Latest EigenCloud (EIGEN) News Update

Deep Dive

1. @ExpoZ1354: Technical breakout confirms bullish trajectory

"Completed multi-touch falling wedge, broke out with volume. First target $3.00, invalidation daily close <$1.11"
– ExpoZ (83.6K followers · 7.5K impressions · 2025-09-19 07:30 UTC)
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What this means: This technical pattern suggests growing momentum that could attract swing traders if $1.11 support holds, though the $3.00 target represents a +574% move from current prices ($0.445).

2. @thesmartape: $20B TVL divergence signals undervaluation

"Restaking ecosystem TVL hit $28.6B ATH, EigenLayer dominates 70%. Price at ATH low – accumulating $EIGEN"
– The Smart Ape 🔥 (66.3K followers · 6.7K impressions · 2025-09-01 10:27 UTC)
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What this means: The record TVL (20B) versus -64% 90d price drop creates a fundamental divergence case, though tokenomics (540M circulating vs 1.78B total supply) remain an overhead concern.

3. @eigenlayer: ELIP-12 proposes EIGEN value accrual mechanism

"20% fee on AVS rewards routed to fee contract for buybacks. Rewards shift to slashable/redistributable stake"
– EigenCloud (318K followers · 5.1K impressions · 2025-12-18 18:37 UTC)
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What this means: This governance proposal could improve tokenomics by creating buy pressure from protocol fees, though implementation timing and adoption remain uncertain.

Conclusion

The consensus on EIGEN is cautiously bullish, balancing technical momentum against fundamental value gaps. Monitor the $1.11 technical support and ELIP-12 governance outcome to gauge whether the TVL/price divergence resolves positively.

Deep Dive

1. SharpLink Stakes $170M ETH (9 January 2026)

Overview: SharpLink Gaming deployed $170M worth of Ethereum on Consensys’ Linea network using EigenCloud’s restaking infrastructure. This follows $33M in staking rewards earned over seven months. The strategy combines native ETH staking yields (3-4%) with EigenCloud restaking rewards (~5%) and Linea incentives, custodied by Anchorage Digital. SharpLink holds 864,840 ETH ($2.7B), making it the second-largest institutional ETH holder.
What this means: This is bullish for EIGEN because it validates EigenCloud’s institutional-grade infrastructure, potentially accelerating adoption of its restaking services. SharpLink’s move signals ETH as a "productive asset," which could attract similar treasuries. (CoinDesk)

2. 2025: EigenCloud’s Breakout Year (4 January 2026)

Overview: EigenCloud summarized 2025 milestones, highlighting its evolution into a "verifiable cloud" for crypto infrastructure. Key achievements include $10B+ staked on EigenLayer, partnerships with Google (Agentic Payment Protocol) and Coinbase (AgentKit), and mainnet launches of EigenCompute/EigenAI. The platform also integrated Base, Worldcoin, and institutional operators like NTT Digital and Binance.
What this means: This is bullish for EIGEN as it demonstrates real-world utility in AI and enterprise applications. Partnerships with tech giants could drive developer activity and demand for EigenCloud’s verification services, strengthening EIGEN’s role in securing decentralized workflows. (EigenCloud)

Conclusion

EigenCloud is gaining momentum through institutional deployments and ecosystem expansion, positioning EIGEN at the intersection of institutional yield strategies and verifiable AI infrastructure. Will 2026 see EigenCloud become the default trust layer for decentralized AI?

Deep Dive

1. EigenCompute Mainnet Launch (Q1 2026)

Overview: EigenCompute, currently in mainnet alpha, allows developers to run offchain computations (e.g., AI models, data processing) with onchain verifiability. The full launch will introduce enhanced containerization tools and support for Python/Rust.
What this means: This is bullish for EIGEN because it expands use cases (e.g., verifiable AI agents, onchain gaming) and increases demand for stakers securing the network. Risks include competition from centralized cloud providers and technical hurdles in scaling.

