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陈剑Jason
陈剑Jason|Jun 19, 2025 01:58
EigenLayer proved its determination to become AWS Alibaba Cloud in the Crypto field by directly renaming itself to EigenCloud. Although this approach is logically valid, the ideals are full and the reality is tough. Currently, the market will not buy it commercially. The logic of AWS is that developers need to purchase and build their own servers, which incurs a lot of hardware and site costs. When traffic surges, there is no time to add more servers, and when traffic drops, servers are wasted. Therefore, AWS uses SaaS to allow developers to buy as many servers as they need. In the perspective of EigenCloud, the logic is that developers need to establish their own staking capabilities to ensure the security of their applications. Can we also use SaaS to allow developers to directly purchase the corresponding security in EigenCloud? Logic holds, business does not hold. We have heard many arguments such as' the current lack of application in the cryptocurrency industry makes it difficult to meet security requirements', 'retail investors simply do not care about security', and so on. These are all correct, but they are not the main core reasons. The main reason is that "staking" is now an important means for project parties to control currency prices. If I were the project team, my choice would be to spend some development costs and create a staking function to give some artificially high annualization to deceive retail investors into staking all their coins to me, or would I choose to spend some money directly on purchasing ETH from EigenCloud, which seems very safe but actually has nothing to do with my own coins? I will definitely, definitely, definitely choose the first option. The server is a cost input for the project party, while the pledge is a source of revenue for the project party. The importance of revenue growth far outweighs the cost input.
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