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Vitalik Buterin's Support for zkSync: Sparking a New Era for Ethereum Layer 2 Solutions and ZK-Based Value Growth

Vitalik Buterin's Support for zkSync: Sparking a New Era for Ethereum Layer 2 Solutions and ZK-Based Value Growth

Bitget-RWA2025/11/20 10:04
By:Bitget-RWA

- Vitalik Buterin's endorsement of zkSync's Atlas upgrade highlights ZK rollups as Ethereum's key scaling solution, enabling 15,000+ TPS with near-zero fees. - The upgrade unifies Layer 1/2 liquidity, accelerating institutional adoption for RWAs and cross-chain settlements, with ZK TVL reaching $3.5B. - ZK token surged 50% post-endorsement, reflecting deflationary restructure and growing demand for utility-driven blockchain infrastructure. - Upcoming Fusaka upgrade (2025) aims to double throughput to 30,00

Vitalik Buterin, co-founder of , has recently voiced strong support for zkSync’s Atlas upgrade, sparking renewed throughout the blockchain sector. This endorsement marks a significant turning point for the adoption of zero-knowledge (ZK) rollups as Ethereum’s primary scaling method. With growing institutional interest and innovative token models, ZK-based protocols are poised to become central to Ethereum’s next growth chapter—placing investors on the verge of a major market shift.

The Atlas Upgrade: Technical and Strategic Milestone

that Buterin described zkSync’s Atlas upgrade as “underrated and valuable,” highlighting its potential to transform Ethereum into a unified liquidity platform capable of handling over 15,000 transactions per second (TPS) with minimal fees. The most notable advancement is the removal of fragmented liquidity pools, allowing for effortless capital flow between Ethereum’s Layer 1 and Layer 2. This not only speeds up transaction settlement but also paves the way for institutional use cases like real-world asset (RWA) tokenization and cross-chain settlements .

Aligning with Ethereum’s “Lean Ethereum” philosophy—which emphasizes

rollups for secure and scalable growth—this upgrade is highly significant. that Buterin’s support has strengthened trust in ZK’s ability to solve Ethereum’s scalability challenges, an issue that has hindered other Layer 2 solutions such as Optimism and .

Market Impact: ZK Token Rally and Institutional Engagement

Markets have already begun to reflect the impact of this endorsement. The

, which was mainly used for governance, has since Buterin’s remarks, fueled by a deflationary overhaul involving buybacks and token burns. This shift signals a broader movement: investors are now focusing on the practical utility of ZK protocols in real-world scenarios rather than just governance.

Institutional participation further reinforces this trend. Deutsche Bank and Citi are reportedly utilizing

for secure cross-chain settlements, leveraging its privacy-focused ZK-SNARKs technology . The total value locked (TVL) in ZK protocols has now reached $3.5 billion, with StarkNet’s TVL tripling after $72 million in was transferred to its network . These numbers highlight a growing agreement that ZK rollups are evolving into a core infrastructure for global financial systems.

Strategic Considerations for Investors

For those investing, the Atlas upgrade and Buterin’s backing offer a twofold opportunity. First, the ZK token’s new role as a value-generating asset provides access to a deflationary structure that could support long-term gains. Second, the upcoming Fusaka upgrade—expected in December 2025—

to 30,000 TPS, further strengthening zkSync’s position in the competitive Layer 2 landscape.

Nonetheless, challenges persist. While zkSync’s focus on privacy sets it apart, rivals like Arbitrum are also developing their own ZK-based technologies. Regulatory developments, including the U.S. GENIUS and CLARITY Acts, will be crucial in shaping adoption rates

. Investors should carefully consider these dynamics alongside the increasing institutional appetite for robust, scalable blockchain solutions.

Preparing for the Next Major Shift

The intersection of technical progress, institutional involvement, and Buterin’s endorsement indicates that ZK-based protocols are nearing widespread acceptance. For investors, focusing on ZK-related assets—especially those with strong institutional alliances and deflationary token models—offers a compelling case. As Ethereum’s Layer 2 ecosystem evolves, early adopters of ZK infrastructure could see significant returns, much like the rise of Layer 1 protocols in earlier cycles.

In this climate, patience and thoughtful investment are essential. The Fusaka upgrade and Ethereum’s broader development plan provide clear benchmarks to watch, while regulatory shifts could either accelerate or slow progress. At present, both Buterin and the market send a unified message: ZK is not only Ethereum’s future—it is already shaping its present.

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Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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