链捕手ChainCatcher

A ChainCatcher report, citing Bitcoin.com, says Fidelity Digital Assets has released an analysis report warning that future quantum computers could derive Bitcoin private keys from exposed public keys, threatening asset security. Existing Bitcoin transactions rely on elliptic-curve digital signature algorithms or Schnorr signatures; a sufficiently powerful quantum computer running Shor’s algorithm could break this cryptographic assumption.
Report evaluating the post-SHRINCS quantum signature scheme as a potential upgrade path—offering a compact 48-byte public key, a state signature size range of 548 to 4,619 bytes, and a 5,777-byte stateless fallback path to handle state loss. However, quantum-resilient signature schemes will significantly increase transaction data size, consume more block space, and reduce network throughput, raising transaction fees during congestion. Implementing such an upgrade requires new consensus rules (possibly via a soft fork) and broad support from wallets, miners, exchanges, and custodians. This year in July, Fidelity co-funded a $15 million Bitcoin security initiative with eight other institutions, covering post-quantum research.

ChainCatcher report, citing DIGITIMES, states that at the Semicon Network Summit 2026, industry representatives pointed out that bottlenecks in the silicon photonics industry have shifted from materials to packaging precision and heterogeneous integration. Marvell’s CTO said that copper interconnects are nearing their physical limits, and end-to-end optical interconnects are therefore inevitable.
TNO/Holst Centre points out that the real challenge for CPO lies in integrating optical materials such as LiNbO3 and InP with the CMOS platform. TSIA says that the packaging stage has already required micrometer-level fiber alignment accuracy, and Taiwan has global leading advantages in the chip and packaging fields. TNO further notes that panel-level packaging is a key opportunity for Taiwan; it can leverage its experience in processing large-size glass substrates to support the large-scale demand for data-center optical interconnects, but there are still technical gaps in equipment such as Chip-to-Wafer bonding tools. Marvell says its reliance on Taiwan’s supply chain for silicon photonics chips is increasing.

ChainCatcher news: Broadcom reported results for its fiscal 2026 third quarter. Adjusted earnings per share were $3.32, beating the expected $3.24; revenue was $29.59 billion, beating the expected $29.36 billion. Quarterly revenue grew 86% year over year, increasing from $15.95 billion in the prior-year quarter to $29.59 billion. Net profit rose to $13.09 billion, or $2.68 per share, versus $4.14 billion, or $0.85 per share, in the prior-year quarter.
Semiconductor business revenue rises to $16.7 billion, with infrastructure software business revenue of $8.75 billion. The company expects Q4 revenue of $34.8 billion, below the market expectation of $35.03 billion. CEO Hock Tan said the company is expanding its custom chip business with Anthropic, OpenAI, Google, and Meta, including Jalapeno shipments and TPU deployments, and targets $115 billion in AI revenue for fiscal year 2027 and $230 billion for fiscal year 2028. After-hours shares edged up slightly.

ChainCatcher message: Anthropic announced the release of a blueprint for building e-commerce agents on Claude. It provides the frameworks, patterns, and guardrails engineering teams need, and includes reference implementations of shopping agents and merchant agents for retail, travel, telecom, and ticketing platforms, as well as a Claude Code plugin. The code can be deployed to the Claude API, Amazon Bedrock, Microsoft Foundry, or Google Cloud Vertex AI, and it can also be used in collaboration with partners such as Accenture, Mastercard, and Visa. The relevant code has been published in the GitHub repository anthropics/commerce-agents.

According to a Malwarebytes report cited by ChainCatcher, scammers set up phishing websites using the hype around (GTA 6). They claim to sell a leaked version of the game for $50 or 1 SOL, luring visitors to connect their wallets and sign malicious transactions. The site contains about 2.4 MB of malicious scripts that can identify wallet assets on seven chains: Ethereum, Polygon, BNB Chain, Avalanche, Arbitrum, Base, and Fantom. It then immediately transfers the assets or obtains permission to subsequent transfers of tokens and NFTs based on the permissions the victim grants.
Before execution, the script checks the visitor’s IP to avoid 10 countries, including Armenia and Russia. Malwarebytes advises users to be cautious of any site claiming to sell leaked versions of GTA 6. Before signing any transaction, carefully verify what has been authorized, and refuse actions that transfer the entire balance or request token access permissions.

Author: Yang Chen

On Wednesday, NVIDIA CEO Hwang In-hsun urged G20 countries to accelerate the deployment of AI infrastructure, warning that excessive AI regulation would leave countries stuck in a lagging position. Meanwhile, the Trump administration is using the summit to promote to countries a lightly regulated AI governance framework.
At the G20 Science and Technology Summit, Hwang In-hsun said that NVIDIA will "invest nearly $1 trillion in U.S. infrastructure only within this single year," citing the U.S.' regulatory environment and energy policies as the reasons.
He compared AI to public infrastructure such as water and electricity, calling it the "greatest equalizer," and emphasized that "every country needs to build infrastructure to support its own economy."

ChainCatcher message: ARK Invest researcher Lorenzo Valente compares Ethereum, Solana, and Hyperliquid to McDonald’s, Chipotle, and In-N-Out, respectively. He believes they are not merely different versions of the same L1 business model, but have entirely different value-capture structures.
Valente believes Ethereum is similar to a franchise system: it expands via L2s but charges too little for the settlement layer. He even says it has built the most successful crypto franchise system, yet forgot to send the invoices. Solana is similar to a direct-owned model, keeping more value within its own ecosystem through transaction fees, priority fees, and MEV. Hyperliquid relies on highly vertical integration, no VC involvement, and HYPE buybacks, resulting in the shortest value-capture chain—but it faces higher risks due to more concentrated product, team, and revenue sources.

ChainCatcher report: On Wednesday, local US time, NVIDIA CEO Jensen Huang appeared at the G20 Innovation Ministers meeting and held a fireside chat with US Commerce Secretary Gina Raimondo. Huang said that AI is evolving into a national-level economic infrastructure similar to electricity and the internet. He added that the biggest risk facing countries is not investing enough in and adopting AI, which could leave them behind in the industrial revolution.
Jensen Huang says that building AI infrastructure on the scale of 1 gigawatt requires approximately US$50 billion to US$60 billion in investment, and that by the end of this decade, the related construction scale is expected to reach about 100 gigawatts. He also cites the “five-layer cake” model of energy, chips, infrastructure, models, and applications to indicate that every country needs to build AI infrastructure, and that each country decides which parts it wants to participate in.

ChainCatcher message: Decentralised.co said that the current cost of withdrawing $200 across borders is 6.36%, down from 9.67% in 2009. The UN’s goal is to reduce it to 3% by 2030. Remittances consist of three parts: collecting from the sender, transferring value, and paying the recipient. Only the middle step was slower, and it is already the cheapest portion. Collection and payment require licenses, bank accounts, compliance, and payment networks. Dubai to Manila takes about six steps; only one step uses blockchain.
Pre-stored agent accounts help spread working capital. Tokenized dollars can be centralized in a single pool, cleared on Sundays, and rebalanced within minutes. Traders hold inventory and bear foreign exchange risk. Félix Pago raised $200 million for Latin America remittances from the U.S. via WhatsApp, with a16z leading the equity round with $87 million and General Catalyst providing a $113 million credit facility. Nium currently provides funding for client payments using USDC. a16z Crypto led a $10 million investment in Better Money. Conduit raised $36 million for the Europe-to-Nigeria and Kenya corridor, and Palla raised $14.5 million to provide white-label payments to 30 banks.