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Smartecvitalik
2025-07-19 04:22:59
ð§µ Cysic x Succinct: ZKã€ã³ãã©ãç¥ã¢ãŒãã«çªå ¥ããŸããâ¡ð
TL;å士 ðš
ãã®ãã¥ãªã¯ãAIãDeFiãã¢ã€ãã³ãã£ãã£ãªã©ã®ã¢ããªã±ãŒã·ã§ã³åãã®ãªã¢ã«ã¿ã€ã ã§äœã³ã¹ããã¹ã±ãŒã©ãã«ãªzkInfraã§ãã
ZKã¯ãã¯ãçè«ã§ã¯ãªããã€ã³ãã©ã§ãã
ãããå§ããŸããã ð
---
1/
ãŒãç¥è蚌æã¯ãã€ãŠå®éšçãªãã®ã§ããã
ä»ã
圌ãã¯äž»æµã«ãªã寞åã§ãã
ããã¯ZKã³ã³ãã¥ãŒãã£ã³ã°ãšæå·ã€ã³ãã©ã®æªæ¥ãæå³ããŸã ð§
---
2/
ð Cysicãšã¯äœã§ããïŒ
ãã ã®ãã§ãŒã³ã§ã¯ãããŸããã
Cysicã¯åçŽçµ±åãããZKã€ã³ãã©ãæ§ç¯ããŠããŸã:
â å°çšããŒããŠã§ã¢ (ASICãGPUã¯ã©ã¹ã¿ãŒ)
â ZK蚌æã®ããã«ç¹åããã¬ã€ã€ãŒ1
â ããããŒ/ããªãã¡ã€ã¢ã®å€§èŠæš¡ãã¹ãããã
ããã¯ãŸãã§NvidiaãšEthereumãZKã®èµ€ã¡ãããæã£ããã®ããã§ãã
---
3/
ð§ Succinctãšã¯äœã§ããïŒ
SP1ã®èåŸã«ããããŒã ã¯ãRustã§èšŒæå¯èœãªã³ãŒããæžããªãŒãã³ãœãŒã¹ã®zkVMã§ãã
圌ãã¯Succinct Prover Networkãéå¶ããŠãããZK蚌æã®ããã®åæ£åãŠãŒããŒã¹ã¿ã€ã«ã®ããŒã±ãããã¬ã€ã¹ã§ãã
誰ã§ãããŒããéå¶ã§ããŸãã誰ã§ã蚌æãèŠæ±ã§ããŸãã
---
4/
ð¥ ããŒãããŒã·ãã
Cysicã¯ããã«ãããŒããããŒããŒãšããŠSuccinctã®ãããŒããŒãããã¯ãŒã¯ã«åå ããŸããã
圌ãã¯ãœãããŠã§ã¢ãæã£ãŠããã ãã§ãªããæ¥ç¶ããŠããŸã:
â¡ é«æ§èœGPUã¯ã©ã¹ã¿
ð§± 1.33M Keccakããã·ã¥/ç§ãå®è¡ã§ããä»åŸã®ZK ASIC
ããã¯éåžžã®CPUã®100åéãã§ãã
---
5/
ð¡ ãããè§£æŸãããã®ïŒ
Cysic ã®ããŒããŠã§ã¢ + Succinct ã® zkVM =
⢠ããè¿ éãªèšŒæ
⢠ããå®äŸ¡ãªã³ã³ãã¥ãŒã
⢠ãªã¢ã«ã¿ã€ã 蚌æ
â¢ åæ£åã³ãŒãã£ããŒã·ã§ã³
⢠ã¹ã±ãŒã©ãã«ãªæ©é¢åãã®zkInfra
æ°ãã蚌æã¬ã€ã€ãŒã圢æãããŠããŸãã
---
6/
ð å®äžçã®ã¢ããªãä»ZKã§ã©ã€ãã«ã§ããããã«ãªããŸãã:
⢠ã¹ã±ãŒã©ãã«ãªã¢ã€ãã³ãã£ãã£ã·ã¹ãã
â¢ å ¬å¹³æ§ã蚌æãããªã³ãã§ãŒã³ã²ãŒã
