Succinct’s $PROVE launch is around the corner so let’s talk PMF. for Vitalik, ZK is the endgame for ARK, it’s the next big bet Succinct’s first real PMF sits right in the middle. if Ethereum wants to be zk-verified at the base layer, it needs proofs fast enough to keep up with block time. Succinct SP1’s already doing that with ~90% of blocks proven under 10s making base-layer ZK actually possible ➥ The real PMF starts with scaling. Most rollups today are burning $10K to $50K every month just on infra and still operating at a loss Succinct gave them a deal they can’t refuse: ▸ no infra. no setup. ▸ just submit computation → get proof back. cost gap is wild: ▸ without Succinct: $0.01–$0.10 per tx + infra cost ▸ with Succinct: ~$0.001 per tx That’s 10x to 100x cheaper while saving a bunch of cash on GPUs too ➥ Great for rollups. but what about Succinct? the upside is in scale. as more rollups, L2s and apps plug in - Succinct turns into backend infra that just mints revenue. quick napkin math: Assuming proving costs settle at ~$0.001/tx so at 4–5K TPS (Solana-level) it's around $100M–$150M/year in revenue And these are rookie numbers as : rollup volumes up 15x in 5 yrs L2s like Base pulling insane activity Ethereum’s already winning on on-chain metrics lately and just getting started Succinct’s sitting right at the inflection and gets paid on every settlement once it's plugged in. All i see here is a no-brainer for rollups and a clean flywheel for Succinct. While all of it flows back to $PROVE