每周项目更新:Sophon 迁移到 Base、Berachain 分叉以放弃 BGT、Synthetix 逐步淘汰 sUSD 等1。 Polymarket pUSD 总供应量突破 5 亿美元; 0.06%的地址持有55.34%的流通链接@defioasis的数据显示,Polymarket pUSD的总供应量已超过5亿美元,持有者总数超过100万。其中,567个地址每个持有超过100,000 pUSD;也就是说,所有地址的 0.06% 控制着 pUSD 总供应量的 55.34%。持有超过 1,000 pUSD 的地址占所有持有者的 2.76%,合计拥有 pUSD 的 90.34%。与此同时,51.96%的持有者持有的数量少于10 pUSD,仅占总供应量的0.19%。 pUSD 代表用户在 Polymarket 上的现金余额。尽管部分用户资金已全部配置在未平仓头寸上,但数据仍然揭示了预测市场平台上的极端贫富差距。 2. Sophon 将关闭其 Layer 2 并迁移到 Base,将重点转向以消费者为中心的应用程序 linkSophon 是一个由 ZK 驱动的 Layer 2 项目,之前筹集了 6000 万美元,宣布将关闭其原生区块链并转向建立在 Base 上运营的消费产品工作室
品牌SOPH. Sophon表示,加密基础设施的时代已经结束,并解释说其独立链每年产生数百万美元的维护成本,却没有产生足够的价值,未来的价值创造将转移到应用层。其首款产品 Pyre 预计于 7 月初推出,定位为一款日常“娱乐金融”支付应用,让用户能够消费、储蓄、转账并赚取收益,每笔交易都附带互动游戏化功能。3。 Berachain 计划于 7 月 8 日硬分叉,永久退役 BGT Token Berachain 基金会宣布 PoL Next 将于 7 月 7-8 日上线 Berachain 主网,这是主网上线以来最重大的升级,将重写核心激励
Weekly Project Updates: Sophon Migrates to Base, Berachain Forks to Drop BGT, Synthetix to Phase Out sUSD, etc
1. Polymarket pUSD Total Supply Tops $500M; 0.06% of Addresses Hold 55.34% of All Circulation link
Data from @defioasis shows the total supply of Polymarket pUSD has surpassed $500 million, with more than one million total holders. Among them, 567 addresses hold over 100,000 pUSD each; that is, 0.06% of all addresses control 55.34% of the total pUSD supply. Addresses holding more than 1,000 pUSD account for 2.76% of all holders and collectively own 90.34% of pUSD. Meanwhile, 51.96% of holders possess fewer than 10 pUSD, accounting for merely 0.19% of the total supply. pUSD represents users’ cash balances on Polymarket. Even though a portion of user capital is fully deployed in open positions, the data still reveals an extreme wealth disparity across the prediction market platform.
2. Sophon to Shut Down Its Layer 2 & Migrate to Base, Shifting Focus to Consumer-Focused Applications link
Sophon, a ZK-powered Layer 2 project that previously raised $60 million, announced it will shut down its native blockchain and pivot into a consumer product studio built on Base operating under the brand SOPH. Sophon stated the era of crypto infrastructure has come to an end, explaining its standalone chain incurred millions of dollars in annual maintenance costs without generating sufficient value, and future value creation will shift to the application layer. Its debut product Pyre is slated for launch in early July, positioned as an everyday “entertainment finance” payment app enabling users to spend, save, transfer funds and earn yields, with interactive gamified features attached to every transaction.
3. Berachain Schedules Hard Fork on July 8, Retiring BGT Token Permanently link
The Berachain Foundation announced that PoL Next will go live on the Berachain mainnet on July 7–8, marking the most significant upgrade since the mainnet launch, which will rewrite the core incentive layer via a hard fork.
Following the upgrade, BGT, the governance token under Berachain’s original Proof-of-Liquidity model, will be deprecated. The BGT Boost mechanism and the emission allocation model that routed rewards to treasuries through Boost will cease operation. BERA will become the primary economic unit, while sWBERA will serve as the new value-accrual layer. Meanwhile, BGT LST Reward Vaults will be phased out of the incentive framework.
The new emission routing mechanism ERAs will require protocols to demonstrate real on-chain revenue and utility to qualify for emissions, replacing the previous model of securing emissions via Boost voting.
