In the past few weeks, @kevinliu, CEO of ZKM and co-architect of @goatnetwork, has published five core articles explaining his vision behind BTCFi, its architecture, and how it can be made sustainable 🟡
Let's recap each piece and take a look at what ties them together 👇
The Metis Hybrid Rollup is now running on devnet.
Having led the decentralized sequencer work at Metis, I’m glad to see DSeq adding post-quantum signatures while Ziren proves the chain.
The same sequencer upgrade is under way on @GOATNetwork.
The Metis Hybrid Rollup is live on Devnet. ZK validity proofs verify execution on-chain, aiming to cut withdrawal delays.
Faster settlement is only part of it. The work also builds a post-quantum path for scaling Ethereum. https://t.co/oTBu1CGs1f
Metis announced the Hybrid Rollup in 2023, so why is it only happening now?
Two main reasons.
Metis runs its own version of the OP Stack, so proving it meant building a zkVM for the MIPS program Metis already uses for fraud proofs - not grabbing an off-the-shelf prover and rewriting Metis in another language. Ziren was the harder path for our developers, and making it production-grade - through external security reviews, and now fast enough to prove Ethereum blocks in real time - took time.
Also, while it was being built, post-quantum went from a background concern to having a concrete deadline. NIST retires today’s curves by 2035, so the Ziren proof path is being made hash-based from end to end - no wrapper, switched in module by module.
This has all taken time, energy, and resources. But the result will be a post-quantum secure hybrid rollup on Ethereum. Worth the work and the wait.
Ziren 2.0 is here.
The average Ethereum mainnet block proved in 8.6 seconds on @eth_proofs, a 284 KiB proof, verification in 25.5 ms.
More than 100 bits of interactive soundness at every proving stage, the determinism of every chip proved in Lean, and the @ethereumfndn, @ConsensysAudits and @VeridiseInc behind the security reviews.
Start building: https://t.co/PrcbcOPVTO
Our team has taken the hard path on every decision for many years.
Build a zkVM from scratch on MIPS. A working decentralized sequencer set. A truly trust-minimized Bitcoin bridge. Post-quantum security in progress across the stack. And now real-time proving on Ethereum.
Ziren is already the heart of GOAT Network, and work is now underway to bring it to Metis.
The most trustworthy ledger humanity has ever built holds value better than anything else - and almost none of the world’s commerce can run on it.
I’ve never been able to get past that.
All that security doing one job, while commerce still runs on systems that ask you to trust somebody. Changing that is the entire purpose of GOAT Network.
Thanks team and @Squaretech_HQ for making this happen! This is the first step to a much deeper collaborations globally.
Tourists are the right first users for agent payments. The spending is short-term, foreign payment rails are genuinely painful, and Korea had 10.7 million visitors in the first half of this year.
Very glad to be building this with Square Tech 🤝️️️️️️
BREAKING: GOAT Network and KOSDAQ-listed @Squaretech_HQ have signed an MOU to advance AI agent-powered stablecoin payments in South Korea 🇰🇷
The first focus is a stablecoin payment program for foreign tourists that Square Tech is developing with Lordsystem. It aims to let visitors verify their identity with a mobile passport and pay participating merchants in US dollar stablecoins, and the partners will explore bringing GOAT's AI agent payment technology into it.
Under the agreement, Square Tech will lead business development, merchant partnerships and regulatory engagement in Korea. GOAT Network will provide its AI agent payment technology and Bitcoin-secured network infrastructure, and DAC Labs, the core infrastructure developer behind GOAT Network, will support technical integration, security reviews and network operations.
Full announcement below.
https://t.co/2GEKqtEFSh
In the past month, Amazon blocked Meta's Muse agent from shopping its store, Shopify opened its checkouts to browser-based agents, American Express published a framework for verifying intent before an agent pays, and JPMorgan said it blocks outside agents that log in with customers' credentials.
Every business that sells online now has to decide how AI agents buy from it.
With GOAT Flow, every payment page carries agent.md and manifest.json, which tell an agent what you sell and how to pay you. Agents pay in stablecoins. People pay by card or crypto, and crypto payments go straight to your wallet, verified onchain.
