Author: miix capital Source: X,@miixcapital_cn

introduction

Recently, after the Passing of the Bitcoin spot ETF, the market regulation mechanism was triggered. The market declined in the market, but the pledge of ETH was constantly increasing.The expectation of ETH leading a new round of market is played.

Under such expectations, RestAKing has begun to climb the popularity and is noticed by more and more people. Especially after Alt launch Binance, the 24h increase is nearly 58 times.Users, this fully shows the expected potential of RestAKing’s business.

ETH Showtime, narrative and expectations complement each other

If the market recently rose, it belongs to the special session of BTC, then the next is the Showtime of ETH. After all, the passing and expected market performance of BTC spot ETF has been demonstrated for ETH’s takeover. In contrast, ETH seems to beMeet all the necessary conditions that meet the expected marketing expectations:

• BTC is about to be halved, ETH is about to usher in the Cancun upgrade;

• BTC spot ETF has been passed, ETH spot ETF will face approval;

• BTC is the strongest consensus in the encryption market. ETH is the strongest application domain of the encryption industry;

• BTC is the highest value carrier of the encryption market. ETH is the strongest vitality ecology in the industry;

The narrative and expectations must be complementary. The only missed above is that in the market expectations of BTC, the inscription’s power of the BTC ecosystem is officially opened, and at the same time, it has added richer narrative possibilities to the industry. ETH’s existing ecosystem, There are no additional bonuses for new markets such as inscriptions, or even the focus of the market.

The next main theme of ETH ecology is the Layer2 section of the Cancun upgrade, and the Restaking ecology led by Eigenlayer.However, if it is related to ETH strong, then it must be restAKING, especially the financial attributes of RESTAKING, which can not only undertake and expand the existing business framework of LSD, but also further activate the popularity of market funds and make the market expect to get closer to us.EssenceTherefore, RESTAKING is most likely to be the key focus of narrative in ETH’s Showtime.

With a point, Eigenlayer lit the RestAKing trend

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Recently, EIGENLAYER’s popularity is very high. In just more than a month, EIGENLAYER has absorbed more than 700,000 ETH. The TVL reached 515.92k ETH ($ 1.8 billion in contracts), becoming the 12th -ranking agreement on the Ethereum chain.As Eigenlayer increases LST mortgage quota, ETH pledge has become the focus of the market, and the RestAKING trend has also been completely ignited.

Let’s take a look at the recent eigenlayer related dynamics:

• On January 11, Eigenlayer announced that he would bring his talent to COSMOS to provide re -pledge services for the COSMOS sub -chain to obtain the security of Ethereum;

• On January 21, EigenLayer TVL (lock -ups) of Eigenlayer TVL (lock) of more than $ 1.8 billion (DEFILLAMA data);

• On January 23, the EIGENLAYER plan plans to provide DAPPS with a “shared security” mode, allowing the agreement to use the public ETH pledge pool to join the network;

• On January 24, Altlayer announced the airdrop rules for Eigenlayer participants: ETH direct pledge users, LST re -pledged users, LRT pledged users;

• On January 25, EigenLayer announced that SFRXETH, Meth and LSETH were introduced in the ecosystem, and the upper limit of the 200,000 ETH personal upper limit of LST was canceled;

• On January 26, PolyHedra Network cooperated with Ethereum Re -pledge Agreement Eigenlayer to build a cross -chain agreement from Ethereum to Bitcoin network;

Starting from the beginning of the month, Eigenlayer’s related dynamics have come one after another. Whether it is for marketing speculation or for the support of the RestAKing business, everyone has begun to focus on Eigenlayer.The foundation makes RestAKING easier to leverage the ecological and user market of the entire industry.

Rise of RestAKing is demand and inevitable

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In essence, RESTAKING is a common practice of traditional finance. This application is in the encryption market. RestAking is based on Eth2.0, which will make ETH2.0 more finance.This can be regarded as another recognition of ETH financial attributes, but this identity is also related to strong market demand.

First of all, in the encrypted market, financial attributes and financial characteristics are a key element of attracting incremental users and incremental funds. It is also an effective tool for promoting market activity and industry active.When this is expected, the financial strategy will be given priority, which is the role of market demand.

Secondly, in the field of LSD, the relevant business based on ETH2.0 is too simple and thin compared to traditional finance. Whether it is anti -risk or support for market demand, especiallyNarrative ability; at the same time, as the LSD business that is essentially financed, taking this opportunity to complete the expansion of business peripherals and structured finance, it has become inevitable.

Therefore, in the context of people’s continuous predictions on ETH markets, the rise of RestAKing is both the market demand and the inevitable development. In the final analysis, it is the improvement of self -narrative capabilities under the expected drive.

Starting from Restaking, good Eth market

Like the inscription borrowing the BTC market, opening a new story line branch for the industry, Restaking will also become a key role in this showtime.Under continuous action, RestAKing has become a very cost -effective investment option. As long as you participate in Staking, you can eat it or two.From the direction of just beginning to work, Altlayer, who is the hotspot of Layer2, has already bundled and interact with Eigenlayer. EIGENLAYER canceling LST’s personal limit is also providing a larger operating space for the market and users.Play a cycle.

Combined with the market’s expectations of ETH market, in the evolution of expectations and narrative, the RestAking trend set off by Eigenlayer is an inevitable, and RestAKing is indeed activating the new round of quotation cycle as what people expect to activate the new round of market cycle and activate ETH’s ETH’sShowtime, favorable ETH cycle.