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Risk: Logic and profitability of safety sharing
In essence, the EIGENLAYER project is an Ethereum ecological doll project. Assuming that according to this security sharing logic, theoretically unlimited baby can be unlimited, and the root cause of the 2008 subprime crisis has a highly similar structure.This is also an important reason why V God is concerned about the risk of re -pledge. In other words, the re -pledge agreement rely on the underlying consensus of Ethereum in major losses.That is, the so -called “consensus overload” problem, using the words of the financial world is that the excessive leverage of the consensus itself may trigger the collapse of the consensus itself.
Eigenlayer’s doll attributes cannot be denied, but if on the basis of limited dolls, this is indeed not only a way to improve the efficiency of asset operation on Ethereum, but also moderately extend the security consensus on the main chain of Ethereum.It is conducive to the prosperity of Ethereum ecology itself. As far as the nature of the project is concerned, it provides SaaS services, although some people call it RaaS.If we look forward to the next period of the encryption world, a significant trend is that the public chain competition has entered the Spring and Autumn and Warring States Period, multi -chain is reflected, DAAPS has emerged endlessly, and one of the few high -level security consensus in the encryption world becomes fragrant.In this stage, this is the stage of the Eigenlayer project. From this perspective, its positive significance is greater than the potential danger.
From the perspective of risk, the biggest potential risk of the Eigenlayer project is the logical problem of the concept itself of the concept itself. It is very unsafe to ensure that safety does not need to be shared.Therefore, from the perspective of the business model, Eigenlayer still has a long way to go, especially for those who pledge, if there is no high income or airdrop, it is basically impossible to pledge.To make a question mark, at least in the short term, there is a blessing and blessing of a top -level investment institution. There is no problem with market value expectations.In the long run, the EIGENLAYER model is likely to run. The heat is not as popular as today. This fast, convenient, and low -cost deployment method is a very imaginative narrative.
How to play: List of Potential Projects
1) Rehabilitation project
● Eigenlayer pledge:
Official website:https://app.eigenlayer.xyz/
Specific method:There are currently 9 types of LRT, of which Lido’s STETH and Swell’s SWETH TVL is large. If you quit, you need to go through 7 days and wait.In addition, native pledge is provided, as mentioned earlier, this item is not suitable for ordinary players.
income:In addition to pledge income, you can also get points, and the number of points may be the basis for subsequent empty investment.In addition to the amount of points for the pledge, the examples given by the official website are: the user pledged 1teth pledge for 10 days, and you can get 240 points.The calculation formula is: 1 eth ×× 10 days × 24 hours/day.
●swell networkPledge:
Official website: https://app.swellnetwork.io
Project gameplay:One is Sweth liquid Staking. Pick up ETH on the official website, you can get Sweth, and then go to Eigenlayer for re -pledge.One is the RSWETH LIQUID RESTAKING, that is, pledged ETH in Swell can get RSWETH and complete the pledge directly.
Income: pledge income, eigenlayer points, SWellPoints/tokens
● Kelp DAO
Official website:https://kelpdao.xyz/restake/
How to play:The RESTAKING project made by Stader Lab is the main mode of LIquid-LSD RESTAKING, that is, STETH can be stored in lido to get RSETH, which is not yet redeemed.
Investigation: Pureial income+EIGENLAYER points+KELP points
● Puffer Finance
Official website: https://puffer.fi
Project progress:Binance Labs (announced on January 30), Brevan Howard Digital, Jump Crypto, LightSpeed Faction, and Eigenlayer’s investment. The project party is the original Chainlink engineer Jason Vrank entrepreneur, with strong technical background.In addition, OG, Mr. Seed Wheel Block, and Shenyu, have participated in the investment.Very worthy of attention.
Project mode:From the current news, it is mainly native pledge. It is expected to launch a double -promoter model, which is not disclosed.
● Renzo
Official website: https://app.renzoprotocol.com/restake
How to play:At present, tvl160m, pledged ETH has obtained EZETH and cannot be redeemed for the time being.TVL has grown rapidly in 24 years.
income:Pickup income+eigenlayer points+renzo points (according to holding hours points)
● Etherfi
Official website: https://app.ether.fi/
How to play: At present tvl532.7m, pledged ETH to get EETH, which can be redeemed for 14 days.
income:Pledge income+eigenlayer points+Ether points (pledged ETH*1000*pledge days)
● EIGENPIE
https://www.eigenlayer.magpiexyz.io/restake
This project will be introduced in detail in another article
Ecological project: Altlayer and other ecological potential projects
At present, in the ecosystem of Eigenlayer, the recent Altlayer (AVS and Roll-UP services) can be described as the limelight, and the price of currency prices has quickly ignited other projects of Eigenlayer ecology.
In the EIGENLAYER ecosystem, the main categories are divided into three types: AVS, ROLL-Up, and Operator.
Key project introduction
● EIGENDA: Data available layer (DA)
Main introduction: The first official AVS service launched by EIGENLAYER, Restakers can entrust equity to node operators for EIGENDA to perform verification tasks in exchange for service payment, and RollUps can also publish data to EIGENDA.
Other ecological similar items: Altlayer, Celo, Mantle, Movement, Caldera, Layer N, Polymer Labs
● Witness Chain: Witness Chain
Main introduction: middleware, witness chain uses Eigenlayer to build decentralized monitoring networks to provide AVS services proven monitoring for OP Rollup.
● Lagrange: cross -chain bridge
Main introduction: cross -chain infrastructure is mainly used for cross -chain status verification, verification and confirmation of the proposal block state conversion of Optimistic Rollup, and generates zero -knowledge status proof.It is currently compatible with EVM, and it will be further compatible with non -EVM chains in the future, such as Solana and SUI.
● Espresso: decentralized sorter
Main progress: 32 million dollars in seed wheels, the project is mainly the privacy chain; the project party was trapped in infringement and moral scandal in the early days.The rear -to -be -decentralized sorter is mainly to provide a modular SEQUENCER sharing component for Rollups, which can quickly realize the one -click hair chain.
● OMNI: L1 blockchain, https://omni.network/
Main progress: At present, it has received 18M financing. Coinbase, JumpCapital, Polygon, Pantera Capital and other investment can currently earn points through Omni Overdrive Launch Supporter on the Galxe platform to earn points.
● layern: modular L2, https://www.layern.com/
Main progress: In September 23rd, I received a joint led by Founders Fund and DAO5 to a co -owned $ 5 million. So far, it has received 3 rounds of financing.The public test network is launched in February and can be experienced.
● PolyHedra Network ZKP track, cross -chain bridge
Main progress: Cumulative financing of 25 million US dollars, including Binance Labs, Polychain Capital, ABCDE LABS, OKX and other well -known institutions.You can participate in early test currency or participation through ChainList.org
