Hey, great question!

For starters, when I was compiling the list you asked me before, here's one of the names on the shortlist:

• Sreeram Kannan - EigenLayer, restaking

The reason Sreeram didn't make the cut is solely because EigenLayer and restaking aren't proven out ideas yet. They are very interesting ideas, however, EigenLayer just announced the deployement to mainnet less than 8 hours ago (the first stage in its staged launch). You can read their announcement article here.

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ANALYST REPORT - EXECUTIVE SUMMARY

Listen up Druckenmiller, my name is Eric Wall and I don't do analyst reports.

If you want to read a bland analyst report on EigenLayer, go to the dozens of funds and research entities out there like the ones from Nansen, Messari and Galaxy Digital, I'm absolutely sure that you'll have a swell time familiarizing yourself with the basic concepts and ultimately reach a level of insight held by the destitute and the orbless.

I don't work that way. I am connected to every research collective in crypto worth their salt. I have Vitalik on speed dial. I receive my intel straight from the Crypto Illuminati. I left Sreeram on read (yes, it happened). I give you the no-bullshit-bottom-line. You're a busy man, I'm a busy guy, let's jump straight to the conclusion.

Conclusion:

ok so here's the rundown. eigenlayer allows you to take your staked ETH that is earning yield and put it to use in other services that also earn a yield. it takes a yield-bearing financial asset and puts it to work inside other systems to earn more yield.

if this sounds sus to you, well it's because it kinda is. but who cares? it's a permissionless network, someone's gonna do it, and it might aswell be you.

they just raised $50m at a $500m token val so you're shit out of luck though. text me sooner next time. you want to get into the seed rounds of these kinds of things, not the series A.

why this is even good? look, you don't need to care. i'll tell you what crypto gizmo the kids are liking these days and all you need to know about eigenlayer is that it's a crypto gizmo the kids like. then as soon as you hit your 10x between the series seed and the series A you need to dump that shit otc faster than georgie soros can pound the british sterling.

if you absolutely must know wtf eigenlayer is, in crypto, if you're designing a system that needs crypto-economic security, it can be good if you can tap the yield-hungry eth stakers sitting on their asse(t)s and make them double-pledge their eth for you.

it makes it easy to very quickly make your crypto application look safe because it's high in crypto-economic security (look, who are we kidding, if your application gets hacked it's going to be because some north korean hackers from the lazarus group spearphished your network admin, not because of insufficient "crypto-economic security", but let's actually kid ourselves, you need to be absolutely f**king deluded to make serious money in this industry anyway so you better start now)

this allows you to market your application faster and grow faster especially because you'll be secured by the latest flavor-of-the-month buzzword (if you actually can find a crypto application that you can design as a L1, because that's kind of the prerequisite for anything to be able to be secured by eigenlayer in the first place)

eventually, there's not going to be any purpose to any of this anyway, because getting leverage on your yield-farming is only good if you're the only one with leverage. if everyone is yield-farming with the same leverage, you're still getting the same yield you were getting before but with twice the risk because you layered a bunch of risks ontop of eachother, but let's not let that get in the way of us flipping $EIGEN tokens for millions while the others are still figuring it out

WHY SHOULD YOU TRUST ME?

Look, the only thing that matters in this space is time in the industry and track record.

IOTA was once the 5th largest cryptocurrency. Back then, I was the only person pointing out that the system was completely centralized, to denying founders. A couple of months later, a single node went offline and all of IOTA was shut down, proving me right.

I also identified the risks of LUNA before it collapsed.

END OF ANALYST REPORT

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Keep in mind that this is the kind of report I would write if the goal was to get hired, not necessarily sticking to the humblest of most factual version of myself.