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ether.fi

16 pieces · Mar 2024 to Jan 2026 · 3 flagship

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DeFi15 Ethereum10 Bitcoin2 Stablecoins1 RWA1 L1/L21

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Start here · the strongest pieces on ether.fi

Breakdown15 Jun 2024Skate deep dive: intent-driven interoperability on an EigenLayer AVSDeep dive on Skate (formerly Range Protocol), a universal application layer with a single global state, secured by an EigenLayer fast finality AVS with BFT consensus. Walks through intents and solvers, a cross-chain DEX example, leverage loops and composite yield tokens.Map11 Apr 2024EigenLayer ecosystem guide: AVS, operators, LRT and LRTfi mapIntroduces EigenLayer, AVS and liquid restaking, then maps the ecosystem: 23 AVS, node operators, 17 liquid restaking protocols and LRTfi apps such as Pendle and Prisma.Breakdown13 Nov 2024eOracle and Oracle Validated Services: a modular oracle betThesis that eOracle's four-layer OVS model on EigenLayer can break the Chainlink and Pyth oligopoly with specialized, permissionlessly integrable oracles secured by $11.5B restaked ETH. Uses LINK at $13.5B FDV and PYTH at $4B as comps.

Timeline · every piece, newest first

2026 1

27 Jan 2026Machines & Money: how Web3 flattens the world of moneySummarises an A1 Research issue arguing blockchains are the foundation for open internet money: stablecoin payments, x402 agent commerce, neobanks bridging TradFi and DeFi, and tokenized capital markets.BreakdownStablecoinsRWADeFi21 likes

2024 15

13 Nov 2024eOracle and Oracle Validated Services: a modular oracle betThesis that eOracle's four-layer OVS model on EigenLayer can break the Chainlink and Pyth oligopoly with specialized, permissionlessly integrable oracles secured by $11.5B restaked ETH. Uses LINK at $13.5B FDV and PYTH at $4B as comps.BreakdownDeFiEthereum25 likes

30 Oct 2024eOracle expansion: LayerBank integration, 131 operators, >$7.8B restakedLayerBank (>$200M TVL) integrates eOracle price feeds, the second major partner after ether.fi. eOracle cites 131 operators and >$7.8B restaked capital behind its EigenLayer AVS.DataDeFiEthereum18 likes

17 Oct 2024eOracle secures ether.fi: how the rebase oracle report worksExplains how eOracle operators compile validator state, rewards and withdrawals into a report for ether.fi, reaching consensus by matching hashes before it updates eETH supply. Argues accurate rebasing prevents insolvency and peg breaks.ExplainerDeFiEthereum19 likes

11 Aug 2024Mitosis airdrop strategy: ecosystem-owned liquidity and Expedition tiersExplains Mitosis as a Cosmos-based L1 pioneering ecosystem-owned liquidity, built on Hyperlane with a $7M seed. Details Expedition point tiers, NFT and ether.fi role bonuses, and the roadmap.BreakdownDeFi30 likes

15 Jun 2024Skate deep dive: intent-driven interoperability on an EigenLayer AVSDeep dive on Skate (formerly Range Protocol), a universal application layer with a single global state, secured by an EigenLayer fast finality AVS with BFT consensus. Walks through intents and solvers, a cross-chain DEX example, leverage loops and composite yield tokens.BreakdownL1/L2DeFi80 likes

31 May 2024INIT Capital: Liquidity Hooks money market as a DeFi summer shovel playMakes the case for INIT Capital, a money market whose Liquidity Hooks act as permissionless plugins for leverage staking, looping and margin trading. Cites 25x TVL growth year to date and walks through point farming hooks on Blast and Mantle. Includes a referral link.ThesisDeFi32 likes

01 May 2024What decides liquid restaking winners: LRT liquidity, airdrops, AVS choiceLists the factors behind LRT protocol success: airdrops, LRT liquidity and DeFi integrations, APY, AVS selection and security. Argues ether.fi keeps leading on first-mover TVL and liquidity, and that liquid restaking will end up less concentrated than liquid staking, where Lido dominates.ThesisDeFiEthereum11 likes

11 Apr 2024EigenLayer ecosystem guide: AVS, operators, LRT and LRTfi mapIntroduces EigenLayer, AVS and liquid restaking, then maps the ecosystem: 23 AVS, node operators, 17 liquid restaking protocols and LRTfi apps such as Pendle and Prisma.MapEthereumDeFi69 likes

07 Apr 2024Euclid ECL bull case at a $2M IDO valuationArgues Euclid, an omnichain restaking protocol with $4.4M TVL, is mispriced at a $2M IDO valuation against ether.fi's >$5B FDV, citing Bedrock's TVL growing from $8M to $140M in two months. The post doubles as a $100 allocation giveaway.ThesisDeFiEthereum79 likes

06 Apr 2024ANKR as a multi-narrative play at a $550M FDVArgues ANKR gives exposure to RaaS, DePIN, AI via Neura, BTC liquid staking, EigenLayer node infra and RPC at a $550M FDV. Compares with AltLayer ($5B), Render ($5B-$10B), ether.fi ($5B) and Lido (>$2B) to call it undervalued.ThesisAIDePINBitcoin89 likes

05 Apr 2024Kelp DAO bull case ahead of the KELP token and airdropBull case for Kelp as the fourth largest LRT protocol at $716M TVL, with a Road to One Billion bonus of 1000 EL points, broad L2 presence and tokenized EigenLayer points. Cites ether.fi's >$5B FDV as the comparable. Includes a referral link.ThesisDeFiEthereum46 likes

02 Apr 2024AirPuff explained: leverage-farming airdrop points with up to 15xExplains AirPuff strategies (deposit ETH, borrow stablecoin, ETH or ARB), lender incentives and APUFF's 5% share of leveragers' points. Compares with Pendle YTs (worth zero at maturity) and Gearbox (10x max), noting Pendle at $1.3B FDV.BreakdownDeFiEthereum52 likes

30 Mar 2024Euclid: underdog omnichain LRT protocol with an IDO at $2M valuationBarbell restaking strategy: back leaders like Kelp and underdogs like Euclid, whose team built Equilibria. Lays out IDO terms of a $2M launch valuation and 30% of supply sold on Bounce, April 2 to 4.ThesisDeFiEthereum23 likes

27 Mar 2024Liquid restaking explained: problems LRTs solve and key protocolsLists three restaker pain points (picking services, costly claims, locked liquidity) and how LRTs address them, then names 13 restaking protocols and expects the sector to follow in LSDFi's footsteps.ExplainerEthereumDeFi12 likes

19 Mar 2024Ankr as the liquid staking layer for Bitcoin via BabylonThesis that Ankr will issue LSTs for BTC staked through Babylon, mirroring ether.fi and Kelp on EigenLayer, with BTC's $1.2T mostly idle market cap as the addressable base. Compares Ankr's FDV with EtherFi and Lido.ThesisBitcoinDeFi69 likes

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EigenLayer110 Kelp DAO17 eOracle32 Pendle14 Euclid5 Mantle18 Lido16 AltLayer23

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