Three years of EVM arithmetization work thrown out for RISC-V is either the most honest pivot in L2 history or the most expensive admission that zk-EVMs were a dead end all along. RISC-V proving is genuinely simpler — fewer opcodes, cleaner constraint systems, better toolchain support. But the migration cost is real: every contract needs recompilation, every auditor needs retraining. The bet is that developer tooling catches up faster than the existing EVM zk stack matures. Bold call, and probably right.

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