Web3 Industry Weekly Report: Highlights from Week 1 of September 2026
Tech Headlines
1. Ethereum Foundation Discloses Gas Repricing Impact Testing for Glamsterdam Upgrade
https://blog.ethereum.org/2026/08/24/glamsterdam-repricing-testing
On August 24, the Ethereum Foundation disclosed that EIP-8037 and EIP-8038, planned for inclusion in the Glamsterdam upgrade, will respectively adjust the gas costs for creating new state and accessing state, making pricing more closely aligned with actual node resource consumption and providing preconditions for throughput improvements. Historical mainnet transaction replays show that the vast majority of contracts are unaffected, and a small number of transactions can be fixed by raising the gas limit; contracts that rely on fixed gas, gasleft() branches, or the 2,300 gas transfer assumption may still fail. The team has opened an impact query tool and the Platåberget testnet for contracts, wallets, and RPC services to verify estimation logic.
2. Circle Announces CCTP V1 Deprecation Timeline
https://www.circle.com/blog/migrate-to-cctp-v2-ahead-of-cctp-v1-legacy-deprecation
On August 27, Circle reminded developers to migrate to CCTP V2: the legacy V1 will begin gradually reducing burn limits and degrading performance from October 31, with contracts paused on December 1. Integrations still pointing to the old contracts will no longer be able to transfer USDC cross-chain at that point. V2 uses different contracts and APIs from V1 and is not backward compatible, adding standard and fast transfer modes, programmable hooks on destination chains, and coverage across 27 blockchains. Applications need to update contract addresses, APIs, limits, and exception handling according to the migration guide, complete testing before switching production traffic, and avoid fund routing interruptions during the deprecation window.
3. StarkWare Drives First QSB Quantum-Resistant Transaction Confirmed on Bitcoin Mainnet
https://starkware.co/blog/the-first-quantum-safe-bitcoin-transaction-has-been-mined/
On August 26, StarkWare announced that the Quantum-Safe Bitcoin (QSB) method has moved from paper to Bitcoin mainnet verification. The approach does not change consensus rules; instead, through signature grinding and hash-based additional locks, it transfers assets into outputs that do not rely on the secrecy of elliptic curve private keys, thereby closing the quantum attack window after public key exposure. The current construction cost still amounts to hundreds of dollars, and the transaction format is non-standard, requiring direct delivery to miners via MARA Slipstream. It cannot protect old addresses whose public keys have already been exposed, nor does it mean Bitcoin as a whole has become quantum-resistant, but it provides feasibility evidence for asset migration ahead of a soft fork.
4. TRON Completes Mainnet Upgrade, TRON Virtual Machine Compatible with Ethereum Prague/Osaka Features
https://x.com/trondao/status/2092163691877933396
On August 28, TRON's Governance Proposal No. 107 took effect on the mainnet, making TVM officially compatible with Ethereum Prague/Osaka upgrade features: support for reading historical block hashes from on-chain state, a new CLZ instruction, native Passkey verification support through the secp256r1 precompile, and optimized MODEXP energy consumption. The upgrade improves TRON's compatibility with the EVM ecosystem in terms of toolchains and contract migration, lowers the barrier for dApp cross-chain porting and Passkey account abstraction integration, and serves as a key technical step in the mainnet activation of the major version GreatVoyage-v4.8.2 "Pyrrho."
Industry Dynamics
1. U.S. Treasury Establishes Public-Private Quantum-Readiness Task Force for the Financial Sector
https://home.treasury.gov/news/press-releases/sb0615
On August 24, the U.S. Department of the Treasury announced the launch of the Quantum-Readiness Task Force to drive the financial sector's orderly and operationally resilient migration to post-quantum cryptography. The task force builds on Executive Order 14412 and the G7 roadmap, establishing three workstreams: industry coordination and migration, third-party and supplier readiness, and digital asset and emerging technology risks. It brings government, financial institutions, market infrastructure, and technology suppliers into collaboration. Key priorities include identifying critical dependencies, enhancing cryptographic agility and interoperability, and managing supply chain risks, signaling that digital asset key and signature systems have entered the infrastructure migration agenda.
2. Japan's Coincheck Completes Registration for Electronic Payment Instruments Business, Becoming the Second Licensed Entity
https://foresightnews.pro/news/detail/111853
On August 27, Japanese crypto asset trading service provider Coincheck completed registration for the "Electronic Payment Instruments Business," becoming the second entity in Japan to obtain a license related to stablecoins. Building on its earlier collaboration with Circle to expand USDC use cases in Japan, Coincheck will gradually develop stablecoin and on-chain financial services, including 24/7 low-cost cross-border transfers and payment settlement. The scope covers stablecoin issuance and trading-related businesses within Japan, marking a further expansion of licensed stablecoin entities in the country.
3. Pakistan's PVARA Clarifies Licensing, Bank Account, and Regulatory Sandbox Pathways for Virtual Assets
https://pid.gov.pk/site/press_detail/33708
On August 25, the Chairman of Pakistan's Virtual Asset Regulatory Authority stated in an official address that the country has established PVARA through the Virtual Assets Act 2026, issued licensing rules, and opened an application portal, providing virtual asset service providers with a formal licensing pathway. State Bank of Pakistan Circular No. 10 allows regulated banks to open accounts for licensed entities, including segregated customer fund accounts. The regulatory sandbox covers tokenization, payments, custody, and compliance technology. Officials also revealed that the authority is studying digital-native sovereign notes that could be issued on a regulated blockchain with same-day settlement, but this concept remains in the research stage and cannot be regarded as having received issuance approval.
In-Depth Analysis
1. Why Do AI Agents Need Crypto? Coinbase Delivers the Definitive AiFi Answer
https://www.panewslab.com/zh/articles/01a046e9-d393-752d-a55f-7ab651b80a0c
Coinbase recently published an article outlining its AiFi (Agentic Finance) strategy, dividing AI agents' financial activities into two major directions: agentic trading and agentic commerce. The article points out that traditional financial systems, constrained by business hours and identity verification requirements, are not suitable for autonomous AI agent operation. Cryptocurrencies and stablecoins, with their 24/7 availability, programmability, and global reach, are better suited to serve as the financial infrastructure for these agents. To this end, Coinbase has launched products including Coinbase Advisor (an AI investment advisor), Coinbase for Agents (connecting AI tools through MCP), x402 (an open payment standard that has already processed over 200 million transactions), and Coinbase Business (enterprise USDC payments), all running on USDC on the Base network. The goal is to build a financial system that serves both humans and machines, and to become the preferred platform for AI agents handling financial matters.
Disclaimer: The information provided in this document is based on publicly available market data and industry trends, and is for reference only. Please note that this information does not constitute any form of investment advice or recommendation, nor should it be considered as the basis for buying or selling any financial products or services. In case of any translation errors in English, inaccuracies, or situations requiring further clarification, please contact us through 'Contact Us' so that we can verify and make necessary corrections in a timely manner.
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