⢠ãŒãç¥èæçµæ§ã䜿çšããL2
⢠ãã©ã€ãã·ãŒãä¿ã€æ©æ¢°åŠç¿
⢠ã¯ãªããã°ã¬ãŒãã®æ°åŠã«è£æã¡ãããåŸæ¥ã®éè
ããã¯èªå€§åºåã§ã¯ãããŸãããããã¯çç£ã€ã³ãã©ã§ãã
---
7/
ð ã¹ã©ããããçµ±èš:
Cysicã®ãã¹ããããã«ã¯:
⢠118,300 ããããŒ
⢠200,200 ã®æ€èšŒè
⢠3ã€ã®ãã¹ãããããã§ãŒãºãå®äºããŸãã
ããã¯ãã¢ã§ã¯ãªããã¹ã±ãŒã«ã¢ããã®æºåãæŽã£ãæŠéãã¹ãæžã¿ã®èšŒæã€ã³ãã©ã§ãã
---
8/
ð¢ 嵿¥è ãèªã:
> âZKã¯æå·é貚ãè¶ ããŠçŸå®äžçã«åºãã£ãŠããŸããâ
â ã¬ãªã»ãã¡ã³ãCysicã®å ±ååµèšè
> âCysicã®åå ã¯ãç§ãã¡ã®åæ£åzk蚌æã®ããžã§ã³ãæ€èšŒããŸããâ
â ãžã§ã³ã»ã®ãã¹ãSuccinctã®CTO
---
9/
ð§© ã€ã³ã¿ãŒãããããŒãã¹
Cysic 㯠L1 ã§ãã
ãµã¯ã·ã³ã¯ãã¯ã¯ãã¹ãã§ãŒã³ã§ãã
圌ãã¯äžç·ã«ãäžå€®éæš©çãªããªããžã«äŸåãããä¿¡é Œã®ãªã蚌æã«åºã¥ãã¯ãã¹ãã§ãŒã³ã¢ããªã®éãåãéããŠããŸãã
ã¢ãžã¥ã©ãŒãªæªæ¥ãããã«ã³ã³ããŒã¶ãã«ã«ãªããŸããã
---
10/
â ïž æ³šæã®å¥åº·çãªã¡ã¢
⢠ãã®1.33M Keccak/s ASICã¯ãŸã 皌åããŠããŸããã
⢠ããã©ãŒãã³ã¹çµ±èšã¯èªå·±å ±åããããã®ã§ã
⢠å®éã®ã¹ã«ãŒãããã¯ãŸã ãã¹ãäžã§ã
ãããããã®æ¹åã¯ïŒçããªã匷æ°ã§ãã
---
11/
ð æŠèŠïŒ
ZKã€ã³ãã©ã¯ããã©ãŒãã³ã¹ã«ãã£ãŠããã«ããã¯ã«ãªã£ãŠããŸããã
ä»ãSuccinctã®SP1ãšCysicã®ããŒããŠã§ã¢ã䜿çšããŠ:
â ZKã¯å®ããéãã忣åããã
â éçºè ã¯å®éã«ããã䜿ã£ãŠæ§ç¯ã§ããŸã
â ZKã¹ã¿ãã¯ã¯ã¹ã±ãŒã«ã§äœ¿çšå¯èœã«ãªã£ãŠããŠããŸã
---
12/
ZKã¯ãã¯ãåãªãç ç©¶è«æãšçŽæã§ã¯ãããŸããã
ããã¯ããã°ã©ã å¯èœã§ã忣åã®ããŒããŠã§ã¢ã¢ã¯ã»ã©ã¬ãŒã·ã§ã³ã€ã³ãã©ã§ãã
ãããŠä»ãããã«ã¯ã¿ãŒããã¿ã³ããããŸãã
Cysic x Succinctã¯ããã©ã¹ãã¬ã¹ã³ã³ãã¥ãŒãã®æªæ¥ã§ãã
äœããŸããããðð»
ZK
-1.17%
INFRA
-0.08%
JST
1.44%
åæè¡šç€º
ãã®ããŒãžã«ã¯ç¬¬äžè ã®ã³ã³ãã³ããå«ãŸããŠããå Žåããããæ å ±æäŸã®ã¿ãç®çãšããŠãããŸãïŒè¡šæã»ä¿èšŒããããã®ã§ã¯ãããŸããïŒãGateã«ããèŠè§£ã®æ¯æããéèã»å°éçãªå©èšãšã¿ãªãããã¹ããã®ã§ã¯ãããŸããã詳现ã«ã€ããŠã¯
