Gnosis Chain has formally passed GIP-153, a proposal to transition the network from a sovereign standalone Layer 1 into a highly Ethereum-aligned Layer 2. The vote cleared the quorum threshold shortly before the deadline after several officially linked addresses, including one associated with Gnosis co-founder StefanDGeorge, cast votes in favor. The proposal was put forward by Gnosis founder tw_tter together with core contributors. Its stated goal is to move Gnosis Chain away from the weaknesses the proposal associates with a traditional Proof-of-Stake Layer 1 model, including limited security and reliance on inflationary subsidies. Under the plan, Gnosis Chain would instead inherit security from Ethereum validators. The proposal also says the network is intended to become the first Ethereum Layer 2 to achieve synchronous composability. The vote marks a formal governance step in reshaping Gnosis Chain’s architecture around closer alignment with Ethereum.

NVIDIA has already moved into development and supply-chain planning for Feynman, the AI accelerator platform expected to follow Rubin, according to a Digitimes report cited by ABMedia. The report says Feynman is set to use TSMC’s upgraded A16 process, pair it with custom HBM, and adopt both SoIC 3D stacking and co-packaged optics, or CPO, at scale, with volume production targeted for the second half of 2028. What makes the platform notable is the simultaneous push across three technical layers: process technology, advanced packaging, and optical interconnect. Supply-chain data cited in the report shows NVLink bandwidth rising from about 130 TB/s in Blackwell NVL72 racks to 260 TB/s in Rubin, 520 TB/s in Rubin Ultra, and more than 1,000 TB/s in Feynman. At that level, copper links are approaching practical limits in distance, power, signal loss, and thermal management, making optical interconnect a more direct fit for large AI clusters. The same report says TSMC is expanding advanced packaging capacity from AP5 and AP6 into AP7 and AP8, while repeatedly lifting SoIC monthly capacity targets from 20,000 wafers by the end of 2026 to 50,000 by the end of 2027. It also places Feynman inside NVIDIA’s wider capital and supply strategy, including more than $40 billion invested across the AI ecosystem since 2026 and a financing platform with Apollo, BlackRock, Blackstone, and Goldman Sachs aimed at mobilizing $500 billion in third-party capital.

Crypto markets saw a dense mix of policy, institutional and infrastructure developments over the past 24 hours. Hyperliquid is exploring a compliant route into the U.S. perpetual futures market, according to The Information, a move that would matter because the platform does not currently serve U.S. users. At the same time, GSR markets head Spencer Hallarn said in an interview with Cryptonomist that many tokenization platforms still lack meaningful trading activity, arguing the bottleneck is platform design rather than demand for tokenized assets. Elsewhere, MARA disclosed in an SEC filing that it pledged 18,750 BTC to secure two bitcoin-backed loans totaling $750 million, with proceeds set to support general corporate purposes and its acquisition of Long Ridge Energy & Power. New York City Council has also opened an inquiry into advertising practices across prediction market platforms including Polymarket and Kalshi, adding another layer of scrutiny to the sector. Other major items included Fidelity’s plan to add staking and quarterly cash distributions to its spot Ether ETF, a Coreum bridge exploit that drained nearly 200,000 XRP, and data showing public bitcoin miners have sold about 28,000 BTC this year. The session also featured updates on Bitmine’s growing ETH treasury, Kalshi’s fundraising push, and a fresh warning from Australia’s ASIC over the digital asset platform Yepbit.

Ethereum’s September 15, 2022 Merge cut the network’s energy use by about 99.95% and replaced proof-of-work with proof-of-stake, reshaping both ETH issuance and the chain’s security model. Nearly four years later, that decision is back in debate through a counterfactual lens: what if Ethereum had stayed on PoW through 2026 instead of moving to PoS? The discussion centers on a trade-off. On one side is the idea that Ethereum’s former GPU mining base could have evolved into one of the world’s largest distributed compute pools, potentially giving the network a stronger position in the AI era. Waterdrip Capital co-founder Jademont and crypto KOL 嗯哼 both argue that millions of GPUs once tied to ETH mining might have been reorganized into a decentralized AI cloud if the protocol and ecosystem had developed mechanisms for task scheduling, verification and revenue sharing. On the other side are the costs. Ebunker co-founder 0xTodd said Ethereum was producing roughly 13,000 ETH per day near the end of PoW, versus about 3,000 ETH after the switch, implying daily sell pressure of around $26 million versus $6 million at a $2,000 ETH price. The article also argues that staying on PoW would likely have meant more inflation, heavier miner selling, more constraints on scaling, and harder conversations around energy use, ESG and institutional adoption.

