6 Comments

fantastic read as always

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STANDING APPLAUSE FOR YOU SIR. I enjoyed this immensely. Thank you.

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My man, spread the word - people trust you ❤️

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I love it when someone’s effort is appreciated. As a newsletter writer I know how hard it is to try and stand out.

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Really well done, and articulates the nagging itch at the back of my brain.,

There is inherent tension and derivative risk between each layer of the pie, from Eigenlayer to Etherfi. In a bank run situation where you have a meaningful depeg, for whatever reason, this will melt down in markets.

I do like the part of Eigenlayer that tries to fix the original incentive misalignment in ETH land. A project ICOs by issuing tokens for ETH, then sells ETH to fund operations. Via EL, a project can use ETH to shortcut the protocol validation part of the process, and sort of attach that activitiy to ETH value accrual. Sort of.

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The write-up really does great justice to recent happenings. The Eigenlayer's approach addresses a significant issue in the Ethereum ecosystem by aligning incentives more effectively. By allowing projects to utilize ETH to streamline protocol validation, it bridges the gap between token issuance and operational funding, potentially enhancing ETH's value accrual and that is what everyone investor wants.

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