TL;DR
- Idea: zkSync 是以太坊上的零知识卷叠（ZK-rollup）层级解决方案，提供高吞吐量和低费用，同时保持安全性和去中心化。
- Catalyst: 持续的协议升级（v29.5.0，Prover v23.1.0）以及用于基础设施资助的 TPP-11治理提案，推动网络去中心化和实用性。
- Risks: 依赖集中式证明生成、代币供应规模大导致股权稀释风险，以及以太坊 L2 解决方案之间的激烈竞争。
- Score: 8.00/ 10
Coin
- Name/ Ticker: zkSync (ZK)
- Segment: Layer 2
- Status: active
- Price: $0.061200
Key Metrics
- Market Cap: $441 624 017
- FDV: $1 282 411 466
- Circulating Supply: 7 231 769 682
- Total Supply: 21 000 000 000
Sources
Technology
- USP: Elastic network of interoperable ZK rollup chains secured by zero-knowledge proofs offering sub‐cent transaction fees.
- Core Technology: zk‐rollup architecture leveraging SNARK/FRI‐based Airbender prover, modular ZK Stack components (rollups, validiums, gateway) and Ethereum settlement.
Roadmap
- 2025-10-16: zkSync Core v29.5.0 Released
- 2025-10-21: zkSync Prover v23.1.0 Released
- 2025-10-25: Governance Infrastructure Funding TPP-11 Proposed
- 2025-09-29: zkSync Core v29.4.1 Released
Team & Investors
Team
- Co-Founder & CEO — Alex Gluchowski: Multiple founding experiences; leads Matter Labs and zkSync vision
- COO — Zoé Gadsden: Joined 2021; brings extensive startup operations expertise
- CTO — Anthony Rose: Leads technical strategy and infrastructure development
- Director, ZKsync Foundation — Marco Cora: Promotes zero-knowledge technology adoption within Ethereum ecosystem
- CMO — Meghan Hughes: Former Solana Foundation marketing lead
Investors
- Blockchain Capital — Series C • 2022-11-16
- Dragonfly Capital — Series C • 2022-11-16
- Andreessen Horowitz — Series C • 2022-11-16
- BitDAO — Ecosystem Fund • $200.00M
- OKX Ventures — Grant
- Holdstation — Grant
Total funding: $458.00M
Tokenomics
- Utility: Transaction fees, staking, governance participation
Pros & Cons
Strengths
- High throughput and low transaction costs via zk-rollups
- EVM compatibility enabling seamless Ethereum migration
- Robust security inheriting Ethereum's guarantees
- Strong backing from top-tier investors and ecosystem funds
- Modular, interoperable architecture across customizable ZK chains
Weaknesses
- Centralized proof generation by Matter Labs
- Large token supply and high FDV risk dilution
- Pending governance decentralization (TPP-11 not yet ratified)
- Intense competition from other Layer 2 solutions
- Dependent on Ethereum for final settlement concurrency
Market Signals (7d)
- TVL trend: up 74%
Price Scenarios (target: 2026-05-03)
- Bear: $0.030000 — Assumes 50% market cap decline to $220M and price derived as market cap divided by circulating supply
- Base: $0.070000 — Assumes 20% market cap growth to $530M and price calculated by market cap over circulating supply
- Bull: $0.150000 — Assumes market cap expansion to $1.08B with price equal to market cap divided by circulating supply
How to Buy & Store
CEX
- Binance (ZK/USDT)
- Coinbase (ZK/USD)
- OKX (ZK/USDT)
- Kraken (ZK/USD)
- MEXC (ZK/USDT)
DEX
- SyncSwap (ZK/USDC)
- Uniswap V3 (ZK/ETH)
- Radiant DEX (ZK/USDC)
- Rubic (ZK/USDC)
- zkSync Swap (ZK/ETH)
Storage
- Ledger Live (hardware)
- Trezor Suite (hardware)
- MetaMask (software)
- zkSync Wallet (software)
- Rabby Wallet (software)
Verdict
zkSync’s leading zk‐rollup technology and strong backing position it well for Ethereum scaling; centralization and token dilution remain key risks.
Official Links
Source: Coin Research (internal)
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