Ethereum to Overhaul EVM with RISC-V for ZK Future
Ethereum is preparing a major architecture overhaul by replacing the Ethereum Virtual Machine (EVM) with the RISC-V instruction set. This shift aims to remove performance bottlenecks in zero-knowledge (ZK) proofs—currently hampered by 50–800× slowdown from interpreter overhead and inefficiencies from 256-bit stack design and precompiled modules. RISC-V offers a minimal base of about 47 core instructions, a mature LLVM ecosystem supporting Rust, C++, and Go, and a formal SAIL specification enabling strict verification. Over 90% of zkVM projects already target RISC-V, and hardware proof paths (ASICs/FPGAs) are in testing. The migration will unfold in three phases: low-risk RISC-V precompiles, a dual-VM era with full EVM–RISC-V interop, and a Rosetta phase to reimplement EVM atop RISC-V. The upgrade promises 100× faster proof execution, potential throughput up to 10,000 TPS, and reduced costs. Optimistic rollups like Arbitrum and Optimism must revise fraud-proof mechanisms, while ZK rollups such as Polygon, zkSync, and Scroll stand to gain with cheaper, faster, and simpler operations. Developers will access native Rust, Go, and Python toolchains; users will benefit from dramatically lower ZK proof costs. Ultimately, Ethereum will evolve into a streamlined, verifiable trust layer with a “snark everything” vision.
Bullish
Replacing EVM with RISC-V directly addresses Ethereum’s critical ZK proof bottlenecks, promising up to 100× faster verification and throughput up to 10,000 TPS. This upgrade aligns with major zkVM projects and reduces protocol complexity, which should boost developer adoption and network scalability. While optimistic rollups face transitional challenges rebuilding fraud proofs, leading ZK rollups and developers welcome native Rust/Go/Python support and lower proof costs, driving positive sentiment around Ethereum’s long-term utility and ETH demand. Historically, major protocol enhancements like the Merge and Shanghai upgrades have supported bullish ETH price action, and this foundational rewrite is likely to reinforce that trend by underpinning Ethereum’s ZK roadmap and broader DeFi/NFT activity.