Restaking is basically a dead meta. Both $EIGEN and $ETHFI were built around it, but ETHFI has held up much better in price. Their yearly inflation since TGE: → EIGEN: 67.98% → 116.91% → 44.92% → ETHFI: 183.18% → 31.60% → 3.03% ETHFI took most of the dilution early. EIGEN still has a much heavier supply schedule ahead. And imo, ETHFI’s stronger price performance has little to do with restaking anymore. @ether_fi has spent the past year moving toward the neobank model, while ETHFI now also benefits from protocol revenue and buybacks. On the other hand, EIGEN still has more supply to absorb and much less proven fee demand behind it. Since @eigenfoundation's token started trading, ETHFI is down ~67% versus ~95% for EIGEN. The biggest difference between the two now is that EtherFi expanded to neobanks. Smartest move they ever made if you ask me.

Liquid restaking turned staked ethereum:native into something you could actually use. But that’s only half the story. @ether_fi is also a place to spend, save, and earn on assets without leaving the chain. $ETHFI is coming tomorrow.

ETHFI to Fully Exit EigenLayer Restaking as Yields Dry Up and Sector Profitability Declines ETHFI will sever its remaining structural ties with EigenLayer this quarter, citing a lack of meaningful additional yield relative to the risks of restaking. Less than 1% of its assets remained restaked as of August, while weETH has already removed restaking and now functions as a standard liquid staking token. Users seeking restaking exposure must opt into a separate product built on Symbiotic. DefiLlama data showed the restaking sector held $10.02 billion in TVL on September 8 but generated only about $100,000 in weekly fees, compared with $27.35 million generated by liquid staking on $51.87 billion in TVL. Excluding ETHFI, Renzo, Kelp, Swell, Puffer Finance and Bedrock generated a combined $953,350 in gross profit in Q2 2026, down from $2.18 million three quarters earlier. The sector has faced weaker economics as points incentives ended, EigenLayer activated slashing, and the Kelp bridge exploit highlighted additional cross-chain security risks.

bet on restaking super early, and built eETH to be properly decentralized while everyone else was still arguing about whether it mattered, The kind of call that looks obvious now and looked slightly unhinged at the time. they're now the largest liquid restaking provider on Ethereum. The Syndicate is what we're calling the protocols with validators running on SSV's DVT. @ether_fi's in, and they were early to it. If you held eETH or weETH on June 5, you've been in this club a while. the Boost's open till July 9.

Builders on @CNPYNetwork launch their own nested chains with day zero security from the root network powered by $CNPY restaking. I keep every fee my users create the direct link to my community and full control over the rules and economics of my app. Canopy is the recursive framework that turns simple templates into sovereign chains ready to graduate into independent L1s whenever they are ready. Other builders get the same ownership serving users directly without handing value to someone else. This is how an app grows into a real home not just another deployment. #CNPY#

All crypto “metrics” are a scam designed to fool VCs into punting more money. Restaking??? Are we joking!?? The same 1 ETH is counted 10 times in this chart at least. Every single time I look at the way a metric is defined on one of these sites in detail I find out it was calculated wrong or in a meaningless way that doesn’t actually measure the thing it was supposed to measure but we are just supposed to blindly trust a chart like this? Look at the lending portion of this chart only 📉📉📉📉📉📉 Until this industry starts to honestly look in the mirror about the state of things it will only get worse from here. The first step to fixing a problem is identifying that it is a problem.

Counting restaked ETH like spot ETH is arithmetically defensible and operationally misleading. It sits behind withdrawal delays and slashing risk. Active, queued, claimable are three different things. Why restaking is tracking hell:

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