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$SD

4 pieces · Jul 2023 to Apr 2024

Sectors

DeFi4 Ethereum4

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Coverage per year

12023

32024

Price and coverage

Stader $SD

Calls: 2 bullish
Since first call, bullish: −89%
Since latest call, bullish: −88%
Now: $0.12

bullish thesis bearish thesis coverage, no call map, list or mentionWeekly closes in USD, log scale, as of 23 Oct 2026. Call figures turn cyan when the price moved the way the call pointed. Each marker links to its piece.

Start here · the strongest pieces on $SD

Breakdown13 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.Data14 Jul 2023SD token: 535k bonded by node operators in 72 hoursLaunch data point: 535k SD tokens bonded by node operators, about 1.9% of the 28m circulating supply, in the first 72 hours after launch.Thesis08 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.

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.ThesisDeFiEthereum

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.ThesisDeFiEthereum

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.BreakdownEthereumDeFi

2023 1

14 Jul 2023SD token: 535k bonded by node operators in 72 hoursLaunch data point: 535k SD tokens bonded by node operators, about 1.9% of the 28m circulating supply, in the first 72 hours after launch.DataDeFiEthereum

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Stader7 EigenLayer110 Kelp DAO17

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