Ethrex has effectively commoditized the ZK-Ethereum stack. In this environment, most EVM-style ZK L2 tokens no longer have a sustainable defensible moat.
The exceptions are the few projects that do something interesting and introduce genuinely differentiated primitives, @arbitrum @0xMiden @aztecnetwork @Starknet (potentially one or two more). For transparency: I personally hold Miden and Starknet and I'm a big fan of the two projects; we also hold positions in some of the L2s whose models I am questioning. So I'm actually hurting my own bags by saying this but it's obvious to anybody that understands the tech. Tech is more important that some more money.
Ethrex delivers feature parity with the current market, with materially lower complexity and surface area: around 50k LOC for the L1 client, around 15k for the L2. The codebase is intended to be fully inspectable, forkable, and modifiable. You don't need to talk to me or us to use it. You might even hate us and you can use it easily.
The stack integrates with existing RISC-V zkVMs (@ziskvm @RiscZero @brevis_zk @SuccinctLabs) and will support Lambda’s zkVM next (yes, we're working on our own RISC-V zkVM too)
Launching a rollup with Ethrex is a one command operation. It removes the need for a proprietary token and for narratives as an economic moat. This reduces cost, lowers risk, and aligns incentives with long-term utility rather than short-term extracts.
Let's go @ethereum!
1.05萬
61
本頁面內容由第三方提供。除非另有說明,OKX 不是所引用文章的作者,也不對此類材料主張任何版權。該內容僅供參考,並不代表 OKX 觀點,不作為任何形式的認可,也不應被視為投資建議或購買或出售數字資產的招攬。在使用生成式人工智能提供摘要或其他信息的情況下,此類人工智能生成的內容可能不準確或不一致。請閱讀鏈接文章,瞭解更多詳情和信息。OKX 不對第三方網站上的內容負責。包含穩定幣、NFTs 等在內的數字資產涉及較高程度的風險,其價值可能會產生較大波動。請根據自身財務狀況,仔細考慮交易或持有數字資產是否適合您。

