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@DefiIgnas Đọc tới đoạn yield về 0% mà thấy hơi xót, nhưng mà nếu giảm staking thì ETH khỏi bị lock nhiều, biết đâu giá lại ổn định hơn nhỉ? Mọi người nghĩ sao?

@DefiIgnas the bigger question is whether the market is pricing businesses or narratives. etherfi is a good example. the company has diversified well beyond restaking, but the token still trades as if that’s its entire business. wtf?

@DefiIgnas Higher yield is literally the one thing that makes $ETH make sense as collateral in DeFi kill that and you kill the whole LST flywheel

@DefiIgnas Killing the yield just turns ETH into a worse BTC. Nobody is sticking around for 1 percent

@DefiIgnas lower yields kill the flywheel everyone wins when eth rewards active participation 🤝 pleasure connecting

@DefiIgnas The key question is whether lower issuance meaningfully improves decentralization/security versus simply pushing stake toward leveraged or off-chain yield. If rewards fall faster than the opportunity cost of capital, solo staking could become less—not more—competitive.

@DefiIgnas I agree with you because I think the same way. If that proposal goes through, it could be devastating for the Ethereum ecosystem

@DefiIgnas turning eth into btc lite lol

@DefiIgnas eip-8361 hitting 0% yield at 50% staked basically kills the incentive to stake at all lido alone is already at 21% so that cliff comes faster than people think

@DefiIgnas Wow, chart dips, security needs priority

@DefiIgnas 0% yield turns smart collateral into BTC cosplay with gas fees

@DefiIgnas this only works if you assume lido is fighting for organic yield and not for the right to be the only off-ramp for institutional staking exposure.

That would be fun: x.com/mzeller/status/208493332…

@DefiIgnas 1.2% won't hurt Lido first, it'll flush out solo stakers

@DefiIgnas rip to the leverage loopers

@DefiIgnas killing eth yield while burn drops is backwards, worse for defi

@DefiIgnas This is the real risk nobody talks about - protocol sustainability vs token economics. Once yield goes negative, where's the incentive to keep staking? haha

@DefiIgnas feels like yield rug

@DefiIgnas ethfi dumped because one of the VCs dumped their allocation yesterday

@DefiIgnas Where would higher yield come from tho? Higher emissions? I don’t mind reduced inflation, it makes ETH even stronger from an SoV standpoint

@DefiIgnas thank you, teacher

@DefiIgnas Dropping the yield to 1% will be terrible.

@DefiIgnas you forgot to say that the ETH not being rewarded to stakers is going to be burned... again you seem you have an agenda against the ETH ecosystem.

@DefiIgnas Interesting times, I was reading Aave's CEO responses on this matter this morning as well. I think they will refuse it but lets see

@DefiIgnas Double it and give it to the next person

@DefiIgnas 0% staking makes LST loops pure fee cosplay

@DefiIgnas turning eth into btc cosplay for 1 percent yield

@DefiIgnas turning eth into btc lite is a fast way to kill the whole lst flywheel

@DefiIgnas Killing ETH's yield to protect security? Not worth the trade-off.

@DefiIgnas ETH's performance has always been one of its value propositions against other assets.

@DefiIgnas Cutting staking yield is not just a Lido chart. It reprices LST loops, lending demand, and "ETH as yield asset" marketing. Security budget debates show up first as secondary token dumps, then as quieter utilization charts.

@DefiIgnas Someone just said in the cs that the yield not allocated to takers is going to be burned so I guess there's a win somewhere

@DefiIgnas 0% yield makes LST risk hard to defend

@DefiIgnas x.com/i/grok/share/b87366a13ce…