Distribution wins.
The largest L2 is partnering with Succinct and making it the default ZK on-ramp for all new Arbitrum appchains.
With $20B TVL and accounting for 44% of total rollup TVL, this integration effectively doubles Succinct's total addressable market for rollups.
With Succinct being integrated in OP Stack and now Arbitrum Nitro/Orbit, Succinct will secure $46B of total value, and expected to increase to $114B by 2030.
Arbitrum is home to several institutional names, like Robinhood and Converge, whose transactions will soon be verified, secured, and scaled using Succinct's proofs. This partnership sets the quality bar and standardizes runbooks around prover networks.
Flywheel: More TVS, more integrations, more jobs -> higher fee flow through the prover network and more PROVE staked.
Succinct is the default ZK on-ramp positioned to capture every downstream launch.
Distribution is the moat.


ZK is coming to Arbitrum.
Succinct is teaming up with Tandem, the venture studio of @OffchainLabs, for a one-year exclusive strategic partnership to enable ZK proving of Arbitrum chains — a major vote of confidence in the Succinct Prover Network.
8.22K
175
The content on this page is provided by third parties. Unless otherwise stated, OKX is not the author of the cited article(s) and does not claim any copyright in the materials. The content is provided for informational purposes only and does not represent the views of OKX. It is not intended to be an endorsement of any kind and should not be considered investment advice or a solicitation to buy or sell digital assets. To the extent generative AI is utilized to provide summaries or other information, such AI generated content may be inaccurate or inconsistent. Please read the linked article for more details and information. OKX is not responsible for content hosted on third party sites. Digital asset holdings, including stablecoins and NFTs, involve a high degree of risk and can fluctuate greatly. You should carefully consider whether trading or holding digital assets is suitable for you in light of your financial condition.