1. What is Eigenlayer
There are some long articles on the Internet that make eigenlayer difficult to understand. Chili Brother tries to make you understand eigenlayer in the simplest way. There are three key roles in eigenlayer: LRT assets, operators, and AVS. First, users entrust LRT assets to operators, then operators provide security services to AVS, and finally AVS provides rewards to operators. The principle is that users provide ETH-level security to project parties through eigenlayer, thereby gaining benefits. Therefore, eigenlayer can be understood as an intermediary role, similar to a landlord. In this cycle, the ETH ecosystem has no innovations like Defi and NFT, and eigenlayer can be regarded as a bright spot in the boring ETH ecosystem.
2.Eigenlar值少多
Although eigenlayer has already issued an airdrop, it will not be transferable until September, so eigenlayer will not be listed on the exchange until September. The total amount of eigenlayer is 1.67B, and the last round of valuation has reached 10B. Currently, the TVL of the LRT leader Ethfi is 4.5B, the FDV is 3.5B, and FDV/TVL=0.78. The TVL of eigenlayer is 15B. If calculated according to FDV/TVL=0.78, the FDV of eigenlayer may reach 11.7B. At present, the pre-market trading price of Aveo is hovering between 7-10 dollars. So on the whole, the listing price of eigenlayer in September may be around 5-10 dollars.
3. Airdrop
We started paying attention to eigenlayer in 2022. During this period, we introduced various ways to participate in the eigenlayer airdrop, including staking LST assets to eigenlayer, participating in the eigenlayer testnet, participating in LRT assets, etc. A few days ago, I received the eigenlayer airdrop, with 250 order numbers, so the order number earned 1250-2500 dollars.
4. Inspiration
The rules of airdrops have been evolving. After completing a project, we need to review it, which can inspire our subsequent operations. Airdrops are roughly divided into two categories: interactive and staking. Today we will only talk about staking airdrops. First, for projects represented by staking points, the review of witches will not be too strict. For example, it is highly likely that they will not check whether the amount of multiple staking is similar. After all, you put your money into the project with real money. Second, the total income of a large number of low-income numbers will exceed that of large-amount single numbers. For example, if you put 10 ETH into 100 numbers and put them into eigenlayer, you can get almost $100,000 for free. If 10 ETH is put into a single number, the income should be only about $10,000. Of course, this also tests the pattern of the project party. Third, the income generated by direct interaction with the project is higher than that of indirect interaction. The airdrops received by staking LRT in eigenlayer will be more than those received by using pendle. Therefore, Chili Brother emphasized that the LRT assets supported by the Eigenlayer official website should be used to interact with Eigenlayer, rather than using interest rate tools such as pendle. And through direct interaction with eigenlayer, we also received airdrops from Omni and Altlayer. So we have to look at the project from the perspective of the project owner, after all, the project owner wants real data. Fourth, through data analysis tools such as dune, we can calculate the threshold of the minimum security number. Through dune, you can see how many addresses are participating in eigenlayer, and then roughly classify the pledge amount into several intervals, and then exclude the long-tail small amount addresses, so you can get the approximate amount that meets the minimum security number. #Eigenlayer公布空投计划 #EigenLayer
