Timestamps:

(0:00) Restaking Season Reveal

(4:19) State of Restaking Now

(9:58) Definition of Shared Security

(23:26) Kinto Ad

(24:19) Supra Ad

(25:15) Market Structure of Restaking

(35:00) External vs Endogenous Restaking

(47:42) Ethereum Issuance Debate

(56:06) Restaking Platform Competition