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When RISC-V tear apart the EVM shackles, how modular architecture unlocks the ultimate potential of ZK

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転載元: panewslab

05/03/2025·16D

Obviously, many people underestimate the long-term technological innovation influence behind EVM to RISC-V @VitalikButerin. In my opinion, Ethereum may usher in a wave of new technology narrative driving Cycle next:

  1. EVM to RISC-V is not a tactical iteration for Ethereum, but a strategic upgrade. Perhaps it is the next revolutionary new technological narrative journey after the Layer2 expansion plan. Just like when we moved from PoW to PoS, it seems to be just a change in the consensus mechanism, but in fact it is a reshaping of the network foundation.

The technology stack change with EVM to RISC-V as the core is the key password for Ethereum to open the next 10-year growth cycle. It has nothing to do with controversy, but only life and death. E Guard, maybe the $ETH performance in this cycle is unsatisfactory, but don’t forget the team of developers deposited on Ethereum. Once the technical narrative returns, Ethereum’s second-half counterattack path is still worth looking forward to;

  1. In fact, the fate of EOF (Ethereum Object Format) is a typical example. This technical proposal, which has experienced countless tug-of-wars and technological struggles, may eventually face abolishment? Simply put, EOF is optimized at the EVM software level, while RISC-V is more systematic and completely modified at the hardware level. Since RISC-V is selected, the remaining EOF naturally has no need to continue?

This shows that Ethereum is rethinking its path to innovation breakthroughs. The layer2 expansion solution that originally lasted for a whole cycle may become a glorious and great history. With the competition of more and more high-performance layer1 chains, there is no choice. Ethereum must seek real underlying framework reconstruction, and changing the old and large-scale EVM virtual machines is a new beginning. From the perspective of technological evolution, Ethereum is shifting from "external expansion" to "kernel innovation", which is the inevitable result of strategic reversal;

  1. ZK (zero knowledge proof) is the most brilliant technical narrative on Ethereum, but as of now, ZK's technical value has only played its role in proof of state between Layer2 and Layer1, and has only touched the tip of the iceberg of ZK's potential.

If RISC-V really set foot on the stage of history, the new wave of infra-revolution of Ethereum's technological narrative may have just begun. Think about the previous battles between Plasma, Rollup, Parallel, Validium and other technical solutions, which are competing for layer2 expansion solutions. The process of diversified development of technology solutions is also a step to promote ecological prosperity. It can be expected that solutions around ZK's privacy, expansion and other solutions will most likely become a new round of inversion themes, such as the collision of RISC-V and zkMIPS, the fusion and iteration of zkEVM and zkVM, parallel EVM, hardware acceleration, etc.;

  1. As a hardware instruction set, RISC-V intervenes in the original software-level technology change, which is destined to be a more thorough rectification. It may gradually evolve Ethereum from the idea of ​​"building block development" that constantly stacks new patches on backward old EVM systems to a more flexible ecological combination expansion thinking based on new modular thinking.

This change can be said to be the beginning of the second spring of the Ethereum technology narrative. Instead of broadening and expanding on a dilapidated old road, it is better to directly open up a brand new highway and transform from the paradigm of "monolithic architecture + external expansion" to "modular architecture + kernel enhancement";

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Ultimately, I would like to reiterate that Ethereum's RISC-V transformation is not a simple technical iteration. As the L2 track becomes increasingly crowded and the narrative dividends gradually fade, Ethereum's technical team realized that only by returning to the original innovation of L1 can we break the dilemma of "the layer2 ecosystem is not as expected" and reshape Ethereum's strategic competitive barriers.

Of course, I know that many people don’t believe in “technical narratives” anymore, and even some idealistic developers I admired particularly before were frustrated and frustrated. Therefore, some people will definitely think that this is another infra innovative beginning of the concept of "technical narrative", and what is the implementation of the application ecosystem? That's right, even so, why not do it? It's better than the current pool of stagnant water.

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