dapk
111 posts


有一些朋友陆续收到,收到的评论区发一下截图,没收到的不要急。 我在要跟我走的uid 名单,在拼命催,这个事情不解决不算完,我不会删推,你们走我链接是爱我,我不能让爱我的人得不到结果,我一直在对接,没有装傻。 我自认为是道德感比较强的人,很多人给高价喊土狗,给很多币,我一次没接过,我推广的都是撸毛性质的,我不是故意诈骗,我发的bybit内容的每一次信息,都是跟bd 反复确认的,所以我没有主观诈骗。


Does Solana need Restaking? *A brief analysis on @jito_sol's latest product* Jito Restaking combines the best parts of EigenLayer & Symbiotic, with some novel improvements of their own While it has long been rumored that Jito was working on a restaking platform, its clear that they have been putting plenty of thoughtful, intentional effort into the design. The vault program, much like Symbiotic, will allow for custom delegation strategies across multiple operators, thus diversifying operator risk, while also allowing for increased exposure to a diverse set of AVS. However, one big difference here is that instead of outsourcing LRT creation and leaking value to exogenous protocols, Jito will have an LRT module, allowing others to create and operate LRTs through the Jito protocol itself. This is an important difference that Jito has implemented, allowing for further vertical value capture, and creating yet another potential revenue stream for the protocol through a small, reasonable take rate (tbd). One other interesting differentiator that Jito has mentioned is allowing for the creation of liquid staked AVS tokens that can then be productively used in DeFi. There are still many questions yet to be answered around how restaking reward tokens will be paid out to end users restaking, whether through native restaking, or an LRT, but this is the first example, to our knowledge, or someone proposing the idea of allowing the minting of a liquid receipt token for an AVS. Allowing these AVS tokens to be minted liquid reciept tokens could help with bolstering AVS security, and also the productive use of these tokens across DeFi. This may allow for some novel restaking strategies involving liquid receipt AVS tokens, allowing rewards to compound, and perhaps aiding in delegation managers finding the optimal strategy for paying out rewards to end users. Overall, it is not clear that many AVS will generate substantial revenue in the short run, but it is very likely that over the medium-long term many AVS will emerge to serve distinct needs for developers, users, and protocols alike. The collective revenue of these AVS paid out to restakers, even if its not several orders of magnitude larger than the native stake rate rewards, will likely still provide a superior yield to native stake rewards, which we anticipate will fuel tokens like $rJitoSOL to find ample adoption through Solana DeFi, perhaps even flipping canonical JitoSol one day, just as we expect LRTs to flip LSTs with regards to productive utilization on Ethereum. Lastly, as StakeNet continues to evolve, we could potentially see the first permissionless, autonomous LRT delegation strategy manager emerge. This could possibly assess real time risk across various AVS, operators, etc, and adjust the LRT delegation strategy accordingly. Therefore, Jito continues to position themselves as the dominant protocol on Solana with regards to critical points of value capture with MEV, Staking/Liquid Staking, and now Restaking. We are looking forward to continuing monitoring of what AVS materialize on Jito's restaking ecosystem and tracking restaking deposit, withdrawal, and liquidity data. ____________________________________________________ Disclaimer: The information provided by Kairos Research, including but not limited to research, analysis, data, or other content, is offered solely for informational purposes and does not constitute investment advice, financial advice, trading advice, or any other type of advice. Kairos Research does not recommend the purchase, sale, or holding of any cryptocurrency or other investment.




















