jakiro
Author: RUI, Hashkey Capital Investment Manager Source: X,@Yeruizhang
Today, talk about the renzo project on the newly on the newly on the new Renzo project:
As the best RESTAKING project made by Defi Integration (cooperating with almost all new Layer2, and considering expanding business lines), it is also the highest participation in the community (the friends have participation), Renzo has become the second oneLine Binance’s LRT.Renzo’s rise is even more legendary than Ethena. In November last year, it was still a unnamed team (at that time Ethena had completed nearly $ 10 million in financing), and then in just half a year, the TOP2 recognized by the LRT field was achieved.I think there are three reasons:
1. First of all, I stepped on the outlet of Eigenlayer. This is not necessary to say more about success.
2. Do not roll tvl in the early stage (if hard rolls are rolled in the window, STETH’s deposits and incentives are the easiest solutions), but to do a good DEFI exit liquidity in EzethIt is very simple) and the Integration of L2.The former can rest assured that the users who save money can make TVL work in the later stage.
3. Investment in Binance in the middle period, TVL has guaranteed the availability of the product when the TVL skyrocketed.
4. After on the main network on EL, the contract is tested for withdrawal as soon as possible to support different types of AVS.
The overall situation+stability+execution+unity of all people who can unite is the key to success.
A few days ago, there were some problems with Renzo’s airdrops. On the one hand, in the first edition rules, everyone felt that the total amount was too small and the score was too serious. On the other hand, the receiving time was much later.There are ezeth and minimum restrictions on anti -witch.Fortunately, the team made corresponding changes based on the feedback of the community.Here, my understanding is that on the one hand, because the number of Renzo participates in too many people, everyone has its own strategy, it is difficult to achieve absolutely fairness (for example, the interest of large households is the interest of large households.) On the other hand, because EL has not yet been launched, it is also necessary to prepare to motivate to provide high -rate tokens as this airdrop reward before and after EL launch in the second quarter.Therefore, the final plan must be willing, and it can only ensure relatively fair.
The total amount of Renzo is 10 billion yuan, the score is close to 2 billion. If 1 point 0.12 US dollars, the early entered the earning money, and the part of the later part of the YT will be anti -slap.The situation of the broader market.With the gradual launch of AVS (the yield rate will come here), EL’s coin -issuance and the launch of new functional products of the team, the price should have increased to a certain extent.
