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Over the past decade, zero-knowledge proofs (ZK) have evolved from an "engineering breakthrough in privacy payments" to a "key tool for on-chain scalability." Although ZK technology continues to develop rapidly, the core question has never been clearly articulated: what is the true value of ZK? Is it merely a "performance patch" that passively follows demand, or is it opening up a more promising way of computation?
The emergence of Boundless has placed this question back on the industrialization level. Rather than being just another zkVM, it is more of a "market-oriented institutional design." It abstracts proof into a tradable computational power: developers propose demands, Prover nodes take orders to produce, prices are discovered through reverse Dutch auctions, and delivery is guaranteed by aggregated proofs and the PoVW (Proof of Verifiable Work) mechanism. This path unifies storage proofs, computational proofs, and co-processors into the same supply-demand chain, aiming to fill the "last mile" of ZK implementation.
Behind this transformation is the systematic layout of RISC Zero. From the underlying general-purpose zkVM to the upper-layer co-processor Steel, the Rollup upgrade path Kailua, and finally the Boundless market, they collectively construct a complete industrialization pathway: expensive execution is compressed into cheap verification, scattered supply is integrated into priceable commodities, and application developers can directly access without needing to restructure.
The core narrative of Boundless is very clear: blockchain is not designed for high-throughput computation, but rather serves state consensus. Under the traditional model, each node must deterministically repeat every transaction to ensure network state consistency. This mechanism guarantees security and transparency but also brings a fatal constraint: the speed of the entire network is held back by the slowest node, and computational power cannot be utilized in a stacked manner. Therefore, the gene that "blockchain is born for consensus rather than for computational power" determines that performance improvements relying solely on adding nodes or hardware find it difficult to break through structural limits.

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