eigencloud down 10.1% this week. lido off 8.8%. binance staked eth down 9.4%. broad selloff across the restaking board. babylon held up best at -6.3% but still bled.

valdora finance on zigchain up 19.5%. tiny base at $37M tvl. etherfi cash liquid cratered 19%. their borrowing market down 14.3%. kinetiq kmhype off 14.7%. linear near down 13.4%.

watching eigencloud closely. $4.3B tvl with avs slashing risk that nobody prices correctly yet. the yield premium over vanilla staking doesn’t compensate for the tail risk of a slashing event on a new avs. market treating it like free money. it’s not.

more at falsifylab.com

#OnchainAlpha #DeFiYield #StablecoinYield $ETH

https://falsifylab.substack.com/p/restaking-lstlrt-week-ending-2026-223

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