Delphi's Infrastructure Year Ahead 2025

Join Ceteris and the Delphi Research infrastructure team for an extensive analysis of blockchain architecture trends heading into 2025. The discussion delves into the evolution of high-throughput chains, examining Solana’s influence on performance-focused architectures and the emergence of competitors like Sui and Monad. The team explores key developments across major ecosystems, from Ethereum’s scaling efforts and BeamChain proposal to Bitcoin’s ZK innovations and Solana’s state compression initiatives.

🎯 Key Highlights

▶ Analysis of high-throughput blockchain architectures and the growing focus on performant shared state machines
▶ Deep dive into Ethereum’s technical roadmap, including BeamChain, native rollups, and L1 scaling discussions
▶ Examination of Move VM adoption and its advantages over traditional EVM architecture
▶ Overview of ZK technology integration across Bitcoin, Ethereum, and Solana ecosystems
▶ Discussion of emerging privacy solutions including FHE and confidential transactions
▶ Analysis of proof markets and their potential impact on blockchain scalability

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🧠 Follow the Alpha

▶ Ceteris’ Twitter: @ceterispar1bus
▶ Facundo’s Twitter: @quienesfacundo
▶ Prasad’s Twitter: @mahadikprasad15
▶ Muhammad’s Twitter: @yusufxzy

🔗 Connect with Delphi

🌐 Portal: https://delphidigital.io/
🐦 Twitter: https://twitter.com/delphi_digital
💼 LinkedIn: https://www.linkedin.com/company/delphi-digital

🎧 Listen on

Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082
Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q

Timestamps

00:00 – Introduction and Infrastructure Overview
03:20 – High Throughput Chains Discussion
05:32 – Virtual Machines and Move Analysis
07:10 – SUI Move Deep Dive
13:01 – L2 Wars and Ecosystem Consolidation
14:31 – Ethereum Development Roadmap
20:54 – ZK Technology Overview
29:37 – Bitcoin ZK Integration
35:08 – Solana ZK Implementation
46:35 – FHE and Privacy Solutions
51:03 – Closing Thoughts