If Ethereum moves towards native ZK (built-in zero-knowledge proof support, such as ZK-EVM or real-time proof mechanisms, enhancing the scalability and security of L1), will current projects working on ZK technology, like Succinct and ZKSync, still have opportunities to benefit? Yes, there will be benefits, but the degree and manner of these benefits will differ. This mainly relates to their respective positioning; for Succinct, it positions itself as a general ZK infrastructure provider, while ZKSync focuses on the L2 ecosystem. There may be a mutually reinforcing situation between ZK proofs and application demand. For example, the implementation of ZK proofs could stimulate demand growth in areas like cross-chain, privacy protection, off-chain computation, and AI verification, effectively creating a market for ZK proofs. Succinct's modular architecture supports a combination of web2 speed and Ethereum security, which may present new opportunities for applications like gaming, social networking, and AI that have previously struggled to operate on blockchain. Additionally, Succinct has the opportunity to provide proof services for the entire ecosystem, not just L1 but also L2 or other cross-chain projects. For instance, if Optimistic projects shift towards ZK, they could also utilize Succinct's proof services. As for ZKSync, its positioning is as an L2 network within the Ethereum ecosystem. As a ZK-Rollup for Ethereum L2, ZKSync may have the opportunity to further reduce operational costs and enhance user experience through L1's ZK integration, while its elastic network has the potential to expand into more scenarios. Of course, if Ethereum chooses a different technological path (such as zk-STARKs or custom circuits), both will need to make some adjustments to their tech stacks.
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