Latest Scroll (SCR) News Update

Deep Dive

1. @ViewsOfChris: DAO governance paused after leadership resigns – bearish

"Scroll DAO治理暂停，其领导层已于本周辞职...赢家：团队和顾问（成功赚发退出），输家：VC." – @ViewsOfChris (55.1K followers · 2025-09-12 20:43 UTC) View original post What this means: This is bearish for SCR because a governance halt and leadership exodus create uncertainty over treasury management and decentralization promises, potentially eroding long-term holder confidence.

2. @BringMeCoins: Scroll's negative revenue versus rivals – bearish

"Some recent weekly chain revenues of layer2s...Scroll: -$842, -$1.8K, $1.3K...zkSync & Scroll literally running negative revenue." – @BringMeCoins (17.5K followers · 2025-11-01 17:39 UTC) View original post What this means: This is bearish for SCR as it highlights weak fundamental adoption and fee generation compared to competitors like Arbitrum, questioning the network's economic sustainability.

3. @rainbowdotme: Rainbow wallet adds Scroll support – bullish

"Today's new supported network is Scroll — a zk-powered L2 built for speed, security, and Ethereum alignment." – @rainbowdotme (2025-11-21 20:33 UTC) View original post What this means: This is bullish for SCR because integration with a major wallet like Rainbow improves user accessibility and signals continued developer and infrastructure support for the network.

4. @HermetoSol: Developer streams progress on "Scroll V" – mixed

"GN dear Pumpstles!...Scroll III is finished and ready to be delivered next Saturday!...We took a big hit today, but that won't stop the work..." – @HermetoSol (1.1K followers · 2025-11-12 00:26 UTC) View original post What this means: This is mixed for SCR; it shows resilient developer activity which is positive for ecosystem growth, but the reference to a "big hit" acknowledges the severe negative price pressure the token is under.

Conclusion

The consensus on SCR is bearish, dominated by governance instability and poor revenue metrics, though underpinned by steady builder activity and new integrations. Watch for the execution of the proposed Scroll DAO 2.0 governance model to gauge if operational clarity can counter the negative narrative.

Deep Dive

1. ether.fi Migrates to Optimism (18 February 2026)

Overview: ether.fi, a crypto neobank with $5.7 billion in total value locked (TVL), announced it is migrating its services from the Scroll blockchain to Optimism's OP Mainnet. The move aims to leverage Optimism's enterprise support and established liquidity for global payments. Scroll, the 12th-largest Ethereum Layer 2, held about $100 million in TVL from ether.fi. Following the news, Scroll's SCR token fell 2.3%.

What this means: This is bearish for SCR because it represents a significant loss of a high-profile ecosystem partner and TVL, which could reduce network activity and fee revenue. It underscores the competitive pressure Scroll faces from larger Layer 2 networks. (The Defiant)

2. Co-founder X Accounts Hacked (25 January 2026)

Overview: Scroll co-founders Ye Chen and Kenneth Shen had their X (formerly Twitter) accounts compromised in a sophisticated phishing attack. Hackers impersonated X staff to send direct messages with malicious links to crypto executives, leveraging the founders' trusted status within the industry.

What this means: This is neutral to slightly bearish for SCR as it highlights persistent social engineering risks but doesn't directly impact protocol security. However, it could temporarily erode community confidence and underscores the need for heightened personal security among project leaders. (Cryptonews, CoinMarketCap)

Conclusion

Scroll is navigating a challenging phase marked by a major DeFi departure and heightened security scrutiny. Can the network attract new flagship applications to replace lost activity and rebuild momentum?

Deep Dive

1. Mandatory Network Upgrade (December 2025)

Overview: This was a mandatory upgrade to the Scroll protocol, requiring network participants like exchanges to update their systems. For users, it meant a planned, temporary suspension of deposits and withdrawals on supporting exchanges like Bithumb to ensure fund safety during the transition.

The upgrade is a core protocol change aimed at enhancing Scroll's scalability, security, or functionality. Such upgrades are standard practice in blockchain development to introduce improvements and fix issues. Exchanges proactively halt services to prevent failed transactions or security vulnerabilities that could occur if users interact with an outdated node.

