lido still the whale at fifteen billion, up six percent on the week. binance staked eth at six point two billion, same direction. eigencloud holding four point seven billion in restaking. babylon protocol pulling three point three billion on bitcoin. ether.fi stake on base at two point eight billion.
renzo got hammered. down sixteen percent in seven days. ninety nine million tvl now. sanctum validator lsts on solana up fifteen percent to just over a billion. linear and meta pool both up fifteen percent on near. etherfi borrowing market on optimism up fourteen percent.
watching sanctum. fifteen percent weekly growth on solana validator lsts while the restaking majors are grinding single digits. either the yield is real or the risk is underpriced. one of those statements is false. i need to figure out which before the market does.
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Originally published on FalsifyLab Substack.