Behind the Scenes of Restaking | Brandon Curtis & Myles O'Neil
Empire
Introduction
Exploring the nuances between mercenary farming capital and long-term capital in the restaking market, along with challenges in assessing their ratio. Insightful discussions on Arbitrum's speed, Monad's architecture, and Solana's staking protocol with Marinade.
In this deep dive episode, Brandon Curtis (Rio), Myles O'Neil (Reverie), and Ryan West (Blockworks Research) unpack the emerging world of restaking on Ethereum. The conversation starts with a detailed look at the restaking supply chain, from ETH deposits in LRTs to securing AVSs. The group discusses the key differences between LRTs and LSTs, yield strategies, and fragmented user preferences. They also explore the dynamics between LRTs and AVSs, including the leverage AVSs currently have and the challenges with off-chain "handshake" agreements. Thanks for tuning in!
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Arbitrum is a game-changer for daily Ethereum's users and developers, offering top applications and lower fees. As the leading scaling solution with 600+ apps, explore Arbitrum’s Portal to find your perfect fit. Interact with the home of DeFi, a flourishing NFT and creator ecosystem, and a rapidly growing Web3 gaming hub – Arbitrum has it all.
Get started at:
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Monad is a fully EVM compatible Layer 1 blockchain that can support 10,000 real transactions per second. Monad aims to open up the design space for the EVM to support high fidelity defi, consumer facing applications, and more generally allow crypto to scale to the masses.
If you are interested in participating in Monad's journey, follow: https://twitter.com/monad_xyz and join: https://discord.gg/monad
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SKALE is a modular, AppChain network that offers zero gas fee transactions and instant finality. Tailored for ease of development and onboarding, SKALE's configurable EVM chains enable next-gen use cases in gaming, AI, DePin, and others. With over 20,000,000 users having saved over $6 Billion on gas fees, SKALE is the blockchain for mass adoption.
Bridge to SKALE at portal.skale.space and stay up to date with the gasless blockchain at @skalenetwork
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Marinade is the leading Solana staking service that spreads your stake across 100+ top validators, distributes MEV rewards, and provides automatic downside protection with new Protected Staking Rewards. Choose to liquid stake for mSOL for use in DeFi, or delegate your stake through Marinade Native, which gives you full custody of your SOL and no smart contract risk. Max performance for you, max performance for Solana.
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Timestamps:
00:00 intro
02:37 Restaking Supply Chain
10:56 Restaking Today
18:11 LRTs & AVS Dynamics
30:54 LRT Selection Process
41:21 AVS Leverage Advantage
45:21 Arbitrum Ad
46:09 Monad Ad
47:07 Marinade Ad
48:12 Skale Ad
49:28 AVS Security
55:09 LRTs vs LSTs
01:07:06 LRT Risk & Yield Strategies
01:17:07 Native vs External Staking
01:26:26 Eigen Layer Competitors
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Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
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