Exploring the state of RaaS (and L2s and L3s and L4) + explaining some of my issues with restaking
what happen the next ?
continue airdrop to do it ?
At the first time, i spend monkey to get airdrop, waht we do next ?
Very insightful and first-principle driven.
You're not even mentioning that half of the yield AVS pay will go to $EIGEN stakers.
One question for you:
Rationally speaking, should ETH FDV > LST (gov tokens) FDV > LRT (gov tokens) FDV?
The market is currently valuing $LDO at 2.3B FDV and $EIGEN between 20 and 30B FDV. Something feels wrong here (okay, Eigen also offers DA but still)
smaht. i’m sure we’ll look back and say we knew it would end up bad
what happen the next ?
continue airdrop to do it ?
At the first time, i spend monkey to get airdrop, waht we do next ?
Very insightful and first-principle driven.
You're not even mentioning that half of the yield AVS pay will go to $EIGEN stakers.
One question for you:
Rationally speaking, should ETH FDV > LST (gov tokens) FDV > LRT (gov tokens) FDV?
The market is currently valuing $LDO at 2.3B FDV and $EIGEN between 20 and 30B FDV. Something feels wrong here (okay, Eigen also offers DA but still)
smaht. i’m sure we’ll look back and say we knew it would end up bad