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zkSync

41 pieces · Jan 2022 to Oct 2026 · 15 flagship

Sectors

L1/L233 ZK23 Ethereum20 Privacy8 DeFi3 AI1

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Coverage per year

92022

192023

92024

22025

22026

Price and coverage

ZKsync $ZK

Calls: None yet
Since listing: −94%
vs BTC: −95%
Now: $0.013

bullish thesis bearish thesis coverage, no call map, list or mentionWeekly closes in USD, log scale, as of 23 Oct 2026. Call figures turn cyan when the price moved the way the call pointed. Each marker links to its piece.

Start here · the strongest pieces on zkSync

Explainer06 Jan 2023SNARKs vs STARKs: Zcash, Mina, Dusk, Manta, Starknet and zkSyncLong explainer on SNARKs and STARKs: Zcash pioneered SNARKs, Mina uses them for a 22kb chain, Dusk and Manta apply them for privacy, zkSync for scaling. STARKs, used by Starknet, avoid trusted setup but carry compute overhead.Explainer24 Mar 2023Polygon zkEVM tech deep dive: Proof of Efficiency and plonky2Technical walkthrough of Polygon zkEVM: Proof of Efficiency with sequencers and aggregators, bytecode-level EVM equivalence versus zkSync's language-level approach, and the recursive plonky2 proof system. Condensed from a 60 page report co-written with Louround.Thesis26 Jul 2023L2 guide: which ecosystems stand out (Arbitrum, Scroll, Polygon zkEVM, zkSync)Assesses leading L2 ecosystems by tech, decentralization and growth drivers, with Arbitrum (Orbit, Stylus), Scroll (type 2 zkEVM), Polygon (plonky3, interop layer) and zkSync (Boojum, ZK Stack, zkPorter). Holds zk as the endgame.

Timeline · every piece, newest first

2026 2

18 Oct 2026Rektober outlook: quantum, privacy, AI, robotics, DeFi, RWA and HyperliquidDespite a weak market, he sees renewed opportunity in PQ and privacy infra, AI and robotics exposure, maturing DeFi (perps, onchain options, propAMMs), RWAs and a widening Hyperliquid ecosystem. Links his recent write-ups on each theme.Market takePrivacyAIHyperliquid

17 Oct 2026Ethereum's ZK L2s in the age of quantum, privacy and AIStarknet, zkSync and Aztec outperformed ETH since 1 Sep (STRK +173%, ZK +81%, AZTEC +50% vs ETH -1.4%) on quantum and privacy exposure. Compares proof, privacy and PQ plans; the best proof story has the weakest privacy story against harvest-now-decrypt-later.BreakdownZKPrivacyQuantum

2025 2

24 Oct 2025RWA chain rankings ex-stablecoins: Aptos third, ZKsync secondExcluding stablecoins, Aptos is the third biggest RWA chain on BUIDL and tokenized private credit, Arbitrum is fifth on tokenized private equity, and ZKsync is second at nearly $2.4B, mostly private credit.DataRWAL1/L2

18 Jun 2025The Ultimate ZK Infrastructure Landscape: 64 projects across 8 verticalsMaps 64 ZK projects across zkVMs, universal proving, verification and aggregation, zkEVMs, app-specific rollups, hardware acceleration, ZK privacy and zkTLS.MapZKL1/L2Privacy

2024 9

14 Sep 2024Make ICOs Great Again: how VC-dominated token launches broke crypto marketsLong argument that VC-dominated cap tables, low float and high FDV launches and market maker dynamics shift value from communities to insiders. Calls for regulated ICO platforms with KYC and reputation systems, using zkSync as the example.ThesisMarket structureRegulation

07 Jun 2024Cross-chain bridge flows: Arbitrum, Optimism and Base lead 30-day inflowsUses Artemis and DefiLlama bridge data to track where liquidity moves. Ethereum originates 78.1% of bridge volume and Arbitrum, Optimism and Base capture 72% of destination flows, with zkSync net flows only slightly positive despite the pending ZK token.DataL1/L2DeFi

