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The Ultimate Guide to LSTs | Season 5 Finale

Season 5 | Episode 9

In today's season 5 finale we take a deep dive into the multifaceted world of Liquid Staking. Mike and Myles scrutinize critical aspects such as market structure, exploring its influence on liquidity providers and governance. They also discuss social scaling, evaluating its role in the adoption and scalability of Liquid Staking solutions along with the implications of self-limiting. This episode is a holistic recap of the season and with the biggest takeaways from Season 5.

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Timestamps:

(00:00) Introduction

(02:58) LST Market Structure

(13:16) Social Scaling & Self-limiting Debate

(28:19) "Permissionless Promotion"

(29:15) Curation VS Permissionless

(35:25) Liquid Staking Router Outlook

(43:09) Re-staking & Liquid Staking Intersection

(52:15) Lido Governance Role & Impact

(56:16) Future of Liquid Re-staking

(1:01:10) Co-Opetition: Eigen Layer & Lido

(1:07:08) MEV & Liquid Staking Intersection

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Follow Myles: https://twitter.com/MylesOneil

Follow Mike: https://twitter.com/MikeIppolito_


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Subscribe on Spotify: https://spoti.fi/3cpKZXH

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Use code BELLCURVE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

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Resources:

Chorus One Validator Economics

https://medium.com/chorus-one/exploring-validator-economics-on-solana-cb1498a3aef6


How POS Networks Nurture Decentralization by Felix L

https://chorus.one/articles/how-can-proof-of-stake-networks-nurture-decentralization


Sreeram Episode

https://podcasts.apple.com/us/podcast/the-intersection-of-restaking-and-liquid/id1641356619?i=1000622262081

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Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.

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