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Real time proving is IBRL for Ethereum

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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:

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

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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 🧵

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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 👀

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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

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