The portability promise is broken. Zero-knowledge proofs are not fungible assets; a proof generated for a zkEVM like Scroll is useless for a zkVM like RISC Zero without a costly, custom verification circuit.
Why the 'Write Once, Prove Anywhere' Dream for ZK Circuits Is Stalling
An analysis of the technical and economic forces fragmenting the zero-knowledge development landscape, making portable circuits a distant ideal.
Introduction
The promise of portable ZK proofs is colliding with the hard constraints of heterogeneous proving systems and fragmented infrastructure.
Proving systems are tribal. StarkWare's STARKs and Zcash's Halo2 use different cryptographic backends, forcing developers to choose a proving ecosystem rather than a universal toolkit.
The cost of verification is prohibitive. Deploying a new verification smart contract for each target chain, as done by Polygon zkEVM and zkSync Era, creates unsustainable overhead for cross-chain applications.
Evidence: No major L2 or appchain uses a single ZK proof to verify state across Ethereum, Arbitrum, and Solana. The interoperability standard remains a collection of bespoke bridges, not a shared proof layer.
The Core Argument: Fragmentation by Design
The vision of portable ZK circuits is failing because competing proving systems create incompatible, vendor-locked ecosystems.
Proving systems are not fungible. A circuit written for zkSNARKs (Groth16, Plonk) cannot run on a zkSTARK prover without a full rewrite. This creates vendor lock-in at the cryptographic layer, not just the execution layer.
Standardization efforts are fragmented. The RISC Zero zkVM and SP1 use different instruction sets. Polygon zkEVM and Scroll implement divergent EVM compatibility layers. Each defines its own intermediate representation (IR).
The economic incentive is misaligned. Teams like StarkWare (Cairo) and Matter Labs (Boojum) optimize for their own L2 dominance. A universal standard dilutes their competitive moat and ecosystem control.
Evidence: No major L2 has switched its core proving system post-launch. Arbitrum's move to Stylus introduced a new VM, not a portable circuit format. The Ethereum Foundation's PSE works on multiple, parallel ZK toolchains.
The Three Fracture Lines
The vision of a single ZK circuit library for all blockchains is colliding with the reality of fragmented architectures and economic incentives.
The Language Barrier: No Universal IR
Every major VM—EVM, SVM, Move—has a unique architecture, making a single intermediate representation (IR) impossible. zkEVM circuits are useless for Solana's Sealevel or Aptos' MoveVM.
- EVM's 256-bit words vs. SVM's emphasis on parallelism
- RISC-V toolchains (RiscZero) target a different abstraction layer entirely
- Result: Teams rebuild from scratch for each ecosystem, wasting ~12-18 months of R&D
The Hardware Trap: Prover Monopolies
Specialized hardware (ASICs, FPGAs) creates winner-take-all markets. A 'universal' prover must either be suboptimal everywhere or cede dominance to chain-specific accelerators.
- Succinct's SP1 for RISC-V vs. Ulvetanna for BN254 curves
- Custom instruction sets (e.g., Polygon's zkEVM) lock in toolchains
- Economic incentive is to own the stack, not commoditize it
The Trust Fracture: Native vs. Foreign Proofs
A chain's security model dictates proof requirements. A proof verified on Ethereum (e.g., via Polygon zkEVM) is a foreign object on Celestia or Bitcoin, requiring its own light client bridge.
- Ethereum L1 trusts its own EIP-4844 data availability
- Celestia-based rollups need fraud proofs or sovereign verification
- LayerZero's Oracle/Relayer model shows the middleware layer that emerges to bridge trust
The Great ZK-VM Divide: A Protocol Comparison
Comparing the core architectural choices that prevent ZK circuit compatibility across major execution environments.
| Feature / Metric | zkEVM (e.g., Scroll, Polygon zkEVM) | zkVM (e.g., RISC Zero, SP1) | Cairo VM (e.g., Starknet) |
|---|---|---|---|
Source Language Compatibility | Solidity / EVM bytecode | Rust, C++ (via guest programs) | Cairo (domain-specific language) |
Proving System | Plonk, KZG commitments | Bonsai (continuously running prover) | STARKs (no trusted setup) |
Prover Hardware Target | GPU-optimized (e.g., Scroll's zkEVM) | CPU-optimized (general-purpose) | CPU-optimized (STARK-native) |
Circuit Portability (Write Once, Run Anywhere) | |||
Native Bridge to Ethereum L1 | |||
Time to Generate First ZK Proof | ~10 minutes (full block) | < 1 second (small program) | ~5-10 seconds (transaction) |
Primary Development Trade-off | EVM equivalence over prover performance | General-purpose flexibility over tooling maturity | Proof efficiency over developer familiarity |
The Hardware Trap: Proving Acceleration as a Moat
The vision of portable ZK circuits is being undermined by specialized hardware that creates proprietary performance moats.