å 責äºé
ãã芧ãã ããã
å ±é ¬
ããã
ã³ã¡ã³ã
å ±æ
ã³ã¡ã³ã
0/400
ã³ã¡ã³ã
ã³ã¡ã³ããªã
ãããã¯
1
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ãã³
ãµã€ãããã
ð§µ Cysic x Succinct: ZKã€ã³ãã©ãç¥ã¢ãŒãã«çªå ¥ããŸããâ¡ð
TL;å士 ðš
ãã®ãã¥ãªã¯ãAIãDeFiãã¢ã€ãã³ãã£ãã£ãªã©ã®ã¢ããªã±ãŒã·ã§ã³åãã®ãªã¢ã«ã¿ã€ã ã§äœã³ã¹ããã¹ã±ãŒã©ãã«ãªzkInfraã§ãã
ZKã¯ãã¯ãçè«ã§ã¯ãªããã€ã³ãã©ã§ãã
ãããå§ããŸããã ð
---
1/
ãŒãç¥è蚌æã¯ãã€ãŠå®éšçãªãã®ã§ããã
ä»ã
圌ãã¯äž»æµã«ãªã寞åã§ãã
ããã¯ZKã³ã³ãã¥ãŒãã£ã³ã°ãšæå·ã€ã³ãã©ã®æªæ¥ãæå³ããŸã ð§
---
2/
ð Cysicãšã¯äœã§ããïŒ
ãã ã®ãã§ãŒã³ã§ã¯ãããŸããã
Cysicã¯åçŽçµ±åãããZKã€ã³ãã©ãæ§ç¯ããŠããŸã:
â å°çšããŒããŠã§ã¢ (ASICãGPUã¯ã©ã¹ã¿ãŒ)
â ZK蚌æã®ããã«ç¹åããã¬ã€ã€ãŒ1
â ããããŒ/ããªãã¡ã€ã¢ã®å€§èŠæš¡ãã¹ãããã
ããã¯ãŸãã§NvidiaãšEthereumãZKã®èµ€ã¡ãããæã£ããã®ããã§ãã
---
3/
ð§ Succinctãšã¯äœã§ããïŒ
SP1ã®èåŸã«ããããŒã ã¯ãRustã§èšŒæå¯èœãªã³ãŒããæžããªãŒãã³ãœãŒã¹ã®zkVMã§ãã
圌ãã¯Succinct Prover Networkãéå¶ããŠãããZK蚌æã®ããã®åæ£åãŠãŒããŒã¹ã¿ã€ã«ã®ããŒã±ãããã¬ã€ã¹ã§ãã
誰ã§ãããŒããéå¶ã§ããŸãã誰ã§ã蚌æãèŠæ±ã§ããŸãã
---
4/
ð¥ ããŒãããŒã·ãã
Cysicã¯ããã«ãããŒããããŒããŒãšããŠSuccinctã®ãããŒããŒãããã¯ãŒã¯ã«åå ããŸããã
圌ãã¯ãœãããŠã§ã¢ãæã£ãŠããã ãã§ãªããæ¥ç¶ããŠããŸã:
â¡ é«æ§èœGPUã¯ã©ã¹ã¿
ð§± 1.33M Keccakããã·ã¥/ç§ãå®è¡ã§ããä»åŸã®ZK ASIC
ããã¯éåžžã®CPUã®100åéãã§ãã
---
5/
ð¡ ãããè§£æŸãããã®ïŒ
Cysic ã®ããŒããŠã§ã¢ + Succinct ã® zkVM =
⢠ããè¿ éãªèšŒæ
⢠ããå®äŸ¡ãªã³ã³ãã¥ãŒã
⢠ãªã¢ã«ã¿ã€ã 蚌æ
â¢ åæ£åã³ãŒãã£ããŒã·ã§ã³
⢠ã¹ã±ãŒã©ãã«ãªæ©é¢åãã®zkInfra
æ°ãã蚌æã¬ã€ã€ãŒã圢æãããŠããŸãã
