I was among the first @eigenlayer evangelists and educators.


Even now, I keep a % of the initial airdrop staked.

My thesis is simple: Restaking is the fundamental infra.

Why $EIGEN, why now ↓

1. Bullish ETH sentiment → Eigen’s security & usability expand → But still no price action post-rally.

2. Eigenlayer #1 in DeFi restaking with >$23B TVL & 200+ AVSs. No real competitors. TVL = ATH, token = near bottom.

3. Valuation setup → Down ~79.5% from ATH ($5.65). Trading at a narrative discount.

4. Institutional bet → a16z put in $170M; ETHZilla just restaked $100M ETH into EtherFi (on Eigen).

Imo, $EIGEN is currently very undervalued from a fundamentals perspective.
EIGEN7.21%
AIRDROP26.06%
INFRA-0.29%
WHY6.93%
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