EigenLayer’s transition into EigenCloud represents a shift from shared security to programmable verifiability.
In June 2025, Eigen Labs rebranded the developer-facing product as EigenCloud, explicitly positioning it as a verifiable cloud platform: AWS with cryptographic proof baked in.
The thesis has shifted from security as a shared market to verifiability as a service. Restaking makes shared security possible.
EigenCloud turns that security into programmable infrastructure, and the AVS ecosystem is where the market for that infrastructure begins to form.
Full ecosystem breakdown:
https://t.co/TCfjB4Jphm
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