$Eigen has risen 27% in the past 24 hours, ranking second among the top 200 tokens by market capitalization (after Singapore Aster), and has risen 31% in the past 7 days, making it one of the best-performing altcoins during this period. There are two main positive news recently, and they have begun to gradually ferment. The first one wrote more, in the proxy payment protocol (AP2) released by Google a few days ago, the partners are listed, among which there are @eigenlayer @ethereumfndn @MetaMask @coinbase and @Mysten_Labs from the currency circle, the AP2 protocol will lay the foundation for the payment system in the AI agent economy, this cooperation is more convincing, of which in addition to the two giants of ETH and Sui, the two giants that have issued coins, It's $Eigen. In addition, on-chain data shows that Grayscale has deposited 3,200 ETH to 67 new addresses, which is widely speculated that the pledge of ETH ETFs is about to progress, and it is also good for the re-pledge...
之前提到，八月末的时候观察到，ETH的领涨效应在减弱。中长期我依然看好ETH，但是近期显得有些动能不足，思考之后，逐步将ETH多单仓位的30%换仓到了几个山寨，都是我认为基本面非常好，也符合目前主流叙事的标的，来丰富一下多头组合。
我选择的是$XPL，$Hype，$ENA，$Eigen，$Bonk以及仍在观察的$Ondo，接下来会抽空分别写一下我看好它们的理由，这一篇先讲讲 @eigenlayer 。
在过去两个月这波ETH带动的上涨行情里，可以发现，强势币种里有很多ETH系的山寨，这是非常符合逻辑的。而ETH系的山寨又分几大类，主要是L2相关、DeFi相关以及Restaking相关，前两类的优质标的都已经跟涨了很多，相对而言，再质押赛道是存在较大补涨空间的。
而ETH再质押的龙头毫无疑问就是Eigen，EigenCloud的推出，使得Eigen不仅是排名第一的再质押协议、最快速的DA协议，同时也是第一的可验证云系统，可以完成链上或链下的任务，这也是它们之后重点发展的方向。
另外，A16Z在去年领投B轮后，又在今年6月加投了7000万美元，以及ETHZilla选择将价值$100M的ETH进行再质押，都利好整个生态。从价格走势上也可以看出，过去一段时间，$Eigen是ETH系一个相对强势的币种。
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