restaking + lst/lrt week ending may 31. tvl bleeding across ethereum majors. lido down 4.2% to $18.02b. binance staked eth down 4.1% to $7.51b. eigencloud flat at $5.80b. babylon down 4.5% to $3.78b. ether.fi stake down 6% to $3.47b.

biggest movers mostly solana pain. jupiter staked sol cratered 47% to $440m. doublezero staked sol down 29% to $433m. stkesol by sol strategies down 14.8% to $56m. meanwhile hyperliquid l1 liquid staking surging. kinetiq kmhype up 15.5% to $48m. kinetiq khype up 13.2% to $1.13b.

one falsifiable line: watch eigencloud avs yield vs slashing risk as tvl stagnates at $5.80b. if avs demand softens further, restakers absorb downside without compensation.

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Originally published on FalsifyLab Substack.