Latest Safe (SAFE) News Update

Deep Dive

1. @safe: Enterprise pivot after Lazarus hack mixed

"Our core values were used against us... Safe Labs is our counterpunch" – CEO Rahul Rumalla Yahoo Finance following the North Korea-linked ByBit exploit. While Safe’s smart contracts remained secure, the breach exposed web app vulnerabilities.
– @safe (1.2M followers · 3.8M impressions · 2025-06-11 19:21 UTC)
What this means: Mixed sentiment – the $1.4B exploit damaged credibility but accelerated institutional focus via Safe Labs’ enterprise-grade V2 wallet and Safe Pro subscription service. Monitor TVL (currently $60B) for institutional adoption signals.

2. @safe: Base chain volume explodes bullish

“4,165% – @Base DEX volume through Safe accounts from $296M to $12.6B in 3 months” Original post. Ethereum still leads with $15B+ weekly transfer volume across Safe accounts.
– @safe (1.2M followers · 287K impressions · 2025-07-17 10:00 UTC)
What this means: Bullish for SAFE’s utility token as L2 adoption accelerates. Base’s parabolic growth suggests Safe is becoming default infrastructure for emerging chains.

3. @safe: Vault wars heat up neutral

New USDC/USDT vaults went live in Safe{Wallet}’s Earn section via @Kiln_finance and @MorphoLabs integrations View post. Comes amid RPC provider bugs causing temporary tx history gaps.
– @safe (1.2M followers · 89K impressions · 2025-07-11 14:01 UTC)
What this means: Neutral short-term – while yield options expand usability, recurring infrastructure hiccups (4 incidents since June) highlight scaling pains. Watch for improved uptime metrics.

Conclusion

The consensus on SAFE is cautiously bullish, balancing enterprise momentum against legacy security concerns. While the ByBit hack remains a reputational overhang, 10% EVM transaction share and L2 growth suggest deepening protocol utility. Track Safe Pro’s Q3 launch – its adoption by institutions could catalyze demand for SAFE tokens as governance/utility levers.

Deep Dive

1. Safe Pro Launch (Q4 2025)

Overview: Safe Labs, the project’s new development arm, is building a subscription-based “Safe Pro” service for enterprises requiring high-security customization, such as multisig approval policies and hardware wallet integration (CoinDesk). This follows February 2025’s $1.4B ByBit hack, which exploited Safe’s user-facing app (not core contracts).

What this means: Bullish for institutional adoption, as Safe Pro could capture demand from regulated entities. However, competition with custodians like Fireblocks and regulatory scrutiny pose risks.

2. V2 Wallet Release (Q1 2026)

Overview: Safe’s “V2” wallet aims to simplify self-custody for institutions with an “opinionated” design, including pre-configured security templates and compliance tools. The Berlin-based team is prioritizing seamless Layer 2 integrations (Base, Arbitrum) where Safe processes $10B+ monthly volume.

What this means: Neutral-to-bullish. While usability improvements may attract new users, adoption depends on resolving blind-signing risks criticized after the ByBit incident.

3. Safe Activity Program (Q4 2025)

Overview: This initiative lets users lock SAFE tokens to amplify rewards for ecosystem participation (e.g., governance voting, dApp usage). Details remain scarce, but the program could increase token utility beyond governance (Safe Tokenomics).

What this means: Bullish if implemented effectively, as staking mechanisms could reduce circulating supply and incentivize long-term holding. Tokenomics must balance rewards with inflation risks.

4. ERC-4337 Integration (2026)

Overview: Safe plans to leverage Ethereum’s ERC-4337 standard for “frictionless” signature aggregation, enabling batch transactions and social recovery. Over 132M UserOps have been processed via ERC-4337 in 2025, signaling strong demand (KanalCoin).

What this means: Bullish for DeFi integration. Streamlining multisig processes could make Safe the default choice for DAO treasuries, though adoption relies on Ethereum’s scalability roadmap.

