Vitalik just dropped a major signal on zkEVM priorities 🎯
Congrats to $ZKS airbender team on the milestone, but here's the real alpha:
Speed war is OVER. Security is now the only game that matters.
What needs formal verification:
1. Arithmetization = Ethereum spec (no silent deviations)
2. Hard cap on prover cost per gas unit (no surprise blow-ups)
3. Proof system security itself (the foundation)
This is Vitalik basically saying: stop racing for TPS, start proving your shit actually works. The zkEVM teams that nail formal verification first will eat. The rest are just fast and broken.
Watch which teams pivot hard to security audits and formal methods in Q2. That's your next narrative.
Congrats to $ZKS airbender team on the milestone, but here's the real alpha:
Speed war is OVER. Security is now the only game that matters.
What needs formal verification:
1. Arithmetization = Ethereum spec (no silent deviations)
2. Hard cap on prover cost per gas unit (no surprise blow-ups)
3. Proof system security itself (the foundation)
This is Vitalik basically saying: stop racing for TPS, start proving your shit actually works. The zkEVM teams that nail formal verification first will eat. The rest are just fast and broken.
Watch which teams pivot hard to security audits and formal methods in Q2. That's your next narrative.