Latest EigenCloud (EIGEN) News Update

Deep Dive

1. @thesmartape: Betting on a historic TVL-price divergence bullish

> “I’ve always loved TVL vs price divergences… EigenLayer’s TVL just hit a new ATH of $19.7B… Yet the price is sitting at an all-time low. That’s why $EIGEN is one of the tokens I’m accumulating right now.” > – @thesmartape (66.7K followers · 1 September 2025 10:27 UTC)
> View original post

What this means: This is bullish for EIGEN because it frames the token as deeply undervalued relative to its underlying security and utility—$19.7B in staked ETH and EIGEN represents immense “trust capital” that isn’t yet reflected in the price. Accumulation here is a contrarian bet on a fundamental re-rating.

2. @eigencloud: Positioning as the “verifiable cloud” for AI bullish

> “Eigencloud: unmatched, unstoppable ☁️… All converging to unleash: 🤖 Verifiable AI agents. EIGEN: The infinite endgame 🎯” > – @eigencloud (316.7K followers · 9 August 2025 17:24 UTC)
> View original post

What this means: This is bullish for EIGEN because it directly ties the token’s long-term value to the high-growth narrative of verifiable AI and autonomous agents. By framing EigenCloud as essential infrastructure (like “AWS for trust”), the project aims to capture demand from a new category of crypto-native AI applications.

3. @ExpoZ1354: Charting a breakout from a falling wedge bullish

> “🚀 EIGEN Completed a multi-touch falling wedge… Key levels: retest buy zone $1.23–1.27, mid supply $1.60–1.70, first target $3.00. Invalidation: daily close < $1.11.” > – @ExpoZ1354 (83.6K followers · 19 September 2025 07:30 UTC)
> View original post

What this means: This is bullish for EIGEN because it provides a clear technical roadmap for traders. A confirmed breakout above the wedge with volume could trigger a short-term rally toward the $3.00 target, offering a tactical entry for momentum buyers, provided the $1.11 invalidation level holds.

4. @UgurTash: Warning of supply pressure from unlocks bearish

> “$EIGEN: 28 Milyar Dolarlık Dev Hayalet… 1 Ocak'ta dolaşıma giren %10'luk arz, zayıf ellerin elindeki malı ucuza almalarına yetti… Kilit açılımı baskısı biter, Google ortaklığı meyvelerini verir, o zaman 0.40$ seviyelerini mumla aratırlar.” > – @UgurTash (3.9K followers · 15 January 2026 13:00 UTC)
> View original post

What this means: This is bearish for EIGEN in the near term because it highlights the ongoing overhang from token unlocks (like the 1.3M EIGEN worth ~$1.6M unlocked on 29 July 2025), which can depress the price as early recipients sell. The comment suggests real price appreciation may only come after this supply pressure subsides and partnerships mature.

5. @eigencloud: Overhauling incentives with ELIP-12 bullish

> “A new era of EIGEN incentives is coming!… move incentives toward productive stake, active AVSs, and real fee generation… fees start flowing back to EIGEN… These fees can be used for EIGEN buybacks.” > – @eigencloud (316.7K followers · 18 December 2025 18:37 UTC)
> View original post

What this means: This is bullish for EIGEN because it proposes a fundamental shift from broad, passive emissions to a model that rewards actual network usage and security. Directing a portion of AVS and EigenCloud fees toward buybacks could create a sustainable deflationary pressure and directly link ecosystem growth to token demand.

Conclusion

The consensus on EIGEN is bullish in conviction but bearish in recent price action. The dominant narrative is a compelling disconnect: a project securing over $19B in value and forging major partnerships (Google Cloud) while its token trades near all-time lows. This sets up a classic “value play” thesis for accumulators. However, sentiment is tempered by the reality of token unlocks and a market that has yet to price in these fundamentals. Watch for the implementation details of ELIP-12—if the proposed fee-redistribution and buyback mechanism gains traction, it could be the catalyst that finally bridges the TVL-price gap.

Deep Dive

1. Mantle Adopts Ethereum Blobs (22 January 2026)

Overview: Ethereum Layer 2 network Mantle announced a strategic transition to use Ethereum blobs for data availability, a key step toward becoming a full ZK rollup. As part of this move, Mantle confirmed it will continue its partnership with EigenLayer, utilizing EigenCloud for specialized use cases requiring verifiable compute and crypto-economic security. This integration highlights EigenCloud's role in supporting production-scale applications that require Ethereum's security guarantees.

What this means: This is bullish for EIGEN because it demonstrates demand from a major scaling solution, embedding EigenCloud's infrastructure into Ethereum's core scaling roadmap. It validates the platform's utility beyond simple restaking. (PRNewswire)

2. New EIGEN Incentives Plan Proposed (18 December 2025)

Overview: The Eigen Foundation introduced ELIP-12, a governance proposal to create an Incentives Committee. The plan aims to direct EIGEN token emissions toward users who actively secure Actively Validated Services (AVSs) and contribute to the EigenCloud ecosystem. A key change is a proposed 20% fee on AVS rewards, with 100% of EigenCloud fees routed to a contract for potential EIGEN buybacks.

