According to @Tetranode, the endgame is settling global financial infrastructure as zkEVM proofs on a credibly neutral chain, a rollup-settlement thesis relevant to crypto market structure. Source: https://twitter.com/Tetranode/status/1978489001528225948 This view aligns with Ethereum’s rollup-centric roadmap and the Dencun upgrade (EIP-4844), which introduced blob space to reduce L2 data costs and reinforce Ethereum’s role as a settlement layer. Source: https://ethereum.org/en/roadmap/rollups/ https://blog.ethereum.org/2024/03/13/dencun-mainnet Live zkEVM implementations include Polygon zkEVM and Scroll, while zkSync Era offers EVM compatibility, indicating active deployment of zero-knowledge proofs for EVM execution. Source: https://polygon.technology/solutions/polygon-zkevm https://scroll.io https://zksync.io For trading, monitor ETH liquidity and derivatives alongside zkEVM ecosystem exposures such as MATIC and ZK, and track L2 adoption and fees via L2Beat and L2 fee dashboards to assess market structure shifts tied to this narrative. Source: https://www.cmegroup.com/markets/cryptocurrencies/ethereum.html https://polygon.technology/solutions/polygon-zkevm https://zksync.io https://l2beat.com https://l2fees.info

According to @1HowardWu, when regulators step back, technology must provide trust guarantees, and zero-knowledge proofs are built for this purpose. source: Howard Wu on X (Aug 15, 2025) For traders, this centers the ZK narrative around networks where validity proofs secure computation and privacy, including zkSync (ZK), StarkNet (STRK), and Mina (MINA). source: zkSync official documentation; StarkNet official documentation; Mina Protocol documentation Liquidity, volume, and TVL are standard activity gauges for these ecosystems that traders use to assess participation. source: DeFiLlama data; Electric Capital Developer Report ZK proofs enable mathematical verification without revealing underlying data, supporting trustless settlement without reliance on regulatory intermediaries. source: zkSync official documentation; Mina Protocol documentation