以太坊重新抵押格局轉變：EigenLayer 佔據主導地位，Lido 份額減少

以太坊重質押協議 EigenLayer 在過去 24 小時內見證了 Lido 質押 ETH 約 1.57 億美元的顯著流入。這一顯著的流入標誌著該平台自 2 月以來的最高流入量。資金流入恰逢 Lido 的以太坊質押市場份額下降，由於資金流出至重新質押協議，跌至 30% 以下。

Ethereum's Restaking Revolution: EigenLayer's Meteoric Rise and Lido's Market Share Decline

以太坊的重新抵押革命：EigenLayer 的崛起和 Lido 的市場份額下降

Amidst the recent market volatility, the Ethereum restaking landscape has witnessed a significant shift, with EigenLayer emerging as the dominant force while Lido's market share has dwindled.

在近期的市場波動中，以太坊重質押格局發生了重大轉變，EigenLayer 成為主導力量，而 Lido 的市佔率則有所下降。

EigenLayer's Triumphant Surge

EigenLayer 的凱旋

EigenLayer, a leading Ethereum restaking protocol, has experienced a remarkable surge in popularity recently, attracting massive inflows of staked Ether (ETH). In the past 24 hours alone, EigenLayer has seen approximately $157 million worth of staked ETH flowing into its platform, marking the highest inflow since February.

EigenLayer 是領先的以太坊重質押協議，最近人氣大幅飆升，吸引了質押以太坊 (ETH) 的大量流入。僅在過去 24 小時內，EigenLayer 就有價值約 1.57 億美元的質押 ETH 流入其平台，這是自 2 月以來的最高流入量。

This surge in inflows coincides with a period of market turbulence, highlighting the growing appeal of restaking protocols like EigenLayer. Restaking allows users to earn rewards on their previously staked ETH, further incentivizing participation in the Ethereum ecosystem.

資金流入激增恰逢市場動盪時期，凸顯了 EigenLayer 等重新抵押協議的吸引力日益增長。重新質押允許用戶透過先前質押的 ETH 獲得獎勵，進一步激勵以太坊生態系統的參與。

Removal of Liquid Staking Token Caps

取消流動性質押代幣上限

Contributing to EigenLayer's surge is its recent decision to remove caps on all ETH liquid staking tokens (LST). This move signifies a shift towards an open market for innovation, allowing users unrestricted access to all LST pools on the platform.

EigenLayer 最近決定取消所有 ETH 流動質押代幣（LST）的上限，這推動了 EigenLayer 的飆升。此舉標誌著向開放創新市場的轉變，允許用戶不受限制地訪問平台上的所有LST池。

Previously, EigenLayer had implemented caps to promote decentralization and mitigate the risk of dominance by any single token. However, with the recent mainnet launch, the protocol has decided to remove these caps, accompanied by a governance participation limit of 33% for any liquid-staked token. This ensures neutrality and maintains a decentralized environment.

此前，EigenLayer 已實施上限以促進去中心化並降低任何單一代幣佔據主導地位的風險。然而，隨著最近主網的推出，該協議決定取消這些上限，並對任何流動質押代幣的治理參與限制為 33%。這確保了中立性並維持了去中心化的環境。

EigenLayer's Dominance in the Restaking Sector

EigenLayer 在重質押領域的主導地位

Despite the market volatility, EigenLayer has cemented its position as the dominant player in the restaking sector, controlling a remarkable 99% of the market share. Data from DeFillama reveals that EigenLayer currently holds approximately 4 million ETH, valued at over $12.2 billion on its platform.

儘管市場波動較大，EigenLayer 仍鞏固了其在重質押領域的主導地位，控制著 99% 的市佔率。 DeFillama 的數據顯示，EigenLayer 目前持有約 400 萬枚 ETH，在其平台上價值超過 122 億美元。

Lido's Declining Market Share

麗都市佔率下降

Concurrently with EigenLayer's rise, Lido, a prominent staking platform, has experienced a decline in its market share. A Dune Analytics dashboard curated by Dragonfly analyst Hildobby indicates that Lido has faced the largest outflow among staking platforms in the past month, losing nearly 400,000 ETH. This has reduced its market share to approximately 28.87%.

在EigenLayer崛起的同時，著名的質押平台Lido的市佔率卻出現了下降。 Dragonfly 分析師 Hildobby 策劃的 Dune Analytics 儀表板顯示，Lido 在過去一個月中面臨著質押平台中最大的資金外流，損失了近 40 萬 ETH。這使其市佔率下降至約28.87%。

Heightened Competition in the Liquid Staking Landscape

流動質押領域的競爭加劇

Market analysts attribute Lido's market share decline to the intensifying competition within the liquid staking landscape. Ethereum educator Anthony Sassano emphasizes the crucial role of competition in curbing Lido's growth and diversifying the staking ecosystem.

市場分析師將 Lido 的市佔率下降歸因於流動質押領域競爭的加劇。以太坊教育家 Anthony Sassano 強調競爭在抑制 Lido 的成長和使 stake 生態系統多樣化方面發揮著至關重要的作用。

Key Takeaways

重點

• EigenLayer's recent surge in inflows underscores its growing prominence in the Ethereum restaking sector.
• The removal of LST caps on EigenLayer fosters an open market for innovation and empowers users with unrestricted access to LST pools.
• EigenLayer's current dominance in the restaking sector, with 99% market share, reflects its strength and stability.
• Lido's declining market share highlights the growing competitive landscape in the liquid staking market.
• The emergence of strong competitors like EigenLayer and others contributes to a more balanced and decentralized Ethereum staking ecosystem.

EigenLayer 最近的資金流入激增凸顯了其在以太坊重質押領域中日益突出的地位。佔據主導地位，擁有99% 的市場份額份額，體現了其實力和穩定性。和去中心化的以太坊Stake 生態系。