wrote a long reflection on restaking (2nd tweet). you probably won’t read it all, so i asked ai to turn it into a song.
hope you get some useful insights from our chapter 1.
what didn’t land:
• we picked a niche market that moved slower and was smaller than we expected
• we stayed quiet during the regulatory fog and let narratives run ahead of us
• early AVSs diluted the brand and pulled us into noise
• we focused on the perfect design and shipped slower
what went well:
• we proved we can win in brutal, crowded markets
• eigenda powering ethereum's most ambitious builders
• massively accelerated preconf
• we kept billions secure with real operational discipline
• we prevented more ethereum infighting around lido 33%
• we got clarity on where the actual frontier is
where we’re going:
• putting EIGEN at the center of the system
• letting developers build verifiable applications, not just AVSs
• going deep on AI agents with EigenAI, EigenCompute, EigenDA
• building a cleaner, transparent story around stake, yield, and real risk
hope you enjoy the emo song or the read.
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