msfewzk, zkVM, zkEVM and their Future
TL; DRZero-knowledge proof, which can guarantee computational integrity, correctness and privacy, has a lot of use cases in blockchain scaling and privacy.zk-SNARK and zk-STARK have their own advantages, and the combination of these two has more potential.zkVM empowers applications with zero-knowledge proofs, and zkVM can be categorized by instruction sets in mainstream, EVM, or newly-built ones.EVM compatibility includes EVM compatibility, equivalence, and specification-level compatibility.z...
msfew(Almost) Everything about Rollup
This post focuses on the Layer2 Rollup universe of Ethereum (only including Secured Rollup), and will explore the good and bad of the current Rollups from the core concepts and mechanism design in an easy-to-understand way, and think about the potential routes and advantages and disadvantages of each of their future solutions in terms of decentralization, further scaling, composability, and additional features such as privacy. A Secured Rollup is a Rollup model like Arbitrum or Optimism, wher...
msfew「Unified to Divided」Modular Blockchain and Data Availability Layer
0. Rollup’s BottleneckIf you read the previous post on Rollup I wrote, then you probably noticed that there was an intentional bug in the endgame comparison between Optimistic and zk Rollup. The conclusion was that Optimistic Rollup would outperform zk Rollup in the long run because there is no proving overhead. But in fact, Optimistic and zk Rollup actually take turns to take the lead in performance over time:Different types of Secured Rollups have different bottlenecks at different stages, ...
@HyperOracle, Prev @ForesightVen, @Google, @UnionPay Recent research is at HyperOracleBlog.eth's Mirror
msfewzk, zkVM, zkEVM and their Future
TL; DRZero-knowledge proof, which can guarantee computational integrity, correctness and privacy, has a lot of use cases in blockchain scaling and privacy.zk-SNARK and zk-STARK have their own advantages, and the combination of these two has more potential.zkVM empowers applications with zero-knowledge proofs, and zkVM can be categorized by instruction sets in mainstream, EVM, or newly-built ones.EVM compatibility includes EVM compatibility, equivalence, and specification-level compatibility.z...
msfew(Almost) Everything about Rollup
This post focuses on the Layer2 Rollup universe of Ethereum (only including Secured Rollup), and will explore the good and bad of the current Rollups from the core concepts and mechanism design in an easy-to-understand way, and think about the potential routes and advantages and disadvantages of each of their future solutions in terms of decentralization, further scaling, composability, and additional features such as privacy. A Secured Rollup is a Rollup model like Arbitrum or Optimism, wher...
msfew「Unified to Divided」Modular Blockchain and Data Availability Layer
0. Rollup’s BottleneckIf you read the previous post on Rollup I wrote, then you probably noticed that there was an intentional bug in the endgame comparison between Optimistic and zk Rollup. The conclusion was that Optimistic Rollup would outperform zk Rollup in the long run because there is no proving overhead. But in fact, Optimistic and zk Rollup actually take turns to take the lead in performance over time:Different types of Secured Rollups have different bottlenecks at different stages, ...
@HyperOracle, Prev @ForesightVen, @Google, @UnionPay Recent research is at HyperOracleBlog.eth's Mirror
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/twitter.com/ProofOfTrack/status/1777969638586106163
🤯 In one day, we saw three big announcements.
Parallel EVM: @Monad_xyz Huge Raise Led by @Paradigm
Restaking: @EigenLayer @Eigen_DA Mainnet (also @Karak_Network)
zkVM: @a16z Released Jolt
Let's explain 1 by 1 ⬇️
[Parallel EVM] 🏎️
@Monad_xyz has been active in the Parallel EVM space.
It’s about scaling to 10,000 TPS (⚡️) by breaking the execution bottleneck of EVM.
The team announced $225M fundraise, led by @Paradigm.
[Parallel EVM] 🏎️
@Paradigm has been bullish about Parallel EVM.
Now they found the team to execute on this idea.
[Parallel EVM] 🏎️
What else is interesting about this?
Haseeb posted something controversy and considered “shilling bags on ct”.
Here’s a response by @jtriley_eth on pointing out some of the “offs”.
[Parallel EVM] 🏎️
A misconception about Monad is that: @Monad_xyz is all about “parallel execution”.
But Monad is more than that, see explanation by @kenoeHD. 🫡
[Restaking] 🏦
@EigenLayer announced mainnet of @Eigen_DA.
