头雁
头雁|Aug 28, 2025 14:10
ZK proves the market competition map Nowadays, competition in ZK is becoming increasingly fierce. In recent exchanges and research projects, we can see that ZK projects are desperately trying to seize the scene. Boundless @ boundless_xyz is mainly occupying both ETH's rollups and BTC's rollups, eating this currently largest market. @SuccinctLabs Earlier, they seized a portion of Bridge's market, such as collaborating with the Cosmos ecosystem. Today, they announced their partnership with @ OffchainLabs (ARB). At present, based on the data provided by these two companies, boundless seems to be larger (looking at the statistics of a personal X friend, I'm not sure if they are accurate, but I haven't delved into the data to prove it), but the competition is fierce. The other area is the market for off chain data proofs (most of which are still applied to DeFi, such as providing user profiles to DeFi through off chain data to provide personalized services for users). Brevis_zk @ Brevis_zk is working on this area, and there is also a Chinese zkvm that has laid out this area, but we haven't seen any progress. In short, Brevis_zk seems to be the largest player in this market. The shining star is the RWA market, which traditionally relies on asset proofs from these exchanges and RWA on chain asset proofs. I previously shared a project called Jiritsu Ledger, which I feel is still in its early stages and belongs to the category of sparks, but I think there is a lot of room for improvement. The smallest part may be the scene in web2, which is not widely used yet, but there are still many opportunities inside. Created a market map for zk proof scenarios:
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