TRON’s latest weekly industry report, covering Aug. 3 to Aug. 9, 2026, said crypto markets moved in a choppy recovery as traders focused on U.S. macro data, Federal Reserve policy expectations and key technical levels in Bitcoin. The report said BTC rebounded from around $62,500 to the $64,900-$65,100 range during the week, while ETH outperformed and held near $1,900. TRON said risk appetite improved after weaker-than-expected U.S. labor data, though institutional flows and trading activity had yet to show a clear acceleration, leaving Bitcoin near an important resistance zone. Beyond short-term market moves, the report reviewed sector themes and regulation. It said AI+Crypto has shifted from AI tokens toward infrastructure for AI agents, including on-chain execution, authorization and payment rails, while DeFi continues to move toward institutionalized yield management. TRON also highlighted two projects: Sealcoin, a machine economy protocol built around identity, service discovery, negotiation and settlement for devices such as IoT hardware, satellites and AI agents; and STRATO, a Layer1 application chain and overcollateralized stablecoin system designed for enterprise and RWA use cases. The report also tracked policy developments in the U.S., India and the EU, including the delayed CLARITY Act vote in the U.S., expanded tax transparency rules in India and ongoing MiCA implementation in Europe.

ChainFeeds Research’s PRO issue #154 pulls together several research threads across Bitcoin and Ethereum. The report highlights Fei Wu’s work on Ethereum’s post-Glamsterdam fee market, where EIP-8037 and EIP-7999 would shift gas pricing from a single-meter model to separate pricing for execution, data, and state creation. Using historical gas changes, the study models demand curves for each resource and finds different elasticities: execution is least sensitive to price, data sits in the middle, and state creation is the most sensitive. Under higher block capacity, state creation could become the new fee bottleneck. On Bitcoin, the report covers josh’s HTLC design aimed at removing reliance on mempool-based preimage monitoring and the free-relay assumption, as well as a staletip P2P message proposed by Ram and w0xlt to improve visibility into stale blocks. On Ethereum research, Hudu Yusuf questions whether stake weight truly reflects effective consensus weight and whether continuous oracle output is always safer than silence, proposing DW-BFT and a structured-silence model. The issue also includes Sidistr’s Arcanum, a compiler-layer approach for keeping source code hidden through a TEE-to-ZK roadmap, and a paper from Old Dominion University on what drives contentious Bitcoin soft forks toward orderly upgrades or lasting chain splits.

HTX platform data for Aug. 2 to Aug. 9 showed that the broader crypto market did not rise across the board, with Bitcoin dominance staying above 56% and capital still concentrated in large-cap assets. Even so, several mid- and small-cap tokens posted independent rallies. The most concentrated move came from the BSC meme sector, where TUT surged 733% for the week, while MUBARAK and TST also advanced together. In the AI segment, SKYAI rose 291% after ending a three-month consolidation. DeFi names remained active as well: BICO climbed 240%, BMT gained 110%, and BTW rose 153%, marking its third straight week on the gainers list. HTX said many of the week’s top performers had spent extended periods in weakness before being repriced by the market.

Taiwan Semiconductor Manufacturing Co. is accelerating work on its CoPoS and COUPE silicon photonics technologies, while AUO-linked companies Epistar, Tyntek and LandMark Optoelectronics are assembling around the co-packaged optics, or CPO, theme, according to ABMedia. The report says the group is positioning itself across light emission, sensing and packaging as suppliers look for an early foothold in next-generation advanced packaging led by TSMC. ABMedia describes CoPoS as a packaging approach that replaces the traditional silicon interposer with a very large glass substrate, expanding the area available for integrating multiple high-performance GPUs and ASICs into a single package. But the report also notes that higher chip density intensifies heat and power problems in ultra-high-compute environments, where conventional electrical transmission and copper interconnects are approaching physical limits. Against that backdrop, CPO is being framed as a route to move part of the interconnect from electrical to optical signaling by integrating optical transceivers directly into the package. Economic Daily News, cited in the report, says AUO is handling packaging integration and testing, while Epistar, Tyntek and LandMark each focus on different optical components. Market observers cited by ABMedia expect the group’s validation work to convert into orders and revenue as TSMC’s CoPoS ecosystem moves toward volume ramp-up.