Now restakers can “really restake” into actual running AVS of EigenDA.
[Restaking] 🏦
However, it’s just mainnet, no token.
The most important question for @EigenLayer: Wen Token? 🥺
[Restaking] 🏦
A competitor to @EigenLayer, @Karak_Network raised 48M at 1B valuation.
Difference is Karak can enable restaking for every chain every asset.
On Karak, @chainyoda posted a lot of hot takes 🔥, pointing out some weakness in its design.
[Restaking] 🏦
It all comes down to one question that 5 months ago @smyyguy asked.
Q: Why @EigenLayer only takes ETH for restaking, not all assets?
A: It’s about the convergence and same stake asset for pooled security. 🙏
[zkVM] 🧮
@a16z open-sourced Jolt: outperforms @RISCZero by ~6x and @SuccinctLabs SP1 by up to 2x.
TL;DR: a16z overtakes the zkVM industry as a VC. 👀
[zkVM] 🧮
Kinda in response to this, @RISCZero posted a feature comparison of zkVM, revealing that R0 is the most production-ready one.
[zkVM] 🧮
On this, the fast-forwarded development on zkVM is crazy.
Let’s focus on adoption more, than competition.
Anyway, this is just another day in Crypto. It’s just has more exciting news.
Follow me here, and subscribe the newsletter at proofoftrack[dot]xyz.
Stay hydrated! 😇
web3, zk, blockchain, ai... msfew's weekly notes. Click to read Proof Of Track, by msfew, a Substack publication with hundreds of subscribers.
/twitter.com/ProofOfTrack/status/1777969638586106163
🤯 In one day, we saw three big announcements.
Parallel EVM: @Monad_xyz Huge Raise Led by @Paradigm
Restaking: @EigenLayer @Eigen_DA Mainnet (also @Karak_Network)
zkVM: @a16z Released Jolt
Let's explain 1 by 1 ⬇️
[Parallel EVM] 🏎️
@Monad_xyz has been active in the Parallel EVM space.
It’s about scaling to 10,000 TPS (⚡️) by breaking the execution bottleneck of EVM.
The team announced $225M fundraise, led by @Paradigm.
[Parallel EVM] 🏎️
@Paradigm has been bullish about Parallel EVM.
Now they found the team to execute on this idea.
[Parallel EVM] 🏎️
What else is interesting about this?
Haseeb posted something controversy and considered “shilling bags on ct”.
Here’s a response by @jtriley_eth on pointing out some of the “offs”.
[Parallel EVM] 🏎️
A misconception about Monad is that: @Monad_xyz is all about “parallel execution”.
But Monad is more than that, see explanation by @kenoeHD. 🫡
[Restaking] 🏦
@EigenLayer announced mainnet of @Eigen_DA.
Now restakers can “really restake” into actual running AVS of EigenDA.
[Restaking] 🏦
However, it’s just mainnet, no token.
The most important question for @EigenLayer: Wen Token? 🥺
[Restaking] 🏦
A competitor to @EigenLayer, @Karak_Network raised 48M at 1B valuation.
Difference is Karak can enable restaking for every chain every asset.
On Karak, @chainyoda posted a lot of hot takes 🔥, pointing out some weakness in its design.
[Restaking] 🏦
It all comes down to one question that 5 months ago @smyyguy asked.
Q: Why @EigenLayer only takes ETH for restaking, not all assets?
A: It’s about the convergence and same stake asset for pooled security. 🙏
[zkVM] 🧮
@a16z open-sourced Jolt: outperforms @RISCZero by ~6x and @SuccinctLabs SP1 by up to 2x.
TL;DR: a16z overtakes the zkVM industry as a VC. 👀
[zkVM] 🧮
Kinda in response to this, @RISCZero posted a feature comparison of zkVM, revealing that R0 is the most production-ready one.
[zkVM] 🧮
On this, the fast-forwarded development on zkVM is crazy.
Let’s focus on adoption more, than competition.
Anyway, this is just another day in Crypto. It’s just has more exciting news.
Follow me here, and subscribe the newsletter at proofoftrack[dot]xyz.
Stay hydrated! 😇
web3, zk, blockchain, ai... msfew's weekly notes. Click to read Proof Of Track, by msfew, a Substack publication with hundreds of subscribers.
EigenDA Mainnet Launch
EigenDA Mainnet Launch
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