EigenLayer (EIGEN)

12 am pull request - verifiable agent inferencing with the reclaim (and opacity soon) integration, zkTLS ensures that every ai inference is authentic. no ambiguity, no compromises—just transparent, verifiable autonomy. built on eigenlayer, AVS transforms trust in ai systems. ability to make any inference verifiable, including OpenAI and Anthropic. read more: [link below]

Exit liquidity is about to get tested 💀 🔓 January token unlocks: Jan 1 - $EIGEN: $16.49M Jan 7 - $STABLE: $12.17M Jan 11 - $PUMP: $18.07M Jan 14 - $ARB: $17.93M Jan 16 - $DBR: $12.5M Jan 17 - $ONDO: $733.58M 🚨 Jan 17 - $TRUMP: $255.07M 🚨 Jan 19 - $ZRO: $29.86M Jan 20 - $KAITO: $4.32M Jan 22 - $TON: $58.91M Jan 27 - $JUP: $10.15M Enjoy.

I dodged a bullet from Eigenlayer because I NEVER understood restaking

Restaking was never going to work the way that Eigenlayer originally described and hyped people up on Here are the main problems I and others uncovered when we analyzed the project originally: - Hypothecation of the same restaked collateral across multiple different protocols introduces unacceptable and unquantifiable leverage risk (this defining capital efficiency feature was later removed for being too high risk) - Restaking another, unrelated project’s token in your protocol as collateral (initially just ETH) diminishes the utility and value capture of your protocol’s native token, notably at scale - Similarly, using the EIGEN token as your protocol’s governance token (“Universal Intersubjective Work Token”) diminishes the governance utility of your protocol’s native token, harming self-sovereignty - Restakers need to be paid yield, and since participating protocols are often pre-revenue, this must be paid for with inflation of the protocol’s native token (sell pressure), before transitioning to a lo

➥ $EIGEN didn’t dump randomly from $760M to $182M. The on-chain data warned months in advance, but almost no one looked. Almost 3 months ago, I warned about two things for $EIGEN: unlocks and on-chain weakness. Since then, $EIGEN dumped 75% from its local top. Everything was visible on-chain using @nansen_ai. Here’s a quick summary of what I noticed and how I protected my capital: - October 14: I warned that $EIGEN’s November 1 unlock would introduce roughly $47M in monthly selling pressure for the next two years. See the QRT below. - In that post I pointed out that most top PnL holders had already exited, smart money involvement was weak, and the top 10 holders controlled ~50% of supply (mostly VC allocations). - Most of their exits started in mid-September, even before the October 10 market flash crash. - October 15 (one day after my first post): I saw a wave of bullish, probably promoted $EIGEN posts on my timeline. All bullposting, none mentioning the unlocks. That was my confirmation - the team was