Computing Power is Becoming Important Again Because of ZK. A "Prover Market" proposal has been introduced for Ethereum. In simple terms, it refers to a market where block builders request a proof for block generation, which provers then create and submit to receive a reward. The trend for key participants in the Ethereum ecosystem is evolving from mining nodes to validators, and now to provers. If a prover market is established as proposed, it is likely that specialized companies operating large-scale GPU farms will re-emerge to handle proof generation and earn rewards. In a way, the "mining companies" of the past are simply being rebranded as "proving companies." It's ironic that after transitioning from PoW to PoS to solve the problem of inefficient computing power usage, the ecosystem now faces a situation where massive computing power is once again needed for ZK proofs. If this native Ethereum prover market is adopted, it could partially conflict with the Decentralized Prover Network being built by @SuccinctLabs However, since Succinct supports various L2s and other chains in addition to the Ethereum L1, it is unlikely to be a major issue. Overall, as ZK technology is rapidly being optimized, it is poised to become an essential component of the blockchain landscape. Consequently, we can expect more open markets for proof generation to emerge, allowing anyone not just services like Succinct to participate. To use an analogy, Ethereum prover market is like "public infrastructure," while services like Succinct are akin to "private infrastructure." If you are confident in the future of ZK technology, now is a good time to consider a specialized proving service as a business model.
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