→ https://t.co/yK6Im2fILj
That’s exactly how we expect most merchants to start. GOAT Flow enables agent to easily discover and understand the product offer from the merchant. Then the agent pays like any customer, the order shows up in your portal, and you decide what ships.
Nothing about the checkout forces you to automate your side.
Congratulations to @zksync!
Also would love to mention Ziren V2 @ProjectZKM here!
1. Ziren are proving Reth and Geth, to make sure the client diversity works for Ethereum protocol. Ziren is the first zkVM proving Geth.
2. Ziren also finished the constraint determinism by Lean4 for its 57 VM chips with 104 theorem proofs.
3. Ziren proof system has >100 interactive proven soundness, within unique-decoding radius.
Your next customer is an AI agent. GOAT Network CEO @KevinLiu’s full keynote from @kbwofficial 🇰🇷
Learn how agents buy, why most merchants are still invisible to them, why the settlement underneath should be secured by Bitcoin, and how GOAT Flow can get your business ready.
→ https://t.co/yK6Im2fILj
Vitalik: $1.4B lost last year attacking the layer between chain and user. That layer disappears if AI does more of our Txs.
That’s what GOAT is building: agents make Txs directly, no UI needed. Agents pay. Merchants get verified money. Bitcoin settles it.
https://t.co/UAZw6S6CkB
ZKM's new paper, published on the IACR Cryptology ePrint Archive, is a testament to the world-class work @sd_eigen and our R&D team have done on Ziren.
Importantly, we know exactly where we stand on quantum resistance and exactly what the options are. Our highest security priority is a post-quantum secure BitVM3 bridge between @GOATNetwork and Bitcoin.
Ziren: Succinct Arguments for MIPS32 Execution has been published on the IACR Cryptology ePrint Archive.
→ https://t.co/QjjnkkiTZ1
It is a complete design reference, covering the proof system, the formal verification of the machine itself, and the production record.
Ziren is a CPU-less chip architecture: every executed instruction is one row of its opcode's chip. Each shard is proved with one lookup argument and one zerocheck, then a jagged sumcheck reduces tens of thousands of columns of differing heights to a single evaluation, opened with one batched WHIR proof. A recursion tree composes the shard proofs under an enumerated allowlist of verifying keys.
All 104 extracted determinism theorems are proved in Lean 4, generated from the same constraint description the prover evaluates, and the security analysis states its bounds with every assumption listed.
The same machine runs in production. It proves 77 user-mode MIPS32r2 instructions, has proved Ethereum mainnet blocks end to end, and reaches up to 7.3 MHz on a single RTX 5090, scaling to 24 MHz across four.
Securing Ziren has been and continues to be an extensive effort. Our deepest thanks go out to @ethereumfndn, @ConsensysAudits, and @VeridiseInc for working with us so closely on it.
Code: https://t.co/njWKvtM9fF
Docs: https://t.co/0qiG7Aaulm
Great chatting with u guys during KBW!
We’re making it easier for merchants to become discoverable and purchasable by AI agents and exploring what commerce looks like when agents can discover, decide, and transact on our behalf.
Still early. Lots more to build.
🎀세하
많은 분들이 와주신 덕분에 @GOATNetwork 팀도 저 세레나도 큰 에너지를 얻을 수 있었답니다! 저희 부스가 가장 인기 많았던 것 같습니다욧😎 뿌듯
특히 저희가 준비한 AI 에이전트를 활용한 이벤트에 많은 분들이 관심을 가져주셨는데요
X와 텔레그램 채널 모두 들어와주셨으니 앞으로 Goat의 행보를 같이 지켜봐주셨으면 합니다🤍
저 세레나도 많이 찾와주시고 알아보고 인사해주셔서 너무 감사드려요 감동🥺🥺
여러분들 덕분에 잊지 못 할 @kbwofficial 였답니다! 멋지게 서포트 해주신 @GOAT_Korea 와 우리의 멋진 COO @sophianeverfold , CEO @kevinliu , 모든 걸 함께 도와주신 Tom도 감사드려요~~~><