# Restaking İlgili Makaleler

HTX Haber Merkezi, kripto endüstrisindeki piyasa trendleri, proje güncellemeleri, teknoloji gelişmeleri ve düzenleyici politikaları kapsayan "Restaking" hakkında en son makaleleri ve derinlemesine analizleri sunmaktadır.

Behind Galaxy Digital and SharpLink's $125 Million DeFi Fund: Why Are Institutional Funds Embracing DeFi Again?

In May 2026, Galaxy Digital and SharpLink announced a $125 million Institutional Onchain Yield Fund, marking a significant pivot as institutional capital begins systematically integrating corporate ETH treasuries into DeFi. This move signals a shift from passive crypto holdings to active on-chain asset management. SharpLink is evolving into an "ETH Treasury Company," focusing on managing ETH's capital efficiency beyond simple staking, akin to a digital-age internet bond. Galaxy's role is to embed Wall Street-grade risk controls—managing exposure, volatility, and compliance—into DeFi, positioning itself as an "Onchain Asset Manager." This renewed institutional interest stems from DeFi's maturation into a "real yield" era with sustainable cash flows from stablecoin lending, on-chain treasuries, restaking, and RWA pools. Stablecoins have institutionalized into an on-chain dollar system, while restaking (e.g., EigenLayer) is reshaping ETH into a productive yield-bearing asset, forming an "internet benchmark rate." The collaboration reflects an upgrade to ETH's narrative: from a speculative asset to productive on-chain collateral and financial infrastructure. However, institutionalization amplifies systemic risks like liquidity crises and cross-protocol contagion, akin to traditional finance's pitfalls. Ultimately, this fund represents a foundational step toward building a native internet financial system—with stablecoins as digital dollars, ETH as reserve capital, and DeFi as banking—indicating that on-chain markets may become integral to the global financial architecture.

marsbit05/13 00:10

Behind Galaxy Digital and SharpLink's $125 Million DeFi Fund: Why Are Institutional Funds Embracing DeFi Again?

marsbit05/13 00:10

Weekly Token Unlocks: SUI Unlocks $42 Million Worth of Tokens

This week's major token unlocks feature SUI, EigenLayer, and Jupiter, with a total value exceeding $42 million. SUI leads with an unlock valued at approximately $42 million. EigenLayer, a protocol introducing restaking on Ethereum, will unlock 36.85 million tokens worth roughly $6.67 million. It allows users to restake their ETH to extend economic security to other applications. Jupiter, a leading DEX aggregator on Solana, will unlock 53.35 million tokens valued at about $9.23 million. The platform offers various products including DCA, limit orders, and perpetual trading. Release schedules for the token unlocks are provided.

marsbit04/25 14:12

Weekly Token Unlocks: SUI Unlocks $42 Million Worth of Tokens

marsbit04/25 14:12

Cardano Founder Warns KelpDAO Hack Exposes Ethereum’s Weakest Link

Cardano founder Charles Hoskinson argues that the $292 million KelpDAO exploit reveals a critical systemic flaw in Ethereum's DeFi ecosystem, rather than just a simple bridge failure. He emphasizes that the core issue was not a smart contract vulnerability, but a failure in cross-chain message verification. Specifically, a single-verifier setup allowed a forged message to be accepted, leading to the theft of 116,500 rsETH. Hoskinson warns that the attack’s true danger emerged when the stolen assets were used as collateral in lending markets, creating widespread bad debt contagion and triggering a liquidity crisis that caused up to $13 billion in withdrawals across multiple protocols. He calls for a broader industry discussion on bridge security and verifier design to prevent similar systemic risks.