Hardware specialization creates lock-in. The 'write once, prove anywhere' promise of ZK circuits assumes a homogeneous proving environment. In reality, specialized hardware like the zkVM accelerators from Cysic or Ulvetanna delivers 10-100x speedups, but these gains are not portable across different hardware architectures.
Performance is the new moat. Protocols like zkSync Era and Polygon zkEVM optimize for their specific proving stacks. A circuit optimized for a GPU-based prover will run suboptimally on an FPGA or ASIC system. This performance divergence makes circuit portability a theoretical ideal, not a practical reality.
The ecosystem fragments. Instead of a unified ZK landscape, we see proprietary proving stacks emerging. A circuit written for RISC Zero's zkVM cannot leverage the acceleration of a Succinct Labs prover without significant, costly re-engineering, defeating the purpose of interoperability.
Evidence: The proving time for a complex zkEVM batch on commodity hardware is minutes; on a dedicated FPGA cluster from a firm like Ingonyama, it drops to seconds. This orders-of-magnitude gap is the economic incentive that breaks the portability model.
The Hopium: LLVM, Intermediate Representations, and ISAs
The promise of a universal ZK compiler stack is failing due to divergent hardware incentives and fragmented proving ecosystems.
The LLVM analogy is flawed. The dream of a universal ZK-IR (Intermediate Representation) like LLVM ignores a critical difference: LLVM targets commodity CPUs, while ZK circuits target specialized, non-standardized proving hardware like RISC Zero's zkVM or Succinct's SP1.
Hardware dictates the IR. Prover companies like Ingonyama (focused on GPU acceleration) and Ulvetanna (FPGA/ASIC) optimize for specific instruction sets. A common IR forces a lowest-common-denominator approach, sacrificing the performance gains that justify custom hardware investment.
Incentives are misaligned. A universal IR creates a commoditized proving layer, eroding the competitive moat for hardware builders. This is why projects like RISC Zero maintain proprietary toolchains; their ISA is their product.
Evidence: The fragmentation persists. No major ZK-rollup (e.g., zkSync, StarkNet, Scroll) uses a shared compilation target. Each has a bespoke circuit compiler tuned for its specific prover backend and security assumptions, proving the market rejects a one-size-fits-all solution.
Key Takeaways for Builders and Investors
The promise of portable, reusable ZK circuits is colliding with the reality of fragmented proving systems and hardware.
The Proving System Prison
Writing a circuit in one language (e.g., Circom) locks you into a specific proving backend (e.g., Groth16, Plonk). Porting to a new system like Halo2 or RISC Zero requires a full rewrite, negating 'write once'. This creates massive vendor lock-in and stifles innovation.
- Key Consequence: Teams must choose between performance (Groth16) and universality (Plonk) upfront.
- Market Impact: Fragmentation prevents a unified marketplace for audited, battle-tested circuit libraries.
The Hardware Incompatibility Tax
Specialized proving hardware (e.g., FPGAs, GPUs) is optimized for specific arithmetic fields and proof systems. A circuit designed for the BN254 curve is useless on hardware accelerated for BLS12-381. This creates a capital efficiency nightmare for prover networks.
- Key Consequence: Prover operators must maintain multiple, expensive hardware setups for different chains/apps.
- Investor Risk: Betting on the wrong hardware stack or elliptic curve can strand millions in CapEx.
The L2 Bridge Bottleneck
Even if a circuit is theoretically portable, each L2 (zkSync, Starknet, Polygon zkEVM) implements its own VM and state model. A SNARK proving an Ethereum block must be re-engineered for each L2's execution environment, defeating 'prove anywhere'.
- Key Consequence: Cross-chain interoperability proofs (e.g., bridging via LayerZero or Axelar) require custom, one-off circuit development.
- Builder Reality: The dream of a universal zk-bridge SDK remains just that—a dream.
The Solution: Intermediate Representations (IRs)
The emerging escape hatch is compiler-level abstraction. Projects like zkLLVM and Lurk aim to compile high-level code (C++, Rust) into a circuit IR, which can then be targeted to multiple proving backends. This is the real path to 'write once'.
- Key Benefit: Developers write logic, not circuits, reducing bugs and expertise required.
- Market Shift: Value accrues to the IR compiler layer, not the individual proving system.
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