Just dropped our thoughts on EVM 2.0 on Ethmagicians. We see 3 options:

(1) execution optimized,

(2) ZK optimized,

(3) 2-step approach: HLL->blockchainVM->ZKVM.

We suggest exploring all 3 (we took (3) with Cairo but Ethereum should look at all).

https://ethereum-magicians.org/t/evm-2-0-proving-centric-vs-execution-centric-approaches/24455