Kairos Research @Kairos_Res
Crypto Research Firm kairoscrypto.substack.com SF / ATX Joined January 2024-
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Here are my high-level takeways First off - this is not your average "useless governance token" and it shouldn't be. EL is a new incentive layer on top of the largest & most robust layer-1 PoS chain in existence, and the token plays a key role in disputing "inter-subjective…
Here are my high-level takeways First off - this is not your average "useless governance token" and it shouldn't be. EL is a new incentive layer on top of the largest & most robust layer-1 PoS chain in existence, and the token plays a key role in disputing "inter-subjective… https://t.co/mXoJKp0Gof
Looks like @RenzoProtocol has secured a spot on Binance's Launchpool - here are some additional details we now know re their tokenomics & important second order effects: The token distributions look relatively similar here, with the most notable difference coming down to Renzo…
While @ether_fi has had incredible growth for both TVL & Liquidity alike - this one chart is slightly misleading and doesn't tell the whole story The screenshot in the OG tweet contains liquidity reserves on mainnet & arbitrum *only* Meanwhile @RenzoProtocol has some…
While @ether_fi has had incredible growth for both TVL & Liquidity alike - this one chart is slightly misleading and doesn't tell the whole story The screenshot in the OG tweet contains liquidity reserves on mainnet & arbitrum *only* Meanwhile @RenzoProtocol has some… https://t.co/r1d2Sn7GdH
4. How liquid are liquid restaking tokens? Great piece of research. x.com/kairos_res/sta…
4. How liquid are liquid restaking tokens? Great piece of research. x.com/kairos_res/sta…
Ignore the content @Ian_Unsworth and @TedDeFi have been producing at your own peril
Ignore the content @Ian_Unsworth and @TedDeFi have been producing at your own peril
Great discussion moderated by @MylesOneil - thank you @ebisu_finance for hosting! Awesome to see over 37k people tune in to learn about EigenLayer! 🔥 - worth a listen!
Great discussion moderated by @MylesOneil - thank you @ebisu_finance for hosting! Awesome to see over 37k people tune in to learn about EigenLayer! 🔥 - worth a listen!
Our Twitter space with @eigenlayer ecosystem builders & researchers starts in 90 MINUTES! Tune in or miss the alpha 🫣 We're going to be diving deep into the the state of AVS<>LRT market dynamics! x.com/i/spaces/1brjj…
🧵📊 While they don't have a loud public presence on CT, Abraxas Capital Mgmt is one of the more active onchain funds & a key player for Ethereum's DeFi ecosystem I was sleuthing around on Arkham and noticed they've been making a big push into restaking via LRTs, specifically…
Today Liquid Restaking Tokens (LRTs) constitute roughly 60% of EigenLayer TVL, and I anticipate that number will climb even higher, driven purely by market forces. That's why I'm happy to announce @Kairos_Res will begin initiating unbiased monthly liquidity reports on the…
Today Liquid Restaking Tokens (LRTs) constitute roughly 60% of EigenLayer TVL, and I anticipate that number will climb even higher, driven purely by market forces. That's why I'm happy to announce @Kairos_Res will begin initiating unbiased monthly liquidity reports on the…
🧵 As EigenLayer mainnet draws near, we are starting to see some AVS <> LRT partnerships emerge. If you're seeking exposure to specific AVS projects, then its worth paying attention to these. So far we've seen: @ether_fi commit to support @lagrangedev & @OmniFDN and…
Last week we put out a piece on @akashnet_ ( $AKT ) - highlighting why we are bullish and a few potential improvements to the network that would help it reach escape velocity Since then, $AKT is up 26% & we think it has a lot more room to run as enter the largest supply…
Unlocking Akash's Potential: Aligning Incentives for the Supercloud $AKT TL;DR ⦾ Akash is set to spend $97m on network security costs this year alone ⦾ Akash should explore using shared security services like Ethos, ICS (+Babylon) ⦾ AKT tokens should be directed towards…
🧵LRTs & EigenFi will Drive the Next Wave of DeFi Adoption Ethereum's PoS shift surged ETH staking to $89.8B creating a $40B LST market. Now, @eigenlayer introduces new yield opportunities for ETH hodlers. Evolution of EigenFi & yield projections👇
- $7.9 billion TVL - $100m Series B from @a16zcrypto - 8.58% of the total staked ETH supply @eigenlayer’s growth and importance continues to dominate the narrative. As this new incentive layer emerges on top of Ethereum, we’ll begin to see a new cohort of DeFi protocols…
The Upgrade @The_up_grade
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Ian @Ian_Unsworth
4K Followers 899 Following Co-Founder @Kairos_Res | prev: research @BinanceUS @MessariCrypto
Teddy Oosterbaan @TedDeFi
859 Followers 638 Following 🫨 at @Kairos_res | prev: Research @BinanceUS. Umich 21.Here are my high-level takeways First off - this is not your average "useless governance token" and it shouldn't be. EL is a new incentive layer on top of the largest & most robust layer-1 PoS chain in existence, and the token plays a key role in disputing "inter-subjective…
Reading through the $EIGEN whitepaper now - will post a high level synthesis and any open questions here in a bit
@Kairos_Res "From a mental model perspective, it may be easier for first time users to think of LRTs as staking ETFs." Interesting point!
