空投失望后，EigenLayer 提款激增

最大的以太坊重质押协议 EigenLayer 的提款请求激增，自宣布计划进行 EIGEN 空投以来，过去三天内记录了超过 12,412 次提款。 4 月 29 日开始的大规模撤回行动是由于人们对包括美国、加拿大以及几个非洲和亚洲国家在内的几个主要司法管辖区被排除在外感到普遍失望。

EigenLayer Withdrawals Surge Amid Airdrop Disappointment

空投失望导致 EigenLayer 提款激增

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 是著名的以太坊重质押协议，由于对其计划的 EIGEN 空投分配普遍不满，提款请求大幅增加，超过 12,412 个。

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 的数据显示，存款人从 4 月 29 日开始撤离，每天有超过 4,336 笔取款。第二天，提款数量上升至 6,496 笔。

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.

白皮书中概述的 EigenLayer 空投声明排除了多个司法管辖区，包括美国、加拿大以及多个非洲和亚洲国家。这一限制引起了参与者的极大失望，促使大规模退出。

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 数据表明，EigenLayer 拥有超过 107,000 名独立存款人的用户群。最近的提款总数为 12,412 次，约占该用户群选择提款资产的 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.

虽然个人提款的规模尚未确定，但 11.6% 的提款队列可能会将 EigenLayer 目前价值 148 亿美元的锁定总价值 (TVL) 减少至略高于 130 亿美元。

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.

由于协议维持 7 天的提款处理期，预计大规模提款对 EigenLayer 的 TVL 的影响将在接下来的几周内变得更加明显。

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

政府间区块链专家兼作家 Anndy Lian 认为，空投排除引发了广泛的失望情绪，这最终将影响该协议的 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."

“来自这些被排除地区的参与者可能对 EigenLayer 的 TVL 做出了重大贡献，”Lian 表示。 “他们被排除在外可能会导致整体 TVL 下降，特别是如果他们积极重新收回资产的话。”

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.

空投挖矿是一种投资者参与协议的主要目的是接收空投分配的做法，在 EigenLayer 空投失败后，它已将重点转向替代性重新抵押协议。

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.

据 DefiLlama 称，最近推出的重新抵押协议 Karak 已成为潜在受益者，其 TVL 增长了 20.5％，达到 4.39 亿美元，使其成为以太坊上第二大重新抵押协议。

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 将 Karak 的快速增长不仅归功于对 EigenLayer 空投的不满，还归功于其技术优势和灵活的重新抵押代币产品。

"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 融合了创新的技术功能，包括多资产重新抵押和即插即用的开发环境，”Lian 解释道。 “这些功能可能为 Karak 提供优势，吸引寻求更通用的重新抵押平台的开发者和用户。”

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.

随着重新抵押格局的不断发展，EigenLayer 最近的提款激增和替代协议的兴起凸显了市场的动态和竞争本质。建议投资者仔细考虑参与空投分配和重新抵押协议相关的风险和潜在回报。