restaking + lst/lrt wrap, week ending june 7.

top 5 by tvl: lido $14.19b, -21.3% binance staked eth $5.91b, -21.3% eigencloud $4.49b, -22.6% babylon protocol $3.17b, -16.1% ether.fi stake $2.67b, -23.1%

top 5 by 7d change: marinade liquid staking -33.8% infrared finance -32.3% bybit staked sol -29.0% origin ether -28.4% xalgo liquid staking -27.3%

one falsifiable line: watching eigencloud avs yield vs the -22.6% tvl drain. if avs payouts don’t reprice above 8% apy within two weeks, the restaking thesis breaks for marginal capital.

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Originally published on FalsifyLab Substack.