空投失望後，EigenLayer 提領激增

最大的以太坊重質押協議 EigenLayer 的提款請求激增，自宣布計劃進行 EIGEN 空投以來，過去三天內記錄了超過 12,412 次提款。 4 月 29 日開始的大規模撤回行動是由於人們對包括美國、加拿大以及幾個非洲和亞洲國家在內的幾個主要司法管轄區被排除在外感到普遍失望。

EigenLayer Withdrawals Surge Amid Airdrop Disappointment

空投失望導致 EigenLayer 提領激增

EigenLayer, a prominent Ethereum restaking protocol, has witnessed a significant surge in withdrawal requests, exceeding 12,412, following widespread dissatisfaction with its planned EIGEN airdrop distribution.

EigenLayer 是著名的以太坊重質押協議，由於對其計劃的 EIGEN 空投分配普遍不滿，提款請求大幅增加，超過 12,412 個。

The exodus of depositors commenced on April 29, with over 4,336 daily withdrawals recorded, according to data from the analytics platform Dune. The following day, the withdrawal count escalated to 6,496.

分析平台 Dune 的數據顯示，存款人從 4 月 29 日開始撤離，每天有超過 4,336 筆提款。第二天，提款數量上升至 6,496 筆。

EigenLayer's airdrop announcement, outlined in a white paper, excluded several jurisdictions, including the United States, Canada, and various African and Asian nations. This restriction elicited considerable disappointment among participants, prompting the mass withdrawals.

白皮書中概述的 EigenLayer 空投聲明排除了多個司法管轄區，包括美國、加拿大以及多個非洲和亞洲國家。這項限制引起了參與者的極大失望，促使大規模退出。

Dune data indicates that EigenLayer boasts a user base of over 107,000 unique depositors. The recent withdrawals, totaling 12,412, represent approximately 11.6% of this user base opting to withdraw their assets.

Dune 數據表明，EigenLayer 擁有超過 107,000 名獨立存款人的用戶群。最近的提款總數為 12,412 次，約佔該用戶群選擇提款資產的 11.6%。

While the magnitude of individual withdrawals remains undetermined, the 11.6% withdrawal queue could potentially reduce EigenLayer's current total value locked (TVL), currently valued at $14.8 billion, to just above $13 billion.

雖然個人提款的規模尚未確定，但 11.6% 的提款隊列可能會將 EigenLayer 目前價值 148 億美元的鎖定總價值 (TVL) 減少至略高於 130 億美元。

The impact of the mass withdrawals on EigenLayer's TVL is expected to become more apparent in the subsequent weeks, as the protocol maintains a seven-day withdrawal processing period.

由於協議維持 7 天的提款處理期，預計大規模提款對 EigenLayer 的 TVL 的影響將在接下來的幾週內變得更加明顯。

Anndy Lian, an intergovernmental blockchain expert and author, believes the airdrop exclusion has fostered widespread disappointment, which will ultimately impact the protocol's TVL.

政府間區塊鏈專家兼作家 Anndy Lian 認為，空投排除引發了廣泛的失望情緒，最終將影響該協議的 TVL。

"Participants from these excluded regions may have contributed significantly to EigenLayer's TVL," Lian stated. "Their exclusion could lead to a decline in the overall TVL, particularly if they were actively restaking their assets."

「來自這些被排除地區的參與者可能對 EigenLayer 的 TVL 做出了重大貢獻，」Lian 表示。 “他們被排除在外可能會導致整體 TVL 下降，特別是如果他們積極重新收回資產的話​​。”

Airdrop farming, a practice where investors participate in protocols primarily for the purpose of receiving airdrop distributions, has shifted its focus towards alternative restaking protocols following the EigenLayer airdrop debacle.

空投挖礦是一種投資者參與協議的主要目的是接收空投分配的做法，在 EigenLayer 空投失敗後，它已將重點轉向替代性重新抵押協議。

Karak, a recently launched restaking protocol, has emerged as a potential beneficiary, experiencing a 20.5% increase in its TVL to $439 million, making it the second-largest restaking protocol on Ethereum, according to DefiLlama.

據 DefiLlama 稱，最近推出的重新抵押協議 Karak 已成為潛在受益者，其 TVL 增長了 20.5％，達到 4.39 億美元，使其成為以太坊上第二大重新抵押協議。

Lian attributes Karak's rapid growth not only to the dissatisfaction surrounding EigenLayer's airdrop, but also to its technical advantages and flexible restaking token offerings.

Lian 將 Karak 的快速成長不僅歸功於對 EigenLayer 空投的不滿，還歸功於其技術優勢和靈活的重新抵押代幣產品。

"Karak incorporates innovative technical features, including multi-asset restaking and a plug-and-play development environment," Lian explained. "These features may provide Karak with an edge in attracting developers and users seeking a more versatile restaking platform."

「Karak 融合了創新的技術功能，包括多元資產重新抵押和即插即用的開發環境，」Lian 解釋道。 “這些功能可能為 Karak 提供優勢，吸引尋求更通用的重新抵押平台的開發者和用戶。”

As the restaking landscape continues to evolve, EigenLayer's recent withdrawal surge and the rise of alternative protocols highlight the dynamic and competitive nature of the market. Investors are advised to carefully consider the risks and potential rewards associated with participating in airdrop distributions and restaking protocols.

隨著重新抵押格局的不斷發展，EigenLayer 最近的提款激增和替代協議的興起凸顯了市場的動態和競爭本質。建議投資者仔細考慮參與空投分配和重新抵押協議相關的風險和潛在回報。