P2P.org Blog: Insights, Guides, and News

HYPE’s Institutional Stack: Komainu Custody and P2P.org Infrastructure

<h3 id="at-a-glance">At a Glance:</h3><ul><li>Institutions assess HYPE through market structure, custody, and operational readiness</li><li>Assets are held in custody with Komainu, enabling custody-native participation</li><li>P2P.org operates validator nodes within Hyperliquid’s active validator set</li><li>A selective operator model and clear role separation signal institutional maturity</li></ul>Institutional participation in crypto rarely starts with incentives. It starts with systems.When institutions evaluate a new asset or protocol, the questions are usually straightforward and unforgiving. How does the market behave under stress? Where do assets sit operationally? Who is responsible for running critical infrastructure?HYPE is increasingly being evaluated through this lens.Rather than optimizing for short-term participation, Hyperliquid has focused on building a system designed to operate consistently at scale.For institutions, that distinction matters. Market structure, custody integration, and operational discipline tend to determine whether engagement is even possible.<h2 id="why-hype-is-drawing-institutional-attention">Why HYPE Is Drawing Institutional Attention</h2>HYPE’s relevance is closely tied to Hyperliquid’s position as a leading perpetuals-native decentralized exchange.Perpetuals (or perps) are widely used derivatives instruments in crypto markets. They allow market participants to maintain exposure to underlying assets without fixed expiry dates and are commonly used by trading firms and liquidity providers.For institutions, this matters for two reasons:First, perps are a crypto-native market structure that has proven sustained demand across market cycles. Second, decentralized perps infrastructure reduces reliance on centralized intermediaries while preserving market efficiency, a combination that is attracting growing interest from professional trading firms.Hyperliquid’s focus on performance, market structureand system design has positioned HYPE as a core asset within this category. As institutional interest in crypto-native derivatives grows, perps DEXs are becoming an important access point, with HYPE emerging as a leading example.Note: This section provides market context regarding the Hyperliquid ecosystem. P2P.org does not operate the Hyperliquid exchange, facilitate derivatives trading, or provide trading services.<h2 id="what-institutions-evaluate-before-engaging">What Institutions Evaluate Before Engaging</h2>Before capital is allocated, institutions typically look for a small set of non-negotiables, such as:Market structure that can absorb size: Institutions care about how a system behaves when volumes increase, volatility spikes, or usage becomes sustained rather than episodic. HYPE’s design choices reflect an emphasis on efficiency, transparency, and consistency under load.Custody-native workflows: Assets are expected to remain under qualified custody. Any interaction with a protocol must integrate cleanly with existing custody, governance, and risk frameworks. Workflows that require assets to move outside custody introduce friction and operational risk.Proven infrastructure operators: Validator and staking operations are not interchangeable. Institutions look for operators with a operational experience and monitoring discipline, monitoring discipline, and experience operating infrastructure at scale.If one of these elements is missing, engagement usually stops there.<h2 id="custody-as-the-foundation">Custody as the Foundation</h2>For institutions, custody is typically the foundation everything else is built on.In the HYPE ecosystem, assets are held in custody with Komainu an institutional-grade digital asset custodian supporting regulated funds, asset managers, and financial institutions.Komainu’s custody framework allows institutions to engage with blockchain networks while maintaining segregation of assets, governance controls, and operational oversight. This enables participation without compromising custody.In practical terms, this means staking activity can occur without assets leaving Komainu custody. <h2 id="how-infrastructure-and-custody-work-together">How Infrastructure and Custody Work Together</h2>Custody alone is not sufficient. Institutions also require secure infrastructure that can operate reliably within these constraints.Within Hyperliquid’s active set of [nodes or validators], P2P.org operates validator infrastructure while assets remain secured under Komainu custody. Each party plays a clearly defined role.In practice:<ul><li>Assets remain under Komainu custody at all times</li><li>P2P.org operates and maintains staking infrastructure within Hyperliquid’s active set</li><li>Monitoring, performance, and operational processes are designed for institutional standards</li><li>Custody, infrastructure, and protocol responsibilities remain cleanly separated</li></ul>This separation of roles reduces operational risk and increases transparency.<figure class="kg-card kg-image-card"><img src="https://p2p.org/economy/content/images/2026/03/1080x1080-8.jpg" class="kg-image" alt="" loading="lazy" width="1080" height="1080" srcset="https://p2p.org/economy/content/images/size/w600/2026/03/1080x1080-8.jpg 600w, https://p2p.org/economy/content/images/size/w1000/2026/03/1080x1080-8.jpg 1000w, https://p2p.org/economy/content/images/2026/03/1080x1080-8.jpg 1080w" sizes="(min-width: 720px) 720px"></figure><h2 id="selectivity-signals-operational-intent">Selectivity Signals Operational Intent</h2>Another signal institutions pay close attention to is selectivity.Rather than allowing an unrestricted validator set, Hyperliquid maintains a curated active set of operators. Participation depends on infrastructure quality, reliability, and the ability to meet institutional standards.P2P.org has experience operating more than $10B in secured assets across over 190 institutional clients. P2P.org’s presence in Hype‘s active validator set reflects its high standard of infrastructure disciplineOn the custody side, Komainu’s support positions it among a small group of custodians enabling institutional access to HYPE today, an important factor for institutions evaluating new participation.<h2 id="infrastructure-as-a-prerequisite-for-institutions">Infrastructure as a Prerequisite for Institutions</h2>Custody-native integration, a selective operator set, and production-grade operational processes are indicators that a protocol is being built for durability rather than short-term activity spikes.HYPE’s growing institutional attention reflects these underlying choices. Rather than relying on incentives to attract participation, the ecosystem aligns with how institutions actually operate.As institutional engagement with crypto continues to deepen, protocols that prioritize custody, operational clarity, and infrastructure quality are more likely to see sustained participation over time.<h2 id="learn-more">Learn More</h2>For institutions exploring custody-native participation in the HYPE ecosystem, understanding how custody and infrastructure fit together is essential.<ul><li>Learn more about Komainu and its institutional custody framework: <a href="https://komainu.com/?ref=p2p.org">https://komainu.com/</a></li><li>For platforms, wallets, or infrastructure teams looking to integrate HYPE staking data, explore P2P.org’s Staking API: <a href="https://link.p2p.org/acce38?ref=p2p.org">https://link.p2p.org/acce38</a></li></ul>

