
撸币养家 | lubiyangjia.eth|Mar 08, 2025 07:57
The collaboration between Aethir @ AethirCloud and @ EigenLayer may be one of the most noteworthy paradigm innovations in the Web3 infrastructure field this year, discussing its value through data and logic 👇
1/Data Validation: Ecological Growth and Pledge Economy Explosion
Aethir's annual on chain revenue remains stable at $91 million, with over 400000 GPU containers covering 93 regions (including 3000+H100/H200) and a utilization rate of over 70% (industry average<40%);
EigenLayer has added 105 million annualized revenue by integrating Aethir, verifying the synergistic effect of DePIN and re staking.
2/Scenario Breakthrough: Security and Incentive Design
Security: EigenLayer's AVS service provides Ethereum level underlying security for Aethir, and traditional GPU service providers can access it in compliance without direct staking;
Incentive: Users can earn dual token returns (200% -400% annualized) by pledging ATH again, attracting a large number of edge nodes and institutional custodians to flock in;
Market: Aethir's $100 million ecological fund has supported real computing scenarios such as AI agents and game development, and demand continues to surge.
3/Future deduction: from "computing power island" to "secure network"
Short term: Aethir staking economy will activate idle GPU capital efficiency and promote node network expansion;
Long term: If EigenLayer's AVS model works, Aethir may become the universal secure settlement layer for Web3 cloud computing;
Pledge participation: Hold ATH → Connect to EigenLayer and then pledge → Overlay node operating income (see the comment section for tutorial).
Personal opinion: When decentralized computing power is deeply coupled with financial security, the "flywheel" of Web3 infrastructure may be launched.
Additionally, CoinBase has added Aethir (ATH) to its listing roadmap!
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