🇸🇬 SINGAPORE | 11th June 🇸🇬 We hosted one of the most hardcore Whitepaper Reading Club sessions in Singapore last Thursday, where we were deciphering: 🧠 Cryptography’s XLA Moment: Why ZK may need a compiler, not another proving system 🧠 This session was led by @jumanzi_dev from Fractalyze, the team building “the PyTorch for ZK” — a Python-first compiler stack for Zero-Knowledge. Big shoutout to our: - Discussion: Jooman & Batzorig from Fractalyze for working on this amazing project. They are deeply passionate about what they do and I feel I've learned so much. - Thank you to my partner in crime @BrianSeong who made this session possible. - Great to see @ulandaoon @kowei1995 @9oelM and welcome @tomespel (welcome back to ZK) 🙏 Appreciate @kimmi from @SuperteamSG, for being there for us :) 📝 For more information: - Fractalyze: fractalyze.io - Event summary: docs.google.com/document/d/1… 📆 Upcoming events: luma.com/whitepaper ‼️ THE EVENT NOTES > TL;DR ‼️ (1) ZK’s Problem: zkVM/proving teams like @SuccinctLabs, @RiscZero, @ziskvm, OpenVM, Plonky3 (@0xPolygon), Jolt from @a16zcrypto, and Binius from @IrreducibleHW are all fighting the same hard problem: turning Rust/CUDA, memory layout, GPU execution, and field arithmetic into production-level proving performance. (2) Fractalyze's Solution: Build ZK proving systems in high-level Python, then let a cryptography-native compiler handle optimization underneath. (3) Zorch: Fractalyze’s stack aims to become the “PyTorch for ZK” — making proving systems easier to write, test, optimize, package, and deploy. (4) The XLA Analogy: ML scaled as researchers stopped hand-writing kernels. @OpenXLA / MLIR helped high-level models compile into efficient hardware execution. (5) Cryptography Needs the Same Layer: ZK, FHE, MPC, post-quantum crypto, and formal verification all need better compiler infrastructure if they are going to become real products they are going to become real products — see @zama, @TACEO_IO, @rv_inc, and @NethermindSec. (6) Not Just Developer UX: The goal is not only abstraction. The deeper claim is that compiler automation can beat hand-written optimization by reasoning across the whole computation graph. (7) Hardware Portability: Today’s ZK systems are often tied to specific @nvidia GPU assumptions. A compiler layer could make cryptographic workloads easier to move across CPU, GPU, FPGA, and future crypto-specific hardware — a direction also explored by teams like @Ingo_zk / ICICLE and @cysic_xyz. (8) Ethereum: This matters for real-time block proving, lighter validation, larger block capacity, and the long-term vision of @ethereumfndn becoming easier to verify. (9) Bigger Than ZK: The real question is whether advanced cryptography can move from research papers and hand-built systems into reusable infrastructure — the same way AI did. 🧠QUESTIONS: (i) Is the next major ZK breakthrough a new proving system — or the compiler layer underneath all of them? (ii) If Ethereum itself becomes ZK-powered, what is the future role of ZK rollups? (iii) Can cryptography become a profitable product category, or is it closer to public-good infrastructure? (iv) Will AI-generated code make formal verification and verifiable compute much more important? (v) What happens when cryptography gets 100x or 1000x cheaper to run? #ZK #Cryptography #Ethereum #MLIR #XLA #VerifiableCompute #Fractalyze #WhitepaperReadingClub

cysic looks cleanest - exchange momentum, smart money flows, zkVM execution. openledger and agt both show 30-day uptrends with real partnerships b2 has solid fundamentals but -80% from ath is rough slx has alleged insider trading drama with their MM. clo is 99% down with $15 daily volume

How to get JOLT proofs on-chain? @zk_albi presented on this subject at zkproof 8 in Rome. “Efficient recursion for the jolt zkVM” - *credit to the authors, Albi was a stand in. youtu.be/4ngW6aKzr_s?si=XGrN…

