Web3 Industry Weekly Report: Highlights from Week 3 of September 2025

Tech Headlines

1. Ethereum Foundation forms AI team “dAI” to promote blockchain–AI convergence

https://x.com/AggrNews/status/1967576738201788434

The Ethereum Foundation announced the creation of a dedicated dAI team to push Ethereum as infrastructure for AI development. The team is led by core developer Davide Crapis and is currently focusing on advancing the ERC‑8004 standard to support seamless trading of AI agents within the Ethereum ecosystem. The standard will be formally released at the Devconnect conference in November. The Foundation also plans to collaborate with Silicon Valley companies, with a long‑term goal of building decentralized AI infrastructure to prevent the industry from being monopolized by a few firms.

2. Aave V4 planned for Q4 release, will adopt ERC‑4626 for asset accounting

https://governance.aave.com/t/aave-v4-development-update/23043

On September 18, Aave published a roadmap update saying V4 will be released in Q4 this year. V4 will adopt the ERC‑4626 standard for asset accounting and introduce a modular hub‑and‑spoke framework to control complexity while maximizing capital efficiency. ERC‑4626 is a token standard that improves technical parameters for yield‑bearing vaults, providing a standard API for vaults representing shares of a single underlying ERC‑20 token.

3. Solana co‑founder: Bitcoin community must act quickly to address quantum‑computing threat before 2030

https://cointelegraph.com/news/bitcoin-quantum-computing-breakthrough-2030-prediction-solana-founder

Solana co‑founder Anatoly Yakovenko urged the Bitcoin community to accelerate actions to guard against quantum attacks, saying breakthroughs in quantum computing may come sooner than expected. At the 2025 All‑In summit (posted to YouTube), Yakovenko said, “I feel there’s a 50% chance of a breakthrough in quantum computing within five years.” He added, “We should migrate Bitcoin to a quantum‑resistant signature scheme.” His prediction is based on the convergence of multiple technologies and the astonishing speed at which AI is moving from papers to practical applications; he encouraged the community to speed up efforts.

4. Ethereum Fusaka mainnet upgrade tentatively scheduled for December 3

https://x.com/christine_dkim/status/1968764437017292946

Christine Kim, former VP of Research at Galaxy Digital, posted on X that Ethereum developers confirmed the Fusaka upgrade public testnet schedule and BPO hard fork plan at today’s ACDC #165 meeting. The schedule is: Holesky upgrade on October 1, Sepolia upgrade on October 14, Hoodi upgrade on October 28, and mainnet upgrade on December 3. Developers will reconfirm exact dates, times, and epoch numbers in the coming days.

Industry Dynamics

1. Three major Swiss banks complete public‑blockchain tokenized deposit trial

https://www.ledgerinsights.com/ubs-swiss-banks-complete-tokenized-deposit-trial-on-public-blockchain/

Under the Swiss Bankers Association framework, three major Swiss banks—UBS, PostFinance and Sygnum—completed a tokenized deposit proof‑of‑concept on the Ethereum mainnet. The PoC showed tokens can trigger off‑chain traditional payments; future plans include exploring native digital deposit tokens. The trial aims to overcome limitations of current payment infrastructure, enable programmable payments and large‑value transfers 24/7. It covered interbank payments and custody settlement for tokenized asset trades; results indicate legal and technical feasibility, and tokens can serve as digital representations of payment instructions.

2. US SEC approves generic listing standards for commodity‑based trust shares, easing digital‑asset ETF listings

https://www.sec.gov/newsroom/press-releases/2025-121-sec-approves-generic-listing-standards-commodity-based-trust-shares

On September 17 the US Securities and Exchange Commission announced approval of generic listing standards for commodity‑based trust shares for three national exchanges, covering spot commodities including digital assets. Qualified exchange products can now list directly without submitting individual rule‑change filings. SEC Chair Paul Atkins said the move will increase investor choice, spur innovation, and lower barriers for digital‑asset products to enter US capital markets. SEC Market Director Jamie Selway added the decision brings regulatory clarity and ensures investor protections through a standardized process. The SEC also approved the listing of Grayscale’s large‑cap digital fund (based on the CoinDesk 5 index) and the launch of options trading on a Bitcoin ETF‑related index on Cboe.

3. SIGN releases “National Blockchain Infrastructure Whitepaper” to accelerate global crypto adoption

https://foresightnews.pro/news/detail/85112

Foresight News reports SIGN co‑founder Claire Ma unveiled the SIGN National Infrastructure Whitepaper at KBW 2025 in Korea and launched a national infrastructure strategy. The model focuses on large government‑enterprise collaborations for identity verification and asset issuance, aiming to push billions of global users to adopt cryptocurrencies and accelerate crypto into the world’s largest capital market.

4. Societe Generale picks Bullish Europe to list its dollar stablecoin

https://foresightnews.pro/news/detail/85107

According to Foresight News citing CoinDesk, French bank Societe Generale’s crypto arm FORGE has selected Bullish Europe as the initial exchange for its dollar stablecoin CoinVertible (USDCV). USDCV has launched on Ethereum and Solana and is regulated under the EU’s MiCA framework. Because US regulations are not yet in place, USDCV is not available to US users. FORGE is expanding the number of exchanges and brokers that can mint and burn the stablecoin directly; 10–15 parties are currently in the onboarding queue.

In-Depth Analysis

1. How can low‑risk DeFi become Ethereum’s “search business”?

https://www.panewslab.com/zh/articles/b020366a-3a64-4cc1-896a-b927ba0fd933

Vitalik’s stance on DeFi has long been “ambivalent and generally skeptical.” He has said DeFi should not chase high yields but has also expressed support for applications like Aave. Many have thought he didn’t fully understand DeFi. Today, Vitalik made a shift and published material on low‑risk DeFi, explaining that his earlier skepticism was partly due to circumstances. With DeFi risks gradually decreasing and regulatory loosening, Ethereum now needs DeFi; low‑risk DeFi can also generate better synergies with some non‑financial derivative applications.

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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