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EigenLayer(EIGEN):重新質押革新以太坊生態系統,市場價值前景看好

EigenLayer(EIGEN):重新質押革新以太坊生態系統,市場價值前景看好

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远山洞见2024/07/24 06:50
作者:远山洞见
一、項目介紹
 
EigenLayer 是一個基於以太坊的去中心化協議,旨在通過共享經濟激勵機制來提高以太坊網絡的安全性和效率。該項目允許用戶通過質押他們的以太坊代幣(ETH)參與多個網絡的共識機制,從而增強這些網絡的整體安全性。EigenLayer 的獨特之處在於其提供了一個開放的質押市場,用戶可以充分利用其質押的資產來獲取更多的收益,而不犧牲去中心化。
 
通過這種方式,EigenLayer 致力於創建一個更安全、更高效的區塊鏈生態系統,同時為用戶提供更多的經濟激勵。
 
二、項目亮點
 
EigenLayer 作為以太坊上的創新協議,通過共享質押機制和開放市場設計顯著提高了網絡安全性和用戶經濟利益。以下是該項目的主要亮點。
 
1. 共享質押機制:EigenLayer 引入了一種獨特的共享質押機制,允許用戶使用其質押的以太坊代幣(ETH)參與多個區塊鏈網絡的共識過程。這樣,用戶不僅可以增強多個網絡的安全性,還可以在不同網絡之間重複使用其質押的資產,提高整體效率。
 
2. 開放質押市場:EigenLayer 創建了一個開放的質押市場,用戶可以自由選擇並參與各種質押機會,充分利用市場動態來最大化其投資回報。這種市場機制為用戶提供了靈活性和更多選擇,使其能夠根據自身的風險偏好和回報目標分配投資。
 
3. 增強網絡安全性:通過同時使用用戶質押的 ETH 於多個區塊鏈網絡,EigenLayer 顯著增強了這些網絡的安全性,並減少了攻擊者對單一網絡發動攻擊的可能性。這種多層次的安全機制使整個區塊鏈生態系統更加穩定和可信。
 
4. 高效資產利用:用戶可以通過 EigenLayer 的共享質押機制最大化其現有資產的利用效率,而不增加投資成本。這樣,用戶可以在不增加投資成本的情況下獲得更多的質押回報和經濟激勵。
 
5. 去中心化原則:EigenLayer 始終堅持去中心化的設計原則,確保所有用戶都能公平地參與網絡的共識和安全機制。通過這種去中心化的治理模式,EigenLayer 維持了網絡的透明性和公平性,增強了用戶的信任和參與度。
 
6. 經濟激勵機制:EigenLayer 通過提供有吸引力的經濟激勵機制,鼓勵用戶積極參與質押和網絡安全維護。這不僅為用戶帶來額外的收益,還促進了區塊鏈網絡的健康發展和長期穩定。
 
三、市場價值預期
 
隨著以太坊 ETF 的通過,市場資金正在關注以太坊生態系統,重新質押的熱潮
ld is surging. As the leading protocol in the field, EigenLayer, according to defillama data, currently has a TVL of up to $16 billion, which can be said to have gained widespread attention and trust from market funds.
 
The staking leader Lido TVL is 33.80 billion, Eigen's TVL 16 billion, according to the total amount of TVL staked by Eigen is 47.3% of the total TVL of LDO, the circulating market value of Lido is $1.60 billion, and the circulating market value of Eigenlayer is $800 million. If the token adopts airdrop partial circulation is 113 million, then the price is 7U.
 
Considering that Eigenlayer is a leader in re-pledging and that pledging its tokens has potential airdrop returns, coupled with the fact that such projects are bound to be popular and have strong liquidity. At the same time, due to the similar token attributes to CelesTia, after the listing, a large number of people rushed to buy after the airdrop selling pressure and market washing operation, the market value peak is likely to reach TOP50 or above, that is, 3 billion USD circulation market value, and its price will reach 12U to 27U.
 
Currently, the latest pre-market transaction price of Bitget is 5.79U. With the expectation of a rise in the overall market, there may be at least a threefold increase.
 
IV. Economic model
 
EigenLayer's tokens are mainly used to support its restaking mechanism. By staking ETH or other liquid staking tokens (such as stETH, rETH, etc.), users can provide encrypted economic security for other protocols and obtain protocol fees and rewards. In addition, restaking can improve verification efficiency, reduce marginal costs, and support verification services for new protocols.
 
According to The Block, the total supply of EigenLayer tokens at launch was 1.67 billion. The foundation has allocated 45% of the tokens to its community. This is further broken down into staking airdrops (15%), community initiatives (15%), and ecosystem development (15%).
 
In addition, 29.5% of the tokens have been allocated to investors, while early contributors will receive 25.5%.
 
The total lock-up period for investors and early contributors is three years. The first year involves complete lock-up, followed by gradual release at a rate of 4% per month over the next two years.
 
EigenLayer refers to the community airdrop as "staking" and will distribute 15% of the token supply to those who use the platform to stake. These tokens will be distributed over multiple seasons. In the first season, the foundation will distribute 5% of the token supply to users based on the staking activity snapshot on March 15, 2024. In the first season distribution, 90% of the tokens will be collected by eligible re-participants on May 10th - the claim period is 120 days, and the final 10% will be collected in the second phase of the first season one month later.
 
V. Team and financing
 
The EigenLayer team is led by founder Sreeram Kannan, and key members include Chief Strategy Officer Calvin Liu, Chief Governance Officer Trache, and Chief Operations Officer Chris Dury.
 
In terms of financing, according to rootdata, a total of $164.50 million million in financing was completed.
 
Completed a $14.50 million seed round financing in August 2022, with major investors including Polychain Capital and Ethereal Ventures.
 
In March 2023, EigenLayer completed a $50 million Series A fin
由Blockchain Capital領投,其他參與者包括Coinbase Ventures和Hack VC。
 
2024年2月,EigenLayer獲得由Andreessen Horowitz(a16z)領投的1億美元B輪融資。
 
六、風險提示
 
1. 作為一個新興的區塊鏈協議,EigenLayer可能面臨技術實施和安全漏洞等風險,特別是在大規模採用和複雜應用場景中,可能暴露出意想不到的技術問題。
 
2. 加密市場波動較大,EigenLayer的經濟模型和代幣價值可能會受到市場情緒和外部環境的影響。
 
七、官方鏈接
 
 
 
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