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Morning Edition · Tuesday, September 29, 2026Published at 1:41 AM EDT · New York
Restaking Economics Collapse and Ether.fi Cuts Its Last Structural Tie to EigenLayer
The sector secured about $10 billion while generating roughly $100,000 in weekly fees, and EigenLayer's holdings have fallen to $5.10 billion from $22.06 billion.
The restaking sector, which two years ago was the dominant destination for Ethereum capital, no longer pays for the risk it asks users to take. As of September 8, restaking total value locked stood at $10.02 billion and produced about $100,…
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On-Chain Capital Concentrates
As total on-chain capital contracts, value keeps concentrating on the largest chains and the applications with live demand, squeezing long-tail protocols and forcing consolidation.
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