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The Atlas upgrade introduces the ZK Stack, a framework enabling seamless asset movement between Ethereum's Layer 1 and Layer 2. By eliminating the need for separate liquidity pools, this innovation reduces capital fragmentation and transaction costs, making Ethereum's ecosystem more accessible to both retail and institutional users
. According to a report by Bitget, the upgrade has already attracted significant enterprise adoption, with the token's value due to its deflationary tokenomics and growing demand.The Ethereum Foundation has further validated ZKsync's progress, particularly its Airbender prover, which
using just two consumer-grade RTX 5090 GPUs. This breakthrough, highlighted by Ethereum researcher Justin Drake, could enable a "gigagas L1" era, where gas limits expand to accommodate more transactions per block, driving down fees across the network . While Buterin acknowledges a 60-fold performance gap between average and worst-case scenarios, he emphasizes the need for gas pricing reforms to ensure equitable scaling .ZKsync's advancements have not gone unnoticed by the broader DeFi community. Leading analysts note that the platform now holds 15% of the Layer 2 total value locked (TVL) market share,
but demonstrating rapid growth. The upcoming Fusaka upgrade, , aims to push throughput to 30,000 TPS, a target analysts view as critical for sustaining ZKsync's momentum and attracting institutional capital.Buterin's recent focus on privacy further aligns with Ethereum's long-term goals. The Kohaku framework,
, provides modular tools for privacy-preserving wallets, addressing a key barrier to mainstream adoption. While still in development, projects like Railgun and Privacy Pools are already leveraging similar principles to obscure transaction data, toward privacy-centric infrastructure.Despite its promise, ZKsync faces challenges. The Ethereum Foundation has cautioned that high-complexity operations-such as RSA verification-remain costly for zero-knowledge provers,
. Additionally, competition from established Layer 2s like and remains fierce, with market share dynamics likely to evolve as Fusaka's performance is tested.However, the combination of Buterin's endorsement, Ethereum Foundation support, and ZKsync's aggressive roadmap creates a compelling narrative for investors. The platform's ability to deliver shared liquidity, ultra-low fees, and privacy-first tools positions it as a key enabler of Ethereum's vision for a scalable, secure, and user-friendly blockchain.
Vitalik Buterin's backing of ZKsync is more than symbolic-it reflects a strategic alignment between Ethereum's scaling ambitions and the project's technical execution. With the Atlas and Fusaka upgrades, ZKsync is not only addressing Ethereum's scalability trilemma but also redefining the economics of Layer 2 adoption. For investors, the convergence of institutional interest, Ethereum Foundation validation, and a clear path to 30,000 TPS presents a high-conviction opportunity in the evolving blockchain landscape.
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