EigenLayer (EIGEN)

NEW POD @sreeramkannan & @gajesh from @EigenCloud joined @MikeIppolito_ to discuss: - EigenCloud’s evolution - AgentKit & Sovereign Agents - Agents as the new companies - And more! Timestamps: 00:00 Introduction 01:11 Eigen Cloud’s Origin Story 13:26 The Future of DA 22:56 Why Build on EigenCloud? 41:52 Agents as the New Companies 57:07 Sovra: The First Sovereign Agent

I think @sreeramkannan just dropped the clearest AI × crypto thesis I've heard this cycle. Most people in the space still haven't absorbed it. Here's what "agents will become companies" actually means, in layman terms. — ➠ What is a digital company, really? Strip away the legal entity, the office, the org chart. What you're left with is a bundle of digital stuff: → A domain and website → API keys and payment rails → Customer accounts and brand → Cloud infrastructure and code That's it. That's the company However, two missing ingredients have always stopped software from owning that bundle ❶ Intelligence → the ability to think, plan, operate, and make decisions autonomously ❷ Property rights → the legal-ish ability to actually own the assets, hold money, and raise investment — ➠ This is Where AI x Crypto Is The Moats The first AI × crypto wave produced critical infrastructure. The current wave has unlocked a superpower: capital formation and digital ownership. → AI gives agents the ability to r

> be sreeram > professor @ university of washington > wrote 100+ research papers on ai > builds eigenlayer > raised $200m+ in funding > eigenlayer reaches $20billy in tvl > focused more on verifiable sovereign agents read his thesis on agentic companies :

The EIGEN thesis: Agents will become companies. Companies will become pure software. And agentic companies will be one of the defining asset classes of the next decade. We've spent five years building the infrastructure for this moment. Now we're shipping into it.

The EIGEN thesis: Agents will become companies. Companies will become pure software. And agentic companies will be one of the defining asset classes of the next decade. We've spent five years building the infrastructure for this moment. Now we're shipping into it.

It’s cool how there’s dozens of crypto projects with PhD level white papers of highly complex/incomprehensible theory (eg eigenlayer) but the only projects that have really succeeded so far are ultimately really basic tech-wise Exceptions only at the L1 level pretty much

#EIGEN Current view. Friends $EIGEN succeeded in breaking the downtrend that has been present since October on the daily chart. As long as there is no serious market-wide downside, there doesn't appear to be a strong obstacle to the rise for now. If the rally continues, the levels I indicated on the chart can be followed as sequential resistances and also as profit-taking zones. The chart really looks beautiful. Stay on your close watch.