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Jeff c.'s avatar

hi Ignas--Given the risks, how comfortable would you feel allocating % of ETH into EtherFi, Morpho, or Mantle? Do you usually set a max percentage guideline for each restaking platform? I’m already about 50% in Lido.

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Ignas | DeFi Research's avatar

I like spreading out to a few protocols but depends on how big is your portfolio.

All the ones you mentioned look good. I would consider Mellow as well (backed by Lido).

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Jeff c.'s avatar

hi Ignas-Zooming out , you think Eth is already undergoing a transition into a hybrid store of value asset (i.e. taking market share from BTC)/?

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Filippo's avatar

Why do you need to leave stables in one place for a year? They dont prohibit transactions. You can rotate as much as you want as long as you dont swao out of stables

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Ignas | DeFi Research's avatar

Yeah possible if you prove your buy and sell transactions from CEXs, right?

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Zerowomanzero's avatar

really enjoyed reading this. been seen the buzz about DATs as well so it was really interesting getting your POV on it as well

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5star's avatar

I actually thought you subscribed to my Substack. I was honoured. Turned out it was some copycat! Just created a Substack on my learning in crypto from defi to macroeconomics.

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Strategy Master's avatar

You are trading again?

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