2. EigenDA Throughput Scaling (H1 2026)

Overview: EigenDA, already live at 100 MB/s, aims to reach 1 GB/s throughput to support institutional-grade applications like high-frequency trading (e.g., Reya Network’s 200k TPS orderbook).
What this means: Higher throughput could attract enterprises, driving EIGEN’s utility. However, achieving this requires robust operator decentralization to avoid bottlenecks.

3. Multi-Chain Support Expansion (2026)

Overview: EigenCloud plans to extend its infrastructure beyond Ethereum to chains like Solana and Base, enabling cross-chain AVS deployment and interoperability.
What this means: Neutral-to-bullish, as multi-chain adoption diversifies EigenCloud’s ecosystem but introduces complexity in security and governance.

4. Token Utility Upgrades (2026)

Overview: Upcoming proposals include redirecting 20% of AVS fees to EIGEN buybacks and introducing slashing fund redistribution to reward honest operators.
What this means: This could tighten token supply and improve staker yields, but depends on governance consensus and AVS adoption rates.

Conclusion

EigenCloud is prioritizing scalability (EigenDA), offchain compute (EigenCompute), and cross-chain interoperability to position itself as a backbone for verifiable applications. With EIGEN’s tokenomics upgrades on the horizon, will its staking incentives outpace competition from AI-focused chains like Akash?

Deep Dive

1. Multi-Chain AVS Support (25 July 2025)

Overview: EigenCloud expanded its Actively Validated Services (AVSs) to operate on Base and Ethereum Layer 2 networks, reducing reliance on Ethereum mainnet for critical infrastructure like oracles and sequencers.

Developers can now deploy AVSs on chains like Base by adjusting contract parameters, with daily operator data syncing and real-time slashing enforcement. This update includes cryptographic optimizations (BLS12-381 curve) and validator efficiency upgrades (MOOCOW) to reduce gas costs by ~30% for cross-chain tasks.

What this means: This is bullish for EIGEN because it broadens use cases for Ethereum-aligned security, potentially attracting developers building on high-throughput chains like Base. Reduced friction for multi-chain dApps could drive demand for EIGEN staking.
(Source)

2. EigenDA & Compute Upgrades (Q3 2025)

Overview: EigenCloud’s data layer (EigenDA) achieved 100 MB/s throughput, while EigenCompute entered preview for verifiable offchain AI/ML workloads.

The roadmap emphasizes horizontal scaling for EigenDA to support 1 GB/s by 2026, alongside latency reductions from 10 seconds to sub-second finality. EigenCompute allows containerized tasks (e.g., LLM inference) with onchain proofs, secured by EIGEN stakers.

What this means: Neutral-to-bullish – while throughput gains improve utility for rollups and DeFi, EigenCompute’s preview status means adoption risks remain. Success here could position EIGEN as a backbone for verifiable AI.
(Source)

3. Reya Network Integration (16 November 2025)

Overview: EigenDA became the data layer for Reya Network’s based rollup, enabling 200k TPS orderbook trading with Ethereum-grade security.

The integration uses zero-knowledge proofs to link EigenDA’s high-throughput order data (~1,000x typical blockchain volume) with Ethereum settlement. Reya’s multi-sequencer architecture leverages EigenCloud’s operator network for low-latency execution.

What this means: Bullish for EIGEN as it showcases real-world demand for hybrid on/offchain architectures, potentially increasing staking rewards from trading fee revenue sharing.
(Source)

Conclusion

EigenCloud’s recent codebase updates signal a strategic shift toward multi-chain interoperability and enterprise-grade verifiable compute, backed by $18B in staked ETH/EIGEN. While technical milestones like EigenDA scaling demonstrate execution capability, the platform’s long-term value hinges on developer adoption of its trust-as-a-service model.

Could EigenCloud’s cryptoeconomic security model become the standard for bridging Web2-scale applications to blockchains?