Latest Across Protocol (ACX) News Update

Deep Dive

1. @AcrossProtocol: Solana bridging goes live – bullish

"Across is live on Solana. Fast. Cheap. Secure."
– @AcrossProtocol (56.2K followers · 12.4K impressions · 20 August 2025 02:24 PM UTC)
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What this means: This is bullish for ACX as Solana’s high-throughput ecosystem could drive bridging volume, a key revenue metric for the protocol.

2. @Ogle: $23M DAO controversy resurfaces – bearish

"ACX team used secret votes to extract ~$23m from treasury"
– @Ogle (18.7K followers · 2.1M impressions · 27 June 2025 06:28 AM UTC)
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What this means: This remains bearish as ACX trades 91% below its ATH ($1.73), with lingering distrust despite co-founder Hart Lambur’s rebuttals about "transparent governance."

3. @DefiLlama: Alt season infrastructure play – bullish

"Across makes sure your capital is always where the action is – under 1-minute fills, <0.1% fees"
– @DefiLlama (483K followers · 3.8M impressions · 12 August 2025 01:56 PM UTC)
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What this means: This is bullish as ACX’s $28B+ bridged volume positions it as critical infrastructure during market rotations, though price remains -30% over 60 days.

Conclusion

The consensus on ACX is mixed – technical strengths clash with governance concerns. While its Solana expansion and alt season utility (0.1% fees vs industry average 0.3-0.5%) suggest adoption potential, the unresolved $23M DAO controversy continues to cap upside. Watch for two metrics: 1) Daily bridging volume post-Solana integration, and 2) Any movement from Risk Labs’ 150M ACX treasury allocation.

Deep Dive

1. Coinbase Collaboration (19 September 2025)

Overview:
Across Protocol partnered with Coinbase Payments, Hyperlane, and OpenZeppelin under the Open Intents Framework (OIF), aiming to unify cross-chain transaction standards. This initiative targets fragmented user experiences in multi-chain environments like Ethereum and Base.

What this means:
This is bullish for ACX as institutional adoption could drive usage of Across’ bridging infrastructure. However, long-term impact depends on OIF’s adoption across competing protocols. (CoinSpeaker)

2. Solana Integration (20 August 2025)

Overview:
Across launched bridging support for Solana, leveraging its new ZK-powered architecture to enable non-EVM chain interoperability. The protocol now facilitates sub-1-minute transfers between Ethereum L2s and Solana.

What this means:
Expanding to Solana—a top 5 blockchain by TVL—positions ACX to capture demand during altseason rotations. Risks include competition from native Solana bridges like Wormhole. (Across Protocol)

3. LayerZero Bidding War (25 August 2025)

Overview:
Across Protocol participated in a four-way bidding war for Stargate, a cross-chain liquidity protocol. Though ultimately outbid by LayerZero’s $110M offer, Across’ involvement highlights its focus on consolidating bridging market share.

What this means:
While missing the acquisition limits short-term upside, the bid signals Across’ aggressive growth strategy. Competitor Axelar also lost, preserving ACX’s relative standing. (CoinTelegraph)

Conclusion

Across Protocol is balancing technical upgrades (Solana support) and ecosystem partnerships (Coinbase/OIF) against June’s governance controversy. With its V4 architecture now battle-tested, can ACX leverage these integrations to reverse its 90% drawdown from 2024 highs? Monitor Q4 protocol volume metrics for adoption signals.

Deep Dive

1. Crosschain Expansion via ZKPs (July 2025)

Overview:
Across V4 introduced zero-knowledge proofs (ZKPs) to verify Ethereum state on non-EVM chains like BSC, eliminating reliance on canonical bridges. The system anchors relayer repayments via Ethereum’s finalized blocks and uses Succinct’s SP1Helios for on-chain verification (source).

What this means:
This is bullish for ACX because it opens new markets (e.g., Solana, BSC) and reduces integration overhead. However, adoption depends on relayers and liquidity providers adapting to the ZKP framework.

2. Solana Integration (August 2025)

Overview:
Across launched bidirectional bridging with Solana, leveraging its intent-based architecture for sub-2-second transfers. The integration targets DeFi users seeking exposure to Solana’s ecosystem without centralized intermediaries.

What this means:
Neutral for ACX short-term, as volume growth may lag behind technical deployment. Long-term, it diversifies revenue streams but faces competition from native Solana bridges.

3. DAO Treasury Activation (2025)

Overview:
52.5% of ACX’s 1B supply (≈528M tokens) remains in the DAO treasury. Tokenholders will vote on proposals for ecosystem incentives, partnerships, and protocol upgrades.

What this means:
Bullish if governance prioritizes liquidity mining or burns, but bearish if large unlocks occur without clear utility. Recent allegations of insider voting (CoinDesk) highlight execution risks.

Conclusion

Across Protocol’s roadmap hinges on technical execution (V4 ZKPs, Solana) and DAO governance efficacy. While crosschain expansion could drive adoption, tokenholder alignment remains critical. Will ACX’s DAO leverage its treasury to reinforce trust and utility, or will governance disputes persist?

Deep Dive

1. Universal ZK Verification (21 July 2025)

Overview: Across V4 introduced zero-knowledge proofs (ZKPs) to verify Ethereum state changes on non-EVM chains like Solana, eliminating the need for custom adapters.

The upgrade uses ZK proofs to confirm relayer repayments via Ethereum’s finalized blocks. A “finalizer” service generates proofs that message hashes were written to Ethereum’s HubPoolStore, enabling universal verification across chains. This reduces integration complexity and centralization risks.

What this means: This is bullish for ACX because it allows seamless expansion to new blockchains (like BSC and Solana), increasing utility and user adoption. Faster, cheaper bridging across ecosystems could drive volume growth. (Source)

2. Solana Integration (20 August 2025)

Overview: Across launched Solana bridging, leveraging its intent-based system for fast, low-cost transfers between Ethereum and Solana.

The integration uses Across’ relayers and UMA’s Optimistic Oracle for instant finality. Users specify intents (e.g., “Send 1 ETH to Solana”), and relayers compete to fulfill them, bypassing Solana’s non-EVM limitations via ZK proofs.

What this means: This is bullish for ACX because Solana’s high-throughput DeFi ecosystem adds a major revenue stream. Bridging to Solana positions Across as a leader in cross-chain interoperability. (Source)

3. V4 PancakeSwap Deployment (7 July 2025)

Overview: Across V4 went live on PancakeSwap, enabling crosschain swaps between BNB Chain, Arbitrum, and Base without external bridges.

The update uses Across’ intent-driven architecture to route swaps through liquidity pools on Ethereum. Relay times average under 1 minute, with fees below 0.1%.

What this means: This is bullish for ACX because PancakeSwap’s large user base drives volume and fee revenue. Simplified crosschain swaps could increase ACX’s role in DeFi’s multi-chain future. (Source)

Conclusion

Across Protocol’s codebase upgrades focus on interoperability (Solana), scalability (ZKPs), and user experience (PancakeSwap). These updates align with growing demand for fast, low-cost crosschain solutions during altseason. How will ACX capitalize on its technical edge as more chains adopt intents-based bridging?