Succinct's strategy is clever: they do not pursue exclusivity, but rather act as the 'AWS of ZK', providing plug-and-play services. The impact? Firstly, at the ecosystem level: these collaborations will accelerate the adoption of ZK, making L2 and cross-chain more efficient, pushing the entire Crypto space towards 'ZK everything'. Secondly, for Succinct itself: the revenue of the Prover Network will explode with the demand for proofs, and stakers of the $PROVE ROVE token will receive more rewards. In the long run, if the Arbitrum ecosystem fully adopts ZK, Succinct's TVL and market share will double, even attracting more partners like Mantle or Celestia.
