👀 Safe

Excited to chat about zk next week at Cornell Blockchain with two of the founders from our portfolio Daniel Shorr and Ismael Hishon-Rezaizadeh ⭕!

That's 2.6x more 'yes' than 'no'--there's certainly a strong preference for privacy among my following.

As promised, list of pros and cons for each, as well as my personal views.

Why should a base layer enable privacy by default?
1. We have the tech. We know how to enable

Lagrange is enabling onchain SQL:

```
SELECT DISTINCT(nft_ID) from DB.pudgies
WHERE owner = x AND
block_number> y AND
block_number <z LIMIT 5 OFFSET offset;
```

What are some use cases and applications unlocked by SQL queries over historical state? The possibilities here seem

Great thread by philogy on the one major limitation of EIP-3074--authorizations have very crude level of revocation control, which is tied to a specific `nonce`.

Are there simple modifications to the spec here that can enable more fine-grained revocations? e.g. Supporting

We are excited to share the Mainnet launch of LAGRANGE ⭕️’s State Committees AVS.

The network goes live with >20 independent operators and >$2 Billion in restaking commitments.

Thank you to the entire EigenLayer team for continually supporting us in making this happen.

I will be in Boston for the next few days for Harvard Blockchain Conference (hosted by Harvard Blockchain)!

Looking forward to discussing the future of rollups with Brendan Farmer and Neil Bhuta of Galaxy.

Don't hesitate to say hi if you see me in person!

🔥 First ever FHE Summit EthCC - Ethereum Community Conference

Full day focused on FHE in web3 on July 10th in Brussels.

Explore our vision and top speakers here 👇

I just learned today that the 7-day delay period in current optimistic rollups is set to be the worst-case time required for interactive fraud proofs (>50 rounds) to conclude.

This means that zk (one-step) fraud proofs could enable a dramatic reduction of this finality delay!

Announcing FHE Onchain. A podcast and thought leadership brand focused on sharing the latest insights and breakthroughs on the intersection of FHE and web3.

Our first guest: Rand Hindi, CEO of Zama

Full interview: youtu.be/AnW2R7d88_A

Substack: fheonchain.substack.com/p/introducing-…

The timing can't be better on this one. Solution to the composability fragmentation problem is... ANOTHER LAYER!

Two parts of UX for web3 apps:
1. Fees: lowering fees long-term requires scaling chains
2a. Read latency: require faster indexers and more responsive RPCs
2b. Write latency: 2a + faster blocktime and better fee mechanism

Scaling only solve 1 and (partially) 2b.

Imagine if quantum cats actually locked your bitcoins until op_cat is on mainnet.

Great work by LambdaClass and Matter!

Validiums are making comeback! Cheaper gas fees for users, faster settlement, better inter-op, and possibility of providing web2-style privacy!

When will this come to RaaS? Caldera Conduit AltLayer

ZK is the end game.

It is easy to discount zk for certain use cases due to the overhead and (historically) poor dev ex. However, zk compute offers unconditional security for execution validity, compare to capped economic security that alternative solutions (like AVS or fraud proofs) provide.