André Caldeira

from p2p validator

EigenLayer: Activating Additional Rewards for Restaked LSTs

<h2 id="the-problem-with-restaking-today">The Problem with Restaking Today</h2>EigenLayer has reshaped how institutional capital approaches Ethereum security. Over $10 billion in assets have been restaked to secure the protocol, and P2P.org has established itself as a leading Operator with hundreds of millions in delegated stake.However, for many restakers the economic model has remained incomplete.The typical restaking workflow looks like this: users delegate their stETH or rETH to an EigenLayer Operator, accumulate $EIGEN programmatic incentives, and maintain exposure to the restaking ecosystem. The underlying Liquid Staking Tokens (LSTs) delegated to Operators often remain inactive from a reward perspective, effectively functioning as collateral for restaking participation.For institutions managing large ETH positions, capital efficiency matters. When assets serve a single purpose inside the restaking system, allocators naturally look for ways to activate additional utility while maintaining protocol exposure.<h2 id="introducing-aleph-finance">Introducing Aleph Finance</h2>Aleph Finance is an EigenLayer AVS (Actively Validated Service) designed to address this limitation.Through the integration, idle LST liquidity within EigenLayer Operators can be connected to on-chain reward strategies while remaining within the broader EigenLayer ecosystem.This enables restakers delegating through P2P.org to participate in additional protocol-level reward mechanisms alongside their existing restaking participation.The reward streams include:Protocol rewards on LST liquidity: Additional rewards generated through Aleph Finance integrations with on-chain strategies.Restaking incentives: Continued accumulation of $EIGEN programmatic incentives through EigenLayer participation.Optional $EIGEN restaking: Participants may restake accumulated $EIGEN incentives through Aleph’s mechanisms to enable further protocol-level rewards.Importantly, restakers maintain their EigenLayer exposure while participating in these additional reward mechanisms.<h2 id="why-this-matters-now">Why This Matters Now</h2>EigenLayer’s Programmatic Incentives v2 recently increased the allocation of $EIGEN incentives to restakers from 1 percent to 4 percent.This structural change strengthens the incentives for continued participation in the restaking ecosystem.The Aleph Finance integration introduces an additional protocol-level functionality related to rewards for LST liquidity already participating in EigenLayer, enabling a more capital-efficient restaking configuration without requiring users to exit the ecosystem.<h2 id="how-the-integration-works">How the Integration Works</h2>P2P.org operates as an EigenLayer Operator and has integrated Aleph Finance as an AVS.The integration functions through the following structure:<ol><li>Restakers delegate stETH or rETH to P2P.org as their EigenLayer Operator</li><li>LST liquidity associated with these delegations can be connected to Aleph Finance reward strategies</li><li>Strategy configurations are curated by kpk, a recognized provider of institutional DeFi strategy design</li><li>Protocol incentives and reward distributions may occur on-chain while $EIGEN programmatic incentives continue to accumulate through restaking participation </li></ol>The infrastructure supporting the integration includes monitoring systems, whitelisted operator configurations, and optional third-party coverage mechanisms depending on configuration.The AVS stack has undergone multiple independent security audits, with ongoing audit programs maintained across the system.Note: Participation in the Aleph Finance AVS requires delegation through a dedicated whitelisted <a href="http://p2p.org/?ref=p2p.org" rel="noopener noreferrer">P2P.org</a> EigenLayer Operator. <a href="http://p2p.org/?ref=p2p.org" rel="noopener noreferrer">P2P.org</a>’s primary Operator is not opted into Aleph Finance by default<h2 id="p2porg-as-your-eigenlayer-operator">P2P.org as Your EigenLayer Operator</h2>P2P.org is one of the largest EigenLayer Operators by delegated stake, operating validation infrastructure across more than 40 networks and securing over $10 billion in assets.As one of the community multisig participants securing the EigenLayer protocol, P2P.org has supported the ecosystem since its Stage 1 Mainnet launch.Clients delegating through P2P.org benefit from enterprise-grade infrastructure, including SOC 2 compliant operational standards, geographically distributed validator architecture, and continuous monitoring systems across production environments.Each AVS integration is evaluated prior to activation to assess operational and protocol risks, and P2P.org maintains direct coordination with protocol teams to ensure reliable infrastructure deployment.The Aleph Finance integration has already been presented to institutional Liquid Restaking Token partners, with active coordination between the teams as the ecosystem continues to expand.<h2 id="activating-additional-rewards-on-restaked-lsts">Activating Additional Rewards on Restaked LSTs</h2>For institutions holding stETH or rETH within EigenLayer, the Aleph Finance integration introduces a way to enable additional protocol reward streams while maintaining restaking participation.P2P.org can configure a dedicated EigenLayer Operator environment tailored to Aleph Finance participation, allowing institutional clients to maintain operational separation from other delegations.To learn more about the integration, infrastructure configuration, and participation process, you can schedule a discussion with our team.Schedule a call:<a href="https://calendly.com/jonathan-reisman-p2p/30min-1?back=1&ref=p2p.org">https://calendly.com/jonathan-reisman-p2p/30min-1?back=1</a>Disclaimer: This material is provided for informational purposes only and does not constitute investment advice, an offer, or a solicitation to invest in any financial instrument or strategy. Participation in restaking, staking, and AVS-related activities involves risks, including potential loss of assets. Past performance or protocol rewards are not indicative of future results.

André Caldeira

from p2p validator

Education, slashing, infrastructure, validator, playbook Ethereum Slashing Explained: What Custodians, Funds & Exchanges Must Know

