Why 90% of Restaking Risk Analysis is Wrong and How to Fix It with Bernardo Vicente
Restaking's future lies in innovative use cases and robust risk analysis, not just yield farming and airdrop speculation.
In this episode of the Restaked: The Restaking Podcast, host Joao speaks with Bernardo Vicente, founder of Tokensight, a leading research firm specializing in risk analysis for restaking protocols. They explore the evolution of restaking, its current challenges, and the emerging opportunities in the ecosystem.
Join host Joao as he sits down with Bernardo Vicente, founder of Tokensight, to explore the evolving landscape of restaking protocols and risk analysis. From Bernardo's journey through traditional finance to becoming a leading voice in crypto risk assessment, this episode unpacks the critical role of risk analysis in restaking's future. Discover insights into insurance solutions, breakthrough use cases, and why risk curators are becoming increasingly vital to the ecosystem. Whether you're a DeFi enthusiast seeking to understand restaking risks or a protocol developer looking to build sustainable solutions, this conversation offers valuable perspectives on the future of restaking beyond 2024 and the edge of DEX innovation.
What You'll Learn:
- Why restaking became popular in 2024 and how yield expectations shaped market perception
- How innovative AVS (Active Validator Set) designs like CAP are revolutionizing capital efficiency
- The critical role of risk curators in making restaking more accessible and secure
- Why insurance protocols represent a promising frontier for restaking applications
- How correlated slashing risks can be managed and mitigated across protocols
- The importance of differentiated AVS risk profiles in building sustainable restaking systems
- Why RWA (Real World Assets) integration presents new opportunities for risk framework development
- The evolving landscape of restaking beyond simple yield generation and token rewards
Bernardo Vicente is the founder of Tokensight, a leading research firm specializing in risk analysis for restaking protocols. With a background in business, economics, and finance, combined with extensive experience in traditional finance and fintech, Bernardo has established himself as a prominent voice in the crypto ecosystem. He gained recognition for pioneering comprehensive risk assessment frameworks for AVS (Active Validator Set) protocols and producing influential research papers for major players like P2P, Aviso, and Symbiotic. In this episode, Bernardo shares expert insights on the evolution of restaking, the importance of risk curation, and the future of insurance protocols in DeFi. His work through Tokensight has helped shape the understanding of risk management in restaking protocols, making him a trusted authority for developers, investors, and protocol designers in the DeFi space.