Solana’s Vibe Shift, Restaking, and Yapping About Kaito | Ian Unsworth

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Feb 24, 2025

Ian Unsworth, Co-founder of Kairos Research and former Binance US employee, delves into the fascinating world of DeFi, focusing on restaking and its impact on Solana's ecosystem. He discusses Solana's shifting market dynamics and challenges, including speculation and scams. The conversation touches on Kaito's tokenomics and community involvement, revealing essential insights into product value. Unsworth also examines the role of regulatory pressures and the unique positioning of Solana in the competitive blockchain landscape, hinting at future innovations.

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INSIGHT

Restaking's Importance

Restaking is a crucial DeFi primitive for the next decade, becoming more relevant as inflation decreases.
It leverages liquid assets like ETH and SOL, making them better collateral.

INSIGHT

Solana's Inflation Reduction

Solana's SIMD-228 proposal aggressively reduces inflation based on the stake rate.
It might reach zero quickly, impacting validator rewards and new validator participation.

INSIGHT

Solana's REV

Solana's REV (revenue) is crucial for long-term sustainability, especially as inflation decreases.
It represents cash flows returned to token holders, validators, and infrastructure providers.

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