pumatheuma

Real time proving with zkVMs can help Ethereum L1 scale to a GIGAGAS.

In this world, prover networks will be critical infrastructure to connect every proposer to a global set of provers that generate proofs reliably for every single block.

@ks_kulk wrote a ETH Research post about (1) why we should leverage the latest ZK advancements to scale the L1 ASAP and (2) how prover networks will fit into the L1 block supply chain.

Check it out:

With Circle at $50B market cap, how is the obvious trade not just long COIN, short CRCL?

tl;dr from the past week of EF workshops in Berlin: Ethereum is all-in zkVMs for scaling the L1.

Real-time proving showed that massively scaling the L1 with ZK is possible today. Justin Drake even outlined a path to eventual enshrinement of zkVMs in the L1.

They are far more serious about this effort than I realized.

More details 🧵

Solana going “war mode” on Hyperliquid and CLOBs tells you all you need to know: single-chain architecture ngmi, ZK-powered L2s/rollups/network extensions, whatever you want to call them, are the way forward.

Real ones know and have been building for a long time (some with SP1): @hibachi_xyz, @bulletxyz_ , @Lighter_xyz , @tradeparadex and a few more in stealth 👀

Will be in Berlin for the week and excited for all of the Ethereum protocol discussions!

Biggest topic of the week: scaling the L1 with zkVMs + prover networks

DM me if you’re in town

OH looking at Circle stock price: "web3port made it to tradfi"

The future of zkVM demand has never looked brighter.

Every day, I hear about a new verifiable exchange being built. These performant orderbooks will require an insane number of proofs.

Can already count >10 strong teams are tackling this space.

今年の第1四半期に、私たちは「すべてのロールアップはZKロールアップになる」というメッセージを強力に推進しました。この時点で、この移行は避けられないように思えますが、技術の採用には常に時間がかかるため、実現にはしばらくかかるでしょう。

今四半期では、同様にエキサイティングなZKの非ロールアップのユースケースが増えてきています：
• ZKアイデンティティ、別名「証明されたクジラ」（匿名のXアカウントを立ち上げるためにそれを使用した@freakmycryptoに感謝）
• プライベートステーブルコイン、@MyntUSDのような
• 検証可能な取引所、別名「ZKハイパーリキッド」、発表は近日中TM

ZKの津波が襲来中です。

ETHの証明において、Succinct以外にSP1証明を生成している3つのチームがあります: @Snarkify_ZKP、@thezkcloud、@cysic_xyz！

これらの証明者チームがネットワークに参加することを楽しみにしています。

今後数週間で、さらに多くの証明者関連の発表があります。お楽しみに。

Real time proving is IBRL for Ethereum

Check out this article on SP1 Hypercube and real-time proving

https://www.theblock.co/post/355013/succinct-introduces-zkvm-sp1-hypercube-claims-real-time-ethereum-proving

Excited to be speaking this afternoon about zkSVMs and ZK more broadly in the Solana ecosystem with @cemozer_ and @rachinkalakheti!

Prediction for Solana Accelerate announcements:

d0802892bbdc95be6cc30c87815ecb90f4ea7ef7808ab9ad4bcdc39aa41248a1

I haven’t been following account abstraction that closely—does 7702 landing in Pectra make 4337 obsolete?