EthFinance

Speculating about the EigenLayer airdrop here: 

i) Do you think Points obtained through LRTs should hold the same airdrop value as those from vanilla, native restaking?

ii) Should early deposits be valued at the same rate as deposits made these days?

 Tough decisions ahead the Eigen team.

analyst redstone.finance | Workin' on the weekend like usual

i) yes
ii) points should prob be time weighted share of TVL. One day of 2 ETH with 1k ETH TVL worth 10x as many points as one day of 2 ETH with 10k ETH TVL. Does nobody do it like that? I dont think the airdrop should amplify the points themselves, the points should be right to begin with

not sure my speculation is any good. Although, we do have some insight on this one.

not sure my speculation is any good. Although, we do have some insight on this one. 

https://app.whales.market/points-markets

How much do you think EL points will be worth in USD terms?

Totally agree with the provenance point. 

While I'm on the fence about early deposits, my process: an early stage deposit faced more reputation and technical risks (given EigenLayer's lower hype then) compared to a large sum deposit recently. Don't you agree?

Valuing points differently based on provenance seems untenable socially.

Early deposits have accumulated more points by virtue of time, so valuing them at a different rate is unnecessary.

Points as is have a natural balancing effect. Messing with that strikes me as counterproductive.

i) yup, from what I gathered it's ~50% of deposited TVL, it's in EigenLayer best interest to satisfy these users. 

ii) agree here.

I) I think if they will give the same value, LRTs are a big part of eigenlayers future I don't think they will upset users of those LRTs

Ii) I think a multiplier for earlier use would be good

airdropping is a hustle, can’t Max Chill ser

Is it too late for Max Chill to farm the drop?