Zk Email Library
With the recent buzz around zkTLS, I wanted to highlight another really cool library called Zk Email.
ZK Email allows the sender, receiver, subject, and content of an email to be verified while maintaining privacy. This allows anyone to prove the addresses that sent or received an email + so much more. This tool is v
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really good post! zkEmail has a lot of elite mindshare and is flying under the radar. zklogin too. i think they are soon getting smooth and available enough to get traction and spark a narrative. (bullish sui)
Jordan, so your thesis is that in these examples of ZK SDKs, the encouragement of user adoption will lead to value accrual to the L1's? I know Sui is leading the charge on this, but I believe that Near and Sol also have wallets that are/have implemented this functionality.
I'm thinking that wallets might also be big winners, which brings me back to the few defi ecosystem-wallet vertical integration plans. But I wonder which other projects/tokens are likely to benefit from these new ZK technologies.
not really sure about the value accrual stuff yet tbh. I have been really interested in Sui from a research perspective lately. I think they are doing all the right things and emphasizing cool areas others are behind on or ignoring.
On the token econ/unlocks/value accrual front, im still wrapping my head around it. This is the only reason i haven't built much of a position yet. Robbie's fat wallet thesis is pretty compelling and seems to agree with your thoughts here.
One thing i do feel fairly confident about is in the medium term the L1 is still going to benefit from real world traction of apps on its chain, and apps themselves will benefit, even without value accrual. Some of the most garbage stocks out there go up and never make any money or issue dividends (ABNB, stuff like that)
I basically think the meta is going to stay mostly the same for now, and ETH's downfall/sentiment change is an outlier and made up of several other factors. I think Sui should be able to cruise on vibes lol