Raye Hadi (@rhadiARK) / X

Raye Hadi

169 posts

Raye Hadi

@rhadiARK

Onchain things @ARKInvest | @uva | Disclosure: arkinv.st/terms

Joined June 2025

Raye Hadi
@rhadiARK
Jul 11, 2025
Yesterday, the Ethereum Foundation (EF) published a blog announcing intent to go all-in on integrating zero-knowledge (zk) into the Ethereum L1: blog.ethereum.org/2025/07/10/rea… This could be a major upgrade, with massive implications for scalability and privacy. 🧵:
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Raye Hadi
@rhadiARK
Jul 14, 2025
Replying to @pumatheuma and @SuccinctLabs
Thanks @pumatheuma. Been following the work you guys have been doing at Succinct for the last couple of months now. Super cool stuff🔥. I am personally a huge fan of zk. I'll be sure to check out that link.
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Raye Hadi
@rhadiARK
Jul 11, 2025
Replying to @rhadiARK
The upgrade revolves around two shifts: Making the EVM zk-friendly: Upgrades to the execution layer to make zk-proving faster and simpler. Ex: EIP-2537 (Pectra fork) Stateless verifiers: Changing validator logic to allow zk-proof (zkp) verification at the consensus layer.
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Raye Hadi
@rhadiARK
Jul 11, 2025
Replying to @rhadiARK
This upgrade represents the cultural shift Ethereum has been promising. Along with expanding blobspace (cheaper DA), Ethereum is paving the way for scalable and privacy-preserving L1 infra. Execution still remains the challenge, but the vision is becoming clearer.
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Raye Hadi
@rhadiARK
Jul 7, 2025
After years tracking the evolution of blockchain and crypto, I’m thrilled to share that I’ve joined @ARKInvest on the Digital Assets team. It’s an incredible time for the industry, and I’m excited to help advance the financial infrastructure of the next era.
270K
Raye Hadi
@rhadiARK
Jul 11, 2025
Replying to @rhadiARK
How this works: Block builders assemble transactions into blocks. Provers (builders, validators, or 3rd party zk-prover networks) generate a zkp proving block validity. Validators verify the proof instead of re-executing the trxns in the full block- boosting throughput.
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Raye Hadi
@rhadiARK
Jul 11, 2025
Replying to @rhadiARK
EF targets for real-time L1 proving: 99% of block proofs generated within ≤10s. Hardware costs for provers ≤$100k and ≤10kW power. Quantum resistant security: ≥128-bit (requires 2^128 ops to break). ≤300KiB proof sizes, minimizes bandwidth and fits in Ethereum blocks.
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Raye Hadi
@rhadiARK
Jul 7, 2025
A neat insight for my inaugural post on here: Whenever crypto gets hit by a major exploit, trading volume tends to move to domestic exchanges (Coinbase, Kraken, Gemini)
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Raye Hadi
@rhadiARK
Jul 11, 2025
Replying to @rhadiARK
Tradeoffs: Reduced validator requirements support decentralization but proving complexity and computational burden shifts to builders/provers. If builders/provers collude or go offline, block production could halt- raising liveness concerns.
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Raye Hadi
@rhadiARK
Jul 17, 2025
If the @base app takes off, it could mark the beginning of a "walled gardens" phase in Ethereum’s L2 roadmap. Fragmentation has been the biggest criticism of L2s, but if real utility emerges through the composability of protocols built on the same tech stack, that narrative could
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Raye Hadi
@rhadiARK
Aug 19, 2025
Are stablecoins driving a comeback of corporate L1s? Everything you need to know about ARC, Circle's stablecoin-optimized Layer 1, below.
ARK Invest
@ARKInvest
Aug 18, 2025
Article
Perplexity’s Unsolicited Bid For Chrome Is A Distribution Play, & More
This week’s newsletter covers Perplexity’s bid to acquire Google Chrome, Circle’s launch of ARC (a new Layer-1 blockchain), and the FDA’s progress on its ambitious priorities. 1. Perplexity’s...
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Raye Hadi
@rhadiARK
Jul 14, 2025
Some solid content in here: @LorenzoARK and I break down Robinhood's new crypto suite (tokenized equities onchain and the L2 announcement). And @dpuellARK covers the 80k btc movement
ARK Invest
@ARKInvest
Jul 14, 2025
Article
With Grok 4, xAI Retakes The Large Language Model Lead, & More
Want more research from the ARK Team? Have feedback on our publications? Click here to help inform our content creation. 1. With Grok 4, xAI Retakes The Large Language Model Lead By: Jozef Soja |...
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Raye Hadi
@rhadiARK
Jul 8, 2025
Some great insights here Had a blast working on this with @dpuellARK- check out his thread below. Full report attached as well
David Puell
@dpuellARK
Jul 8, 2025
The Bitcoin Monthly report for June is out! ark-invest.com/crypto-reports… Thread below.
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Raye Hadi
@rhadiARK
Jul 31, 2025
Jito’s new Block Assembly Marketplace (BAM) brings some interesting changes to Solana: - Block construction shifts from validators to specialized builders using TEEs (similar to PBS). - Introduces app-controlled execution: some level of sequencing customization, but no state
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