#大户持仓动态 This week in blockchain, several events worth noting

**Uniswap Major Move: Governance Upgrade is Real**

Voting is about to begin, involving four core items—burning 100 million UNI, enabling fee switches for V2 and V3, approving a 40 million UNI growth budget over the next two years, and separating the foundation from operational layers. If approved, it will be executed automatically after a two-day lock-up period. This move is essentially an adjustment to the token economic model and a significant step forward in decentralized governance.

**Ethereum Building a "Mainnet-Level" Security Fortress**

The zkEVM team at the Ethereum Foundation has shifted focus toward long-term cryptographic security. Their goal is clear: to pave the way for L1 zkEVM, enabling future gas limit increases, directly supporting zk-Rollup, while maintaining censorship resistance. The timeline is set—by the Glamsterdam upgrade in May 2026, they aim to achieve 100-bit provable security, with subsequent upgrades further compressing proof sizes and increasing to 128-bit levels.

**Stablecoin Yield Mechanisms Become Hot Topics**

The Blockchain Association, together with over 125 industry representatives including Gemini, Coinbase, PayPal, and Uniswap, collectively sent a letter to Congress. The core message: do not alter the existing framework of the "Payment Stablecoin Clarity Act." The industry emphasizes that allowing third-party platforms to offer yields is a carefully designed competitive mechanism, enabling consumers to access returns that banks would normally keep in their pockets. Rewriting the law now would be akin to hitting the brakes on innovation and could disrupt market expectations.

**New Approach to MEV Issues: Encrypted Memory Pools for Outgoing Transactions**

Shutter Network officially proposed EIP-8105, aiming to embed a universal encrypted transaction pool at the protocol level to prevent protocol-level MEV attacks at the source. The plan is to activate this in the upcoming Hergot upgrade, introducing new transaction types that can hide transaction content, along with on-chain key registration and fast sub-slot mechanisms, allowing decryption without slowing block production. This represents a breakthrough in addressing MEV at the system level.

$BTC $ETH Still focused on spot allocation.