Proof of Track 2024-03-23

msfew

Mar 23, 2024

Can someone explain to me why LLMs need to be onchain?

why not.

🔍 🔑 ZK & Cryptography

Email2Ether

Email Onboarding Powered by ZK, built during ETHDenver.

The Cathedral and Bazaar of Zero Knowledge

More on decentralized proving network for zk. Also see here.

The cryptographic security v.s. crypto-economic security debate

ZK cannot do liveness and distribution of incentives. ZK coprocessors will only carve a niche in privacy preserving applications.

ZK age check

A project for verifying user's age in websites using Mina circuits.

awesome-zk-verifer

A curated list of awesome onchain zkp verifiers.

layouter-v3-zkevm

simple layouting algorithm that merges advice columns tested on the zkevm-circuits.

A ZK Hacker Guide: Analysis of Leading ZKML Frameworks on Neural Networks

Ethereum Foundation granted benchmark on zkML frameworks. ORA's circomlib-ml is still leading.

zk-nintendo

prove the execution of a modified, headless, NES emulator with Succinct's SP1 zkVM. Something similar with dappicom.

proven-zk

A support library for working with zero knowledge cryptography in Lean 4.

Parallel Zero-knowledge Virtual Machine

GKR again~

BrainBench

benchmark for on-chain inference (zkML only).

Experiments and Evaluation of ZK Backends

Pi Squared's benchmark on cairo, lurk, risc0, zkllvm... Direct comparison graph.

Notes on efficient polynomial commitment schemes and fflonk

"The application of the BDFG strategy in fflonK crucially shifts the dependency from the number of points at which polynomials are evaluated to the number of polynomials themselves."

So do people use “STARK” to refer to any SNARK without a trusted setup procedure or is that a specific brand name for the Starkware FRI proofs?

The most preferred answer is "Anything that uses FRI".

bitvm-zk-verifier

BitVM Groth16 Verifier Toolkit by Chainway. See tweet.

ZK Fraud Proof with ZK State Channel

We can use the zk state channel to provide a zk fraud proof to resolve the disputes swiftly in the optimistic systems.

Client-side proof generation is a must for Aztec's privacy zk-rollup

Why? There are user transactions that need to remain truly private.

mini-snark

A simple SNARK implementation in Python.

powdr-revme

powdr application running Ethereum tests via revm.

🔍 🧠 AI

Open Sora

This project aim to reproduce Sora (Open AI T2V model) by PKU.

WebGPU will change ML

With the recent release of ONNX Runtime with WebGPU, in-browser ML is about to change.

Suddenly GPT4 has four competitors

Gemini 1.5, Mistral Large, Claude 3 Opus, Inflection-2.

Extropic

thermodynamic computing paradigm that can enable faster & more energy-efficient AI accelerators.

The Internet of Agents

"the integration of blockchain infrastructure and AI agents is desirable and that it will give rise to an Internet of Agents". Also see tweet for more discussion.

TownWorld

a 3D simulation of a small town populated by fully autonomous AI agents.

awesome-llm-json

Resource list for generating JSON using LLMs via function calling, tools, CFG. Libraries, Models, Notebooks, etc.

ASCII art elicits harmful responses from 5 major AI chatbots

"LLMs are trained to block harmful responses. Old-school images can override those rules."

If you were a neural network which one would you be and why?

"Humans kind of are already".

The HN folks have discovered Devin the AI software engineer.

"And suddenly they’re all Marxists."

🔍 ⛓️ Ethereum & Blockchains

VeriFido

verifiable Ethereum indexing with Cartesi.

New year same ETH denial syndrome

..2021 PoS won't launch! 2022 No withdrawals! 2023 No scale! 2024 No ETF!

Wen Dutch Auction?

A mindflow on why you always want to use Dutch Auction, ...and enjoy the nobel prize.

