this is pure alpha.
don’t say I didn’t put you on early!
In a recent talk at @token2049 in Dubai, @sreeramkannan spoke about making crypto apps expressive and @eigenlayer's evolution.
Here’s the full summary:
You’ve heard of restaking. But that’s just the entry point.
This is the part most people miss:
⚡️ Over $10B in ETH and EIGEN staked
⚡️ 1000s of operators, from home stakers to @coinbase to @googlecloud
⚡️ @infura_io, @LayerZero_Core, and 100s of AVSs live on mainnet
⚡️ @eigen_da, the highest-throughput data layer in crypto, powering next-gen chains like @megaeth_labs, currently delivering 15MB/s on mainnet, with 50MB/s successfully deployed on testnet
⚡️ Over $2B in value secured by EigenLayer-powered infra
All of this forms the foundation for something much bigger:
☁️☁️ A verifiable cloud ☁️ ☁️
Think of it like AWS for trust.
Where devs can deploy not just smart contracts, but full verifiable services, privacy layers, zk attestation engines, AI inference networks, decentralized sequencers, MEV filters, and more.
And just like AWS unlocked the web app boom, this verifiable cloud is about to do the same for crypto apps.
That’s the next phase. Because under all this infrastructure, something else is starting to emerge: Expressive, verifiable applications.
Apps that don’t just move tokens, they reason, verify, and interact with the world.
Apps like Earnifi, the #1 paid finance app in the Apple App Store, powered by zkTLS proofs from an AVS on EigenLayer.
Apps where AI agents live inside smart contracts, with inference results tethered to onchain outcomes.
This is crypto’s application moment.
☑️ Stakers secured the foundation
☑️ Operators scaled the runtime
☑️ AVSs built the middleware
Now, builders are arriving at the surface.
The verifiable cloud is here.
Let’s build what’s next. 🫳
Timestamps:
0:04 Introduction
1:20 Verifiable Cloud
5:29 AVS Category Map
6:24 Evolving from Infra to Apps
7:39 AWS Analogy
9:08 EigenDA Benchmark
10:09 Applications
12:08 Verifiability vs Expressivity
13:26 EIGEN Flywheel
14:22 Expressive Powerful Apps
17:10 Verifiable Agents Vision
18:41 AVS powering Verifiable Agents
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