Latest Phala Network (PHA) News Update

Deep Dive

1. @PhalaNetwork: Successful Migration to Ethereum L2 Completed bullish

"Today’s the day: Phala’s parachain officially sunsets. ✅ All assets are secure & protected ✅ Claims open shortly via Phala App ✅ L2 activation imminent Welcome to the next chapter of Phala!" – @PhalaNetwork (143K followers · 2025-11-19 23:15 UTC) View original post What this means: This is bullish for PHA because it marks the successful completion of a major technical transition from Polkadot to Ethereum, reducing operational overhead and potentially unlocking greater liquidity and developer activity within the larger EVM ecosystem.

2. @WhisprNews: PHA Tops Today's GameFi Losers List bearish

"📉 Perdedores de hoy... Phala Network $PHA -8.33% (@PhalaNetwork)" – @WhisprNews (3.8K followers · 2026-02-22 15:03 UTC) View original post What this means: This is bearish for PHA as it highlights short-term selling pressure and underperformance within a specific market category, reflecting weakened trader sentiment or profit-taking on the day.

3. @WhisprNews: Recent Standout in AI & DePIN Sectors mixed

Earlier posts show PHA as a top gainer in both "#IA" (AI Agents) on January 21 (+14.26%) and "#DePIN" on January 25 (+8.63%). – @WhisprNews (3.8K followers · 2026-01-21 00:43 UTC & 2026-01-25 08:43 UTC) View original post (AI) | View original post (DePIN) What this means: This is neutral to bullish for PHA because it demonstrates the token's volatility and its ability to capture momentum within high-growth narrative sectors like AI and decentralized infrastructure, which can drive intermittent interest.

Conclusion

The consensus on PHA is mixed, balancing a completed foundational upgrade against recent price weakness. While the Ethereum L2 migration is a clear long-term positive, short-term sentiment is being tested by market rotations. Watch for a stabilization in price above the $0.022 support level to gauge if the sell-off is abating.

Deep Dive

1. Parachain Sunset & L2 Migration (19 November 2025)

Overview: Phala Network officially concluded its Polkadot parachain slot on 20 November 2025, freezing old-chain assets and opening the claim process for its new Ethereum Layer 2. The team confirmed all user assets are safe and will be claimable via the Phala App, marking the start of its full focus on the Ethereum ecosystem.

What this means: This is a strategic, bullish pivot for PHA because it transitions the project to Ethereum's vast liquidity and developer tooling, aiming for better scalability and enterprise adoption for its confidential AI compute. The seamless 1:1 token migration reduces user friction but carries execution risk as the new L2 establishes itself. (Phala)

2. Partnership with LazAI Network (14 August 2025)

Overview: Phala announced a collaboration with LazAI, an AI infrastructure protocol. The partnership integrates Phala's Trusted Execution Environment (TEE) hardware to provide hardware-level privacy and verifiable computation for LazAI's personalized AI agents.

What this means: This is a positive development for PHA's utility because it directly applies its core confidential computing technology to the high-growth AI agent sector, potentially driving demand for its network services and showcasing real-world use cases beyond speculation. (Phala)

3. Cloud Growth & Security Upgrades (11 July 2025)

Overview: In a mid-year update, Phala reported its cloud platform saw users, VMs, and vCPUs increase by roughly 5% since early July. Notably, its GPU TEEs processed 3.73 billion LLM tokens on OpenRouter in a week, adding models like DeepSeek V3.

What this means: These metrics are fundamentally bullish as they demonstrate growing adoption and real computational workload on the network, which is essential for long-term value accrual. However, the token's recent price decline suggests market sentiment remains detached from these operational gains. (Phala)

Conclusion

Phala Network is executing a high-stakes transition from Polkadot to Ethereum, backed by tangible growth in its confidential cloud services and strategic AI partnerships. Will its bet on Ethereum's ecosystem finally translate its technological edge into sustained market momentum?

Deep Dive

1. Confidential AI Compute on L2 (2026)

Overview: With the parachain migration completed, Phala's core focus is scaling its confidential compute infrastructure on Ethereum L2. The long-term plan involves running GPU and Intel TDX (Trust Domain Extensions) workloads, moving towards a usage-based settlement model where PHA serves as the core payment token (Phala Forum). This builds on existing traction, such as processing billions of LLM tokens on OpenRouter via Phala Cloud's GPU TEEs (Phala).

