This episode takes a deep dive into the evolving landscape of restaking and shared security. Mike and Myles trace the history of restaking from early iterations like Polkadot and Cosmos to the rise of specialized providers like Eigen Layer. They break down the market structure, analyzing the supply and demand sides, and exploring how new entrants plan to challenge Eigen Layer's dominance. The discussion also unpacks restaking's dual identities in exporting security to other chains versus upgrading base layer protocols, and touches on key challenges and risks to watch out for as the ecosystem develops.
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Timestamps:
Timestamps:
(0:00) Restaking Season Reveal
(4:19) State of Restaking Now
(9:58) Definition of Shared Security
(23:26) Kinto Ad
(24:19) Supra Ad
(25:15) Market Structure of Restaking
(35:00) External vs Endogenous Restaking
(47:42) Ethereum Issuance Debate
(56:06) Restaking Platform Competition
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Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.
