restaking + lst/lrt weekly. may 24.

top 5 by tvl:

• lido $18.81b, 7d -2.5%

• binance staked eth $7.82b, 7d -2.9%

• eigencloud $6.61b, 7d -7.0%

• babylon protocol $3.96b, 7d -1.5%

• ether.fi stake $3.69b, 7d -22.1%

top 5 by 7d % change:

• linear protocol $70m, +57.8%

• rhea lst $28m, +56.6%

• meta pool near $63m, +54.6%

• kinetiq kmhype $42m, +39.6%

• kinetiq khype $1.01b, +35.7%

one falsifiable line: i’m watching ether.fi stake for yield-vs-risk dislocation. 22% tvl bleed in a week while near liquid staking pumps 50%+ feels like capital rotating out of lrt complexity back to simple lst. if ether.fi keeps sliding and near protocols hold gains, the thesis that lrt yield premium justifies smart-contract and depeg risk gets weaker.

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— research and educational content. not investment, legal, or tax advice. do your own research. positions and views may change without notice.

Originally published on FalsifyLab Substack.