I muted the group. Lately, the anxiety over staked token unlocks and token unlock calendars has been everywhere—so much that after reading too much, it only makes my mind feel chaotic. After calming down and thinking it through, the returns from LSTs and restaking—put simply—are node rewards + protocol incentives + possibly an expected airdrop. But what about the risks? Many people only focus on APY and ignore the re-staking leverage in restaking, as well as slippage issues. When liquidity tightens, your exit costs could end up much higher than you imagined. As for me, I only do the strategies I can calculate clearly; I don’t need to move fast—steady is better.

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