Conclusion

Safe is doubling down on institutional security and user incentives, with key milestones targeting enterprises (Safe Pro, V2 Wallet) and token holders (Activity Program). The integration of ERC-4337 could further solidify its role in decentralized governance.

Will Safe’s enterprise pivot offset lingering security concerns post-ByBit hack? Monitoring adoption metrics (TVL, institutional partnerships) and token lock-up rates will be critical.

Deep Dive

1. Module Guards & zkSync Support (22 July 2025)

Overview: Safe v1.5.0 introduced Module Guards to validate third-party module transactions and added native zkSync compatibility.

The update lets Safes pre-approve security policies for modules (like recovery tools or automated traders), reducing exploit risks. zkSync integration ensures wallet addresses remain consistent across Ethereum and zkSync, simplifying multi-chain operations.

What this means: This is bullish for SAFE because institutional users gain standardized security checks for DeFi integrations, while retail users benefit from seamless cross-chain asset management. (Source)

2. Guardrail Anti-Exploit System (7 August 2025)

Overview: Guardrail added time-delayed allowlists for DELEGATECALL operations, a common attack vector.

The system acts as a final checkpoint before executing transactions involving external contracts. New allowlist entries have a 24-hour cooldown, giving users time to detect malicious additions, while removals are instant.

What this means: This is bullish for SAFE because it directly addresses February 2025’s $1.4B Lazarus Group exploit, restoring confidence in complex multisig workflows. (Source)

3. Safe Contracts V2 Research (Ongoing)

Overview: The team is re-evaluating core design principles for V2, balancing gas costs, upgradeability, and security.

Proposals include reducing reliance on delegate calls (a flexibility/risk trade-off) and integrating EIP-4337 for native account abstraction. Community feedback is being prioritized via forums and developer calls.

What this means: This is neutral for SAFE—while modernization could boost adoption, breaking changes might temporarily slow ecosystem integration. (Source)

Conclusion

Safe’s recent updates focus on hardening security (Guards, Guardrail) and cross-chain usability (zkSync), addressing both institutional and retail needs. With V2 research prioritizing modularity, how might Safe’s role evolve in Ethereum’s account abstraction landscape?

Deep Dive

1. Hong Kong Bans Smart Contract Cold Wallets (15 August 2025)

Overview: Hong Kong’s SFC banned smart contracts in cold wallets, mandating air-gapped key storage and 24/7 security monitoring. This clashes with Safe’s model, which powers $72B in assets via multisig smart contracts. The rules aim to standardize custody but may disrupt Safe’s institutional clients like BitGo.

What this means: Bearish short-term, as Safe must adapt its tech stack, but bullish long-term if it becomes a compliance leader. The clash highlights Safe’s dominance—it processes 10% of EVM transactions. (Cointelegraph)

2. SAFE Integrates ERC-4337 for Signature Efficiency (13 August 2025)

Overview: Safe’s “Frictionless Queues” leverage ERC-4337 to batch-sign transactions off-chain, cutting gas fees and enabling social recovery. This aligns with Ethereum’s push for smart accounts, with 132M UserOps processed since mid-2025.

What this means: Bullish for DeFi adoption. Lower costs and improved UX could attract DAOs and institutions managing high-volume treasuries. Competitors like Argent may face pressure. (CoinMarketCap)

3. Safe v1.5.0 Launches With zkSync Support (22 July 2025)

Overview: The update introduced Module Guards (transaction security), extensible fallback handlers, and native zkSync integration. Developers gain consistent address management across L2s, reducing fragmentation.

What this means: Neutral-to-bullish. While not price-impactful, it strengthens Safe’s infrastructure moat. zkSync’s growing TVL ($4.2B as of July 2025) could drive network effects. (Safe)

Conclusion

Safe faces regulatory headwinds in Asia but counters with technical strides in account abstraction and cross-chain usability. While Hong Kong’s rules test its model, ERC-4337 adoption and v1.5.0’s upgrades position it as a DeFi cornerstone. Will institutional demand for compliant smart accounts offset regulatory friction?