We asked @hosseeb of @dragonfly_xyz if he thinks the top of proof of stake is in. "We're probably going downhill from here." "Staking mania was definitely a little bit of an illusion." "This idea that you're paying for security is kind of a meme." "This kind of economic fiction, I think, had to go away at some point."
The Rollup
The Rollup26.6.2025
What asked @tarunchitra what he's bullish and bearish about. "I think staking yields have actually been going down quite a bit." "If you've seen a bunch of the announcements like @NEARProtocol and so on about reducing inflation." "I'm bearish on businesses built around staking revenue, because this also includes LSTs and protocol and validators." "I'm very bullish on people who are bringing stablecoin demand of off-chain companies on-chain."
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