- 30 -.

Caveats: . 1T performance: even the perfectly parallelized ZK EL bottlenecked when accessing 1 hotspot, and parallelizing across multiple cores or ELs won't help (potential soln: VM ASIC?). Latency: Hard to get below 100ms [proofgen is parallelized]. This is a one-off tweet, bye.

Join millions who have switched to Grok.

ZK is the endgame. Every single chain that needs scale will upgrade to being validity proven, or be obsoleted. It's a straight up >1,000x improvement in performance, cost, efficiency & composability - 0 compromise. Anyone still FUDing are like horsemen FUDing automobiles in 1900.

Despite this plea, everyone's come rushing in shilling their bags. This is why crypto twitter, and the crypto industry, in general, is so toxic, and I'm so embarrassed to have participated in it. I'm discussing long-term sustainable tech, not any specific product. Goodbye & gl

Crypto twitter was *the* worst community I've ever participated in - a toxic hellhole that Sauron himself would envy. I will never return. However, I'm not afraid to drop one-off posts when narratives stray too far from the whole truth.

As an aside, it's also pretty interesting that Arbitrum is also converging on the Tezos architecture - just on top of Ethereum. Of course, the challenge for Arbitrum is to progressively decentralize. They are doing a fine job, and I'm confident they'll get there.

Learn more about it on Nomadic Labs' blog. As a non-technical armchair hobbyist myself, I don't understand whitepapers or code, so NL's blog is brilliant - thorough and detailed, but all in plain English.

In many ways, Tezos is delivering the 2018 Ethereum 2.0/Polkadot vision, but with modern tech that has actually made it productisable and with orders of magnitude greater scale and functionality. I hope Ethereum is inspired by Tezos and implements some of its innovations. (4/4).

Where Tezos fails: . - Lack of any classic L2 rollup & interoperability ecosystem, who can experiment with a wider design space, higher performance, business development etc. - And generally, lack of interest and poor socioeconomic adoption with very little economic b/w. (3/4).

- In-protocol support for data availability committees, with data availability sampling in development.- A pragmatic roadmap with hybrid zk/optimistic rollups, and eventually full zk. Very clear roadmap to millions of "TPS" and basically all the demand for crypto. (2/4).

I believe, today, Tezos has the best technical infrastructure roadmap in crypto: . - Fully decentralized WASM rollups already live in production, no add'l assumptions beyond Tezos itself.- EVM-on-WASM in the works, but it can be anything really that compiles to WASM. (1/4).

Naturally, the key challenge are the mechanisms by which GMs (or a GM team) are (s)elected. But what if there were blockchain smart contracts enforcing rules and canon so you could also maintain a coherent vision? You could have an MMORPG shaped by its players, as much as devs.

IMO, the best GM mode is from Divinity: Original Sin 2, which goes pretty deep in how the GM can shape the experience. However, it's pretty much restricted to private coop or singleplayer. Where things could get interesting are how an MMORPG can have a diverse footprint.

One of the appeals of tabletop RPGs is the gamemaster, who brings a dynamic and human element to the experience. Of course, videogame RPGs have their own gamemasters, but they are often just the game's developers. I'm curious to explore if blockchains can expand the GM role. .

Just to add: it's not just novel applications, but also better UX and accessibility for the existing apps that have proven to be useful. Things will keep getting better over time, but things can be sped up a lot of developers and investors focused more on apps than infra.

Either way, not too fussed - as mentioned above, this is a commodified and overabundant resource long term, and all dumb DA layers will go bust (unless they smarten up). Just disappointed - it's about time we were more critical and thorough about economic sustainability.

It's like building Burj Khalifa on a pack of cards. The solution is for the base layer with token inflation to accrue monetary value in some way or another. Or, restake an already economically sustainable asset on-demand as per data requirements (which is what EigenDA is doing).

The critical problem with dumb DA layers is very simple - they are using inflation on a worthless token to maintain the most abundant & commodified resource, with no monetary value accrual mechanisms. This is a significantly worse & unsustainable design than monolithic chains.

The interesting thing is that said validium doesn't care about Solana's long-term economic sustainability (which still needs a lot of work imo) - they just need Solana to finalize on the data, and that's it, after that it's strictly 1-of-N. If Solana fails in 2030, just migrate.

If true, Solana's data would actually be *lower cost to verify* than Ethereum, until danksharding rolls out . Of course, the drawback is economic security & sustainability - but SOL (the token) has proven to be sustainable enough for short-term and lower-value applications.