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1 Min
Infrastructure
Feb 2023
The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy is joined by Eli Ben-Sasson, and Uri Kolodny, Co-Founders of StarkWare, a suite of validity-based blockchain scaling and privacy solut...
Media
1 Min
Infrastructure
Oct 2021
...and there are two main categories: Optimistic Rollups (ORU) and ZK Rollups (ZKR)....In fact, the term “ZK Rollup” is not really appropriate; instead, they should be called “Validity Rollups...To take a step back a bit, there are two main zk technologies used in validity proofs: zk-SNARKs and...zk-STARKs.
Report
33 Min
ZK-Rollups
Jun 2022
ZK-Rollups
For the sake of clarity, it’s important to distinguish between ZK-bridges and ZK-rollups....In ZK-rollups, ZKPs are used to validate every state transition, ensuring the rollup never makes an invalid...Rollup circuits are designed to prove every state transition, whereas ZK-bridge circuits’ main task is...
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18 Min
Bridges
Feb 2023
ZK (Validity) Rollups: Entering the General Purpose Era
[Excerpt from a Delphi Insights report]
Rollups...(ORU) and ZK Rollups (ZKR)....In fact, the term “ZK Rollup” is not really appropriate; instead, they should be called “Validity Rollups...
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7 Min
Spot Exchange
Jun 2022
In this report, we look at how the Layer 2 ecosystem is shaping up and dive into the varying rollup solutions...order to unlock the next phase of growth, the scaling torch has been passed over to Layer 2s, led by rollup...
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1 Min
Infrastructure
Dec 2020
zk-rollups (ZKRs):
Sequencer receives and orders transactions....So execution shards with zk-proven state roots can be ERs....Aggregated ZK Bridging
I saved the best for last....By far the most compelling bridging vision is the aggregated ZK-bridging I described above.
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83 Min
Layer 2 / L2
Aug 2022
zk provers. ...For rollups (zk/ORU) it would be very easy to switch....Because execution still happens on the rollup, fault proofs and zk proofs are still necessary since they...Based on the premise that for non-EVM-compatible zk rollups would not be possible to become based rollups...
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42 Min
Infrastructure
Mar 2024
ZK (Validity) Rollups: Entering the General Purpose Era
[Excerpt from a Delphi Pro Report]
ZKRs have...While dYdX is a rollup (data on-chain) the other three under the StarkEx brand (Sorare, DeverseFI and...Aztec is another early implementation and is unique vs the others as it’s a zk-ZKR, meaning a fully private...
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8 Min
Layer 2 / L2
Jun 2022
Finally, we take a look at some of the zk rollups building on top of BTC using these components....In zk Rollups, if the block builder / sequencer withholds the data, that part of the data – including...Yona (zk rollup) uses similar strategy where the operators are also Eigenlayer operators.
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60 Min
Layer 2 / L2
May 2024
⚡ The Complete Guide to Rollups
Current rollups settle to Ethereum where they have a smart contract...As rollups decentralize and smart contracts become battle-tested, these rollups could scale Ethereum...You can also build rollups on top of these rollups, so-called “L3s.”...It could serve as a settlement layer for other rollups.
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4 Min
null
Aug 2022
Especially for optimistic rollups....In a dispute where an invalid block is submitted and challenged, the block is run through several ZK...The resulting ZK proof is submitted as a fraud-proof....ZK proof is submitted as a fraud-proof....But whenever there is a dispute, the whole block in question is ZK proven, and the resulting proof is...
Report
24 Min
Layer 2 / L2
Jun 2024
This is the thesis behind zk rollups on Ethereum, with the top 3 projects (Starkware, ZKsync, and Polygon...) boasting a combined market cap of around $2.2 Billion
ZK rollups on Bitcoin: The rise of L2s on Bitcoin...While this is similar to the ZK rollup model, the major differences are that the coprocessor programs...
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63 Min
Infrastructure
Jan 2025
...the co-founder and CEO of Chainway Labs, the company behind Citrea – Bitcoin’s first zero-knowledge (ZK...) rollup....The core innovation behind Citrea is the use of ZK proofs and the groundbreaking BitVM (Bitcoin Virtual...Machine) primitive to create a trust-minimized bridge between Bitcoin’s base layer and the Citrea rollup...
Media
42 Min
DeFi
Mar 2024
In simpler terms, ZK-TLS enables cryptographic proofs about data to be exchanged over a Transport Layer...KYC’s shortcomings pave the way for ZK-TLS to take center stage....Dissecting ZK-TLS
Before delving into the use-cases and technical architecture of ZK-TLS as a combo,...
Report
20 Min
Macro & Markets
Jul 2025
...each one:
Succinct
https://twitter.com/SuccinctLabs/status/1770843544388771914
There are a bunch of zk...space (worth mentioning RISC Zero), but I’m mostly bullish on Succint as they developed actual useful zk...proof of consensus” zkSNARK that enables to read the Ethereum state on any other chain, basically a ‘zk...
Alpha Insight
2 Min
Infrastructure
Mar 2024
A potentially very powerful primitive that can close this gap is ZK-Email....job but with ZKPs the process becomes practical in terms of verification costs and privacy (e.g. to ZK...Extensibility / Modularity: The ZK circuit follows a specific parsing method to extract info out from...
Alpha Insight
4 Min
Infrastructure
Sep 2023
This is a Snippet from “Solana the Modular”
MagicBlock, instead of building a general purpose rollup,...is extending execution using ephemeral rollups....Using PDAs, the execution for accounts can be delegated to an Ephemeral rollup which could have its own...Validators are hyper-specialised and run the Ephemeral rollups. They are co-located near users.
Alpha Insight
4 Min
Layer 2 / L2
Aug 2024
...collaboration with Celestia team, Blobstream X.
https://blog.succinct.xyz/blog/blobstreamx
BlobstreamX is a ZK-Tendermint...This offers orders of magnitude cheaper alternative way for rollups to secure their data....Namely, an Ethereum-settled rollup, instead of paying expensive Etheruem gas for DA, can now use Celestia...
Alpha Insight
1 Min
Layer 1 / L1
Oct 2023
...its advantages, such as amortizing the cost of engineering and providing a competitive experience for rollup...The landscape of optimistic rollups versus ZK rollups is constantly evolving, with ZK technology progressing...Astria’s go-to-market strategy involves vertically integrating and building their own rollups on top...
Media
58 Min
DeFi
Apr 2024












