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Kairos Research Profile picture
@Kairos_Res
May 13 • 1 tweets • 1 min read • Read on X
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More from @Kairos_Res

Kairos Research Profile picture
Nov 25
Enjoyed listening to "the TradFi Comparooooooor" @tarunchitra flesh out his reasons for paying attention to restaking & why it's one of the most interesting concepts within crypto today.

> it's the cornerstone of blockchain tech (decentralization & atomicity) and financial markets.

Below we will break down some of the key risk management takeaways we got from the episode as well as the comparisons that resonated with us the most.Image
1. Restaking has a variation of liquidation cascade risk within a pseudo-PoS system, IF assets are rehypothecated RATHER than isolated. Imagine if an operator pledged stETH to multiple AVSs, got slashed for manipulating one service & then ensured that there was no economic security left to defend the remaining AVSs that they were also securing. Eigenlayer has designed their system to allow AVSs to set a "Unique Stake" ratio minimum bound, that ensures that a portion of the restaked security is NOT also securing another AVS - a ratio that Tarun hopes to find a Goldilocks Zone for - the perfect balance between security & capital efficiency. Read more here if you are a genius

gauntlet.xyz/resources/how-…
2. There will be two types of delegation strategies within restaking, one that involves delegating your stake to post-revenue services (oracles, L2 sequencers) which should more closely resemble credit investing with steady, predictable coupons. The other delegation strategy involves providing security to nascent AVSs with higher yield paid out in a percentage of their token supply, which looks a lot more like venture capital. An area that we will be watching closely is how the top LRTs plan to distribute yield - if AVS rewards are immediately sold into ETH for compounding, stakers will take a more certain yield, but will lose out on the upside potential from the AVSs that they secure.
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