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Stader

7 pieces · Jun 2023 to Apr 2024 · 1 flagship

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DeFi7 Ethereum7

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32024

Start here · the strongest pieces on Stader

Breakdown26 Jun 2023Stader ETHx explained: multi-pool liquid staking with a 4 ETH node bondExplains the liquid staking market and its concentration problems, then how Stader's ETHx addresses them with permissionless, permissioned and DVT pools and a 4 ETH bond for home stakers.Thesis18 Dec 2023EigenLayer restaking and Kelp DAO rsETH: liquid restaking early queue thesisExplains restaking and its use cases (DA, sequencers, bridges, oracles), then argues Kelp DAO's rsETH can become the Lido of restaking as first mover with two audits. Details the Early Queue: 5,000 token cap each for stETH and ETHx and 1.25x Kelp Miles.Explainer18 Jul 2023Distributed Validator Technology for ETH staking: SSV, Obol and StaderExplains DVT, which splits a validator key and duties across several nodes to improve liveness and safety, and how Stader uses SSV for client, geographic and hardware fault tolerance.

Timeline · every piece, newest first

2024 3

08 Apr 2024Stader SD as an EigenLayer LST play: Utility Pool at 46% APRArgues EigenLayer demand lifts LST demand and views SD as undervalued exposure. Notes SD delegation to the Utility Pool at a boosted 46.6% APR and points to a delegation link with gas rebates.ThesisDeFiEthereum19 likes

16 Mar 2024Stader bull case: EigenLayer demand for LSTs and the SD Utility PoolShort 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.ThesisDeFiEthereum18 likes

13 Mar 2024Stader's SD Utility Pool: lowering the barrier to run ETHx validatorsExplains that Stader's SD Utility Pool lets ETHx node operators borrow SD for a fee instead of buying it, with a 4 ETH bond giving 8x leverage on node capital. Argues delegation plus rising operator demand shrinks circulating SD.BreakdownEthereumDeFi21 likes

2023 4

18 Dec 2023EigenLayer restaking and Kelp DAO rsETH: liquid restaking early queue thesisExplains restaking and its use cases (DA, sequencers, bridges, oracles), then argues Kelp DAO's rsETH can become the Lido of restaking as first mover with two audits. Details the Early Queue: 5,000 token cap each for stETH and ETHx and 1.25x Kelp Miles.ThesisEthereumDeFi120 likes

21 Sep 2023Bifrost full-stack architecture: cross-chain vTokens via remote callsExplains how Bifrost hosts its Staking Liquidity Protocol on a parachain with remote modules on other chains, enabling cross-chain vToken minting, redemption and swaps with all vToken liquidity centralized on the Bifrost chain.BreakdownDeFiEthereum14 likes

18 Jul 2023Distributed Validator Technology for ETH staking: SSV, Obol and StaderExplains DVT, which splits a validator key and duties across several nodes to improve liveness and safety, and how Stader uses SSV for client, geographic and hardware fault tolerance.ExplainerEthereumDeFi36 likes

26 Jun 2023Stader ETHx explained: multi-pool liquid staking with a 4 ETH node bondExplains the liquid staking market and its concentration problems, then how Stader's ETHx addresses them with permissionless, permissioned and DVT pools and a 4 ETH bond for home stakers.BreakdownEthereumDeFi112 likes

Often covered with

EigenLayer110 Lido16 Kelp DAO17 Rocket Pool8 Bifrost Finance9

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