bitcoinist04/22 06:33

Cardano Founder Warns KelpDAO Hack Exposes Ethereum’s Weakest Link

bitcoinist04/22 06:33

Weekly Token Unlocks: EIGEN Unlocks 7.5% of Circulating Supply Tokens

This week's major token unlocks feature significant releases from EigenLayer and Optimism. EigenLayer unlocks 36.94 million EIGEN tokens, valued at approximately $6.39 million. This release represents about 7.5% of its circulating supply. EigenLayer is a protocol built on Ethereum that introduces restaking, a new primitive in cryptoeconomic security, allowing users to restake their ETH and extend its security to other applications on the network. Additionally, Optimism unlocks 31.44 million OP tokens, worth roughly $3.27 million. Optimism is a Layer 2 scaling solution that uses Optimistic Rollup technology to scale the Ethereum network, enabling high transaction throughput while maintaining Ethereum's security. The provided images detail each project's specific release schedules.

marsbit03/29 01:08

Weekly Token Unlocks: EIGEN Unlocks 7.5% of Circulating Supply Tokens

marsbit03/29 01:08

Crypto Industry Lays Off Hundreds in Weeks, Blaming Both AI and Bear Market

The cryptocurrency industry has seen a wave of layoffs in recent weeks, with companies including Algorand, Gemini, Crypto.com, OP Labs, and Messari cutting hundreds of jobs. Official reasons cited range from poor macroeconomic conditions and declining token prices to increased integration of AI to improve efficiency. However, industry observers suggest these layoffs are less about AI replacing human labor and more a result of broader sector consolidation. Key areas like restaking, DePIN, and Layer 2 solutions have significantly contracted, forcing companies into cost-cutting mode. New job postings in crypto have dropped by about 80% compared to last year, indicating a wider market slowdown. The reported layoffs likely represent only a fraction of the actual reductions, reminiscent of the larger downturn seen during the 2022 crypto winter.

marsbit03/23 03:53

Crypto Industry Lays Off Hundreds in Weeks, Blaming Both AI and Bear Market

marsbit03/23 03:53

Recent Mass Shutdowns of DeFi Protocols: They All Have One Thing in Common

In recent months, multiple DeFi protocols have announced shutdowns, not due to exit scams but because of a lack of users, funding, or both. Projects like Angle Protocol, Polynomial, MilkyWay, and Step Finance—despite having functional products and significant past traction—were unable to sustain operations. Common challenges included an inability to attract liquidity (especially critical in derivatives), failure to achieve product-market fit, and high costs of expanding to new chains or narratives. Many teams pivoted repeatedly to chase trends like restaking or real-world assets but ran out of capital before finding sustainable demand. Others, like ZeroLend, suffered from deploying on smaller blockchains that lost liquidity during market downturns. Despite these failures, the projects shut down responsibly, allowing users to withdraw funds and avoiding reckless token launches—a sign of industry maturation compared to the reckless exits of 2022.

marsbit03/06 09:31

Recent Mass Shutdowns of DeFi Protocols: They All Have One Thing in Common

marsbit03/06 09:31

Weekly Token Unlocks: HYPE Unlocks Tokens Worth Approximately $270 Million

Token Unlock Overview: This week sees significant token unlocks from two major projects. EigenLayer unlocks 36.92 million tokens (EIGEN), valued at approximately $6.35 million. It is a protocol built on Ethereum that introduces restaking, a new primitive in cryptoeconomic security, allowing staked ETH to be restaked to secure other applications on its network. Hyperliquid (HYPE) has a much larger unlock event, with 9.92 million tokens scheduled for release. This unlock is valued at approximately $270 million. Hyperliquid is a high-performance blockchain designed to be a fully on-chain, open financial system that unifies liquidity, applications, and trading activity. Release schedules for both projects are provided in the accompanying charts.

marsbit03/01 01:50

Weekly Token Unlocks: HYPE Unlocks Tokens Worth Approximately $270 Million

marsbit03/01 01:50

SNZ–NTU CCTF Releases "Top 10 Blockchain Industry Trends for 2026"