<h2 id="validator-playbook-series">Validator Playbook Series</h2>This article is part of Validator Playbook, a series examining validator infrastructure, operational safeguards, and governance practices relevant to institutions participating in proof-of-stake networks.The series focuses on how validator systems are designed, operated, and evaluated by:• digital asset custodians • asset managers and crypto funds • exchanges offering staking • institutional treasury teams • infrastructure engineers • validator risk committees<h2 id="quick-lessons-for-custodians-funds-exchanges">Quick Lessons for Custodians, Funds & Exchanges</h2>If your organization allocates ETH to validators or operates staking infrastructure, these principles matter:<ul><li>Ethereum slashing is protocol-enforced and irreversible</li><li>Correlated slashing events, not isolated validator errors, represents the primary institutional risk</li><li>Downtime does not equal ethereum slashing; signing violations trigger slashing</li><li>Operational governance failures often cause slashing events</li><li>Validator architecture, signing systems, and change management materially influence slashing exposure</li></ul>If a staking provider cannot clearly explain how their architecture reduces correlated ethereum slashing exposure, that is a risk signal worth examining.Below we examine how slashing events work and why institutional staking teams treat it as a governance and infrastructure issue.<h2 id="who-this-guide-is-for">Who This Guide Is For</h2>This guide is written for teams evaluating validator participation within institutional staking programs.Typical readers include:<ul><li>digital asset custodians</li><li>crypto-native hedge funds</li><li>ETF and ETP issuers</li><li>exchanges offering ETH staking</li><li>treasury teams holding significant ETH</li><li>infrastructure engineers</li><li>staking product managers</li><li>validator risk committees</li></ul>Ethereum slashing is not primarily a retail concern.For institutions operating validators or delegating stake, slashing events are a capital risk and operational governance issue.P2P operates validator infrastructure in a non-custodial, client-controlled architecture aligned with protocol rules.<h2 id="what-is-ethereum-slashing">What Is Ethereum Slashing?</h2>Ethereum slashing is a protocol-level penalty mechanism built into Ethereum’s Proof-of-Stake consensus system.Its purpose is to protect network security by penalizing validator actions that violate consensus rules.Ethereum slashing is designed to:<ul><li>deter equivocation</li><li>enforce validator accountability</li><li>protect consensus finality</li><li>discourage malicious or negligent behavior</li></ul>When slashing events occur, the protocol automatically:<ol><li>Reduces a portion of the validator’s stake</li><li>Forces the validator to exit the validator set</li><li>Applies a correlation-based penalty multiplier</li></ol>The rules governing ethereum slashing are defined by protocol specifications:Ethereum documentation --> <a href="https://ethereum.org/en/developers/docs/consensus-mechanisms/pos/?ref=p2p.org#slashing">https://ethereum.org/en/developers/docs/consensus-mechanisms/pos/#slashing</a>Ethereum consensus specifications --> <a href="https://github.com/ethereum/consensus-specs?ref=p2p.org">https://github.com/ethereum/consensus-specs</a>Because ethereum slashing is enforced by protocol rules, there is no discretionary override or appeal process.For institutional operators, this means validator risk must be addressed through architecture and governance practices.<h2 id="slashing-events-vs-inactivity-penalties">Slashing Events vs Inactivity Penalties</h2>A common misunderstanding among funds evaluating staking infrastructure is confusing inactivity penalties with ethereum slashing.These mechanisms serve different purposes.<h3 id="inactivity-penalties">Inactivity Penalties</h3>Inactivity penalties occur when validators fail to participate in consensus activity.Typical causes include:<ul><li>validator downtime</li><li>missed attestations</li><li>temporary infrastructure outages</li></ul>Inactivity penalties accumulate gradually and are generally recoverable once the validator resumes participation.These penalties primarily reflect availability issues.<h3 id="ethereum-slashing">Ethereum Slashing</h3>Slashing events occur only when validators sign messages that violate protocol consensus rules.Examples include:<ul><li>proposing conflicting blocks</li><li>submitting conflicting attestations</li><li>producing vote structures that violate consensus conditions</li></ul>Because ethereum slashing is triggered by signing violations, it is primarily a signing integrity and governance problem.For institutional staking teams:<ul><li>redundancy helps reduce downtime risk</li><li>governance and signing discipline reduce slashing exposure</li></ul><h2 id="the-three-ethereum-slashing-conditions">The Three Ethereum Slashing Conditions</h2>Ethereum slashing can occur when a validator performs specific protocol violations.<h3 id="1-double-proposal-proposer-equivocation">1. Double Proposal (Proposer Equivocation)</h3>A validator proposes two different blocks for the same slot.Possible operational causes include:<ul><li>active-active validator clusters</li><li>improperly configured failover mechanisms</li><li>infrastructure recovery events causing duplicate signing</li></ul>Double proposals represent a common operational slashing vector.<h3 id="2-double-vote">2. Double Vote</h3>A validator submits two conflicting attestations for the same target epoch.Typical causes include:<ul><li>slashing protection database inconsistencies</li><li>duplicate validator instances running simultaneously</li><li>improper key reuse during migration</li></ul><h3 id="3-surround-vote">3. Surround Vote</h3>A validator submits an attestation that surrounds another attestation submitted earlier.This situation may occur during:<ul><li>validator migration events</li><li>incomplete slashing protection restoration</li><li>disaster recovery operations</li></ul>For custodians deploying new infrastructure or rotating validator systems, this scenario requires careful operational planning.<h2 id="how-ethereum-slashing-penalties-are-calculated">How Ethereum Slashing Penalties Are Calculated</h2>Ethereum slashing penalties include several components.When slashing occurs, the protocol applies:<ol><li>Initial penalty reducing validator balance</li><li>Forced exit from the validator set</li><li>Correlation penalties depending on simultaneous violations</li></ol>Correlation penalties are particularly relevant for institutional validator operators.If only one validator is slashed, penalties are relatively limited.However, if many validators violate consensus rules within the same timeframe, the protocol increases the total penalty through correlation multipliers.This design discourages systemic validator failures.<h2 id="correlated-ethereum-slashing-a-key-institutional-risk">Correlated Ethereum Slashing: A Key Institutional Risk</h2>For institutions operating multiple validators, correlated ethereum slashing is the primary risk scenario.Correlated slashing may occur when infrastructure environments share identical characteristics.Examples include:<ul><li>homogeneous infrastructure architecture</li><li>identical client software deployment</li><li>centralized signing systems</li><li>identical failover logic across validator clusters</li></ul>Under these conditions, a single configuration error could propagate across many validators.For regulated entities such as custodians or ETF issuers, correlated ethereum slashing may also create operational and reporting considerations.Ethereum slashing therefore has both technical and governance implications.<h2 id="operational-scenarios-that-may-lead-to-ethereum-slashing">Operational Scenarios That May Lead to Ethereum Slashing</h2>In practice, most ethereum slashing events arise from operational mistakes rather than malicious behavior.<h3 id="cloud-region-recovery-scenario">Cloud Region Recovery Scenario</h3><ol><li>Primary infrastructure fails.</li><li>Backup systems activate.</li><li>Primary systems recover unexpectedly.</li><li>Duplicate signing occurs.</li></ol>Result: ethereum slashing triggered by double proposal.<h3 id="validator-migration-scenario">Validator Migration Scenario</h3><ol><li>Validator infrastructure is migrated to new hardware.</li><li>Slashing protection history is incomplete.</li><li>Validators sign conflicting attestations.</li></ol>Result: ethereum slashing.<h3 id="client-software-bug-scenario">Client Software Bug Scenario</h3><ol><li>All validators operate identical client software versions.</li><li>A consensus bug emerges.</li></ol>Result: correlated ethereum slashing across validator fleet.Client diversity helps reduce this exposure.<h3 id="governance-failure-scenario">Governance Failure Scenario</h3><ol><li>Infrastructure change deployed without peer review.</li><li>Configuration error propagates across validators.</li></ol>Result: multi-validator ethereum slashing event.In many cases, ethereum slashing reflects governance breakdown rather than infrastructure capacity limitations.<h2 id="evaluating-validator-infrastructure-risk">Evaluating Validator Infrastructure Risk</h2>Institutional teams allocating ETH to validators should evaluate several risk dimensions.Examples include:<ul><li>infrastructure architecture diversity</li><li>client software distribution</li><li>validator operator concentration</li><li>governance and change management processes</li></ul>If an institution allocates all ETH staking to a single operator running uniform infrastructure, correlated ethereum slashing exposure may increase.Diversification across validator operators and infrastructure environments may reduce systemic exposure.<h2 id="operational-safeguards-designed-to-reduce-slashing-exposure">Operational Safeguards Designed to Reduce Slashing Exposure</h2>Professional validator operators typically implement layered operational safeguards.These controls focus on reducing the likelihood of signing conflicts.Examples include:<h3 id="slashing-protection-systems">Slashing Protection Systems</h3><ul><li>persistent slashing protection databases</li><li>validated backup processes</li><li>documented migration procedures</li></ul><h3 id="remote-signing-infrastructure">Remote Signing Infrastructure</h3><ul><li>isolated signing systems</li><li>message validation checks</li><li>controlled signing authority</li></ul><h3 id="deterministic-failover-architecture">Deterministic Failover Architecture</h3><ul><li>clear validator failover logic</li><li>state reconciliation checks</li><li>avoidance of duplicate validator instances</li></ul><h3 id="client-diversity">Client Diversity</h3>Validator fleets may use multiple consensus clients such as:<ul><li>Lighthouse</li><li>Prysm</li><li>Teku</li><li>Nimbus</li><li>Lodestar</li></ul>Client diversity can reduce correlated risk associated with software bugs.<h3 id="governance-controls">Governance Controls</h3>Operational governance processes may include:<ul><li>peer-reviewed infrastructure changes</li><li>staged rollout procedures</li><li>incident response simulations</li><li>infrastructure audit logging</li></ul>Institutional validator operations depend heavily on governance discipline.<h2 id="evaluating-validator-partners">Evaluating Validator Partners</h2>Custodians, exchanges, and funds evaluating validator providers often ask questions such as:<ol><li>What is your historical slashing record?</li><li>How is correlated ethereum slashing risk managed?</li><li>What validator clients are used and in what distribution?</li><li>How is slashing protection handled during migrations?</li><li>What governance controls exist around infrastructure changes?</li></ol>Examples of validator infrastructure operated by P2P can be explored here:👉🏼 <a href="https://p2p.org/staking?ref=p2p.org">https://p2p.org/staking</a> 👉🏼 <a href="https://p2p.org/products/dvt-staking?ref=p2p.org">https://p2p.org/products/dvt-staking</a>Additional educational resources:👉🏼 <a href="https://p2p.org/economy/ethereum-staking-guide/">https://p2p.org/economy/ethereum-staking-guide/</a> 👉🏼 <a href="https://p2p.org/economy/what-is-ethereum-proof-of-stake/">https://p2p.org/economy/what-is-ethereum-proof-of-stake/</a><h2 id="ethereum-slashing-and-restaking-considerations">Ethereum Slashing and Restaking Considerations</h2>As restaking models evolve, validator operators may encounter additional layers of slashing exposure.Institutions evaluating extended validation models should consider:<ul><li>cross-protocol slashing conditions</li><li>shared signing infrastructure risks</li><li>aggregated penalty modeling across systems</li></ul>Ethereum slashing therefore may interact with broader validation ecosystems.<h2 id="faq-institutional-ethereum-slashing-questions">FAQ: Institutional Ethereum Slashing Questions</h2><h3 id="what-exactly-triggers-ethereum-slashing"> What exactly triggers ethereum slashing?</h3>Ethereum slashing occurs when a validator signs messages that violate protocol consensus rules. These violations include double proposals, double votes, and surround votes. The network automatically verifies and enforces penalties according to protocol specifications.<h3 id="how-severe-can-ethereum-slashing-penalties-be">How severe can ethereum slashing penalties be?</h3>Ethereum slashing penalties include an initial balance reduction, forced validator exit, and correlation penalties that increase if multiple validators violate consensus rules simultaneously.<h3 id="is-ethereum-slashing-common-among-institutional-validators">Is ethereum slashing common among institutional validators?</h3>Ethereum slashing is relatively uncommon among mature validator operators, but correlated slashing events represent low-probability, high-impact scenarios that institutional staking teams should evaluate.<h3 id="is-downtime-equivalent-to-ethereum-slashing">Is downtime equivalent to ethereum slashing?</h3>No. Downtime results in inactivity penalties, while ethereum slashing occurs only when signing violations break consensus rules.<h2 id="key-takeaway-for-custodians-funds-exchanges">Key Takeaway for Custodians, Funds & Exchanges</h2>For custodians, funds, exchanges, ETF issuers, and treasury teams operating validators, ethereum slashing represents a governance and infrastructure risk.<ol><li>Protocol rewards may be visible.</li><li>Infrastructure discipline is less visible.</li><li>Resilient validator operations depend on architecture, operational governance, and careful infrastructure design aligned with protocol requirements.</li></ol>

