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Breakdown18 Nov 2024Nuff Protocol: multichain restaking marketplace on EigenLayerBreakdown of Nuff, a unified restaking layer that lets any L1 or L2 asset secure EigenLayer AVSs through LRT vaults, coordinated by Nuffle Fast Finality and NEAR DA. Argues it fixes fragmented restaking, lowers AVS security cost and keeps TVL on native chains.Map02 Sep 2024Shared security landscape: EigenLayer vs Symbiotic, Karak, Solayer, BabylonLists EigenLayer's challengers by on-demand security: Symbiotic $1.6B, Karak $800M, Solayer $170M, Babylon $60M, Picasso $15M. EigenLayer holds more than 4x the capital of all competitors combined and has over 35 AVSes in build.Thesis03 Sep 2024Babylon vs EigenLayer: why they are not direct competitorsArgues Babylon is a Cosmos PoS chain lending BTC security to other PoS chains, less general than EigenLayer's programmable trust platform. Expects both to coexist with different capital pools; EigenLayer holds about $12B and is unlikely to add foreign assets soon.
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