What this means: This is bullish for PHA because it directly ties token utility to demand for confidential AI computation, a high-growth sector. However, execution risk remains as the team must successfully onboard enterprise clients and scale the new technical infrastructure.

2. Proof-of-Cloud Multi-Cloud Expansion (2026)

Overview: Phala is actively expanding its Proof-of-Cloud framework, a co-developed standard for verifying hardware security. The roadmap aims to extend beyond current OVH bare-metal deployments to include major cloud providers like Google Cloud (GCP), Microsoft Azure, and Amazon Web Services (AWS) (Phala). This broadens the network's reach and resilience.

What this means: This is bullish for PHA because it enhances the network's enterprise appeal and security proposition, potentially attracting larger, regulated clients. The bearish angle is the complexity of integrating with proprietary cloud environments, which could delay timelines.

3. Ecosystem & Partnership Growth (2026)

Overview: Phala's strategy involves deepening its integration within the EVM and AI ecosystems through technical partnerships and developer outreach. Recent examples include collaborations with LazAI for confidential AI agents and zkVerify for attestation efficiency (Phala). The focus is on providing Phala's TEE infrastructure as a privacy layer for other protocols.

What this means: This is neutral to bullish for PHA because partnerships can drive utility and awareness, but their tangible impact on token demand often materializes slowly. Success depends on the adoption of partnered projects and the seamless integration of Phala's technology.

Conclusion

Phala Network's roadmap is now centered on leveraging its completed Ethereum L2 migration to become a leading provider of confidential AI compute, with key initiatives in infrastructure expansion and ecosystem integration. Will rising demand for private AI model inference translate into measurable on-chain activity and PHA utility?

Deep Dive

1. Phala Cloud v1.1.0-beta.13 (4 Dec 2025)

Overview: This is the most recent pre-release version of Phala's core cloud computing software. It continues the development cycle for the platform that provides confidential, TEE-powered compute for AI and other workloads.

The release follows a consistent versioning pattern, indicating ongoing refinement and testing of the infrastructure. As a beta release, it is intended for testing and development purposes rather than production use, allowing the team to gather feedback and ensure stability.

What this means: This is neutral for PHA as it represents routine, incremental development. It shows the engineering team is actively maintaining and improving the core platform, which is essential for long-term reliability and feature development. Users can expect a more stable and performant cloud service once these beta updates culminate in a stable release.

(Source)

2. Phala Cloud v1.1.0-beta.12 (28 Nov 2025)

Overview: This pre-release immediately preceded the latest beta. The quick succession of releases (beta.12 to beta.13 in six days) points to an active development sprint focused on iterative improvements, likely addressing bugs or integrating minor features.

Such a pace is common in lead-up periods to major version launches, where teams focus on polishing the software.

What this means: This is neutral for PHA, reflecting standard software maintenance. The rapid iteration is a positive sign of an engaged development team, but the impact on end-users is minimal until these changes are finalized and deployed to the main network.

(Source)

3. @phala/cloud v0.2.1-beta.4 (12 Nov 2025)

Overview: This update pertains to the Phala Cloud Software Development Kit (SDK). SDK updates are crucial for developers building applications on top of Phala's infrastructure, as they provide the necessary tools, libraries, and APIs.

A new beta version suggests improvements to the developer experience, such as better documentation, new helper functions, or compatibility fixes with other systems.

What this means: This is bullish for PHA because it lowers the barrier for developers. Easier-to-use tools can attract more builders to the ecosystem, leading to more applications and increased utility for the PHA token. A growing developer base is a fundamental driver for long-term network value.

(Source)

Conclusion

Phala Network's codebase is under active, iterative development, with a focus on its core cloud infrastructure and developer tools. This technical momentum persists despite the project's major strategic shift from a Polkadot parachain to an Ethereum L2, which was completed in November 2025. The consistent stream of pre-release updates signals a committed engineering team laying the groundwork for a more robust and developer-friendly platform.

How will the completion of this beta cycle translate into tangible growth for Phala's confidential compute ecosystem?