Leverage EigenLayer's restaking mechanics to capture value in middleware security demand. Target governance tokens of critical infrastructure providers like EigenDA and ARPA, combining ETH exposure with growth potential in data availability and decentralized AI validation markets.As EigenLayer crosses $12B in restaked ETH, middleware protocols now compete to become essential security layer providers. This strategy positions investors at the intersection of modular blockchain infrastructure and decentralized AI validation, where cryptoeconomic security budgets could drive outsized returns for governance token holders.ContextThe 2024 restaking boom echoes 2020's DeFi Summer, with EigenLayer recreating Compound-style yield mechanics for validators. Like Chainlink's 2019-2021 rise as oracle security became critical infrastructure, AVS operators now monetize blockchain's 'pick-and-shovel' layer.Strategy ExplanationRestaked ETH serves as reusable collateral for multiple validation services. By concentrating on protocols commanding security budgets from both L2s (data availability) and AI networks (compute verification), investors capture dual growth vectors while maintaining ETH exposure.Token Targets- EigenDA (60%): Core EigenLayer operator with first-mover advantage in L2 data markets

- ARPA (30%): Threshold cryptography specialist expanding into AI model validation

- ETH (10%): Base asset liquidity buffer

- EigenDA securing >60% of new rollup launches

- ARPA announcing partnerships with 3+ major AI labs

- ETH restaking ratio exceeding 40% of staked supply https://redrobot.online/2025/05/crypto-idea-restaking-security-primacy-strategy/