SNZ Holding and Nanyang Technological University's Computational Finance Centre (NTU-CCTF) have jointly released the "Top 10 Blockchain Industry Trends for 2026." The report highlights the ongoing transformation of Web3 from speculative experimentation into verifiable financial infrastructure. Key trends include the maturation of Real-World Assets (RWA) into composable DeFi instruments, the growing role of stablecoins in global payments, and the adoption of smart accounts and intent-based execution to improve user experience. Zero-knowledge proofs are evolving from privacy tools to foundational infrastructure for verifiable computation, while shared security and restaking are redefining security as a tradable economic resource. Other significant developments include progress in privacy-compliance engineering, DePIN networks shifting from incentive-driven models to verifiable systems, decentralized AI moving from hype to practical implementation, and token governance focusing on institutional accountability rather than mere voting procedures. The report aims to serve as a practical and forward-looking guide for industry builders, researchers, and decision-makers.

marsbit02/16 06:04

SNZ–NTU CCTF Releases "Top 10 Blockchain Industry Trends for 2026"

marsbit02/16 06:04

Weekly Token Unlocks: BGB Unlocks Tokens Worth Approximately $510 Million

This week's major token unlocks feature significant releases from several projects, led by Bitget Token (BGB). A total of 140 million BGB tokens (Bitget Exchange's official token), valued at approximately $510 million, are scheduled for unlock. Additionally, EigenLayer will unlock 36.82 million tokens (worth ~$12.33 million). This protocol, built on Ethereum, introduces restaking, a new primitive in cryptoeconomic security that allows staked ETH to secure other applications on its network. Humanity Protocol has two separate unlocks: 105 million tokens (~$17.48 million) and 88.91 million tokens (~$11.38 million). The project is an anti-Sybil blockchain network providing a unique human identity verification mechanism, giving users full ownership of their data and identity. Release curves for each token unlock are provided in the accompanying charts.

marsbit01/25 03:04

Weekly Token Unlocks: BGB Unlocks Tokens Worth Approximately $510 Million

marsbit01/25 03:04

Encrypted 'Fat Protocols': Key Players in 10 Core Profit Areas

This article, originally titled "Fat Protocols: Key Players in 10 Core Profitability Areas," argues that the original "fat protocol" thesis, where value disproportionately accrues to the base blockchain layer, is outdated. By 2026, value will instead flow to "control points"—entities that capture fees regardless of which chain or application wins. These include interfaces controlling user intent, trading venues internalizing liquidity, issuers with strong balance sheets, and protocols tokenizing inefficient assets. The summary ranks the top 10 "fat" layers based on revenue, users, ARPU, and market dominance: 1. **Fat Wallets (e.g., Phantom):** Dominant on the intent layer, evolving into active financial venues with significant revenue from swaps and perpetual trading. 2. **Fat Blockchains (e.g., Ethereum):** Remains the core settlement layer for high-value transactions and MEV, with strong defensive moats. 3. **Fat Perp DEX (e.g., Hyperliquid):** The most profitable trading format, with Hyperliquid monopolizing the market by integrating liquidity and execution on a dedicated chain. 4. **Fat Lending (e.g., Aave):** The leading DeFi lending platform, characterized by scale, resilience, and steady institutional capital. 5. **Fat RWA Protocols (e.g., BlackRock BUIDL):** Growth is driven by scale and trust, bridging TradFi and on-chain finance with tokenized assets like U.S. Treasuries. 6. **Fat LRT/Restaking (e.g., EigenLayer):** Profits by renting Ethereum's security to Active Validation Services (AVS) and expanding into off-chain compute. 7. **Fat Aggregators (e.g., Jupiter):** Capture value by controlling routing, pricing, and execution quality on DEX trades. 8. **Fat Stablecoin Issuers (e.g., Tether):** Extremely profitable by earning yield on treasury holdings backing the stablecoin supply. 9. **Fat Prediction Markets (e.g., Polymarket):** Profit from attention and event-driven trading, creating a highly profitable layer with strong narrative power. 10. **Fat MEV (e.g., Flashbots):** MEV is an invisible tax on block space, with entities like Flashbots institutionalizing its extraction and redistribution. The key takeaway is that value accumulation has shifted from the base protocol to specific, high-control business models and infrastructure layers across the crypto ecosystem.

marsbit01/16 09:45

Encrypted 'Fat Protocols': Key Players in 10 Core Profit Areas

marsbit01/16 09:45

活动图片

Regulatory Policy

Industry News