Industry Reports

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%.

The European Central Bank's use of DeFiLlama in studying decentralized finance signifies a shift in regulatory approaches, highlighting governance concentration in DeFi and promoting informed, data-driven regulation while enhancing DeFi's credibility and institutional acceptance.

Chainalysis has launched automated "blockchain intelligence agents" trained on a vast proprietary dataset accumulated from over a decade of investigations, designed to aid in data analysis and enhance the accuracy of blockchain-related inquiries.

Optimism co-founder Karl Floersch said at EthCC that Ethereum is transitioning toward “professionalization and customization,” and that Layer 2 technology is evolving into a modular architecture to meet enterprise needs. He also emphasized that OP Stack’s open-source nature will help improve blockchain security and interoperability, driving the development of Web3 applications.

Gate News message. On March 31, the Bitcoin developer community is advancing a Bitcoin improvement proposal BIP360 (Pay to Merkle Root) aimed at strengthening Bitcoin’s resistance to quantum attacks. The relevant testnets have been deployed. According to information from Bitcoin Magazine, the corresponding code was submitted on February 11 and passed verification, signaling that the Bitcoin community is making technical preparations and upgrading defenses in advance to address potential quantum computing threats.

SWIFT is modernizing global payments with a blockchain-based shared ledger, set to enable real-time transactions by 2026. This system allows for faster, safer cross-border payments using tokenized deposits, while addressing industry concerns about centralization.

Oskar Thoren of the Ethereum Foundation said at the EthCC conference that privacy should be core infrastructure for Ethereum, emphasizing the importance of protecting business strategies and transaction privacy, as well as how the maturity of privacy technologies supports institutions. He introduced three R&D directions of the Privacy Maintainers team: privacy writing, privacy reading, and privacy proofs, to advance Ethereum’s privacy protection.

DeepSeek experienced three service disruptions from March 29 to 31, with durations of 1 hour 48 minutes, 10 hours 13 minutes, and 1 hour 3 minutes, respectively. The issue has been resolved, and the service is now operating stably again. Over the past 30 days, the web chat service availability has been 98.61%. This incident has raised concerns about the stability of AI infrastructure.

The Ethereum Economic Zone (EEZ) aims to unify layer-2 networks, enabling seamless cross-chain transactions and addressing existing fragmentation concerns. It supports shared liquidity and synchronous smart contract execution, simplifying interactions across multiple chains.