Restaking

EigenLayer

2026-09-30 23:09:36

EigenLayer rolls out dual-staking extension aimed at improving Bitcoin asset security

Ethereum restaking protocol EigenLayer has introduced a dual-staking extension designed to strengthen the security of Bitcoin-linked assets, according to a Techub report citing NewsBTC. The new setup lets users join the EigenLayer restaking ecosystem while using a dual-staking mechanism intended to protect Bitcoin assets at the same time. EigenLayer said the upgrade is a key part of its broader infrastructure buildout. The company framed the move as support for bringing digital asset services into institutional frameworks on a wider scale. No additional technical details, launch metrics, or user figures were disclosed in the source material. The update was published by Techub as a market analysis item.

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Pendle

2026-09-29 03:35:30

How Pendle Is Trying to Turn Yield Trading Into a Durable Business

Pendle’s business has evolved with each new wave of on-chain yield. It started with lending receipts such as Aave’s aUSDC and Compound’s cDAI, expanded into ETH staking and restaking, then moved into stablecoin yield products and, more recently, tokenized real-world assets. In Foresight News’ latest analysis, the central question is not whether Pendle can launch a market for a new asset, but whether it can keep attracting buyers and capital after older markets mature and positions are redeemed. The report argues that demand for trading future income has remained intact because different users want different things from the same asset. Some want to lock in a fixed return over a set period. Others are willing to pay upfront for floating yield, points, rewards, or funding-rate exposure. Pendle’s PT and YT structure serves the first two groups, while Boros extends the model to perpetual futures funding rates. The article tracks that progression through several cycles: restaking in 2024, stablecoins in 2025, and USDG, tokenized securities, funds, and cross-exchange funding-rate products in 2026. It cites figures including more than 87% of Pendle TVL being in stablecoin-denominated assets in 2025, roughly $7.8 billion in maturing positions in the first half of that year, and more than $11.5 billion in cumulative notional volume on Boros about seven months after launch. The broader point is that Pendle’s long-term business depends on repeated repricing, fresh counterparties, and enough market depth to keep each new asset class tradeable.

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restaking

2026-09-28 16:24:51

Restaking’s boom has faded as profits thin out and ether.fi shifts toward crypto neobanking

Restaking is no longer producing the kind of economics that once fueled one of Ethereum’s hottest sectors. CoinDesk reported that ether.fi will cut its final structural link to EigenLayer this quarter, with protocol documents showing that less than 1% of assets remained restaked as of August and EigenPod withdrawal credentials set to be removed by year-end. CEO Mike Silagadze said the decision was driven by risk and the lack of meaningful yield. The numbers in the report point to a sharp deterioration in the category’s business model. DefiLlama data cited by CoinDesk showed restaking held $10.02 billion on Sept. 8 but generated only $99,977 in fees over the prior week, while liquid staking produced $27.35 million on $51.87 billion. On a per-dollar-secured basis, ordinary staking earned roughly 53 times more. The five largest remaining liquid restaking tokens — Renzo, Kelp, Swell, Puffer Finance and Bedrock — posted a combined gross profit of $953,350 in Q2 2026, down from $2.18 million three quarters earlier. The article also traces how ether.fi is repositioning itself. The company now runs a crypto-backed spending card, a borrowing market on Optimism, vault products, and, since August, tokenized stocks, metals and fiat rails. Silagadze said neobank revenue has replaced the revenue lost from restaking and weaker ETH prices, while CoinDesk noted that DefiLlama’s figures still showed falling gross profit over a similar period.

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Ether.fi

2026-09-28 16:26:18

Ether.fi to remove final structural tie to EigenLayer this quarter, says restaked assets will fall below 1%

Ether.fi said it plans to unwind its last structural connection to EigenLayer this quarter, a move that would leave restaked assets accounting for less than 1% of its total. The statement was attributed to CEO Mike Silagadze, who said the protocol is stepping away because restaking still carries risk while no longer offering meaningful returns. He also cited operating figures to support that view. According to the data referenced in the report, restaking currently secures $10 billion in assets but generates only $99,977 in weekly fees. Measured on a per-dollar-of-secured-assets basis, standard liquid staking yields are about 53 times higher. The report also said the top five remaining liquid restaking tokens posted a combined gross profit of $953,400 last quarter, down from $2.18 million three quarters earlier. The item was reported by CoinDesk and carried by Odaily.