What this means: This is a neutral-to-bullish development for EIGEN as it seeks to align rewards with real network usage and fee generation, potentially creating deflationary pressure over time. It addresses past criticisms of broad, non-targeted emissions. (EigenCloud)

3. SharpLink Deploys $170M ETH via EigenCloud (9 January 2026)

Overview: Nasdaq-listed firm SharpLink Gaming deployed $170 million worth of Ether into a staking and restaking strategy on Consensys’ Linea network, utilizing EigenCloud's infrastructure. The strategy blends native Ethereum staking yields with additional restaking rewards from EigenCloud and partner protocols, aiming for an "enhanced yield" profile under qualified custody.

What this means: This is bullish for EIGEN as it represents a significant institutional adoption of its verifiable compute infrastructure for treasury management, moving beyond speculative use to tangible, yield-generating applications. (CoinMarketCap)

Conclusion

EigenCloud is transitioning from a restaking protocol to a critical verifiable compute layer, evidenced by strategic Layer 2 integrations, a refined token incentive model, and substantial institutional capital deployment. Will the new fee model successfully drive sustainable value accrual to EIGEN holders?

Deep Dive

1. Multi-Chain Verification (24 July 2025)

Overview: EigenCloud introduced cross-chain compatibility, allowing Actively Validated Services (AVSs) to deploy on chains like Base while maintaining Ethereum-level security.

Developers can now configure AVSs for Layer 2 networks in hours via updated smart contracts. Operator sets and stake weights sync daily across chains, eliminating infrastructure rewrites. This update uses EigenLayer’s cryptoeconomic security model to preserve trust minimization.

What this means: This is bullish for EIGEN because it broadens developer reach to high-growth ecosystems (e.g., Base) while maintaining Ethereum’s security – critical for scaling decentralized apps. (Source)

2. EigenCompute & EigenVerify Previews (28 July 2025)

Overview: EigenCloud rolled out previews for verifiable offchain compute (EigenCompute) and fraud-proof adjudication (EigenVerify), targeting AI and DeFi use cases.

EigenCompute supports containerized workloads with deterministic execution proofs, while EigenVerify resolves disputes via stake-backed slashing. Both integrate with EigenDA for end-to-end verifiability.

What this means: This is bullish for EIGEN because it enables trust-minimized AI agents and complex dApps – key demand drivers for staking and token utility. (Source)

3. EigenDA Optimizations (2025)

Overview: EigenDA, EigenCloud’s data availability layer, achieved 100 MB/s throughput (up from 50 MB/s) and sub-second latency in 2025.

Technical upgrades included BLS12-381 cryptographic optimizations and enhanced node coordination. These improvements support rollups and AI datasets requiring high-throughput verification.

What this means: This is neutral for EIGEN – while it boosts infrastructure competitiveness, broader adoption depends on developer uptake of EigenCloud’s full stack. (Source)

Conclusion

EigenCloud’s updates prioritize scalable trust infrastructure for multi-chain apps and AI, with EIGEN staking as the backbone. While technical milestones are significant, watch for adoption metrics (AVS count, TVL) to gauge real-world impact. Could EigenCloud’s focus on verifiable AI redefine crypto’s role in next-gen computing?

Deep Dive

1. EigenCompute Mainnet (Q1 2026)

Overview: EigenCompute enables developers to run containerized offchain logic (e.g., AI models, data processing) with onchain-enforced cryptoeconomic security. This service, currently in preview, is set for full mainnet release, allowing apps like verifiable AI agents or dynamic DeFi protocols (EigenLayer Docs).
What this means: Bullish for EIGEN adoption, as fees from EigenCompute usage could drive staking demand. However, delays in operator onboarding or container vulnerabilities pose risks.

2. EigenVerify Mainnet (Q1 2026)

Overview: EigenVerify’s fraud-proof system will exit devnet, offering three dispute modes: deterministic (for code bugs), intersubjective (social consensus), and AI-adjudicated. This is critical for cross-chain apps and insurance protocols (EigenLayer Forum).
What this means: Neutral-to-bullish. While it enhances security, complex slashing logic might deter smaller developers until tooling matures.

3. EigenDA Scaling (2026)

Overview: EigenDA, already live at 50MB/s, aims for 1GB/s throughput and sub-second latency. This upgrade targets institutional use cases like high-frequency trading rollups (e.g., Reya Network partnership).
What this means: Bullish for ETH/EIGEN synergy, but success depends on operator decentralization to avoid AWS-like centralization risks.

4. Multi-Chain Expansion

Overview: After launching on Base in late 2025, EigenCloud plans to support Solana, Optimism, and Arbitrum. This aligns with its goal to become chain-agnostic infrastructure for verifiable apps.
What this means: Bullish for ecosystem diversity, though competition from Celestia and AltLayer may pressure adoption rates.

Conclusion

EigenCloud is prioritizing infrastructure scalability (EigenDA), developer flexibility (EigenCompute), and cross-chain interoperability to position itself as the “AWS for trust” in crypto. With a16z’s $70M backing and Google Cloud partnerships, its focus on verifiable AI and institutional DeFi could redefine blockchain utility. How quickly can EigenCloud onboard developers to offset its -35% 60d price decline?