Let's talk about some real underlying "hard technologies" that determine the future of Web3, a project I have recently delved into—Boundless.
For tonight's sharing, I hope to discuss it in a relaxed, sincere podcast-like reflection, as if we are sitting in a café, sharing why I believe this project deserves our attention and how it fundamentally addresses an **"invisible pain point"** in our Web3 world.
What you think is "fast" is not really fast? The "bottlenecks" in Web3 acceleration and the "dimensionality reduction attack" of @Boundless
Introduction: The "invisible pain point" of Web3—The "prisoner's dilemma" of efficiency and cost
We talk about “performance,” “scalability,” and “Layer2” every day, but has anyone really thought about why our current blockchains, whether L1 or L2, don’t run “smoothly” enough?
Imagine that every chain, every application (especially those with high computational needs, such as DeFi risk control, complex game logic, or even future DID verification), needs a “proof” step to ensure the correctness of off-chain computations. This “proof” is like a **“notarized document”** for the on-chain judge.
The current question is:
The production of “notarized documents” (proof generation): This process is extremely resource-intensive, and each chain and each Rollup has built a small “notary office” in their own “home.” This not only leads to redundant construction but also incurs staggering costs.
The professionalism and universality of the “notary office”: If you need to process complex data, this “notary office” may not keep up; it is neither professional nor universal, just like you cannot use a community workshop to print ultra-high-precision aerospace blueprints.
The result is: high Gas fees, insufficient transaction speed, and technological barriers that hinder innovation. We are caught in a “prisoner's dilemma”: to be safe (maintain decentralization and on-chain verification), we have to sacrifice efficiency and cost.
1. Boundless: The “Zero-Knowledge Proof” Super Factory of the Web3 World (Professionalism - Emerging Project Analysis)
@boundless_network fundamentally solves the efficiency and cost issues of producing this “notarized document.” To put it metaphorically:
Other projects are building a “notary office” in their own backyard, while Boundless is building a **“professional, shared, zero-knowledge proof super computing factory.”**
Its core logic and technological foundation are as follows:
1. Core Technology: zkVM (Zero-Knowledge Virtual Machine)
This is the “heart” of Boundless. Simply put, zkVM allows any complex, computation-intensive task (like packaging a complex transaction, updating a game state, or executing complex smart contract logic) to be offloaded to off-chain execution.
Off-chain computation, on-chain verification: Computation is completed within the Boundless network off-chain, resulting in a concise “zero-knowledge proof.” This proof (a small string of data) is then submitted back to the blockchain for verification.
Efficiency Revolution: This greatly reduces the workload of the main chain. The main chain no longer needs to execute those complex computations; it only needs to quickly check whether the “notarized document” is valid.
2. Architectural Innovation: Scalable Proof Generation Infrastructure
The uniqueness of Boundless lies in its **“external proof node network.”**
Shared Proof Network: It does not serve a single blockchain, but provides public, plug-and-play proof generation services for all blockchains, all applications, and all Rollups.
Enhanced Interoperability: Any L1, L2, or even application chain does not need to build and maintain a complex proof system from scratch; they only need to connect to the @boundless_network API, send computational tasks to it, and then receive proofs.
Significant Cost Reduction: Through economies of scale and specialization, the cost of generating proofs will be greatly diluted, ultimately lowering our users' Gas fees.
2. KOL's Insights on “Human Feel”: From “Public Chain Arms Race” to “Infrastructure Efficiency Revolution” (Creativity & Relevance - Forward-Looking Insights)
As a veteran in the Web3 field, I have seen too many “public chain arms races” over the years. Everyone is striving to build faster “race cars.” But Boundless has shown me a deeper trend: we are no longer just competing on who has the fastest “race car,” but rather on who has the more efficient and professional “track infrastructure.”
Boundless is capturing a **“new narrative”** in the scalability narrative of Web3:
Old Narrative (2022-2024): The L2 War. Everyone is building various Rollups to share the pressure of L1.
New Narrative (2025+): The Era of Specialized Division of Labor. Rollups also need to optimize efficiency. They need a **“Proof Factory”**. Boundless is that factory.
This specialized division of labor is the key to truly pushing Web3 towards **mass adoption**. Because:
For developers: they can focus on application logic rather than complex cryptographic proof systems. This is the ultimate manifestation of **“developer friendliness.”**
For users: this means cheaper and faster transactions, especially in computationally intensive scenarios, such as matching limit orders on decentralized exchanges, on-chain AI computation, etc.
This is called “dimensionality reduction strike.” While others are still thinking about how to optimize their own backyard notary office, Boundless is already building a super shared factory, crushing the costs and speed of monolithic systems with industrial-grade efficiency and economies of scale.
3. Community Hot Topics and Potential Risk Analysis (Professionalism - Risk Analysis)
Let’s discuss what in-depth discussions this project can trigger at Binance Square, and what potential risks we as users and investors need to pay attention to.
1. Core Issues That Spark Discussion:
Topic 1: Will Boundless become the AWS of the “Proof Market”? Discussion of its network effects. Once most Rollups and applications adopt Boundless's infrastructure, will it form a monopoly and become the **“cloud services giant”** of zero-knowledge proofs? Is this a good or bad thing?
Topic 2: How to solve “Trust Minimization”? Although ZKP itself requires no trust, Boundless is an external proof node network. How to ensure these external nodes can operate stably and resist censorship? This needs to be addressed by its token economic model and node staking mechanism.
Topic 3: Impact on existing Rollups? If the services provided by Boundless are cheaper and faster than a Rollup's own proof generation system, will this change the cost structure of Rollups, or even give rise to more segmented L2/L3 architectures?
2. Potential Risks and Management Recommendations:
Technical Risk: The maturity and compatibility of zkVM. Although zkVM technology has broad prospects, it is still in the early stages of development, and its compatibility with different programming languages and complex operations, as well as its own security, need continuous observation.
Management Recommendations: Pay attention to its audit reports and stability data after the mainnet launch.
Economic Model Risk: The effectiveness of token incentives. To successfully operate this “super factory,” a strong token economic model is needed to incentivize proof nodes (Provers) to provide computational resources. If incentives are insufficient, the network will not be able to scale.
Management Recommendations: Closely monitor the incentive layer design in the project's white paper, especially for the incentives and penalties (Slashing) for proof nodes.
Competitive Risk: Entry of Giants. Once this track is validated as feasible, existing giants like Polygon and zkSync may quickly enter the market through their ecological advantages, establishing similar shared proof layers.
Management Recommendations: The first-mover advantage of @Boundless lies in its universality and neutrality. If it can quickly lock in a batch of non-top-tier ecological partners to build a solid moat, the risks will be controllable.
My conclusion: The future Web3 is a “collaborative division of labor” Web3.
Web3 is moving from an **“all-encompassing” era to a “small yet beautiful, specialized” era. Just like in the early days of the internet, we entrusted computation to AWS and payments to Stripe, the future of Web3 is to delegate complex computations to professional infrastructure layers**.
What Boundless is doing is replacing Web3's “fast train” with a **“turbocharged engine”**, and this engine is shared and universal.
This is a project worth long-term tracking and learning, as it represents the evolutionary direction of the next-generation infrastructure. Today's sharing ends here; welcome everyone to leave your thoughts on Boundless in the comments, and who you think will be the ultimate winner in the “Proof-as-a-Service” track?
@Boundless #Boundless $ZKC
