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Podcast

Breaking the Mold: How OP Succinct Redefines the ZK Rollup Landscape

A new framework that could fundamentally reshape the way we think about rollups and interoperability on Ethereum
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Dec 4, 20243 min read

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The rollup ecosystem is evolving rapidly, and two key players—Andrew Huang, CEO and Co-Founder of Conduit, and Uma Roy, CEO and Co-Founder of Succinct—are at the forefront of this change. Together, they’ve unveiled OP Succinct, a new framework that could fundamentally reshape the way we think about rollups and interoperability on Ethereum. By blending cutting-edge zero-knowledge technology with the flexibility of Rollup-as-a-Service (RaaS), OP Succinct aims to address some of Ethereum’s most persistent challenges.

So, what’s going on here? Let’s dive into the details.


Introducing OP Succinct: A New Breed of Rollup

OP Succinct is the product of a partnership between two innovators: Conduit, a Rollup-as-a-Service provider, and Succinct, the creators of SP1, a general-purpose zkVM (Succinct Processor 1). By combining the SP1 framework with Conduit’s RaaS capabilities, OP Succinct offers a ZK rollup stack that’s fast, affordable, and highly customizable.

Here’s what sets it apart:

  • Fast Finality: OP Succinct boasts a finality time of just 1 hour, compared to the standard 7-day withdrawal period of optimistic rollups.
  • Interoperability by Design: The stack is designed to enable seamless communication between rollups, addressing Ethereum’s growing fragmentation problem.
  • Cost Efficiency: By leveraging advancements in ZK technology, the rollup dramatically reduces the traditionally high proving costs associated with ZK rollups.

This collaboration isn’t just an incremental improvement—it represents a new paradigm for how rollups are built and deployed.


Why ZK Rollups, and Why Now?

Zero-knowledge (ZK) rollups have long been considered the endgame for Ethereum scalability, but the technology has historically been expensive, slow, and difficult to implement. So, why are ZK rollups suddenly happening now? The answer lies in the convergence of two trends:

  1. Advances in ZK Technology: Proving costs and computation times have been steadily decreasing, making ZK rollups more viable. Frameworks like Succinct’s SP1 are accelerating this progress by enabling efficient verification of arbitrary Rust programs.
  2. The Rise of RaaS (Rollup-as-a-Service): Platforms like Conduit are simplifying the deployment process, lowering the barrier to entry for developers who want to launch their own rollups.

Together, these innovations have set the stage for a new wave of ZK rollups that are faster, cheaper, and easier to use.


How OP Succinct Changes the Rollup Tech Tree

Traditionally, rollup development has followed a predictable pattern: each major player (e.g., zkSync, Polygon, Scroll) builds its own proprietary ZK stack. OP Succinct disrupts this model by combining a general-purpose zkVM (SP1) with the modularity of the OP Stack.

This approach has several implications:

  • Interoperability: Fast finality enables near-instantaneous communication between rollups, unlocking new use cases for cross-chain applications.
  • Capital Efficiency: By eliminating the need for fraud proofs, OP Succinct reduces the complexity and capital requirements of rollup operations.
  • Flexibility: Developers can use the OP Stack’s modular architecture to customize their rollups while benefiting from ZK technology’s inherent security and scalability.

In essence, OP Succinct bridges the gap between the optimism-driven world of RaaS and the cryptographic rigor of ZK rollups.


The End of Fault Proofs?

One of the most provocative questions raised by OP Succinct is whether fault proofs—the cornerstone of optimistic rollups—are becoming obsolete. With a ZK rollup stack like OP Succinct, the need for fraud proofs disappears, as the rollup’s validity is guaranteed cryptographically. This shift could mark the beginning of the end for optimistic rollups as we know them, paving the way for a future where every rollup is a ZK rollup.


The Bigger Picture: Solving Ethereum’s Fragmentation Problem

Ethereum’s ecosystem is growing, but with growth comes fragmentation. Today, rollups operate largely in isolation, creating silos that hinder the seamless flow of assets and information. OP Succinct addresses this issue by enabling fast, secure interoperability between rollups.

Here’s how:

  • Fast Finality: With a 1-hour finality time, OP Succinct dramatically reduces the latency of cross-rollup transactions.
  • Standardization: By building on the OP Stack, the framework promotes compatibility across different rollups, reducing fragmentation.

In the long term, this could lead to a more unified Ethereum ecosystem, where rollups work together rather than compete.


The Road Ahead for ZK Rollups

As the cost curve for ZK technology continues to decline, we’re likely to see a proliferation of ZK rollups across the Ethereum ecosystem. But questions remain:

  • Will type-1 zkEVMs (fully compatible with Ethereum) dominate, or will type-2 zkEVMs (optimized for performance) carve out their niche?
  • How quickly will the cost and complexity barriers of ZK rollups come down?
  • And most importantly, how will developers and users adapt to this new landscape?

With OP Succinct, Andrew Huang and Uma Roy have provided a glimpse of what’s possible. By combining the best elements of RaaS and ZK technology, they’ve created a framework that could redefine Ethereum scalability and interoperability for years to come.

Not financial or tax advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This newsletter is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here.

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