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From Bob’s groundbreaking hybrid roll-up design to Vechain’s Tradfi-driven comeback, this week has brought a wave of architectural pivots and regulatory advancements.
1. Bob’s rules
Bob (Build on Bitcoin) deployed the first rerollup that uses zero knowledge proofs for fraud resolution within an optimistic rollup framework.
Built with Op Kailua, a new OP stack extension from RISC Zero and Boundless, the system allows for cheaper and faster scam challenges that are confirmed in minutes rather than days.
This new approach could catapult the status of Stage 1 and Stage 2 for L2Beat and set a new bar for the largest Bitcoin defi, the most reliable. Anyone can challenge a transaction with just 0.5 ETH, and significantly reduce entry points for roll-up participation. This is a breakthrough that combines ZK’s finality with the accessibility of optimistic designs.
2. Summer Optimism
Optimism’s Upgrade 16 has just come to live.
L2Beat is preparing to return a rollup that has no robust fraud prevention governance to stage 0 status. This upgrade will allow native cross-chain messaging and new bridge agreements as well as higher gas ceilings (200m to 500m) to meet increased demand. It is important to store stage 1 classifications, as chains such as bases and inks depend on the OP stack.
If SuperChain wants to lead, decentralization will not remain theoretical. It has to be real.
3. Many OS, very zk
In news of truly surprising results, Dogecoin Devs has radical ideas. It integrates zero-knowledge cryptography directly into the base chain through a system called DoGeos. The goal is to make Dogecoin more than memes by enabling verifiable calculations and smart contract style features.
When adopted, DoGeos is one of the first Native ZK enhancements in the main workplace proof chain, bringing new utilities to networks that are more historically known than engineering prowess.
Although this proposal is still in its early stages, it illustrates a significant shift towards the severity of technology in the Doge ecosystem.
4. StablecoinAlliance
Anchorage Digital and Ethena Labs are collaborating to launch the first Stablecoin, specifically built for the US under the new Genius Act. The USDTB, currently issued offshore, is minted by Anchorage’s federally chartered Crypto Bank.
Anchorage’s Stablecoin platform is designed for facility-grade compliance and programmability, with Ethena’s USDE already becoming the third largest Stablecoin by TVL. This move will make USDTB a tool for mainstream financial integration, in addition to its mandatory appeal.
5. Polymorphism enlargement
Polymarket has acquired QCEX, a CFTC registered exchange, effectively clearing the regulatory path to the US market. For longtime observers, this was inevitable.
“The forecast market is gradually changing how people engage in real-world events,” Chiliz’s Max Rabinovitch told BlockWorks.
Sports bets are a major opportunity for the on-chain forecast market, especially after provisions in the massive spending bill called the “one big beautiful bill act” stand. As regulatory clarity improves, Polymarket and others may bridge traditional markets with decentralized forecasting infrastructure.
6. Cross-chain spin cycle
Centrifuge has just fired V3s across six chains (Ethereum, Base, Arbitrum, Avalanche, Plume and BNB chains) and has created the most operational RWA infrastructure to date. This version with wormholes allows fund managers, DAOs and FinTech to launch fully customizable on-chain products with native chain abstractions. The platform has already secured a billion dollar allocation from Janus Henderson via Globe. With V3, the centrifuge bridges defi-native Capital and facility-grade financial products into one unified stack.
7. Maybe I’ll jump
The new L1, former Citadel and Jump Trader, is live with a fully integrated trading stack with a block time of 40ms.
Built on an SVM with Enshrided Dapps like Ambient and Fluxbeam, Fogo stands as a highly liquid-style platform with maximum performance, but on the surface it does not sacrifice decentralization.
Tech Stack is fresh, but the competitive sector is not empty. Newcomers like Lighter, Ostium, Reya, Main.Exchange all want a part of the Perps Pie. Fogo’s bet? That Tradfi-frade delay and native infrastructure bring top traders to the trajectory.
8. VECHAIN Staking Program
2017 – ERA ICO Darling Vechain is being reintroduced worldwide with a $15 million staking program and a suite of Tradfi partnerships. Bitgo now maintains custody, Franklin Templeton integrates Benji, and Validator Management now includes KeyRock.
The newly launched Stargate Staking System uses NFT to simplify compliance and reward participation. This is all part of Vechain’s “renaissance” upgrade aimed at modernizing toconomics, improving developer UX, and bringing institutions back on-chain.
Can Legacy L1 regain its relevance to an era of endless apps and funded competitors? Look at this space.
9. Go to apes
GamesQuare (NASDAQ: $GAME) has acquired Cryptopunk #5577 (“Cowboy Ape”) from Robert Leshner in a $5.15 million stock deal. This is the first NFT-Equity Theaserury play by a public company, and part of GamesQuare’s bigger strategy is to integrate digital assets across brands, Treasury and yield products.
Meanwhile, Leshner recently attempted to buy a liquor family (LQR) contest that has stagnated after poison defense.
This move leaves him out of one of the most iconic punks and instead joins the Games Quare cap table.