05 Jun 2024The Ultimate ZK Landscape 2.0: zkVMs, zkEVMs, proving, aggregation and privacyLandscape of the ZK stack by category: zkVMs, zkEVMs, universal proving and verification layers, proof aggregation, hardware acceleration and privacy projects. Asks the audience what is missing.MapZKPrivacy

01 Jun 2024The ZK trademark saga: Matter Labs, zkSync and the community backlashTimeline of the dispute over Matter Labs' ZK trademark filings in nine countries, from the ZK ticker beef with Polyhedra to the ZK pledge and its backlash. Concludes Matter Labs must withdraw the applications to repair trust.BreakdownL1/L2ZK

18 May 2024Why Ankr RaaS can win the app-chain summerArgues Rollup-as-a-Service is the catalyst for app-chains and Ankr will gain share because it already runs a global node and RPC network, unlike nascent competitors. Lists supported stacks (OP Stack, Orbit, ZK Stack, Fluentbase, Polygon CDK) and DA and interop integrations.ThesisL1/L2DePIN

18 May 2024Sovereign rollups vs smart contract rollups on CelestiaExplains that sovereign rollups handle execution and settlement via app light clients while the DA layer only orders and stores data, unlike smart contract rollups that settle on Ethereum. Weighs bridge, security and upgrade trade-offs and expects early NFT, gaming and meme chains.ExplainerL1/L2

18 Apr 2024Modular execution layers map: VMs, rollup SDKs and RaaSLandscape of modular execution layers grouped by VM (optimistic EVM, zkEVM, MoveVM, SVM, Wasm, FuelVM, Cairo VM), rollup SDKs and RaaS providers. Frames a rollup-centric future of app-specific chains unified by ZK interop.MapL1/L2Ethereum

08 Apr 202415 tokens likely to launch at $1B+ FDV within three monthsFDV calls for 15 expected launches, such as EigenLayer at $30-50B, zkSync at $10-20B, LayerZero at $10-20B and Kelp at $1-3B, with a one-paragraph thesis each. Explicitly framed as quick thoughts rather than deep research.Market takeL1/L2DeFi

25 Mar 2024Rollup landscape by DA and validation: optimistic, ZK, optimium and validiumClassifies live L2s by state validation and DA design: optimistic rollups, ZK rollups, optimiums (Manta, Metis, Mantle) and validiums (Immutable, Manta soon).MapL1/L2Ethereum

2023 19

26 Oct 2023The Stack Wars: OP Stack, Polygon CDK and Arbitrum Orbit comparedArgues builders now choose tech stacks rather than chains. Compares OP Stack (optimistic, Superchain), Polygon CDK (zkEVM with proof aggregation layer and POL security) and Arbitrum Orbit (L2s need DAO approval, L3s permissionless), with adopters.ThesisL1/L2Ethereum

14 Oct 2023L2Beat rollup stages explained: Stage 0, 1 and 2 criteria and who qualifiesGuide to L2Beat's three-stage rollup framework (training wheels) with criteria per stage, and which rollups sit where. Most are Stage 0, Arbitrum and dYdX are Stage 1, and only Fuel v1 and DeGate reach Stage 2.ExplainerL1/L2Ethereum

30 Aug 2023Modular stack part 1: execution layers and virtual machinesExplains monolithic versus modular design (execution, settlement, DA, consensus) and walks through the EVM and the three routes to a zkEVM: prove the EVM trace directly, map EVM opcodes to a custom VM, or transpile Solidity to a custom VM.ExplainerL1/L2ZK

28 Aug 2023L2/L3 execution layer framework: ten rollup stacks and their thesesWork-in-progress framework summarizing each major rollup stack's thesis, e.g. fractal L3 scaling on Starknet, recursive L3 zk rollups on zkSync, Superchain shared sequencing on Optimism and EigenDA outsourcing on Mantle, with links to deeper threads.MapL1/L2ZK

26 Jul 2023L2 guide: which ecosystems stand out (Arbitrum, Scroll, Polygon zkEVM, zkSync)Assesses leading L2 ecosystems by tech, decentralization and growth drivers, with Arbitrum (Orbit, Stylus), Scroll (type 2 zkEVM), Polygon (plonky3, interop layer) and zkSync (Boojum, ZK Stack, zkPorter). Holds zk as the endgame.ThesisL1/L2EthereumZK

