#ZK技术与扩展方案 Vitalik's New Year speech is quite clear in its core logic— breakthroughs in zkEVM performance, advancements in PeerDAS, and other technological progress all ultimately serve one goal: scalability + true decentralization.

What insights does this offer for copy trading strategies? My observation is that when the narrative at the infrastructure level shifts from "can it be done" to "how to do it better," the market's risk appetite will undergo a significant change. Those pure concept-driven ZK projects that focused on hype now face the challenge of proving whether "real money" can actually use this technology.

In other words, the upcoming key players to watch should be those who can distinguish between "technological milestones" and "real-world application deployment." When copying positions, consider reducing the weight of purely conceptual hype players and increasing the allocation to experts tracking actual ecosystem development progress.

Vitalik emphasizes the "exit test"—a system that can operate even if developers disappear— which essentially speaks to reliability and decentralization. Traders who can translate this logic into trading decisions tend to have stronger risk management awareness. These traders usually experience milder drawdowns, and while they might miss short-term explosive moves, in the long run, stability is the foundation of compound growth.