Stader bull case: EigenLayer demand for LSTs and the SD Utility Pool
Quote120 words
Bullish call$SD−89%since this piece, moved against the callHow it played out ↓Short thesis that EigenLayer-driven LST demand raises SD demand from node operators, and SD delegated to the Utility Pool further cuts market supply. Includes a tracked Stader link with a gas-refund incentive.
Key claims
More SD delegated to the pool and more SD bonded by operators means less SD on the market
Bull case for @staderlabs is clear
🚀 @eigencloud season = 📈 LST demand = 📈 SD demand (from node operators)
With the utility pool:
✦ SD delegated to the pool
✦ More SD bonded by node operators
This means less SD on the market
Interesting setup 👀
x.com/staderlabs/status/1768674123675529627
If you want to learn more about Stader and the utility pool, check my deep dive thread below! 📚👇
x.com/zerokn0wledge_/status/1767958843496214762
🎁 Bonus Alpha
If you want to put some your SD to work and earn a juicy APY, use the link below!
Every month the first 5 users who deposit more than 10k+ SD through the link will get gas refunds of up to $75. 👀
Valid for 3 months! 📆
staderlabs.com/sd/utility_pool/?utm_source=ZeroKnowledge
QUOTING @staderlabs
3x utility with $SD! 🛠️ 🧩 LP in $ETHx, $MaticX, $BNBx 🧩 DAO governance participation 🧩 Real rewards with $SD Utility Pool Grab the early bird rewards by delegating today! 🔗 www.staderlabs.com/sd/utility_pool/
3x utility with $SD! 🛠️ 🧩 LP in $ETHx, $MaticX, $BNBx 🧩 DAO governance participation 🧩 Real rewards with $SD Utility Pool Grab the early bird rewards by delegating today! 🔗 www.staderlabs.com/sd/utility_pool/
How the call played out · since 16 Mar 2024
Prices as of 23 Oct 2026This piece takes a view on $SD, so that move is read against the call.
−89%
Moved against the call · over 2.6 years
- At publication
- $1.12
- Now
- $0.12
- vs BTC
- −91%
- After 1 month
- −19%
- After 3 months
- −40%
- After 1 year
- −43%
- High since
- +25% 08 Nov 2024
- Low since
- −92% 19 Aug 2026
Since then
Zero has written 1 more piece on Stader and $SD since this one.
- Stader SD as an EigenLayer LST play: Utility Pool at 46% APRBullish call on $SD
Daily closes in USD from DefiLlama and Yahoo Finance. Only a bullish or bearish thesis is read as a call; explainers, maps and mentions are context. This is a partner piece. Not financial advice.