1/
Public companies are buying $ETH.
They’re not just holding it — they’re putting it to work.
That’s a hidden tailwind for $EIGEN nobody’s talking about.
Little explanation on why I started going long🧵
2/
Step 1️⃣: ETH on corporate balance sheets → stake for 3–4% yield
Step 2️⃣: Restake into EigenLayer → earn AVS rewards
ETH treasuries = permanent, yield-hungry capital
3/
EigenLayer AVSs come in two flavors:
On-chain verifiable ✅(ETH secures it)
Intersubjective 🤝 (needs $EIGEN to back disputes & governance)
More intersubjective services = more $EIGEN demand.
4/
EigenCloud = the AWS of verifiable compute/AI.
More ETH in treasuries → more restaking → more AVSs → more $EIGEN needed to secure them.
It’s a structural demand loop.
5/
Bet on $EIGEN = Bet on:
ETH as corporate money
Restaking as default infra
EigenCloud eating the AI + compute market
The adoption flywheel is spinning. 🚀
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