Ep-22 - Human Coordination Engines

Bullish:

• $AVS - Actively Validated Services (AVS) are expected to be the biggest growth sector in crypto due to their specialized, narrow services that can work together in composable mechanics, similar to SaaS in traditional tech.

  • “We think AVSs will be the biggest growth sector in all of crypto because it's specialized narrow services that can work together in composable mechanics.”

    Sreeram·1:10:00
• $EIGEN - The Eigen token derives its value from its unique utility in staking and providing irreplaceable services within the Eigenlayer ecosystem and the broader crypto economy.

  • “The token's value comes from its utility in staking. So you can stake the Eigen token and provide services which are irreplaceable in the Eigen layer economy, but also in the crypto economy. There's nothing else like that.”

    Sreeram·1:05:04
• $EIGENDATA - EigenDA demonstrates superior technical capabilities with its high throughput of 15 megabytes per second (equivalent to 120 megabits per second) on mainnet.

  • “EigenDA is running on mainnet today at 15 megabytes per second throughput. And, you know, for many people, this number may not mean much. You know? 15 megabits per second is also a 120 megabits per second, because, you know, one byte is 8 bits.”

    Sreeram·59:02
• $DAPP - Decentralized applications with user-centric governance, such as a hypothetical social media platform with user-approved privacy policies, represent a new paradigm in app development.

  • “What does a new Facebook with commitment look like? Facebook comes in and says, here's a commitment. The commitment is unless a majority of users accept a privacy policy, that upgrade will not be accepted.”

    Sreeram·56:02
• $CRYPTO - There's a need for more open and innovative governance structures in the crypto space to encourage external participation and initiative, addressing the limitations of existing decentralized governance models.

  • “Our thesis is open innovation. One of the things we find in existing decentralized governance structures is lack of initiative. Right? And if you are an external participant, like, you can't go and, like, unless they ask you, the token holders, or somebody asks you to do something, you can't do it.”

    Sreeram·1:06:03