Proof of Track 2024-02-24

msfew

Feb 25, 2024

ORA team will be at ETHDenver and give 15 talks & panels

Everything about AI, ZK, and Blockchain. Also our own event and party.

🔍 🔑 ZK & Cryptography

Polygon zkEVM: proving Ethereum mainnet blocks avg per-transaction costs are $0.002 - $0.003

The only comparable stack is RISC Zero's, but now we also got Succinct's SP1 at 0.01-0.02 average precompile system.

Speeding up M31 (2^31 - 1) arithmetic on different CPU architectures for Plonky3

Goldilocks is making another prime field really fast.

Succinct announced Succinct Processor 1 (SP1)

A new cool great open-source zkVM based on Plonky3. Multiple dunks on RISC Zero. With benchmarks looking much better than RISC Zero. Uma's analogy: plonky3 = pytorch, SP1 = GPT4. The ecosystem moves: SP1 Sovereign SDK adapter. Thoughts: 1, 2, 3, 4, 5, 6, 7.

Our highly subjective view on the history of Zero-Knowledge Proofs

By LambdaClass.

Proof of accredited investorship with zkPass Part I

"Or: Proving that you are an accredited investor so you can legally buy almost any securities and receive airdrops, with zkPass".

Introducing Circle STARK

The foundation for another leap forward in scaling blockchains with STARK proofs.

zkwasm-research-backup

zkwasm research backup by Fluent Labs member.

🔍 🧠 AI

AI Intent Engine

z0r0zzz built IE (Intent Engine), then AI Intent Engine is built. OSS keeps winning~

LWM

A general-purpose large-context multimodal autoregressive model.

Scaling ChatGPT: Five Real-World Engineering Challenges

Five scaling challenges: KV Cache & GPU RAM, Optimizing batch size, Finding the right metrics to measure, Finding GPUs wherever they are, Inability to autoscale.

Trust and Teach

Similar to opML, but use general purpose rollup Catesi to run LLM.

🔍 ⛓️ Ethereum & Blockchains

5 takeaways from “Read Write Own” by Chris Dixon

1: Networks are the internet’s killer app; 2: Corporate Network Incentives; 3. Squeezing The Balloon; 4: Innovation is Skeumorphic; 5: Ownership.

Breaking BFT: Quantifying the Cost to Attack Bitcoin and Ethereum

How much does it cost to 51% attack Bitcoin and Ethereum? To find out, we simulated what an attack would look like.

By All Accounts: On Points Attestations & Tokens

"Onchain points serve as a potential new primitive for teams to use alongside tokens to explore paths to better user identity, user ownership, and incentive alignment. However, points will only be conducive towards these goals to the extent that they’re carefully leveraged with these ends in mind."

ERC20 phishing scams netted $50M/m to the bad guys mostly using permit() increaseAllowance() approve().

"This is the legacy of idiots in Ethereum security community. We are now on track to lose $600M money this year because of loud parroting, not stopping thinking what is being done, what will be the implications and does it make sense in the first place."

your open-source claim is just simply a meme!

Uniswap closed dev's pr on changing license to open-source one.

Thinking about the history of airdrops

"What was the best ever airdrop? Why?" Mentions: Uniswap, Optimism, Arbitrum... Also Why Airdrops don't work.

Unbundling staking: Towards rainbow staking

Rainbow staking, a conceptual framework allowing protocol service providers, whether “solo” or “professional”, to maximally participate in a differentiated menu of protocol services, adapted to their own strengths and value propositions.

Shumo's Story with Manta

"three stories that is along the journey which worth remembering".

Good lesson in oracle integration design here

"For loan originations, if you have a backup price oracle, you should use the more conservative of the inputs (lower bound for valuing the collateral, upper bound for valuing the debt)". Actually the problem is Compound v2 use Uniswap TWAP.

Concurrent Block Proposers in Ethereum

"We present an initial analysis of increasing the number of proposers in a single slot."

🔍 🧱 Layer2 & Modular

What everyone gets wrong about building blockchain apps

Decentralization is not an On-Off Switch.

shared vs. dedicated sequencers for L2s

"- Use a shared sequencers if your L2 need atomic composability with others. - Don't use a shared sequencer if you don't care about atomic composability and want maximize performance or sovereignty over sequencing."; "no L2 needs atomic composability with others (and if you want this, you are misinformed and a cuck); the only reason to delegate sequencing to somebody else's network (not necessarily shared) is because your lawyer said you shouldn't run the sequencer yourself".

Bringing MOVE to the EVM

Move + EVM = Movement.

What are your feelings on Bitcoin L2s?

We can't build true L2s right now, or even offchain DA ones. But we can do sovereign rollups and BitVM rollups.

why are all the zk rollups underperforming optimistic rollups?

"zksync, the biggest zk rollup, has only $140m TVL. optimism has 6x that and arbitrum has 20x. are zk rollups cursed or something?"

Reviving a Cursed Coin

"I spent a few days researching the competitive landscape on ZK rollups and got really bullish on Polygon".

What's the difference between rollups and sidechains?

Answers: direct inherits L1 safety, unilateral exit, ability to force tx inclusion to L1, consensus external or internal.

Time is a flat circle.

One-click deploy of rollup now (new smart contract), the degenerator before.

🔍 🏦 DeFi & AMM & TradeFi

Uniswap v4 + UniswapX will change the game for DEXes by connecting orderflow & liquidity across all chains

TL;DR: DEXes will no longer have a home field advantage; More powerful concentrated liquidity without headaches.

Ethena

A new "stablecoin" (they said they are not lol) with 27% yield. Funding announcement. Thoughts: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19. 20.

are a TPA (token purchasing agreement) and SAFT (simple agreement for future tokens) generally regarded as the same thing?

TPA = Spot Contract, SAFT = Forward Contract.

a proposal to upgrade Uniswap Protocol's governance system

Bullish signal on crypto in general. Turning on fee switch not included. Also, UniStaker, estimated rewards.

🔍 🔧 Dev & Toolings

czip

EVM Calldata Zip, aka czip.

ephema

A research group focused on unravelling truth at the cutting edge of the Ethereum ecosystem.

fast-fourier-transform-solidity

An implementation of the Fast Fourier Transform (FFT) algorithm written in Solidity, a crucial algorithm in the realm of digital signal processing.

zkllvm-mpt-proofs

zkLLVM-based Merkel Patricia Tree storage proofs.

LLM x Security

- LLM-based Invariant Synthesis, - LLM-guided Fuzzing, - LLM-based Test Harness Synthesis.

createXcrunch

A Rust-based program designed to efficiently find zero-leading, zero-containing, or pattern-matching addresses for the CreateX contract factory.

aave-address-book

A source for all Aave ecosystem addresses, constantly maintained and both Solidity and JS-friendly.

Sandooo

A sandwich bot.

bls12-381-hd

BLS12-381 hierarchical key derivation in Go - ERC-2333 & ERC-2334.

aligned_layer

A verification layer for zero-knowledge proofs using Eigen Layer. Our mission is to extend Ethereum's zk capabilities.

balls

A DSL for generating optimal EVM bytecode.

Tstorish

Use TSTORE in contracts deployed to multiple chains with varying opcode support.

🔍 🕸️ Web

Twitter Internal API Document

Reverse engineering of the web version of Twitter.

🔍 📖 Others

Supper place village city state

Want to build a new city or network state? Here's a playbook: Supper, place, village, city, state.

Thanks for reading!

I'm not a financial advisor. Proof Of Track is for education and information purposes only. DYOR.

Subscribe Proof Of Track, follow me at @msfew_eth, or connect with me at sny.is.