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https://warpcast.com/~/channel/eigenlayer
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Dogan
@doganeth
What’s your most bearish scenario for EigenLayer?
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Dean Pierce 👨💻🌎🌍
@deanpierce.eth
Contracts hacked, all the ETH goes to North Korea, Kim Jong Un becomes the primary centralized validator on the network. All the core Eth devs get a weird mind virus that causes them to move to Pyongyang, Ethereum itself becomes a rogue despot state and is declared fully illegal everywhere outside North Korea.
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Benjamin Basche
@basche42
Validity proofs obsolete slashing earlier than we thought
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zkbio
@zkbio.eth
Something like VCs not being willing to bankroll AVSs because the return as eth cash flows is less extractive than speculative ponzinomics with a new coin.
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ArtDemocrat
@artdemocrat.eth
1) ETH price dumps abruptly, liquidating a large amount of LST/LRT positions 2) one or more LSTs depeg (could also be due to a staking pool bug), massive DeFi liquidations affecting the peg even more 3) DeFi destabilizes, bad debt arises 4) EiL security collapses LSTs/LRTs are safe. Leveraged LSTs/LRTs are dynamite.
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kydo
@kydo
the general public viewing it as a defi protocol
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Daniel Fernandes
@dfern.eth
Adverse selection of projects where the high-quality ones like Chainlink determine that they don't need Eigenlayer, and only 3rd tier projects that couldn't make it on their own choose EL to boost marketing/distribution. (I don't buy it though b/c the efficiency gains are too real to ignore.)
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danksharting
@danksharting
They only drop a tiny percentage of the supply to points
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