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Reflections on Restaking | Reverie

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We spend a lot of time studying restaking protocols at Reverie. It’s an exciting category for us to invest in because of how fuzzy everything is (opportunity lies in murky markets) and just how much there is going on (dozens of projects are launching in the restaking space over the next 12 months). As part of our work on restaking, we’ve stumbled onto some observations on how we see things playing out for restaking marketplaces over the next few years. Much of this stuff is emergent, so what’s true today may not be true tomorrow. Nonetheless, we wanted to share some of our preliminary observations on the commercial dynamics for restaking marketplaces. LRT’s as a point of leverage Today, LRT’s like Etherfi/Renzo hold a powerful position in the restaking supply-chain: since they are close to both the supply-side (stakers) and the demand-size (AVS’s), they are in the privileged position of being on both sides of the transaction. If you play this out, this gives LRT’s the ability to (i) di

Reflections on Restaking | Reverie Reflections on Restaking Written by Larry Sukernik and Myles O'Neil May 23, 2024 “If only you could see yourself in my eyes” — Lost by Dermot Kennedy We spend a lot of time studying restaking protocols at Reverie. It’s an exciting category for us to invest in because of how fuzzy everything is (opportunity lies in murky markets) and just how much there is going on (dozens of projects are launching in the restaking space over the next 12 months). As part of our work on restaking, we’ve stumbled onto some observations on how we see things playing out for restak

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