The Weekly Ethereum Bulletin! Vol. 3: January 24–30, 2026

Key highlights:

• LambdaClass Explores Lean 4 for ZK Systems and Engineering
• The Ethereum Foundation Forms Post-Quantum Security Team
• L1-zkEVM Implementation Roadmap Published
• Tether Launches USA₮ Stablecoin
• Fidelity announces FIDD stablecoin
• Robinhood Plans 24/7 Tokenized Stocks

LambdaClass Explores Lean 4 for ZK Systems and Engineering

LambdaClass published an in-depth introductory article on using Lean 4 for formal verification in zero-knowledge systems.

The key insight: theorem proving combined with certified code extraction can significantly improve correctness and security in zkVMs and ZK constraints. For teams building ZK infrastructure, this approach offers a path to mathematically verified implementations rather than relying solely on testing and audits.

The Ethereum Foundation Forms Post-Quantum Security Team

The Ethereum Foundation has made post-quantum security a top priority, forming a dedicated team led by @tcoratger with leanVM serving as the cryptographic backbone.

The initiative includes:

- Bi-weekly All Core Devs PQ calls to coordinate efforts across client teams
- Multi-client consensus devnets for testing PQ implementations
- A new $1M Poseidon Prize to incentivize cryptographic research
- A comprehensive roadmap guiding the full post-quantum transition

The goal is ambitious: complete the transition with zero downtime for the network.

L1-zkEVM Implementation Roadmap Published

The Ethereum Foundation's zkEVM team shared their 2026 roadmap to bring zkEVM proofs directly into Ethereum L1.

The roadmap focuses on standardization, prover infrastructure, and consensus-layer verification—with enshrined PBS as a key dependency. This would allow Ethereum to verify ZK proofs at the base layer, a significant step toward native scalability.

Tether Launches USA₮ Stablecoin

Tether launched USA₮, a new federally regulated, U.S. dollar-pegged stablecoin, now live on Ethereum mainnet.

• Issuer: Anchorage Digital Bank (federally chartered)
• Reserve custodian: Cantor Fitzgerald
• Regulatory framework: Designed for compliance with the GENIUS Act
• Current market cap: $20 million

USA₮ represents Tether's push into the regulated U.S. stablecoin market, separate from its existing USDT product.

Fidelity Announces FIDD Stablecoin

Fidelity Investments announced plans to launch the Fidelity Digital Dollar (FIDD), entering the stablecoin market.

• Issuer: Fidelity Digital Assets
• Peg: 1:1 redeemable for USD through Fidelity platforms
• Target users: Both retail and institutional clients
• Launch: Expected on Ethereum mainnet in the coming weeks

FIDD positions Fidelity as a major traditional finance player entering the on-chain stablecoin space, competing directly with crypto-native issuers.

Robinhood Plans 24/7 Tokenized Stocks

Robinhood announced major upgrades to its tokenized stocks offering:

• Instant settlement: No more waiting periods
• 24/7 trading: Markets never close
• Self-custody support: Users can hold assets in their own wallets

The tokenized stocks are currently live on Arbitrum One for European users. Robinhood plans to migrate these assets to Robinhood Chain, its own blockchain infrastructure.

Stay tuned:  🐦 Twitter | 💬 Telegram | 👾 Discord | 🌐 Website | 📺 Youtube | 📝 Manifesto