又一次应验,ZK 放到 infra 里是重大的错误方向。 Minus Theory 实际上是伪神想了7-8年的 ZK 路线的亲民版本平替,避开了普通人无法理解的高端数学思路,避免了ZK “在不知道脸疼不疼的情况下,证明你打了我一巴掌” 那种清奇脑回路。 就像中本聪白皮书一样,减法理论用普通技术人都能理解的思路,轻松的解决了区块链的 gas limit,对不可能三角给出了最优雅的解答。
对VC机构和一级市场投资者来说,ZK Prover网络赛道与比特币L2赛道是这个赛季的两大滑铁卢式失败 鉴于已TGE的Succient 、Boundless 的糟糕的二级市场表现,市场对未TGE的Brevis 、Cysic的预期已经很down了 比特币L2赛道的失败,在于“公地悲剧” ZK Prover网络的失败,在于以太坊生态不掌握资产定价权
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