What this means: This is neutral for SCR as it represents essential maintenance. It could lead to a better user experience through potential future benefits like lower fees or faster transactions, but the immediate effect is temporary network inactivity. The proactive suspension shows a commitment to security and proper upgrade procedures. (CoinMarketCap)

2. zkEVM V2 Architectural Overhaul (Early 2025)

Overview: This was a fundamental rewrite of Scroll's core proving system, moving from its first-generation zkEVM (V1) to a vastly simplified V2 architecture. For developers, it means building on a more efficient and familiar system.

The update replaced over 150,000 lines of complex, custom Rust code with under 10,000 lines of standard Rust by shifting to an OpenVM-based RISC-V design. This 15x reduction in code complexity makes the system easier to audit, maintain, and develop upon, significantly lowering the barrier for builder contribution and innovation on the network.

What this means: This is bullish for SCR because a simpler, more robust codebase reduces long-term security risks and accelerates the pace of future development. It makes the platform more attractive to developers, which is crucial for ecosystem growth and utility. (Scroll)

3. DAO Governance Redesign & Pause (September 2025)

Overview: Scroll's decentralized governance body, the DAO, paused all operations to undergo a redesign after key leader Eugene Chen resigned. This left active proposals, including treasury management and a community council, in limbo.

The pause followed internal disagreements over the pace of decentralization. Co-founder Haichen Shen stated governance was being "redesigned," but no clear timeline or new structure was provided, leading to community concerns about a shift toward centralization and a lack of transparent communication.

What this means: This is bearish for SCR in the short term because governance uncertainty can stall ecosystem funding decisions and community initiatives, potentially slowing development momentum. The credibility of progressive decentralization, a key value proposition for many crypto projects, is currently under question. (Crypto Times)

Conclusion

Scroll's technical foundation shows promising simplification with its V2 architecture, but recent governance turmoil casts a shadow over its development trajectory and community-led future. Will the resolution of the DAO redesign restore confidence and accelerate ecosystem growth, or will centralization concerns persist?

Deep Dive

1. Governance Structure Implementation (January 2026)

Overview: Following a governance pause and leadership resignations in September 2025, Scroll announced a restructuring rather than a dissolution (The Block). The new model, targeted for the January 2026 voting cycle, shifts the DAO to report to the Scroll Foundation, which retains veto power. An Execution Council will handle daily operations, and treasury allocations will move to an annual or biannual schedule. This aims to balance community participation with operational efficiency.

What this means: This is neutral to bearish for SCR in the short term because it introduces centralization risks and uncertainty, which could dampen community sentiment. It is potentially bullish long-term if the new structure leads to faster, more aligned decision-making and efficient resource use for ecosystem growth.

2. Network Upgrades & Scalability (Ongoing)

Overview: Scroll undergoes mandatory network upgrades to enhance its zkEVM protocol. For instance, an upgrade in December 2025 prompted a temporary suspension of deposits and withdrawals on Bithumb to ensure fund safety (CoinMarketCap). These upgrades typically focus on improving scalability, security, and developer experience, potentially leading to lower fees and faster transactions.

What this means: This is bullish for SCR because successful upgrades directly improve network utility and competitiveness, which could attract more developers and users. The key risk is execution—any technical issues during upgrades could temporarily disrupt user experience and confidence.

3. Future Community Airdrops (TBD)

Overview: Scroll has allocated 15% of its total SCR token supply for community-focused airdrops. The first major airdrop concluded in January 2025, and the project has confirmed there will be more distributions to reward ongoing participation and contributions (Scroll Airdrop FAQ).

What this means: This is bullish for SCR because it incentivizes user engagement and can drive network activity, fostering a larger, more committed community. However, it is also bearish due to the potential for token dilution and sell pressure from airdrop recipients claiming and selling their rewards.

Conclusion

Scroll's immediate path focuses on stabilizing its governance and continuing technical upgrades to bolster network fundamentals. How effectively the new DAO structure operates and upcoming upgrades perform will be critical for its adoption. What specific technical improvements are slated for the next protocol upgrade?