition expected to take about nine months. According to the current plan, SCR will migrate to the Ethereum mainnet to maintain accessibility and liquidity, with supply and token economics remaining unchanged, and will continue to serve as a governance token. This post is only a progress update, not an official proposal or vote, and further proposals regarding the network transformation and matters requiring DAO approval will be made separately.

Two Prime CEO: Bitcoin's rebound still has room, and the short covering of volatility will provide additional momentum

According to CoinDesk, Alexander Blume, founder and CEO of the cryptocurrency asset management company Two Prime, stated that Bitcoin's recent rebound still has room to grow, mainly because institutional investors who have sold volatility are facing position pressure. If the price continues to rise, short sellers being forced to cover their positions will further fuel the upward trend. He pointed out that the current market structure is healthy, with funding rates not showing signs of overheating. The rebound is not driven by speculation, and the continuous inflow of spot ETFs and corporate buying provides substantial support.Although implied volatility has risen from 23%-24% to over 40, it remains low by historical standards. If call option sellers are forced to close their positions, it could accelerate the upward movement. Blume believes that if the macro environment stabilizes, BTC has already formed a bottom around $60,000, with the biggest risk coming from a complete collapse of risk assets. The generally pessimistic market sentiment means that even moderate positive news could have an outsized impact.On the mining front, MARA recently chose to collateralize its BTC holdings to obtain a $600 million loan from Coinbase and Two Prime, rather than selling directly, in order to retain upside potential. Mining companies are diversifying their AI transformation strategies, with Cipher Mining and TeraWulf actively shifting towards AI infrastructure, while CleanSpark and MARA explore AI and power sectors while maintaining their original businesses. Blume expects the Trump administration to push for interest rate cuts, and adjustments to the PCE index may lower inflation readings, which could improve interest rate prospects.

first_img The case of four people murdered in Mexico involves a Bitcoin robbery, and two suspects are facing trial

According to Cointelegraph, the Attorney General's Office of the State of Mexico (FGJEM) reported that two suspects, Diego Sebastián and Gerardo, were arrested for allegedly murdering Jonathan Meléndez, the keyboardist of the rock band Camilo Séptimo, along with his pregnant wife, daughter, and an employee. The family's golden retriever was also killed.The suspects are accused of committing the crime to obtain a cold wallet that allegedly contained millions of dollars in Bitcoin, with one of the suspects being a business partner of the victim, using that relationship to gain access to the victim's home. The two will appear in court on Wednesday, where the judge will decide if there is enough evidence to continue the criminal proceedings. If convicted, each suspect could face a prison sentence of 25 to 70 years corresponding to each victim.Such violent robberies targeting cryptocurrency holders (known as "ransom attacks") are on the rise. According to CertiK data, there were 52 reported ransom attack incidents globally in the first half of 2026, a year-on-year increase of 33.3%; among them, there were 20 home invasions targeting cryptocurrency holders, compared to only 1 during the same period last year.Chainalysis estimates that in the first half of 2026, criminals stole over 30 million dollars in cryptocurrency through ransom attacks. In 2025, global ransom attack incidents increased by 75% to 72 cases, with France leading with 19 cases, accounting for about 40% of the total attacks in Europe.

first_img Hacken Report: Half of USDT is controlled by only two signing keys

Blockchain security company Hacken released an assessment report indicating that approximately half of the circulating USDT (about $91.3 billion on the Tron network) is controlled by a 2-of-3 multi-signature contract, which lacks built-in delays, cancellation processes, or reliable revocation mechanisms. Attackers only need to compromise two signature keys to change contract ownership, mint tokens, freeze addresses, clear frozen balances, or set transfer fees without accessing any user wallets. Hacken also discovered that Tether reuses the same set of six signature keys across three chains: Ethereum, Avalanche, and Celo, posing a risk of cross-chain spread.Meanwhile, stablecoin rating agency Bluechip upgraded Tether's company rating from D to C, citing that KPMG's audit showed Tether's reserves exceeded liabilities by $6.8 billion as of December 31, 2025. This is the first time Bluechip has adopted the expanded SMIDGE methodology, which incorporates Hacken's technical risk analysis. However, Hacken only gave USDT a cybersecurity score of 3.3 out of 10 and pointed out that the USDT smart contract does not have automatic reserve proof checks or a token minting cap. Once signers authorize a transaction, the contract can mint an unlimited number of tokens without a bank reserve proof.Hacken stated that it has not yet completed an equivalent assessment of Circle's USDC, and Bluechip's previous B+ rating for USDC was based on an old methodology, which cannot be directly used for technical comparison.

first_img Goldman Sachs: Optical networks are the next trend in AI infrastructure, with TAM increasing 9 times to 154 billion USD

Goldman Sachs' Global Technology Equity Research Team released a report on April 17, 2026, stating that networks unlock the computing power of a single AI chip by connecting multiple chips, enabling seamless data exchange and low latency. With the expansion of AI infrastructure and the enhancement of computing power, various configurations are expected to see growth, further opening up a 9-fold Total Addressable Market (TAM) space to $154 billion.The report pointed out that the dollar content of horizontal and vertical scaling increases by 16 times and 45 times, respectively; the TAM for optics expands 13 times from horizontal to vertical scaling; the market value of pluggable optical modules in horizontal scaling expands 10 times from AI server models in the second half of 2025 to models in the second half of 2027. The authors include Allen Chang, Verena Jeng, James Schneider, Mark Delaney, among others.The total dollar content for each computing unit in vertical and horizontal scaling is expected to increase from $315,000 for GB300 NVL72 to $9.4 billion for Rubin Ultra NVL576, a 29-fold increase. The total value TAM increases 9 times to $154 billion (mainly in 2028), of which 69% ($106 billion) comes from vertical scaling. The analysis covers the dollar content and market opportunities of configurations such as copper cables, pluggable optical modules, CPO, and PCB backplanes.
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