Deep Dive
1. DAO Governance Restructure (January 2026)
Overview: Following leadership resignations in September 2025, Scroll DAO paused governance to redesign its structure. The new model shifts daily operations to an Execution Council and strategic oversight to the Scroll Foundation, which retains veto power. A Governance Council will draft an updated constitution, with implementation targeted for January 2026 (The Block).
What this means: Neutral for SCR – streamlined decision-making could improve efficiency, but reduced community control risks centralization concerns.
2. Euclid Upgrade (April 2025)
Overview: Launched in April 2025, this upgrade aimed to boost throughput by 5x, halve transaction costs, and achieve Stage-1 zkRollup status (enhanced security via a decentralized security council and permissionless batch submissions). It also laid groundwork for account abstraction (Scroll Blog).
What this means: Bullish for SCR – improved scalability and security strengthen Scroll’s position as a performant Ethereum L2.
3. Ceno zkVM Launch (H2 2025)
Overview: Part of Scroll’s shift from zkEVM to a modular zkVM framework, Ceno uses GKR-based proofs to reduce block proving times below 30 seconds, enabling near-instant finality. This launched alongside Reth migration for better sequencer performance (Scroll Blog).
What this means: Bullish for SCR – faster settlements enhance DeFi/consumer app usability, but adoption depends on developer uptake.
Conclusion
Scroll’s roadmap balances technical upgrades (Euclid, Ceno) with governance recalibration, aiming to solidify its position as a secure, scalable L2. While recent DAO turbulence introduces execution risks, successful delivery of real-time proving and Stage-2 decentralization could reignite momentum. How will Scroll’s restructured governance impact its ability to compete with rivals like zkSync and Starknet?