Solo stakers are missing their slots mainly

"because they don't show up (=are offline) and are not reorged significantly more often than other (arguably bad) validators. Same applies to Rocketpool. The actual surprise is Coinbase, though." Whales spotted in the pic lol.

the first fully uncollateralized lending system in crypto

For smolrefuel, "my assumption is that if ppl have 50k$ in tokens they aren't gonna be so cheap to default on a 10$ loan, we'll see llamao".

#Bitcoin was 40 years of work.

Bitcoin and the rise of Cypherpunks.

Send Blobs

70% of the total calldata comes from rollups publishing data. (also Bur how much is calldata from all the gas cost? >10% and 90% for evm ops). Also Data Availability Post 4844 by Scroll. FYI, if you want to send your own EIP-4844 tx see here. And blob-club. And excited to see where blob market stabilizes at. And Blob Contention. And Some day the total number of blobs posted onchain will be higher than the number of blocks!. And the first BEE MOVIE. And One of the first transaction with a blob on Ethereum posted for - virtually - zero cost (for now). And posting Blobs now. And absolutely nailed the messaging and content for 4844. And One more lane will fix it. And if there's strong congestion on L1, L2s could just withhold data and post it later, resulting in way lower fees. And Tldr: both "blobs are free" and "builders will ignore blobs" views are overblown. And A quick view on the State of the Blob. And yes BlobScriptions. And "merged in the blob {en,de}coder tooling". And mblob (basically blob merger back in the days).

Someone out there is mining blocks for the zero address like there's no tomorrow

Check your setup for the node. "fee-recipient should be mandatory, even if it's then set to the zero address."

Can we please stop saying that lack of local fee markets is a "fundamental flaw" of the EVM design

"SVM didn't originally have local fee markets either", response to "The lack of Fee isolation is a fundamental flaw in the EVM design".

Bitcoin has...

no charismatic leader, no funded foundation, no governance token, no vesting schedule... Nothing.

some sort of dystopian crypto hellscape

The Year is 2025 Uniswap has made the Unichain... And...

“ZK bridges” for cross-chain are NOT trust minimized

Cause you still need to trust the chain (which is in honest majority). "ZK doesn’t prove anything if each blockchain doesn’t know the canonical state of the blockchain (impossible unless you literally build an L2 with validity proofs)."

🔍 🧱 Layer2 & Modular

Customisation Curation and Specialisation

why you, as an app developer, should be building with modular infrastructure: ordering & monetisation, customisation & complementation, curation & specialisation.

A difference that will soon be very important: only State Diff based rollup can do Volition

Next big narrative of StarkNet: Volition. Finally here!

Celestia rollup that’s free for users.

"Your DA is cheap af anyways, why not subsidize for users?"

My first take on @Blast_L2 and the risk of your deposits there

"The idea to invest your funds put in a bridge is not new, but Blast takes it to the new level (in terms of TVL, at least)". Also Part 2: TL/DR is that Blast is really a hedge fund with L2 bolted in. Its ecosystem right now.

Why wait a week? Fast Finality Optimistic Rollups

Basically let validators to have alternative way (maybe a zkp) to send signal that something is correct.

Incentivizing honesty and participation in the OP Stack’s Fault Proof System

the theory behind how bonds are incorporated into the OP Stack's Fault Dispute Game to incentivize both participation and honest behavior.

The buzz around Bitcoin rollups is insane.

how and why Bitcoin is going modular with some of the chads making it possible. See also Some deep Bitcoin L2 questions for my smart friends and a lot of new attention to “Bitcoin L2s”, but also a lot of confusion.

My 10 thoughts on Modular after ETHDenver

It's no longer a narrative, but a reality.

Kernel Ventures: Rollup Summer — The Flywheel Momentum Kicked Off by ZK Fair

"delve into the development of ZK Fair and provide a fundamental analysis of the current Rollup landscape".

