$Eigen has risen 27% in the past 24 hours, ranking second among the top 200 tokens by market capitalization (after Singapore Aster), and has risen 31% in the past 7 days, making it one of the best-performing altcoins during this period. There are two main positive news recently, and they have begun to gradually ferment. The first one wrote more, in the proxy payment protocol (AP2) released by Google a few days ago, the partners are listed, among which there are @eigenlayer @ethereumfndn @MetaMask @coinbase and @Mysten_Labs from the currency circle, the AP2 protocol will lay the foundation for the payment system in the AI agent economy, this cooperation is more convincing, of which in addition to the two giants of ETH and Sui, the two giants that have issued coins, It's $Eigen. In addition, on-chain data shows that Grayscale has deposited 3,200 ETH to 67 new addresses, which is widely speculated that the pledge of ETH ETFs is about to progress, and it is also good for the re-pledge...
As mentioned earlier, at the end of August, it was observed that ETH's leading effect was weakening. In the medium and long term, I am still optimistic about ETH, but it seems that there is a lack of momentum recently, and after thinking about it, I gradually exchanged 30% of the ETH long position to several altcoins, which I think the fundamentals are very good and in line with the current mainstream narrative target, to enrich the long portfolio. I chose $XPL, $Hype, $ENA, $Eigen, $Bonk and $Ondo, which I am still watching, and will take the time to write about the reasons why I am optimistic about them, and this article will talk about @eigenlayer first. In the past two months, it can be found that there are many ETH-based copycats in the strong currency, which is very logical. The ETH altits are divided into several categories, mainly L2-related, DeFi-related and Restaking-related, and the first two types of high-quality targets have risen a lot. The launch of EigenCloud has...
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