4. Ink Signs Multi-Year Deal With Optimism to Upgrade to Fully Managed OP Enterprise Stack link
Ink, the Ethereum Layer 2 incubated by Kraken, will migrate to Optimism’s fully-managed OP Enterprise service under a multi-year agreement. Optimism will operate Ink’s production infrastructure, while the Ink Foundation focuses on ecosystem expansion and new financial products. Optimism noted this is one of the early instances of a major Layer 2 outsourcing its infrastructure operations to a managed service provider. Ink will also act as a design partner for OP Enterprise. Its roadmap features programmable block building, one-day withdrawal windows to Ethereum, sequencer-native compliance tools, guaranteed throughput of 400 megagas per second and a minimum block time of 100 milliseconds by the end of 2026.
5. Agentic Commerce Takes Shape; x402 Daily Transaction Volume Hits Roughly 500,000 link
Per data from Artemis, x402’s average daily transaction volume surged roughly fivefold in June to approximately 500,000 transactions. While the number of transactions spiked, total transaction value remained largely flat, dragging the average transaction size down to around $0.15.
The transaction surge was driven primarily by BlockRun, which generated roughly 7 million transactions over the past 30 days, accounting for the bulk of x402’s total 10 million transactions in that window. The highest-demand use case is pay-per-use AI inference, where multi-model routing and pay-as-you-go pricing cut down invocation costs.
6. MIM Slumps to $0.53; Abracadabra Rolls Out Emergency Measures to Contain Depeg Crisis link
Magic Internet Money (MIM), the overcollateralized stablecoin issued by Abracadabra Money, has been persistently depegged recently. As of press time, MIM trades at approximately $0.53, representing a 24-hour decline of around 33%.
The project team stated it is fully aware of MIM’s depeg and has rolled out emergency countermeasures. It will immediately and gradually raise borrowing interest rates across all Cauldron markets (including deprecated ones), to incentivize borrowers to repay debts and shrink the circulating supply of MIM.
The protocol team explained the current depeg creates natural arbitrage incentives: borrowers can buy MIM at a discounted price to clear their liabilities, accelerating supply contraction and pushing MIM back to its $1 peg. Meanwhile, the team has resolved to suspend direct liquidity incentives and Curve bribes until MIM regains its peg, and noted it is evaluating additional stabilization measures.
7. Lido Revokes Official Endorsement for wstETH Bridge Endpoints Across Nine Networks link
Lido officially announced that pursuant to the results of Lido DAO’s Snapshot vote, Lido has revoked official recognition for wstETH bridge endpoints across nine networks: zkSync Era, Mode, Scroll, Mantle, Swell, Zircuit, Soneium, Polygon PoS and Lisk.
Lido clarified that this governance-driven resource adjustment will not disable bridge contracts, render tokens invalid, or prevent users from holding, transferring, or bridging wstETH back to Ethereum. Moving forward, Lido will discontinue active monitoring, market support and ecosystem development for wstETH on the aforementioned chains.
8. Malicious Proposal Detected on Tornado Cash DAO, Threatening $23M Worth of TORN Tokens link
The L2BEAT research team stated that a suspected malicious proposal has emerged within the Tornado Cash DAO. The target contract specified in the proposal is unverified and exhibits complex logic upon decompilation. The proposer received funds via Railgun four days ago. If the proposal passes and is executed, the governance contract will make a delegatecall to a function within the target contract, potentially compromising the Tornado Cash DAO which currently holds TORN tokens worth $23 million, while the Tornado Cash protocol fund pool will remain unaffected.
9. BitGo Cuts Headcount by Nearly 15%, Refocusing Core Business on Stablecoins & AI Infrastructure link
BitGo CEO Mike Belshe said the company will lay off nearly 15% of its staff. He stated that as the ecosystem and financial service development landscape shift, BitGo needs to refocus on core areas including security, trading, stablecoins, settlement and AI-powered infrastructure. Affected employees have been notified directly by management and human resources. Belshe noted this is a one-time workforce reduction and no further layoffs are anticipated at this stage.
10. Synthetix Plans to Phase Out sUSD; Depegged Stablecoins to Be Swapped for Locked SNX at Par Value link
Synthetix governance put forward SIP-423, which plans to fully retire the stablecoin sUSD, freeze and abandon its contracts, and compensate holders at a ratio of 4 SNX per 1 sUSD. Proposed by Synthetix founder Kain Warwick and core contributor Benjamin Celermajer, the SNX compensation will be subject to a one-year lock-up period followed by linear vesting over another year. sUSD has suffered severe depegging and is currently trading at around $0.25, far below its $1 target peg.
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