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Token Unlocks

2026-09-27 06:46:35

Weekly token unlocks: CARDS, Kamino, Falcon Finance and EigenLayer on the list

Odaily’s weekly token unlock roundup listed four projects with notable releases: Falcon Finance, CARDS, Kamino and EigenLayer. CARDS had the largest unlock by value in the article at about $10.91 million, tied to 59.62 million tokens. Kamino was listed with 230 million tokens worth about $10.64 million, while Falcon Finance was set to unlock 76.84 million tokens worth about $10.22 million. EigenLayer’s release was put at 36.3 million tokens worth about $9.91 million. The source article also included each project’s official website, selected X accounts, and release-curve charts for the week.

300

Kelp

2026-09-15 06:11:44

Kelp Freezes rsETH Transfers for One Address for 24 Hours, Says Token Remains Fully Backed

Ethereum restaking protocol Kelp said on Sept. 15 that it detected suspicious activity involving an address that received rsETH several hours earlier and has placed a temporary 24-hour pause on that address. During the restriction window, rsETH cannot be transferred into or out of the address. Kelp said its contracts remain secure and that rsETH is still fully collateralized. The protocol added that minting, withdrawals, and integrations are operating normally, and users do not need to take any action. The update followed an earlier alert from Blockaid, which said an unidentified user’s Safe wallet on Ethereum had been compromised. Confirmed losses currently stand at about $7.73 million in rsETH. The statement limits the action to a specific address rather than describing a protocol-wide shutdown.

590

HashKey Cloud

2026-09-12 16:20:36

HashKey Cloud and Quantum Solutions launch Japan’s first DAT staking service

HashKey Cloud said it has partnered with Tokyo-listed Quantum Solutions to launch what it described as Japan’s first DAT staking business. Through HashKey CaaS, a newly introduced one-stop service platform under HashKey Group, the company will provide Ethereum staking and restaking services for Quantum Solutions. According to Techub, the deal also marks the first time a listed company in Japan has joined Ethereum staking through a professional institution while using DAT to enhance the value of its digital assets. HashKey Cloud said the partnership will draw on its institutional staking infrastructure and risk management capabilities to help improve asset efficiency and explore use cases tied to restaking and DeFi yield aggregation. The report added that Japan has seen notable on-chain value growth over the past year, while its regulatory environment has continued to improve.

790

Renzo Finance

2026-09-09 13:26:59

Renzo rebrands as Renzo Finance and launches on-chain yield product Renzo Basis

Restaking protocol Renzo Protocol has rebranded as Renzo Finance and unveiled Renzo Basis, its first on-chain structured yield product. The product is set to launch on Hyperliquid, with BTC and HYPE as the first supported assets. Lucas Kozinski, founder of Renzo Labs, said the strategy is built around basis trading: holding a spot long while taking a perpetual futures short to capture funding-rate income. Because the long and short positions offset each other, he said, returns are designed to come from fees paid hourly by perpetual traders rather than from asset price moves. Renzo said the product uses three automated protection layers — hedge protection, yield protection and a safety buffer. It added that the system does not currently use AI automation. Instead, it relies on Hyperliquid agent wallets, or API wallets, to execute trades and monitor strategies with user authorization, while user funds remain self-custodied. Renzo also drew a contrast with products from Ethena and Bitwise-owned Superstate, saying Renzo Basis is fully on-chain, self-custodial, and lets depositors choose assets, trading venues and risk parameters. The team said it plans to expand support to all assets on Hyperliquid that have both spot and perpetual markets, then move into other DeFi venues, with Lighter on Robinhood named as the next stop for on-chain stock perpetual basis trading.

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