DeFi KOL Ignas 表示,EtherFi 代币 ETHFI 市值已是 EigenLayer 代币 EIGEN 的 3 倍
Xin Lang Cai Jing·2026-02-22 13:49
Core Viewpoint - EtherFi token (ETHFI) has a market capitalization that is three times that of EigenLayer token (EIGEN) and 1.3 times its fully diluted valuation (FDV) [1] Group 1: Market Comparison - EtherFi was initially a Layer 2 (LRT) protocol of EigenLayer but has now surpassed its price [1] - The shift in EtherFi's focus to cashback credit cards is a significant factor in its increased valuation [1] Group 2: Product Development - EigenLayer has also transitioned to EigenCloud, but it appears that foundational infrastructure is more challenging to achieve product-market fit (PMF) compared to user-facing products [1]