#bedrock $BR @Bedrock
Looking at the list of AVS being built on EigenLayer, I feel like I’m witnessing the formation of a whole new infrastructure layer for crypto. From data availability, cross-rollup messaging to shared sequencer or ZK serverless computing, all are trying to tackle the problems that first-gen blockchains couldn't handle effectively.
This really makes me think about the direction of Bedrock. If Bedrock 2.0 is shifting from a simple yield-generating protocol to an intelligent capital allocation platform, then AVS is essentially a collection of potential "destinations" for that capital flow. The future value of Bedrock might not lie in providing the highest APY anymore, but in its ability to identify which infrastructure layers are worth protecting and allocating liquidity to.
However, the deeper I look, the more I see an intriguing paradox. The ecosystem is becoming increasingly efficient in capital usage, but at the same time, it’s becoming a lot more complex. Each new AVS that pops up carries an enticing story about scalability and security, but much of their value still hinges on the expectation that the demand will actually explode in the future.
Perhaps this is also the puzzle that Bedrock has to face. Intelligent Routing sounds very convincing as the number of opportunities increases, but the ultimate effectiveness still relies on whether these AVS can generate real demand and sustainable revenue. If not, the entire system risks turning into a capital optimization network around values that are still waiting to be proven.
Looking at the list of AVS being built on EigenLayer, I feel like I’m witnessing the formation of a whole new infrastructure layer for crypto. From data availability, cross-rollup messaging to shared sequencer or ZK serverless computing, all are trying to tackle the problems that first-gen blockchains couldn't handle effectively.
This really makes me think about the direction of Bedrock. If Bedrock 2.0 is shifting from a simple yield-generating protocol to an intelligent capital allocation platform, then AVS is essentially a collection of potential "destinations" for that capital flow. The future value of Bedrock might not lie in providing the highest APY anymore, but in its ability to identify which infrastructure layers are worth protecting and allocating liquidity to.
However, the deeper I look, the more I see an intriguing paradox. The ecosystem is becoming increasingly efficient in capital usage, but at the same time, it’s becoming a lot more complex. Each new AVS that pops up carries an enticing story about scalability and security, but much of their value still hinges on the expectation that the demand will actually explode in the future.
Perhaps this is also the puzzle that Bedrock has to face. Intelligent Routing sounds very convincing as the number of opportunities increases, but the ultimate effectiveness still relies on whether these AVS can generate real demand and sustainable revenue. If not, the entire system risks turning into a capital optimization network around values that are still waiting to be proven.