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Restaking x Modularity: The Next Trust Layer of Crypto Infrastructure
Modular rollups are sovereign. Restaking is how they earn trust. ETH is now the reserve asset for interchain DeFi - and AVSs are its new central banks.
Vasilis P.
June 18th, 2025 • Estimated Reading Time: 6 minutes
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Table of Contents
Restaking Meets Modularity: The Next Frontier in DeFi Infrastructure
“You’re not just restaking ETH — you’re underwriting the sovereignty of modular chains. Ethereum isn’t just collateral — it’s the interchain trust layer.”
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📌 TL;DR:
Modular rollups are becoming sovereign — but they need trust.
EigenLayer restaking isn’t about yield, it’s about underwriting trust for AVSs (Actively Validated Services).
LRTs (Liquid Restaking Tokens) are becoming the delegation rails for this new capital trust market.
DA layers, zk oracles, execution layers, and shared sequencers are all merging under a restaked modular stack.
This is DeFi’s version of a sovereign wealth fund infrastructure buildout — ETH is the new capital backing.
1. 🧠 Restaking Isn’t a Farm — It’s a Sovereign Validator Race
Restaking is now the most misunderstood power play in crypto.
The ETH you restake today may be securing the DA layer for tomorrow’s $5B rollup, or sequencing an AI chain’s sovereign blockspace.
This isn’t passive capital anymore.
It’s delegated trust.
And modular infra builders want it.
2. ⚙️ AVSs Are Becoming Modular Infrastructure
Welcome to the new trust stack:
Layer | AVS Project | Role |
|---|---|---|
Sequencing | Espresso | Shared sequencing secured by ETH |
Rollup Infra | AltLayer, Conduit | Launch modular rollups with AVS hooks |
zk Oracles | Lagrange, Redstone | Trustless off-chain data secured via zk |
DA | Celestia, Avail | Sovereign DA exploring AVS compatibility |
zk Compute | Succinct, NEBRA | zkBridge and proof infra AVS |
Every new AVS is a vertical protocol that now gets to bootstrap trust — using your staked ETH.
|
3. 📈 Delegation Strategy for Restakers
LRT Token | Linked AVS | Alpha Angle |
|---|---|---|
Renzo | AltLayer, EigenDA | Execution layer AVS exposure via modular rollups |
EtherFi | Espresso, Lagrange | Sequencing and Oracle validation meta |
Swell | Lagrange | Points farming + zkOracle trust game |
KelpDAO | TBD | Future zkInfra or DA aligned delegation |
🎯 Don’t just farm points. Track which AVS will control infra — and stake into that stack.
4. ⚠️ Modular = Risk-Adjusted Sovereignty
Modular freedom introduces delegated risk:
AVS slashing = LRT devaluation
Sovereign execution ≠ Ethereum fallback
DA failure = capital downtime
“You’re not delegating to apps. You’re underwriting infra sovereignty. The upside is huge. So is the fragility.”
5. 🧠 Tactical Action Plan
✅ Stake ETH → LRTs
✅ Route LRTs → AVS with high-capital utility (DA, sequencing)
✅ Track news: AltLayer sequencer launch, Avail AVS readiness
✅ Monitor: zkOracle traction (Lagrange, Succinct)
✅ Position for restaking-native governance via delegation slashing rights
📰 Top News – June 17–18 Highlights
🪂 Avail Airdrop is live — 600M tokens claimable now. DA + Modular + AVS roadmap confirmed.
☕ Espresso Sequencer Testnet v2 launched — integrations with AltLayer & Caldera.
📡 Lagrange zkOracle live in pilot — early access reward campaign imminent.
🧠 EigenLayer rolls out slashing reallocation model — more control to restakers.
🧨 Final Alpha
Restaking is modular DeFi’s central bank mechanism.
AVSs are interchain sovereign service providers.
LRTs are liquid validator votes.
And ETH is becoming the global trust asset of the modular era.
The ETH wars aren’t about ETH price.
They’re about who gets to use your ETH to bootstrap a sovereign chain.
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