Caution: This report is not investment advice and does not provide buy or sell recommendations or price predictions. The “estimated price” item in Step 9 is a required item in the methodology template, but in this report, a non-price litmus test is substituted for a price forecast as stipulated. ZKsync started as a ZK Rollup that inherits Ethereum security, and has now expanded into a network-type vision called “interoperable chains, secured by ZK” in the official document.
Investment View
On the positive side, it is a redefinition toward a larger market, and on the negative side, there is a risk of diluting the weaknesses in existing L2 metrics—TVL, revenue, daily active users, decentralized stage—with a new narrative. Governance Execution Test: Do TPP/GAP/ZIP lead to measurable growth and security improvements rather than simple token distribution? L2BEAT Stage 0, whitelisted proposer risk, low chain revenue, low current UOPS, and subsidy-driven DeFi growth structure show that ZKsync is not yet an economically self-sufficient network.
Source PDF
The PDF report is available alongside the slide viewer.
Report Type
Project Maturity Analysis
Version
v1
Analysis Date
May 25, 2026
Language
en
Disclaimer: This report is generated through AI-powered analysis and market data. This is not investment advice. All investment decisions should be made at your own risk.