That's amazing, * have been Waiting for this. Time to update ZP1 zkVM

Base Integrates SP1 zkVM to Advance ZK Proof Infrastructure and Reduce Latency yellow.com/news/base-zk-proo…

🏆 https://templates/ 9,500.00 HNS 0.01 ETH $15.94 🥈 https://zkvm/ 551.00 HNS 0.00 ETH $0.92 🥉 https://ashdown/ 101.00 HNS 0.00 ETH $0.17 #Handshake #HNS $HNS #NFT

High scalability, low costs, full privacy. Lumina Engine leverages @0xMiden's zkVM for confidential institutional trading. Ideal for high-throughput regulated use cases. Developed on @Polygon

Aligned roadmap so far: Proof Aggregation Service - ✅ MAINNET Proof Verification Layer - ✅ MAINNET Wallet as a Service - ✅ MVP Achieved Rollup as a Service - ⏳ LambdaVM - RISC-V zkVM - ⏳ Interoperability Protocol - ⏳ The full stack is coming. One piece at a time.

If you want to learn how to write or audit ZK circuits, learning Circom is a great place to start. It is arguably the easiest circuit language to learn, and the RareSkills ZK Book includes an entire module on it, from the basics all the way to building a simple zkVM. That said, Circom is not the most suitable language for zkVMs. Last month, we started our first Halo2 bootcamp, which combines PLONK arithmetization with custom gates and lookup tables. Halo2, together with Plonky3, has become one of the most widely used libraries for zkVM development. We hope to update the ZK Book with these technologies soon. Even so, Circom remains the best language for learning how circuits work, and it is entirely possible to build privacy-preserving applications using only Circom and Groth16. Don't forget to check out the RareSkills ZK Book.

🔍 Can AI and finance truly operate in a trustless, verifiable way? The emergence of Nexus zkVM and its vision for a Layer 1 purpose-built for verifiable finance is pushing the conversation beyond scalability and toward a new question: How do we cryptographically verify financial applications and AI-driven systems at scale? In our latest article, we explore: ✅ What Nexus zkVM is and how it works ✅ Why verifiable finance matters for the future of digital assets ✅ The intersection of AI, zero-knowledge technology, and blockchain infrastructure ✅ What this could mean for institutions, developers, and financial markets 📚 Read the full article here: bit.ly/43lBJus

ZK 생태계가 커질수록 반드시 필요한 것이 있다. 바로 'proving capacity'다. zkRollup이 늘어나고 zkVM이 확장되고 privacy app이 많아지고 AI verification까지 들어오면 결국 proof를 생성할 수 있는 컴퓨팅 수요는 폭발적으로 늘어날 수밖에 없다. Cysic은 이 수요를 하나의 decentralized proving network로 흡수하려 한다. 개인적으로 여기서 중요한 건 'permissionless' 구조다. 특정 기업이 prover 역할을 독점하는 게 아니라 다양한 compute provider가 네트워크에 참여해 workload를 처리하는 구조. 이 방향이 의미 있는 이유는 ZK 인프라 역시 중앙화되면 결국 새로운 병목이 생기기 때문이다. ZK가 신뢰를 줄이기 위한 기술이라면 ZK proof 생성 인프라도 더 개방적이고 분산화될 필요가 있다. Cysic은 바로 그 지점을 건드리고 있다. @cysic_xyz @Cysic_KR @cysic_fdn @cysic_janitor #Cysic #ProverNetwork #ZKRollup #zkVM #DecentralizedInfrastructure

📊 $MON Market Update Price remains in a key accumulation zone while the Monad ecosystem continues to grow. 💜 Mainnet improving with every release Deterministic Raptorcast rollout continues zkVM development progressing More builders joining the ecosystem Support: $0.020–$0.022 Resistance: $0.026–$0.030 The price may fluctuate, but development never stops. @monad

Why not ZK now? A from-scratch zkVM for ~314 GridScript codewords Merkle-Patricia trie BigInt/SHA/ECC DFS/SQL ACL checks is multi-year crypto R&D. Heavy proving cost. Circuit-soundness bugs = silent catastrophic forge. Optimistic is the next move. ZK is the horizon.