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pStake

5 pieces · Mar 2024 to May 2024

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DeFi5 Bitcoin2 Solana1 L1/L21

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52024

Start here · the strongest pieces on pStake

Breakdown12 Mar 2024Persistence One: bringing restaking to the Cosmos LST ecosystemExplains Persistence as an LSTfi-focused Cosmos L1 and its asset-agnostic restaking model, where LSTs such as stATOM and stTIA secure core-1 for XPRT rewards. Notes a 76.1% bonded ratio versus an optimal 67%, implying overpaid security.Market take05 Apr 2024pSTAKE Solana liquid staking and Persistence restakingNotes pSTAKE's entry into Solana liquid staking, where only three LSDs exist and about $56B of SOL is staked, and relays a rumour of a large PSTAKE airdrop. Also covers Persistence's plan to become the Cosmos restaking layer.Thesis16 May 2024BTCfi thesis: pStake and Babylon BTC stakingArgues BitcoinFi could see parabolic growth since less than 1% of BTC's $1T+ market cap is used in DeFi, and that pStake's liquid staking expertise and Babylon partnership make it an early mover. Flags that competition will likely be fierce.

Timeline · every piece, newest first

2024 5

16 May 2024BTCfi thesis: pStake and Babylon BTC stakingArgues BitcoinFi could see parabolic growth since less than 1% of BTC's $1T+ market cap is used in DeFi, and that pStake's liquid staking expertise and Babylon partnership make it an early mover. Flags that competition will likely be fierce.ThesisBitcoinDeFi12 likes

26 Apr 2024Bitcoin ecosystem and BTC liquid staking: digest of a Persistence Labs articleBullet digest of a pSTAKE and Persistence Labs article on Bitcoin's evolution into an ecosystem: ETFs, Ordinals, sidechains and rollups, and BTC liquid staking that lets BTC secure other networks and raises capital efficiency.ExplainerBitcoinDeFi11 likes

05 Apr 2024pSTAKE Solana liquid staking and Persistence restakingNotes pSTAKE's entry into Solana liquid staking, where only three LSDs exist and about $56B of SOL is staked, and relays a rumour of a large PSTAKE airdrop. Also covers Persistence's plan to become the Cosmos restaking layer.Market takeSolanaDeFi13 likes

25 Mar 2024pStake and Persistence: the case for stkBNB as BNB's leading LSTArgues pStake could lead BNB liquid staking thanks to Binance Labs backing, being the only LST in Binance's institutional custody, the lowest fees and DeFi integrations, with Persistence restaking as upside.ThesisDeFi11 likes

12 Mar 2024Persistence One: bringing restaking to the Cosmos LST ecosystemExplains Persistence as an LSTfi-focused Cosmos L1 and its asset-agnostic restaking model, where LSTs such as stATOM and stTIA secure core-1 for XPRT rewards. Notes a 76.1% bonded ratio versus an optimal 67%, implying overpaid security.BreakdownDeFiL1/L236 likes

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Babylon21 Solana60 Binance Labs7 EigenLayer110

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