Fito Benitez

from p2p validator

News, DeFi DeFi Dispatch: News and Signals - March 2026, Issue 1

The past two weeks have delivered several developments shaping the evolution of decentralized finance and staking infrastructure.While market headlines often focus on price movements, deeper signals are emerging across crypto markets: staking participation is expanding, new financial products are integrating blockchain infrastructure, and tokenized assets continue entering decentralized ecosystems.These signals matter for anyone allocating capital into digital assets or building infrastructure around them. Validator infrastructure, network security models, and liquidity rails increasingly intersect with broader financial markets.This edition of DeFi Dispatch highlights five developments from the past two weeks that illustrate how DeFi markets and staking ecosystems continue evolving.<h2 id="quick-learning-for-busy-readers">Quick Learning for Busy Readers</h2> 1. Ethereum staking participation remains strong as validator demand grows2. BlackRock’s proposed Ethereum ETF structure may include staking participation3. A new staking-enabled SUI ETF highlights expansion beyond Ethereum ecosystems4. Stablecoin liquidity continues expanding across DeFi markets5. Tokenized real-world assets remain a fast-growing sector of on-chain financeTogether, these developments reinforce a broader trend: DeFi infrastructure is increasingly intersecting with global capital markets.For additional background on staking infrastructure and validator participation models:<ul><li>Understanding validator infrastructure in proof-of-stake networks</li><li>The role of staking in securing blockchain networks</li></ul><h2 id="missed-the-previous-defi-dispatch">Missed the previous DeFi Dispatch?</h2> In the last edition, we explored how participation in decentralized finance is shifting toward more structured participation models and infrastructure-driven activity.If you want additional context before diving into this week’s developments, you can read the previous DeFi Dispatch here:Read the previous DeFi Dispatch <a href="https://www.linkedin.com/posts/p2p-org_defi-dispatch-january-8-2026-activity-7415067852967198720-FyZK?utm_source=share&utm_medium=member_desktop&rcm=ACoAAACZFM4BKAvTYfki7_XDYioeT_mkicu9mbQ" rel="noreferrer">here</a>.<h2 id="news-and-signals-march-2026-1"> News and Signals March 2026 (1)</h2><h3 id="1-blackrock-ethereum-etf-filing-includes-staking-participation"> 1. BlackRock Ethereum ETF Filing Includes Staking Participation</h3> One of the most discussed developments this month is BlackRock’s Ethereum ETF proposal, which includes provisions allowing a portion of the fund’s ETH holdings to participate in staking.According to filings and analysis, the ETF could allocate a significant portion of its ETH to staking while maintaining a liquidity buffer for redemption flows.The design highlights an emerging intersection between traditional financial products and proof-of-stake infrastructure.Staking participation within ETF structures introduces operational considerations such as:• validator selection • staking activation and exit queues • liquidity management • network participation mechanicsWhile the ETF structure itself does not directly operate validator infrastructure, these designs illustrate how staking mechanics are increasingly becoming part of broader crypto financial products.Rewards in proof-of-stake networks remain protocol-defined and variable, depending on validator participation and network conditions.Source: BlackRock explores staking feature for Ethereum ETF (Reuters)<h3 id="2-ethereum-staking-participation-continues-expanding">2. Ethereum Staking Participation Continues Expanding</h3> Ethereum staking participation remains one of the most important signals across DeFi infrastructure.Over the past two weeks, data from blockchain analytics platforms shows continued expansion in ETH committed to staking contracts.The Ethereum network now secures tens of millions of ETH through validator participation.This growth reflects several structural factors:• improved validator tooling • expanded staking service providers • increased familiarity with proof-of-stake mechanics • long-term network participation by asset holdersAs staking participation grows, the validator ecosystem becomes increasingly important for maintaining network reliability and operational continuity.Professional validator operators play a key role in ensuring networks remain aligned with protocol requirements.Source: Ethereum Staking Metrics Dashboard (Glassnode)<h3 id="3-staking-enabled-sui-etf-highlights-expansion-beyond-ethereum">3. Staking-Enabled SUI ETF Highlights Expansion Beyond Ethereum</h3> Another notable development came from Canary Capital, which recently listed a spot SUI ETF that includes staking participation.The product allows the ETF’s underlying SUI holdings to participate in staking within the network.While Ethereum remains the largest proof-of-stake ecosystem, this product demonstrates that staking participation is increasingly appearing across multiple blockchain ecosystems.The development reflects growing interest in:• diversified proof-of-stake networks • validator infrastructure across ecosystems • blockchain-based financial productsAs additional networks develop staking participation models, infrastructure providers and validators will continue playing a central role in maintaining network operations.Source: Canary Capital launches SUI ETF with staking rewards (CoinDesk)<h3 id="4-stablecoin-supply-continues-expanding-across-defi">4. Stablecoin Supply Continues Expanding Across DeFi</h3> Stablecoins remain the primary liquidity layer across decentralized finance.Recent data shows continued growth in stablecoin supply across multiple blockchain ecosystems.Stablecoins now underpin a wide range of DeFi activities including:• lending protocols • decentralized exchanges • collateralized borrowing • cross-chain liquidityFor participants interacting with DeFi protocols, stablecoins often serve as the base settlement layer that enables capital to move between different applications.The growth of stablecoin liquidity reinforces the importance of reliable blockchain infrastructure and validator participation to support transaction settlement across networks.Source: Stablecoin Supply Report (CoinMetrics)<h3 id="5-tokenized-real-world-assets-continue-expanding-on-chain">5. Tokenized Real-World Assets Continue Expanding On-Chain</h3> Tokenized real-world assets remain one of the fastest-growing sectors of decentralized finance.Recent developments across DeFi protocols show continued experimentation with tokenized treasury instruments, credit markets, and real-world collateral.Tokenized assets allow traditional financial instruments to be represented on blockchain networks, enabling programmable settlement and composability with DeFi protocols.For investors and infrastructure operators alike, the growth of tokenized assets increases the importance of:• network reliability • validator performance • blockchain settlement layersAs tokenization expands, proof-of-stake networks will continue serving as the infrastructure layer supporting these markets.Source: Institutional Research on Tokenized Assets (CoinShares)<h2 id="frequently-asked-questions">Frequently Asked Questions</h2><h3 id="why-is-staking-infrastructure-important-for-defi-ecosystems"> Why is staking infrastructure important for DeFi ecosystems?</h3>Proof-of-stake networks rely on validators to maintain consensus and validate transactions. As more assets are staked within these networks, validator infrastructure becomes critical for ensuring network stability and operational continuity.<h3 id="are-staking-rewards-guaranteed">Are staking rewards guaranteed?</h3>No. Rewards are determined by the underlying protocol and network conditions. They vary depending on factors such as validator participation and network parameters, and they are not guaranteed.<h3 id="why-are-stablecoins-important-in-defi">Why are stablecoins important in DeFi?</h3>Stablecoins serve as the primary liquidity layer across DeFi ecosystems. They enable trading, lending, and collateralized borrowing without requiring participants to move in and out of volatile crypto assets.<h3 id="what-role-do-validators-play-in-proof-of-stake-networks">What role do validators play in proof-of-stake networks?</h3>Validators participate in network consensus by verifying transactions and proposing new blocks according to protocol rules. Their participation helps secure the network and maintain transaction finality.<h2 id="key-takeaways-for-crypto-investors-funds-custodians-exchanges-and-staking-teams">Key Takeaways for Crypto Investors, Funds, Custodians, Exchanges, and Staking Teams</h2> Several signals from the past two weeks highlight the continued evolution of DeFi infrastructure:• staking participation continues expanding across proof-of-stake networks • new financial products are incorporating blockchain staking mechanics • stablecoins remain central to DeFi liquidity infrastructure • tokenized assets are bringing traditional financial instruments on-chain • validator infrastructure continues playing a critical role in network securityAs decentralized finance continues maturing, staking infrastructure and validator participation remain fundamental components of the broader crypto ecosystem.Want to learn more about staking infrastructure and validator services, or request a 1-to-1 discovery session with our DeFi and staking experts? Visit <a href="https://p2p.org/?ref=p2p.org" rel="noreferrer">https://www.p2p.org/</a> and contact through the live chat widget.

