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Tuesday Dec 2 2025 08:12
3 min
This article will explore the major trends that have the potential to transform decentralization from a theoretical concept into a tangible and measurable reality, with a focus on enhancing economic security and attack resistance. We will rank these trends by their potential, from highest to lowest.
Most high-performance L1 chains rely on centralized sequencers for efficiency. The chain that can truly turn a ZK proof network into a system where anyone can participate in block production and proof generation using a Raspberry Pi will raise the Nakamoto Coefficient to thousands or even tens of thousands. Currently, no chain, including Ethereum, can achieve "fully decentralized sequencer + 100% ZK verification + sub-second finality" at the mainnet level, although Ethereum is working towards this direction.
When talking about decentralization, the focus is often on the number of verification nodes. However, the actual cost of running a full node at home depends on the synchronization cost and historical data cost. If an L1 chain can make "running a full node require a few hundred GB or less, and synchronization time less than 1 hour" possible (e.g., through the actual implementation of Verkle Tree + ZK history proof + Portal network), then hundreds of thousands or even millions of independent nodes around the world are likely to become a reality, greatly reducing Ethereum's proportion and significantly increasing the absolute number of nodes. This is true geographical distribution and censorship resistance.
There are many application chains today that are leveraging Ethereum's security. In the future, if a native L1 chain emerges that allows hundreds of heterogeneous chains to simultaneously share its validator set, with mathematical proof that "as long as 2/3 of the L1 do not act maliciously, no chain will be rolled back or censored," it can amplify the security budget of the L1 chain by 10 to 100 times. If "verifiable shared security" succeeds, it will directly end the dilemma of "sacrificing performance for security, or sacrificing decentralization for performance." We have not yet seen 100% mathematically provable shared security in heterogeneous execution environments (different VMs + different DA layers), while maintaining high performance.
Designing an economic model that allows small nodes to truly make money, rather than constantly concentrating validator power at the top (e.g., DHT routing proof, storage proof, light client rewards, and even bandwidth proof), will transform decentralization from an "indicator" to genuine community participation. In practice, this is extremely difficult, and even BTC and Ethereum have not yet solved this problem.
In summary, the most probable breakthrough for decentralization is to immerse ZK/STARK proof capabilities to a level where individuals can truly participate, and synchronize sequencer decentralization and historical data verifiability. Whoever first succeeds in "contributing block production and proof generation for a chain with 10,000+ TPS and fees of <$0.001 using a Raspberry Pi at home" will have the "deepest moat" for the next generation of L1s. Other trends (such as better BFT algorithms, faster finality) have value, but they are no longer differences in scale. The real 10x to 100x gap can only occur in the dimension of "verifiability of decentralization."
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