---
6/
ð å®äžçã®ã¢ããªãä»ZKã§ã©ã€ãã«ã§ããããã«ãªããŸãã:
⢠ã¹ã±ãŒã©ãã«ãªã¢ã€ãã³ãã£ãã£ã·ã¹ãã
â¢ å ¬å¹³æ§ã蚌æãããªã³ãã§ãŒã³ã²ãŒã
⢠ãŒãç¥èæçµæ§ã䜿çšããL2
⢠ãã©ã€ãã·ãŒãä¿ã€æ©æ¢°åŠç¿
⢠ã¯ãªããã°ã¬ãŒãã®æ°åŠã«è£æã¡ãããåŸæ¥ã®éè
ããã¯èªå€§åºåã§ã¯ãããŸãããããã¯çç£ã€ã³ãã©ã§ãã
---
7/
ð ã¹ã©ããããçµ±èš:
Cysicã®ãã¹ããããã«ã¯:
⢠118,300 ããããŒ
⢠200,200 ã®æ€èšŒè
⢠3ã€ã®ãã¹ãããããã§ãŒãºãå®äºããŸãã
ããã¯ãã¢ã§ã¯ãªããã¹ã±ãŒã«ã¢ããã®æºåãæŽã£ãæŠéãã¹ãæžã¿ã®èšŒæã€ã³ãã©ã§ãã
---
8/
ð¢ 嵿¥è ãèªã:
> âZKã¯æå·é貚ãè¶ ããŠçŸå®äžçã«åºãã£ãŠããŸããâ
â ã¬ãªã»ãã¡ã³ãCysicã®å ±ååµèšè
> âCysicã®åå ã¯ãç§ãã¡ã®åæ£åzk蚌æã®ããžã§ã³ãæ€èšŒããŸããâ
â ãžã§ã³ã»ã®ãã¹ãSuccinctã®CTO
---
9/
ð§© ã€ã³ã¿ãŒãããããŒãã¹
Cysic 㯠L1 ã§ãã
ãµã¯ã·ã³ã¯ãã¯ã¯ãã¹ãã§ãŒã³ã§ãã
圌ãã¯äžç·ã«ãäžå€®éæš©çãªããªããžã«äŸåãããä¿¡é Œã®ãªã蚌æã«åºã¥ãã¯ãã¹ãã§ãŒã³ã¢ããªã®éãåãéããŠããŸãã
ã¢ãžã¥ã©ãŒãªæªæ¥ãããã«ã³ã³ããŒã¶ãã«ã«ãªããŸããã
---
10/
â ïž æ³šæã®å¥åº·çãªã¡ã¢
⢠ãã®1.33M Keccak/s ASICã¯ãŸã 皌åããŠããŸããã
⢠ããã©ãŒãã³ã¹çµ±èšã¯èªå·±å ±åããããã®ã§ã
⢠å®éã®ã¹ã«ãŒãããã¯ãŸã ãã¹ãäžã§ã
ãããããã®æ¹åã¯ïŒçããªã匷æ°ã§ãã
---
11/
ð æŠèŠïŒ
ZKã€ã³ãã©ã¯ããã©ãŒãã³ã¹ã«ãã£ãŠããã«ããã¯ã«ãªã£ãŠããŸããã
ä»ãSuccinctã®SP1ãšCysicã®ããŒããŠã§ã¢ã䜿çšããŠ:
â ZKã¯å®ããéãã忣åããã
â éçºè ã¯å®éã«ããã䜿ã£ãŠæ§ç¯ã§ããŸã
â ZKã¹ã¿ãã¯ã¯ã¹ã±ãŒã«ã§äœ¿çšå¯èœã«ãªã£ãŠããŠããŸã
---
12/
ZKã¯ãã¯ãåãªãç ç©¶è«æãšçŽæã§ã¯ãããŸããã
ããã¯ããã°ã©ã å¯èœã§ã忣åã®ããŒããŠã§ã¢ã¢ã¯ã»ã©ã¬ãŒã·ã§ã³ã€ã³ãã©ã§ãã
ãããŠä»ãããã«ã¯ã¿ãŒããã¿ã³ããããŸãã
Cysic x Succinctã¯ããã©ã¹ãã¬ã¹ã³ã³ãã¥ãŒãã®æªæ¥ã§ãã
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