21 Jul 2023Rollups are not decentralized yet: sequencer status and shared sequencersReviews sequencer and validator centralization at Optimism, Arbitrum, zkSync Era and Polygon zkEVM and failure modes. Presents shared sequencers as decentralization-as-a-service for rollups.ThesisL1/L2Ethereum

13 Jul 2023zkSync Era as a volition: zkPorter accounts and Guardian-secured off-chain DAExplains that zkSync Era splits state into zkRollup (on-chain DA) and zkPorter (off-chain DA secured by token-holder Guardians who can be slashed), letting users choose their own security threshold for lower fees.ExplainerZKL1/L2

26 Jun 2023zkSync ZK Stack explained: hyperchains, L3 recursion and hyperbridgesExplains the ZK Stack framework for building ZK-powered L2 and L3 hyperchains. Covers recursive proofs, cheap L2-L3 interoperability, choice of DA layer and when a dedicated hyperchain makes sense versus deploying on zkSync Era.ExplainerZKL1/L2

23 May 2023Ethereum L2 adoption in May 2023: scaling factor, TPS and TVLL2BEAT-based data thread: L2 scaling factor versus L1, rising L2 activity, and TVL roughly doubling YTD. Optimistic rollups hold most TVL, and zk-rollups are expected to gain share as adoption grows.DataL1/L2Ethereum

19 Apr 20232023 narratives: zkEVMs, privacy L1s, restaking, modular DA and perpsAuthor's narrative watchlist for 2023: zkEVMs, zk privacy L1s, restaking, WASM and RISC-V L2 VMs, interoperability, DA layers, shared sequencers, rollup SDKs, recursive L3s, EIP-4844, account abstraction, parallel VMs, identity and perps.ThesisZKL1/L2Ethereum

16 Apr 2023Polygon zkEVM vs zkSync: organic versus airdrop-driven growthChart-based comparison showing zkSync growing magnitudes faster on airdrop hopes while Polygon zkEVM sees slow, steady organic growth. Links to the adoption threads for both.Market takeZKL1/L2

16 Apr 2023Polygon zkEVM ecosystem TVL vs zkSync: the airdrop effectObserves that the Polygon zkEVM ecosystem is growing slowly with about $1.6m TVL, all organic since there is no airdrop, and contrasts it with zkSync to show how airdrops bootstrap users and liquidity.DataZKL1/L2

03 Apr 2023Account abstraction explained: from EOAs to ERC-4337 and zk-rollupsFull explainer on Ethereum account types, how signing works, and how account abstraction enables sponsored and recurring transactions, multisig by default, social recovery and multicall. Covers native AA on zkSync and Starknet and the ERC-4337 route for L1.ExplainerEthereumL1/L2Tooling

24 Mar 2023Polygon zkEVM tech deep dive: Proof of Efficiency and plonky2Technical walkthrough of Polygon zkEVM: Proof of Efficiency with sequencers and aggregators, bytecode-level EVM equivalence versus zkSync's language-level approach, and the recursive plonky2 proof system. Condensed from a 60 page report co-written with Louround.ExplainerZKL1/L2Ethereum

21 Mar 2023March 2023 watchlist: L2 VMs, zkEVMs, DA, sequencers, AA and perpsList of themes to watch: WASM and RISC-V VMs on L2, zkEVMs, specialized DA layers, shared sequencers, rollup SDKs, recursive L3s, EIP-4844, account abstraction, MPC custody, parallel VMs, identity and decentralized perps.MapEthereumL1/L2ZK

13 Jan 2023Index: Book of Alpha, rollups, modular, privacy and zk threads (Jan 2023)Bookmarkable index of the author's research: cryptography and privacy primers, Web3 essays, research tools, Ethereum rollups, zkEVM, airdrop guides and the modular thesis series.MapEthereumL1/L2Privacy