Fito Benitez

from p2p validator

From Protocol to Product: How Morpho Strategies Reach Users Through P2P.org

As on-chain financial infrastructure matures, one pattern is becoming increasingly clear: strong protocols succeed when paired with effective distribution.High-quality lending infrastructure already exists. Capital-efficient designs, modular architectures, and professional-grade primitives are now well established. What continues to evolve is how these systems are delivered through fintech applications, neobanks, custodial platforms, exchanges, and wallets in a way that fits modern financial products.This is where distribution layers play an important role.The P2P.org Stablecoin Earn Widget is one example of this model in practice. It is live on the P2P.org frontend today, where users can access Steakhouse-curated Morpho vaults directly. The same product layer is also designed to be embedded by partners, enabling broader distribution across platforms.<h2 id="morpho-as-a-foundation-for-onchain-credit">Morpho as a foundation for onchain credit</h2>Morpho is designed as a core DeFi primitive. Its architecture focuses on capital efficiency and modularity, making it well-suited as the infrastructure for lending and credit strategies that need to scale.Rather than operating as a consumer-facing product, Morpho is intentionally built to serve as infrastructure. This allows strategy managers and platforms to compose on top of it, while benefiting from its underlying design.In the context of the Stablecoin Earn Widget, Morpho provides the universal lending network that enables these strategies to function. Its role remains consistent: power credit markets at the protocol level, while higher layers focus on strategy design and distribution.<h2 id="turning-infrastructure-into-a-product-experience">Turning infrastructure into a product experience</h2>The Stablecoin Earn Widget sits above the protocol layer. Its purpose is not to replace or abstract away the value of infrastructure, but to make it accessible through a controlled product interface.Through this structure:<ul><li>End users engage with a simple earn experience</li><li>Platforms integrate a single component</li><li>Protocol complexity remains at the infrastructure layer</li></ul>This separation allows Morpho to remain focused on its core mission, while strategies and distribution are handled by specialized counterparts.Access and DistributionIn addition to being embeddable by partners, the<a href="https://widget.p2p.org/select?ref=p2p.org"> Stablecoin Earn Widget</a> is also accessible directly through the P2P.org frontend.This allows users to access Steakhouse-curated strategies on Morpho directly via P2P.org, while partners can integrate the same product layer into their own platforms.This dual distribution model — direct access via P2P.org and embedded distribution via partners — highlights how protocol infrastructure, strategy curation, and product delivery can scale together.<figure class="kg-card kg-image-card"><img src="https://p2p.org/economy/content/images/2026/03/data-src-image-fb2f9ce0-167f-4bb9-9111-661c193b2b29.png" class="kg-image" alt="" loading="lazy" width="1042" height="1508" srcset="https://p2p.org/economy/content/images/size/w600/2026/03/data-src-image-fb2f9ce0-167f-4bb9-9111-661c193b2b29.png 600w, https://p2p.org/economy/content/images/size/w1000/2026/03/data-src-image-fb2f9ce0-167f-4bb9-9111-661c193b2b29.png 1000w, https://p2p.org/economy/content/images/2026/03/data-src-image-fb2f9ce0-167f-4bb9-9111-661c193b2b29.png 1042w" sizes="(min-width: 720px) 720px"></figure><figure class="kg-card kg-image-card kg-card-hascaption"><img src="https://p2p.org/economy/content/images/2026/03/data-src-image-58a80d0b-d3de-47da-86db-6520f01f0d8b.png" class="kg-image" alt="" loading="lazy" width="914" height="476" srcset="https://p2p.org/economy/content/images/size/w600/2026/03/data-src-image-58a80d0b-d3de-47da-86db-6520f01f0d8b.png 600w, https://p2p.org/economy/content/images/2026/03/data-src-image-58a80d0b-d3de-47da-86db-6520f01f0d8b.png 914w" sizes="(min-width: 720px) 720px"><figcaption>Note: NRR values shown are illustrative examples for demonstration purposes only.</figcaption></figure> The role of curationBetween infrastructure and distribution sits curation.The strategies available through the widget are curated by Steakhouse, which designs and maintains vaults built on Morpho. Steakhouse applies a structured approach to strategy construction, ensuring that protocol primitives are assembled into coherent, professional-grade products.Each layer in the stack has a clear responsibility:<ul><li>Morpho provides the lending mechanics</li><li>Steakhouse curates and manages strategies</li><li>P2P.org delivers the distribution layer and interface</li></ul>This clarity makes it easier for platforms to offer stablecoin earn functionality without taking on roles outside their core focus.<h2 id="distribution-as-an-enabler">Distribution as an enabler</h2>Capital today increasingly sits inside wallets, fintech applications, custodial platforms, and treasury systems. Distribution layers allow protocols like Morpho to reach these environments without operating user-facing products themselves.By embedding the Stablecoin Earn Widget, platforms can surface Morpho-based strategies within products that users already trust and use. For Morpho, this expands reach through partners. For platforms, it provides a practical way to offer earn functionality backed by established infrastructure.<h2 id="built-on-infrastructure-designed-to-scale">Built on infrastructure designed to scale</h2>The Stablecoin Earn Widget is supported by P2P.org infrastructure securing over $10B across more than 40 networks. This operational foundation supports the reliable delivery of strategies built on Morpho and curated by Steakhouse.Importantly, this model does not alter how Morpho functions. It preserves the protocol’s role as infrastructure, while improving how strategies built on it are accessed and distributed.<h2 id="a-shared-direction">A shared direction</h2>This collaboration reflects a broader evolution in DeFi:<ul><li>Protocols specialize in primitives</li><li>Strategy managers specialize in construction and oversight</li><li>Distribution layers specialize in product delivery</li></ul>The Stablecoin Earn Widget illustrates how these roles can work together in production today, with Morpho providing the underlying credit infrastructure.As on-chain credit continues to grow, this separation of responsibilities creates clearer paths for adoption across platforms and users.<h2 id="integrating-the-stablecoin-earn-widget">Integrating the Stablecoin Earn Widget</h2>For platforms exploring stablecoin earn functionality, the Stablecoin Earn Widget is designed to integrate directly into existing products.It allows teams to offer access to curated strategies without managing protocol integrations or strategy design internally. Platforms interested in exploring integration can reach out to the P2P.org team to discuss fit and timelines.Book a 20-minute discovery call <a href="https://link.p2p.org/3325c6?ref=p2p.org" rel="noreferrer">here</a>. Learn more about the Widget in <a href="https://docs.widget.p2p.org/ ?ref=p2p.org" rel="noreferrer">our docs.</a>

