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