看到 @Obol_Collective 推出的 Obol stack 有點意思, 來稍微解釋一下 Obol 原先致力於打造去中心化的 ETH 質押 infra, 現在則是 SaaS 化一次擴大了使用場景, Obol Stack 可以適用於打造 Rollups、Sequencers、AVS、DePIN、AI Agent 等各種協議 原先各個協議「跑系統」的門檻是非常高的, 現在可以直接透過 Obol 提供的 Obol stack 來進行系統的部署 Obol App Store 就這麼誕生了 好處其實非常直接:保持去中心化、提升安全性、還有掌握分發渠道三大紅利 因為原先 Obol 的 TVL 已經超過 10 億美元了, 現在透過既有的網路效應持續透過 Obol Stack 來進行擴散 就像電商平台掌握流量, 個別商戶只需要上架產品就能夠有曝光一樣, 如此簡單 🚨 接下來我認為有幾個重點可以觀察 • 首批合作 App(L2 sequencer、EigenLayer AVS、ai agent )名單揭曉 partnership 關係通常都是最關鍵也會有 alpha 的, 通常也可能會有新的敘事在其中 • 代幣經濟是否隨著改進? 老實說 $OBOL TGE 之後的價格表現普通, restaking 元老 $ETHFI 倒是漲得很兇, 幾週的時間底部直接 3x 當前 ETH 的關注度越來越大, 有機會讓掌握不同優勢的團隊都有更高的能見度, 持續關注
Introducing the Obol Stack 🟩 🟩 🟩 Enterprise-grade software delivery for the Ethereum economy. Learn more and sign up for early alpha access ↓
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