André Caldeira

from p2p validator

How Institutional Crypto Portfolios Are Evolving: Stablecoins, Native Tokens, and What Comes Next

In 2025, institutional crypto allocation stopped being about exposure—and started being about structure.The difference is subtle but fundamental.Instead of chasing market cycles, large allocators—from crypto-native funds to DAOs and exchanges—began designing portfolios for operational liquidity, onchain rewards, and capital rotation. That shift shows up clearly in the data: stablecoin holdings in large wallets rose meaningfully, native token exposures became more intentional, and Ethereum’s role as a settlement layer only deepened.Today, P2P.org is publishing a new report: <a href="https://link.p2p.org/ike?ref=p2p.org" rel="noreferrer">“Stablecoins vs. Native Tokens: Institutional Allocation Trends”</a>It’s a data-backed look at how the portfolios of institutional actors actually changed this year—built on onchain data, analytics dashboards, and infrastructure trends we observe directly across our network.<h2 id="what-the-report-covers">What the Report Covers</h2>This isn’t a market recap. It’s a breakdown of how institutions allocated real capital—and what that says about the future of staking, stablecoins, and infrastructure decisions going into 2026.Inside the report:<ul><li>Wallet-level allocation trends from exchanges, funds, and DAOs</li><li>Stablecoin usage patterns: reserves, liquidity, and treasury behavior</li><li>Ethereum’s anchoring role across staking, settlement, and reserves</li><li>The rise of programmatic allocation and treasury segmentation</li><li>Case studies and charts </li><li>Allocation frameworks emerging across institutional teams</li><li>A forward-looking view on infrastructure-aligned portfolios</li></ul>The research draws on multi-chain data, but the patterns are clearest on Ethereum—where stablecoin reserves and native token deployments sit side-by-side in validator-linked portfolios.<figure class="kg-card kg-image-card"><img src="https://p2p.org/economy/content/images/2026/02/1600--900-X.jpg" class="kg-image" alt="" loading="lazy" width="1600" height="900" srcset="https://p2p.org/economy/content/images/size/w600/2026/02/1600--900-X.jpg 600w, https://p2p.org/economy/content/images/size/w1000/2026/02/1600--900-X.jpg 1000w, https://p2p.org/economy/content/images/2026/02/1600--900-X.jpg 1600w" sizes="(min-width: 720px) 720px"></figure><h2 id="why-this-matters">Why This Matters</h2>Stablecoins are no longer just “dry powder.” They’re tools for capital efficiency, onchain access, and risk-tiering in institutional portfolios.ETH is no longer just an asset. It’s programmable liquidity, stakable yield, and the infrastructure of reserves.And P2P.org’s view—as a validator and infrastructure partner across Ethereum and other proof-of-stake networks—is that allocation behaviors are now driven by operational design, not just exposure targets.<h2 id="download-the-full-report">Download the Full Report</h2>This report is designed for crypto funds, asset managers, DAO treasurers, and institutional teams building real onchain portfolios.<a href="https://link.p2p.org/ike?ref=p2p.org" rel="noreferrer">[Download the Report] Stablecoins vs. Native Tokens: Institutional Allocation </a> Whether you're managing staking allocations, designing treasury structure, or evaluating validator partners, this research offers a data-grounded foundation for 2026 strategy.

