a16z's investment in $Eigen represents a grander vision—
From Staking Protocol → Evolving into the "Trusted Cloud" of the AI Era
Behind this is a significant upgrade in the EigenLayer narrative:
Restaking: This is the origin of Eigen, providing a mechanism for security and decentralized validation within the Ethereum ecosystem;
EigenCloud: This is the future of narrative evolution, extending the trust mechanism of restaking to AI services and off-chain computation, becoming the infrastructure for "trusted execution on-chain."
Combining "AI model invocation" with "validation mechanisms" — through AVS (Active Validation Service), ZK, and cryptoeconomics, constructing trusted execution and verifiable invocation on-chain.
In summary: Originally a "trust layer protecting Ethereum," it now aims to become the "trust foundation for the entire decentralized service ecosystem."
So the question arises, just like the one posed by @KuiGas—
Who will be the first project to deploy a trusted AI application?
Who will be the first major airdrop for the initial batch of $EIGEN participants and stakers?
To be honest, I haven't sold before and have had high expectations; I have been troubled with a sack of $Eigen this cycle!
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