Lucas Kozinski

@lucaskozinski

71 Following

20 Followers

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As for alpha? This week I expect to be a little quiet as everyone is heads down cleaning up point integrations and making sure they’re accurate for users…if you see a pause in new integrations read between the lines 😎

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Why am I so focused on liquidity? Because it’s the single largest risk to EigenLayer and AVSs. There’s a need for transparency and we’re helping fund a dune dashboard that’s managed by a neutral third party and a monthly liquidity report. Hint the facts will show ezETH as #1

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Liquidity is defined by the price stability of an LRT vs ETH and the ability to weather a black swap event that can cause a depeg and a cascade of price instability. Additionally, liquidity = distribution and having blue chip integrations on mainnet and L2’s

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Ep 3: ezETH Friday Night Lights Liquidity is king and without it, it doesn’t matter who’s on your cap table, what tech you’re building or how you’re going to manage risk. From Day 1 we knew that restaking was a DeFi liquidity play first & Renzo captured the DeFi golden ticket with a Chainlink feed for ezETH

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Once AVSs launch with slashing enabled then restaking will shift into an efficiency game! Efficiency? It doesn’t matter how many rewards a protocol can capture if the gas to outweights the opportunity. EigenLayer is run on mainnet and there’s a ton of cost associated with restaking! 🤖

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Restaking is a DeFi distribution play first. The protocol that has the most DeFi integrations and that is most liquid will have a significant advantage!

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1️⃣Fastest growing? $0 -$1b in 12 weeks 2️⃣Most Liquid? $70m ezETH balancer pool that has acted as the ⚓️ for all LRTs with $500m of volume in 90 days! 3️⃣LRT liquidity layer? Available on @linea @arbit @binance @modenetwork and Blast

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Ep 2: ezETH Friday Night Lights Renzo is Restaking...period! From its inception, Renzo was built to abstract away all the complexities of EigenLayer. Renzo is not only the fastest growing restaking protocol but the most liquid! Here’s why👇🏻

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But the most important land grab has been ETH restaking on L2s in partnership with Connext. This integration is special because rollups using EigenLayer are now being secured by ETH from their own chains and a gas prices skyrocket all DeFi activity is shifting to rollups. Stay calm and rEnZo On ✌🏻

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As EigenLayer Mainnet approaches, Renzo has been focused on building out the restaking DeFi rails that make ezETH the go-to LRT! $69m Balancer Pool aka the Blue Hole 🤿 Multiple lending and aggregators all thirsty for ezETH with a special oracle announcement coming your way!

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Renzo is backed by the biggest DeFi OG, Asian and Institutional funds in web 3! Including Binance, OKX, Maven11, Figment and Galaxy Digital!

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Ep 1: ezETH Friday Night Lights Renzo is the only liquid restaking protocol built from the ground up for restaking, brand new team and no 🧳 🧱Founded in the summer of 23’ 🚀Mainnet launch on Dec 18th 🌖Fastest growing LRT 2.3k ETH $900m Our mission is simple make restaking accessible and ez for everyone!

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TY! Looking forward to sharing ezAlfa! Aka everything restaking to this wonderful community

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