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The Crypto Endgame in 2024 | Fireside Chat with Pranav Kanade, portfolio manager of the VanEck Digital Assets Alpha Fund

Forward Guidance

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Evaluation of Eigen Layer and Crypto Projects in AI Space

The main uncertainties surrounding Eigen Layer involve identifying the use cases that justify the hype, determining the demand for restake services, understanding the willingness to pay for security, and assessing the size of the market. In the realm of crypto projects and AI, distinguishing legitimate initiatives from opportunistic ones is challenging. Many ventures appear to lack business sense, with only a few areas holding potential interest, such as enhancing user experience.

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