曾经估值逼近百亿的再质押王者 Eigenlayer 已经被 $LAYER 反超了，一边是直线下跌，一边是后来者猛追。再质押叙事并不算被证伪，但在没找到足够的客户之前被高估了，市场正在修正估值，经历一轮熊市后这仍然是值得关注的赛道之一。
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