André Caldeira

from p2p validator

Aztec Network TGE: Privacy Infrastructure Opens for Public Staking

<h2 id="at-a-glance">At a Glance:</h2><ul><li>Thursday, February 12, 7:00 AM UTC: AZTEC tokens will become transferable and Uniswap v4 trading pool goes live</li><li>What changes: Tokens become transferable, public staking opens, price discovery begins</li><li>The opportunity: The first fully decentralized privacy L2 on Ethereum offers confidential transactions without compromising security</li><li>P2P.org's edge: Genesis sequencer with 85.2M AZTEC already secured, zero slashing record, institutional infrastructure from day one</li><li>Your options: Stake solo (requires 200k AZTEC + technical ops) or delegate (P2P.org handles everything)</li><li>Check out our <a href="https://p2p.org/economy/how-to-stake-aztec-with-p2p-org/">Step-by-step staking guide</a></li></ul>The privacy infrastructure gap is closing. For years, anyone needing confidential blockchain transactions faced an impossible choice: use privacy chains with limited functionality, or use Ethereum and broadcast every transaction detail publicly.Thursday changes that equation.Aztec's TGE unlocks public participation in Ethereum's first fully decentralized privacy-preserving Layer 2. If you participated in the public auction, your tokens become transferable and stakeable at 7:00 AM UTC. If you're evaluating privacy infrastructure for the first time, here's what matters, and why P2P.org's genesis sequencer position gives delegators an operational advantage competitors can't match.<h2 id="what-actually-happens-thursday">What Actually Happens Thursday</h2>Three things unlock simultaneously:Tokens move freely. AZTEC becomes transferable on Ethereum mainnet. Auction participants and early holders can finally move their positions.Price discovery begins. Uniswap v4 pool activates. Pre-TGE private markets established an initial price baseline — public markets determine what happens next.Staking opens widely. Genesis sequencers like P2P.org have been securing the network since launch. TGE removes the barriers keeping everyone else out.<h2 id="why-privacy-actually-matters">Why Privacy Actually Matters</h2>Every Ethereum transaction broadcasts everything: wallet addresses, amounts, counterparties, balances. For individuals protecting financial privacy and enterprises managing sensitive operations, this transparency creates real problems.Aztec uses zero-knowledge proofs to verify transactions without revealing details. The network confirms correctness without exposing content. Rules get followed, but what gets seen is your choice — Aztec's programmable privacy lets you set your own disclosure level for each transaction, sharing only what you want, with who you want.This isn't theoretical:Enterprises need confidential payroll, private M&A activity, and treasury movements that don't telegraph strategy to competitors. Public chains leak competitive intelligence with every transaction.Individual users want DeFi positions, trading strategies, and financial activity that stays private, rather than public data for analytics firms to package and sell.Developers can finally build applications impossible on transparent chains: confidential voting, private auctions, shielded lending, financial tools that respect user sovereignty.The difference with Aztec is control. On Ethereum today, everything is public — there's no middle ground. Aztec flips this with programmable privacy: using zero-knowledge proofs, you choose exactly what to reveal and to whom. Make a transaction fully private. Make your address selectively visible to counterparties. Disclose specific activity for compliance purposes while keeping everything else confidential.Unlike privacy solutions that compromise on decentralization or security, Aztec maintains both. Privacy is native, not bolted on. You get Ethereum's security guarantees with confidential execution, and the power to decide exactly how much of that privacy to use.<h2 id="why-p2porgs-genesis-position-matters">Why P2P.org's Genesis Position Matters</h2>We've been live on Aztec since block one. Not evaluating it, not testing it, but actively securing it.Current position: #4 sequencer, 9.3% market share, 85.2M AZTEC locked. Zero slashing incidents across our operational history. This matches our track record across 40+ networks securing $10 billion+ in digital assets.What this means for delegators: Networks are most vulnerable early when validator sets are small and best practices don't exist yet. P2P.org helped establish those practices for Aztec. By Thursday, our infrastructure will have  processed thousands of blocks under real-world conditions.That operational history can't be faked. Production uptime data, block proposal records, zero slashing across variable network conditions — validators launching after TGE haven't faced these challenges yet.Infrastructure that matches the complexity: Privacy-preserving networks aren't standard validators with different branding. Zero-knowledge proof verification, encrypted state management, confidential transaction processing — most validators haven't built capacity for this. We solved these problems before public access.Our infrastructure:<ul><li>Geographic redundancy across top-tier data centers</li><li>99.9% uptime, 24/7 monitoring, real-time alerting</li><li>SOC 2 Type II compliant for institutional clients</li><li>Dedicated support for high-value positions</li></ul>Whether you're delegating 200,000 AZTEC or 20 million, you get the same institutional infrastructure securing assets for crypto's largest participants.<h2 id="how-to-participate">How to Participate</h2><h3 id="getting-aztec">Getting AZTEC</h3>Didn't participate in the auction? AZTEC becomes available through multiple routes from Thursday. Buy on Uniswap v4 starting 7:00 AM UTC, or through centralized exchanges including Coinbase, which has confirmed AZTEC trading support.Institutional buyers needing larger positions? OTC desks will establish markets post-TGE. Standard institutional onboarding applies, including compliance, AML/KYC, and counterparty due diligence.<h3 id="understanding-the-staking-model">Understanding the Staking Model</h3>Aztec works like Ethereum's 32 ETH validator model. Each sequencer requires exactly 200,000 AZTEC.Stake 500,000 AZTEC: Two active sequencers (400k), 100k stays inactive until you add enough for a thirdStake 180,000 AZTEC: Entire position inactive until you add 20k more to hit minimumThis isn't a bug. Its architectural design ensures sequencers meet security requirements.<h3 id="solo-vs-delegation">Solo vs. Delegation</h3>Solo staking means you run everything:<ul><li>High-performance hardware meeting Aztec specs</li><li>Reliable network connectivity, low latency</li><li>Technical expertise in zero-knowledge systems</li><li>24/7 monitoring and incident response</li></ul>Best for technically sophisticated participants who want direct network contribution and have the infrastructure capacity.Delegation means P2P.org handles operations:<ul><li>Hardware, maintenance, security patches</li><li>Performance monitoring and optimization</li><li>Slashing risk mitigation</li><li>Technical troubleshooting</li></ul>Makes sense when operational overhead exceeds the value of running infrastructure yourself. Most institutional participants lack specialized zkRollup expertise. Most individual participants can't maintain 24/7 sequencer operations.<h3 id="delegate-to-p2porg">Delegate to P2P.org</h3>Visit<a href="https://stake.aztec.network/?ref=p2p.org"> stake.aztec.network</a>, connect your wallet, select P2P.org from registered providers (<a href="https://stake.aztec.network/providers/41?ref=p2p.org">stake.aztec.network/providers/41</a>).Approve delegation. Your AZTEC stays in your custody — delegation transfers staking rights, not ownership.Rewards begin immediately based on network parameters and our sequencer performance. Monitor via Aztec's dashboard and community-built tools launching post-TGE.Looking for a step-by-step guide?<div class="kg-card kg-button-card kg-align-center"><a href="https://p2p.org/economy/how-to-stake-aztec-with-p2p-org/" class="kg-btn kg-btn-accent">Full Aztec Staking Guide</a></div><h2 id="what-you-need-to-know-about-slashing">What You Need to Know About Slashing</h2>Aztec penalizes sequencer misbehavior, but intelligently: slashing only affects the specific 200k AZTEC unit that misbehaved, not your entire delegation.Example: You delegate 500k AZTEC (two sequencers). One gets slashed and becomes inactive. Your second sequencer keeps operating. The remaining 100k (below threshold) stays inactive.Critical detail: You can't "refill" slashed sequencers. That 200k batch must be fully unstaked, then restaked fresh. This incentivizes validator quality, as poor operators face real consequences.P2P.org's zero-slashing record across every network we validate reflects standards that minimize this risk. We maintained perfect records during network upgrades, consensus changes, emergency situations across chains from Ethereum to Polkadot to Cosmos.The Aztec community is deploying monitoring infrastructure for sequencer uptime, performance metrics, slashing events, and batch activation status. P2P.org provides additional monitoring through our internal systems, with direct institutional support for high-value delegators.<h2 id="why-this-matters-now">Why This Matters Now</h2>Privacy chains like Zcash and Monero proved demand for confidential transactions. But neither achieved Ethereum's programmability or DeFi composability. Privacy stayed niche.Aztec brings privacy-first design to Ethereum's execution layer while maintaining full decentralization. Not a mixer, not privacy-as-feature, but privacy as foundation.For enterprises: Solves compliance requirements around data minimization and operational security. Public chains broadcasting treasury movements leak competitive intelligence and create negotiation disadvantages.For individuals: Financial privacy without trusting custodians. DeFi positions, trading strategies, economic activity remain yours — not public data for sale.For developers: Unlocks applications impossible on transparent chains. Confidential voting, private auctions, shielded lending. <h2 id="what-happens-next">What Happens Next</h2>Aztec moved from research to testnet to mainnet. Thursday it enters the phase where adoption determines everything.P2P.org's genesis position puts us at the center. We secured the network before public participation, established best practices under real conditions, and built institutional infrastructure while the ecosystem formed.For delegators evaluating providers, this operational history can't be replicated. We processed blocks when the network was vulnerable, maintained uptime during early instability, proved infrastructure under conditions newer validators haven't experienced.Institutions: Our BD team handles custom arrangements, API integration for treasury systems, white-glove onboarding for large delegations.<div class="kg-card kg-button-card kg-align-center"><a href="https://link.p2p.org/bdteam?ref=p2p.org" class="kg-btn kg-btn-accent">Connect With Our Team</a></div>Individual delegators: Visit<a href="https://stake.aztec.network/providers/41?ref=p2p.org"> stake.aztec.network/providers/41</a> to delegate. Need step-by-step guidance? Our<a href="https://p2p.org/economy/how-to-stake-aztec-with-p2p-org/"> complete staking guide</a> covers wallet connection, provider selection, delegation mechanics, and troubleshooting.<div class="kg-card kg-button-card kg-align-center"><a href="https://p2p.org/economy/how-to-stake-aztec-with-p2p-org/" class="kg-btn kg-btn-accent">Full Aztec Staking Guide</a></div>Privacy infrastructure is moving from niche to necessary. Aztec built it. P2P.org secured it from day one. Thursday, everyone else gets access.

