Livepeer Delegation Research
This is a working research repo: we prioritize verifiable on-chain evidence and a consistent rubric for judging solutions.
Recommended reading order (stakeholder flow)
The current thesis: security-relevant growth is bracket growth (1k–10k, 10k+), driven by token utility.
The key dashboards and evidence links (board, time series, outflows, bridge-outs).
Lisar (onboarding), IDOL/Arrakis (liquidity), Tenderize (liquid staking).
Proposed next-step directions that are sybil-aware and measurable.
One-page, slide-friendly view of the latest metrics + key takeaways.
Cross-solution comparison + scoring framework.
Evidence Packs
Who exits, when they exit, and what happens after withdraw (including “cashout” bounds).
Follows Arbitrum bridge-outs to L1 recipients and one hop further to labeled exchange endpoints (best-effort).
Harder-to-explain fingerprint: WithdrawStake → bridge-out → L1 escrow receipt → tight-window exchange routing (best-effort).
On-chain buy-pressure proxies: labeled CEX outflows on L1, and whether recipients bridge + bond on Arbitrum.
Design space for small-delegator growth (and what is sybilable vs sybil-neutral).
Monthly/yearly LPT rewards claimed vs WithdrawStake (sell-pressure proxy; includes principal).
Delta-neutral extraction thesis + mitigation primitives (escrow/vesting, reward-only exit locks/penalties).
Top-50 “cashout-heavy” wallets: rewards claimed vs withdrawn, post-withdraw routing, and which wallets remain bonded.
Treasury program outcomes + KPI alignment vs the stated goals.
DEX liquidity-focused proposal analysis (mechanism, risks, and measurement).
Historical Livepeer liquid staking: adoption evidence, mechanics, and failure modes.
A tier ladder that targets small/mid delegators using verifiable usage and contributions (sybil-costly).
What worked (and what backfired) in crypto incentives, with takeaways for Livepeer.
Filecoin’s lock/burn primitives (on-chain) contrasted with Livepeer’s extraction proxies.