The Tokens You Can’t Buy Yet: How to Farm AVS Airdrops Now

Speculating on AVS Tokens Before They Exist

📌 TL;DR

• AVSs (Actively Validated Services) secured via EigenLayer don’t have tokens yet — but users are already farming them

• These are pre-token, restake-secured infrastructure plays

• Capital is rushing into points-based delegation, LRT vaults, and protocol-native wrappers

• This post gives you a framework to front-run AVS launches — and position early

🚀 1. Hook — You Can’t Buy Them. That’s Why You Must Position Early.

In crypto, the best alpha comes before price discovery.

With EigenLayer’s restaking meta exploding, dozens of protocols are securing Ethereum trust — without issuing tokens yet. But…

🔍 2. What Are AVSs?

AVSs (Actively Validated Services) = off-chain or modular systems (e.g., rollups, oracles, ZK provers) that rent Ethereum trust via EigenLayer.

They borrow Ethereum validator security — instead of running their own network.

AVSs can:

• Secure rollup sequencing (Espresso, AltLayer)

• Run verifiable compute (Brevis, Witness Chain)

• Provide ZK coprocessing (Lagrange, Succinct)

• Act as bridges, oracle layers, or proof coordinators

🚨 Most AVSs will launch tokens. Some already confirmed:

• Brevis ($BREV), Espresso ($ESP), Lagrange ($LAG) — Q3 2025

• AltLayer ($ALT) already launched

🧠 3. Why Pre-Restaked Tokens Matter

These tokens:

• Aren’t live yet

• Are already earning yield via points

• Will distribute tokens to delegators / stakers

This is pre-token speculation via action, not capital.

It’s like retroactive ICO farming — but layered on DeFi infrastructure.

📊 4. How to Identify Promising AVSs (Before Token)

🧠 Tools to Monitor:

• EigenLayer UI

• Restake.fi

• EigenPie

• Re7 Analytics Dashboards

• AVS points trackers (e.g., Brevis, Espresso, Witness)

🔍 5. AVSs to Watch (Pre-Token Alpha)

High-upside = early delegation, low competition, aligned LRT farming.

⚠️ 6. Risks of Pre-Restake Farming

❌ No Token Guarantee

Not all AVSs will launch tokens. Some may remain service or B2B networks.

⚠️ Washout Airdrops

Over-saturation = small allocations. If everyone farms, share shrinks.

🧨 Smart Contract Risk

Many AVSs are early-stage, lightly audited, and built on modular layers.

🌀 Overlapping Points

Double-counted strategies across wrappers may create confusion or dilution.

🧠 7. Strategic Positioning: How to Farm AVSs Smartly

• ✅ Use LRTs with broad AVS support (eETH, ezETH, rsETH)

• ✅ Monitor AVS TVL vs. Delegator Count — low = better yield

• ✅ Join points programs early — some reset (e.g., Espresso weekly)

• ✅ Use EigenPie, Karak, or RestakeFi for diversified exposure

• ✅ Track funding events and GitHub commits for signs of mainnet readiness

📰 Today’s Top Crypto News (June 14, 2025)

🔹 Espresso Systems Launches Testnet Sequencer Marketplace
Espresso's core AVS use case now active on testnet — delegators receive bonus points for early participation.

🔹 Brevis Confirms $BREV Token Launch Date for August 2025
Tokenomics and points-to-token ratio will be revealed July 1st.

🔹 Lagrange Announces zkVoting AVS for DAOs
New product to allow zero-knowledge DAO elections. Points farming starts Monday.

🔹 RestakeFi Adds Dynamic AVS Yield Auto-Allocator
New strategy rebalances capital toward highest APY AVSs weekly.

🔚 Conclusion — Pre-Restake = Pre-Floor Alpha

This is the age of pre-token conviction farming.

The next EigenLayer billionaires won’t be just early buyers.
They’ll be first stakers, early AVS allocators, and loop-aware DeFi users.

🧠 Up Next:

Post #40 – zkStack Wars: Scaling Ethereum’s Sovereign ZK Future