12 Jan 2023zkSync language-level vs Polygon bytecode-level zkEVM trade-offShort comment framing the zkEVM design choice as a performance versus equivalence trade-off, with zkSync taking the source-code compatibility route and Polygon bytecode-level compatibility.Market takeZKEthereum

11 Jan 2023Polygon zkEVM bytecode-level vs language-level zkEVM approachesDistinguishes language-level zkEVMs that transpile Solidity (Starknet, zkSync) from bytecode-level ones with no transpiler (Polygon zkEVM, Scroll), noting Scroll is closer to full EVM equivalence.ExplainerZKEthereum

06 Jan 2023SNARKs vs STARKs: Zcash, Mina, Dusk, Manta, Starknet and zkSyncLong explainer on SNARKs and STARKs: Zcash pioneered SNARKs, Mina uses them for a 22kb chain, Dusk and Manta apply them for privacy, zkSync for scaling. STARKs, used by Starknet, avoid trusted setup but carry compute overhead.ExplainerZKPrivacyL1/L2

2022 9

27 Dec 2022ZK and modular stack watchlist: zkEVMs, zkVM, Aleo and EspressoSelection of projects under review: zkEVMs (Scroll, zkSync, StarkWare, Polygon Hermez, Kakarot), RISC Zero zkVM, Specular EVM-native optimistic rollup, Aleo private L1 and Espresso decentralized sequencers. States a modular bull stance.MapZKL1/L2Privacy

10 Dec 2022The modular blockchain design space: execution, settlement and DA layersMega thread defining execution, settlement and consensus/DA, then mapping modular layers: rollups and Fuel for execution, Celestia, Avail and EigenDA for DA, and Oasis for custom ParaTimes, with the thesis that modular is the future.MapL1/L2Ethereum

22 Sep 2022Index: rollups, zkEVM, data availability and airdrop threads (Sept 2022)Thread of threads organizing the author's modular scaling research: rollup intro and landscape, zkEVM, protocol deep dives, DA problem, EIP-4844, Celestia, Cevmos, Avail and airdrop guides.MapEthereumL1/L2

15 Sep 2022Complete guide to zkSync: v1, v2 testnet and ecosystem appsExplains zkSync's SNARK-based rollup design, its confirmed future token and how to engage with v1 mainnet and the v2 testnet, listing testnet dApps by type to farm potential airdrop eligibility.ExplainerZKEthereum

13 Sep 2022zkEVM explained: zkSync, Starknet, Scroll and Polygon approachesExplains the EVM and what a zkEVM is, then classifies the projects by compatibility level. zkSync and Starknet transpile at the language level, Scroll and Polygon target bytecode level, with caveats on EVM equivalence claims.ExplainerZKEthereumL1/L2

10 Jun 2022Airdrop farming map: zkSync and Starknet testnet dAppsOverview of dApps on the zkSync v2 and Starknet alpha testnets for farming potential airdrops, with network setup, faucets and the action to take per project. Framed after the Hop and Optimism airdrops.MapL1/L2ZKDeFi

20 May 2022Ethereum L2 airdrop season guide: OP, HOP, ACX and what could come nextGuide to L2 airdrop farming after the Optimism and Hop token launches, summarizing allocation sizes and pointing to zkSync v2 testnet activity as the likeliest next candidate.ExplainerEthereumL1/L2

19 May 2022Ethereum rollup landscape: optimistic and ZK rollups comparedLandscape thread covering optimistic rollups (Optimism, Arbitrum, Boba, Metis) with fraud proofs and challenge periods, and ZK rollups (Starknet, StarkEx, zkSync, Immutable X) including the L3 recursion idea.MapEthereumL1/L2ZK

26 Jan 2022Zero-knowledge proofs explained: SNARKs, STARKs and Manta's private DeFiCovers ZK proof properties, SNARK versus STARK trade-offs (trusted setup, post-quantum risk, scalability), then Manta's DAP and DAX private payments and AMM, and closes with a map of ZK rollups on Ethereum.ExplainerZKPrivacy

Often covered with

Starknet39 Arbitrum65 Optimism61 Scroll26 Polygon zkEVM17 Celestia145 StarkWare22 Zcash33

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