Ethereum is now captured by the very same custodial L2 plague as Bitcoin. And it literally repeats Bitcoin step by step

Step 1. Ban L1 scaling, Step 2. Introduce scaling "solutions", Step 3. Make L1 even more expensive. Both call it "scaling". The truth is it's not scaling: it's just an attempt (a successful one so far) to lock people into custodial L2 products. Also Solana is basically shared sequencing. Also Ethereum: innovating around based sequencing designs; Bitcoin: calling sidechains sequencers.

Blockchain need to be upgraded. Even... rollups.

"the uncomfortable truth - can rollups really be more agile than L1 once they have enough at stake?"

Which is more an “Ethereum L2”

It's an L2 because we said it's an L2.

the fact that Celestia has DAS doesn't help you

"Data availability sampling doesn't help secure your rollup if your DA layer and consensus layer are different".

Validiums need their own Stages system

"A good Validium (with good DA, good DA bridge, upgradability with plenty of time to exit, etc...) can be more secure than instantly upgradable Rollup with permissioned fault/fraud proof system (or lack of)".

ORU vs. ZKRU tradeoffs

op is gud always. Also extended discussion and here. And If I had to deposit $1B with a gun to my head, I would probably use an optimistic rollup see also here and here and here and here.

The reason ZK L2s with decentralized sequencer escape hatches and exit windows are better than alt L1s

This has been well understood for years.

Ethereum L2s can steal all user funds at any moment!

Always have been. But the pizza will be greener in the future.

One underrated part of Optimism’s superchain vision is that you could have pretty fast interoperability between L2s with different sequencers

Still gotta run full node.

panDA

An abstraction layer for DAs to scale up. It's actually what every RaaS or Rollup framework should have.. Great deck.

Fighting L2s is akin to fighting multi processors in 90s.

Cannot find human that fights L2s.

L2 frens hour: say something nice about another L2 team

Where was the L2 and first zkEVM war bros.

🔍 🏦 DeFi & AMM & TradeFi

how many billions of dollars have been wasted on ERC20 approve() transactions

$763M on Ethereum alone.

Calling it "LVR"

'a bit like calling the difference between a real car's engine's efficiency and the theoretical physical limit "loss versus perpetual motion"'

Everything Is A Perp

Basically you can frame everything as a perp, with different powers of index prices. See more discussion here.

auction-managed AMM

An Auction-Managed Automated Market Maker. Shows the design space of v4.

Measuring the impact of hidden DEX costs

How RFQ protects users from MEV-induced slippage.

someone trades on Uniswap in 20 years

"value will not simultaneously go to a builder, filler, wallet, web frontend, L2 sequencer, suave validator, L1 eth burn, L1 mev burn, rollup DAO, paymaster, relayer, trading protocol DAO, AMM LP, 3rd party DA provider, L3, LST protocol, etc". God we got so many infras.

Anyone have real data on why stablecoin borrow rates have skyrocketed?

Conjecture: Ethena and Pendle.

Why I’m bullish on defi

"ethena will bring funding yield (maybe like 60% on 5B) onchain, creating a large liquidity suck, rerating all sources of borrow".

Aave has passed a proposal to whitelist free flash loans for select actors.

"The thing is, Uniswap v4 will offer free flash loans for all users, from its singleton pool. Fees are going to zero.". See PoC.

🔍 🤖 MEV

Censorship on L1 and Inclusion List

"I outline why I believe addressing censorship in relayers and builders is more pressing, and a natural solution is to give validators some degree of freedom to include their own transactions (i.e., an inclusion list)." For somehow, I always wanna put these into MEV section. See also A censoring builder at 40% market share and censorship on mainnet is currently a non-issue

proposers will realize that if the proposer before them has $$$$ MEV they should send 6 blobs for the ~2% it will get reorged (the “threshold” at which block propagation reaches avg slot); beaver will realize it should just ignore the blobs to gain another 200ms.

On OEV

Putting MEV back to where it belongs.

The Spectre of MEV on Bitcoin

Yeah Ordinal related MEV!

🔍 🛸 Cosmos

🔍 🕸️ Web

big thread about native development for Apple Vision Pro

Tips for apple developers.

Thanks for reading!

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

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