In this episode, we dive deep into the rapidly evolving world of liquid restaking. Our expert panel unpacks the history and rise of Liquid Restaking Tokens, exploring LRT design, yield strategies, the leverage dynamics between LRTs and Eigen Layer, and the potential impact of introducing multi-assets like Bitcoin. We examine the challenges posed by duration mismatches, the institutional appetite for liquid restaking, and the evolving market structure. Thanks for tuning in!
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Timestamps:
(0:00) Introduction
(1:24) History & Rise of LRTs
(11:35) LSTs vs LRTs
(17:27) Kinto Ad
(18:21) Demand for Liquid Restaking
(34:19) Cosmos & Polkadot Lessons Learned
(50:06) Cosmos & Polkadot Lessons Learned
(1:00:18) Institutions & LRTs
(1:04:47) Multi-Asset Restaking
Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.