🤯 real-time proving is here 🤯 Mainnet EVM blocks proven in under 1 Ethereum slot (12s). Goosebumps. Succinct proves every Ethereum L1 block: → 94% in <12s → 99% in <13s → 99.9% in <12s, soon™ Yesterday RISC Zero unveiled a $120K home GPU cluster—proofs expected in

Restaking today is powerful — but hard to understand. AREA doesn’t reinvent restaking. It fixes it. If you're building on @EigenLayer or restaking into AVSs, here’s why direct, transparent capital flow matters more than ever: 🧵👇

I covered EigenCloud’s app strategy in this week’s newsletter. It’s the first time the protocol has openly signaled its plan to become a self-reinforcing, AWS-like platform. It’s a huge investment, but if it works, EL could build a massive moat against any competitor.

Very interested in where cap would go. Restaking in Cap is more like insurance, which is a use case I had never thought of, yet super powerful if you consider how it could transform DeFi and bring 100+ similar retail-ready apps for EigenCloud. Huge unlock.

this insurance concept can be extended more generally in other use cases as well eg smart contract insurance against hacks - restakers can restake to insure a protocol who have been audited in exchanged for a fixed yield in given conditions (eg a period of time, or more

spoke to the second team this week using redistributable staking as a backstop/insurance fund. the future of eigen will include defi.

You know what we need? Verifiable yap data and open yap algorithms. If projects like Noise and Loud! wants to turn attention into a commodity, then it requires a system that’s open and varifiable.

Loudio is speed-running the obvious logical conclusion of the current state of socialfi / infofi. That for some companies, the product matters less than the hype, attention, the noise - how loud people can be. (and I know I might get socially slashed for sharing these thoughts)

Restaking as Insurance 🧵 Decentralized insurance failed in DeFi’s last cycle. But now, a new signal is emerging: Restaking may unlock the model that finally works. Let’s explore how restaking is evolving into crypto’s new insurance layer ⬇️

3Jane leverages zkTLS to allow users to access uncollateralized loans by proving aspects of themselves in the real world. Congrats to ya3kov + the 3Jane team on the raise. Proud that EigenLayer is playing a small part of this story. ⚡️

yo

We like revenue

This is huge. so bullish

To give people more options, segment AVSs into categories: - DA Index = daLAT + dataLAT + nodedLAT - ZK Index = proofLAT + zkLAT - Safe Yield Index = low-slash LATs only Let retail and institutions buy restaking exposure with known risk profiles. That's the next step of

EigenLayer's Vercel moment

.Bless Yapper Leaderboard is live! Bless is the world’s first shared computer. They're giving away 5% of TIME token supply (will be exchangeable for BLESS at TGE) over the next 2 months. - 50% for the top 500 yappers - 50% reserved for the Kaito eco 1.5x reward

Read my thesis for EigenCloud: Welcome to the new era of verifiable services. Welcome to the new age of crypto.

Institutions don’t stake, they allocate. AREA gives them the control.

Robinhood is now onchain with Arbitrum! Arbitrum will serve as Robinhood's rails to merge DeFi and TradFi in what is a 0 -> 1 moment for the entire industry. All while onboarding millions of net-new users into crypto. Arbitrum Everywhere. 🧵

What I’m excited for in the next 5 years: 1. Data + shared compute challenging incumbents (e.g. Google Analytics) — Bless 2. Scaling verifiable services + crypto-backed retail apps — EigenCloud 3. Refined, tasteful crypto products — AREA