for anyone using LRTs (@ether_fi, @RenzoProtocol, @puffer_finance) and using leverage via @GearboxProtocol, @pendle_fi, etc. - highly recommended reading on depegs - especially as we approach the relevant TGEs... nansen.ai/research/on-ch… x.com/Kairos_Res/sta… @nansen_ai…
$ezETH depegged briefly to 0.5 $ETH or $1600 RIP leveraged points farmers
Highly recommend reading this article.
@Kairos_Res on the current state of LRT liquidity: • @ether_fi is dominating, and are the only LRT with native withdrawals live • Other LRTs like @RenzoProtocol & @KelpDAO are aggressively deploying on L2s like @Blast @LineaBuild @modenetwork @base @Blast_L2 @MantaNetwork
While @ether_fi has had incredible growth for both TVL & Liquidity alike - this one chart is slightly misleading and doesn't tell the whole story The screenshot in the OG tweet contains liquidity reserves on mainnet & arbitrum *only* Meanwhile @RenzoProtocol has some…
Looks like @RenzoProtocol has secured a spot on Binance's Launchpool - here are some additional details we now know re their tokenomics & important second order effects: The token distributions look relatively similar here, with the most notable difference coming down to Renzo…
While @ether_fi has had incredible growth for both TVL & Liquidity alike - this one chart is slightly misleading and doesn't tell the whole story The screenshot in the OG tweet contains liquidity reserves on mainnet & arbitrum *only* Meanwhile @RenzoProtocol has some…
Why is $eETH the best option for restaking? ✅ Deepest liquidity by far, swap >$100M easily ✅ Withdrawals enabled, lower depeg risk ✅ Highest reward rates from staking and restaking app.ether.fi
Here's a really good primer on wtf StakeNet is from the Jito boys at @midcurvemedia. 🤝
1/ Wtf is StakeNet: Make LST’s truly decentralized! StakeNet is a protocol designed for Solana's liquid staking landscape built by @jito_labs. TLDR ↓
Good read on LRTs Liquid restaking tokens (LRTs) are not highly liquid...yet! The differentiation for LRTs will stem not only from the delegation strategy but also from their integration choices within lending markets. Native's RFQ trading infrastructure, combined with PMM…
@sui414 @Kairos_Res released an amazing report recently.
Bullish on EigenLayer and DeFi ecosystem? Follow these pros for alpha: @DefiIgnas, @DeFi_Made_Here, @TheDeFinvestor, @CryptoGideon_, @poopmandefi, @CryptoShiro_, @arndxt_xo, @Deebs_DeFi, @hmalviya9, @Kairos_Res.
Quality research is a cornerstone of every financial ecosystem! V psyched for @Kairos_Res ♾️ @Ian_Unsworth and @TedDeFi are some of the most thoughtful minds in the space 🚀
Introducing: Kairos Research kairoscrypto.substack.com/p/introducing-…
Special thanks to our community members ( @Ian_Unsworth and @TedDeFi at @Kairos_Res) who made the dashboard, providing transparent information about the general LRT market 🥳 Link: dune.com/Henrystats/liq… 6/
4. How liquid are liquid restaking tokens? Great piece of research. x.com/kairos_res/sta…
@Kairos_Res @alonmust Awesome! Thanks. Please keep up your good work 🐐
Great insights from @Kairos_Res into the liquidity dynamics of Liquid Restaking Tokens (LRTs) on EigenLayer's AVS ecosystem! Allocation strategies and fee structure will likely be the deciding factor which LRTs will win or loose in the long run. Not sure which one will win, you…
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