Season 5 | Episode 2

In this episode of Bell Curve, we are joined by previous Bell Curve Host, Hasu. Serving as Strategic Advisor for Lido DAO Hasu shares his unique perspective on the current state of Liquid Staking Derivatives (LSDs), Lido Protocol's history & decentralization efforts, LSD winner-take-all market structure, and co-opetition & restaking risks.

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Timestamps:

(00:00) Intro: Pre-Interview

(02:00) Interview Start

(02:39) The State of Liquid Staking

(09:09) The History of Lido

(19:58) The Evolution of LSD Market Structure

(42:17) Checks & Balances for Lidool

(53:14) The Current State of Lido Protocol

(1:02:37) Lido: The Winner Taking All

(1:10:18) Restaking & Co-opetition 

(1:27:09) Recap: Post-Interview

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Use code BELLCURVE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

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Resources:

Dune Dashboard on LSD Market Structure

https://dune.com/maverick_cap/lsd-tracking

Sasha - Cosmos Booklet for Governance Decisions

https://twitter.com/culturalobjects/status/1541934637907329029?s=20

Vitalik - "The Bitcoin Maximalist" April 1st Publish

https://vitalik.ca/general/2022/04/01/maximalist.html

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Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.