John Murray

from p2p validator

Why Operators Matter in EigenLayer and What Comes Next

<h2 id="at-a-glance">At a glance:</h2><ul><li>EigenLayer: A coordination layer enabling staked ETH to secure AVSs</li><li>Why operators matter: Infrastructure quality directly impacts risk and net rewards</li><li>P2P.org (EigenLayer operator): Institutional infrastructure with a 5% operator commission</li><li>Update: Current commission structure extended through end of Q1</li></ul><a href="https://app.eigenlayer.xyz/operator/0xd2bca64ad01f77de84be4a8acbd2e8beceed9ab3?ref=p2p.org">Stake with P2P.org on EigenLayer.</a>EigenLayer is often discussed in terms of innovation. New services. New primitives. New narratives.But underneath all of that, EigenLayer is fundamentally about coordination.Coordination between capital and infrastructure. Between stakers and services. Between emerging AVSs and the operators that make them real.As the ecosystem matures, one thing is becoming increasingly clear: the success of EigenLayer depends less on abstract ideas and more on the reliability, economics, and behavior of the operators securing it.<h2 id="eigenlayer-as-a-coordination-layer">EigenLayer as a Coordination Layer</h2>At its core, EigenLayer allows staked capital to be reused to secure new services, known as Actively Validated Services (AVSs).This model introduces powerful new possibilities, but it also introduces new responsibilities.AVSs don’t just need capital.They need uptime.They need slashing-aware infrastructure.They need operators that can run production systems, not experimental nodes.This is where the operator layer becomes critical.EigenLayer is a coordination layer for new services that must operate under real economic and technical constraints.<h2 id="why-operator-choice-actually-matters">Why Operator Choice Actually Matters</h2>As more capital flows into EigenLayer, the difference between operators becomes more pronounced.Key variables start to matter:<ul><li>commission structure</li><li>infrastructure quality</li><li>operational maturity</li><li>long-term alignment with the ecosystem</li></ul>For stakers, operator selection plays a direct role in both risk management and net returns.For AVSs, operator quality shapes how confidently a service can scale.As the ecosystem matures, operator choice becomes a meaningful variable rather than a background detail.<h2 id="p2porg%E2%80%99s-role-in-the-eigenlayer-ecosystem">P2P.org’s Role in the EigenLayer Ecosystem</h2>P2P.org participates in EigenLayer as an operator focused on long-term infrastructure, not short-term incentives.The approach is simple:<ul><li>run robust, production-grade infrastructure</li><li>keep commissions transparent and competitive</li><li>support the AVS ecosystem as it grows</li></ul>Today, P2P.org operates with a 5 percent operator commission, positioning it among the lowest on the market for staking $EIGEN.This structure is designed to maximize net rewards for stakers while maintaining the operational standards required to support EigenLayer’s expanding service layer.<h2 id="extending-the-promotion-through-q1">Extending the Promotion Through Q1</h2>Originally, the current commission structure was communicated as running through the end of 2025.Given continued demand and ecosystem growth, this structure will now be extended through the end of Q1.The rationale is straightforward:<ul><li>EigenLayer is still early in its AVS adoption curve</li><li>operators and stakers are still establishing long-term relationships</li><li>maintaining predictable economics helps the ecosystem stabilize</li></ul>This extension gives stakers additional time to participate under the same conditions, while EigenLayer continues to evolve its service layer.<h2 id="the-road-ahead-for-eigenlayer">The Road Ahead for EigenLayer</h2>EigenLayer represents a meaningful shift in how crypto networks coordinate security and services.As that shift continues, operators move from the background to the foreground.For stakers, operator choice is no longer just about headline APY.For the ecosystem, operator quality determines what is possible.Extending the current commission structure through Q1 is a small step, but it reflects a longer-term view: building EigenLayer on stable, well-run infrastructure rather than temporary incentives.Stake with P2P.org on EigenLayer: <a href="https://app.eigenlayer.xyz/operator/0xd2bca64ad01f77de84be4a8acbd2e8beceed9ab3?ref=p2p.org">https://app.eigenlayer.xyz/operator/0xd2bca64ad01f77de84be4a8acbd2e8beceed9ab3</a>

André Caldeira

from p2p validator

Zama Auction Is Live, Ahead of Staking Enablement

Zama has opened its auction phase, marking the first step in the network’s staking rollout.The auction allows participants to acquire ZAMA tokens ahead of delegation. Staking will follow approximately two weeks later, at which point delegators will be able to actively stake with validators on the network.P2P.org is participating as one of 18 genesis operators selected to support the network at launch and will operate a validator once delegation is enabled.<h2 id="what-is-zama">What Is Zama</h2>Zama is building infrastructure to enable privacy-preserving computation, allowing applications to process sensitive data while keeping it confidential.FHE enables computation to be performed directly on encrypted data, without requiring decryption at any point. For blockchain systems, this unlocks new categories of applications where sensitive data can be processed onchain while remaining confidential.This cryptographic design introduces different requirements at the infrastructure layer, particularly around compute, performance, and validator responsibilities. Zama’s network is built to support these constraints from the ground up.<h2 id="how-the-auction-works">How the Auction Works</h2>The auction phase is the entry point to Zama’s staking lifecycle.Participants acquire ZAMA during the auction and position themselves ahead of delegation. While tokens are not staked yet, the auction establishes early network participation and prepares participants for staking once delegation is enabled.Delegation to validators is expected to open approximately two weeks after the auction, at which point staking becomes active.<h2 id="participate-using-the-p2porg-referral-code">Participate Using the P2P.org Referral Code</h2>During the auction phase, participants can enter a P2P.org referral code: JYT407 to receive a +5% bonus in tokens.This referral incentive applies only during the auction and is designed to reward early participants who plan to stake once delegation becomes available.<h2 id="why-p2porg">Why P2P.org</h2>P2P.org’s involvement in Zama goes beyond operating a standard validator.On Zama, P2P.org operates as an FHE co-processor, supporting the cryptographic compute workloads that are core to the network’s architecture. This infrastructure alignment enables higher APR compared to standard validators, driven by optimized execution and deeper protocol integration.Once delegation is enabled, participants will be able to stake directly with the P2P.org validator.<h2 id="what-happens-after-the-auction">What Happens After the Auction</h2>After the auction concludes:<ul><li>Staking will be enabled approximately two weeks later</li><li>Delegation to validators will open</li><li>P2P.org’s validator will be available for staking</li></ul>Participants who join the auction early will already be positioned to stake as soon as delegation is live.<h2 id="how-to-participate">How to Participate</h2><ul><li>Visit the official Zama staking portal</li><li>Enter the P2P.org referral code JYT407 during the auction</li><li>Prepare to delegate to the P2P.org validator once delegation is enabled</li></ul>Staking portal:<a href="https://staking.zama.org/?ref=p2p.org"> https://staking.zama.org/</a><h2 id="closing-note">Closing Note</h2>The auction phase marks the start of Zama’s staking lifecycle, setting the foundation for validator participation and long-term network security.P2P.org’s focus is to support this transition by operating infrastructure aligned with Zama’s cryptographic design and remaining active through both the auction and delegation phases.Further updates will follow as staking and delegation are enabled.

André Caldeira

from p2p validator

Founder Leadership: Konstantin Lomashuk Returns as CEO to Build the Ultimate Yield Engine

<h2 id="at-a-glance">At a Glance: </h2><ul><li>P2P.org founder Konstantin Lomashuk returns as CEO to lead the company's evolution from validator operations to full-stack yield infrastructure</li><li>Konstantin Zaitcev joins as Co-CEO to drive execution and operational performance</li><li>The leadership shift reflects P2P.org's strategic focus on building institutional-grade yield infrastructure beyond standalone staking</li><li>Alex Esin transitions to an advisory role after driving 15x client growth and establishing P2P.org as the #1 provider in restaking</li></ul>P2P.org is entering a new chapter. After years building one of the world's most trusted staking operations — $10+ billion in assets, #1 rankings on Solana and Ethereum by APR, zero slashing incidents — the company is now focused on a larger challenge: building the yield infrastructure the industry will run on for decades.Founder Konstantin Lomashuk has assumed the role of CEO at a moment when institutional clients and platforms need more than validators. They need secure, scalable systems that can deliver yield across assets while operating within real-world regulatory constraints. P2P.org is positioning itself to deliver exactly that.<h2 id="why-this-matters-for-institutional-yield">Why This Matters for Institutional Yield</h2>The institutional staking market has matured considerably. Treasury managers understand staking's value proposition. Custodians have built integration capabilities. Asset managers are allocating to staking strategies at scale.But the next phase requires different infrastructure. Institutions need:<ul><li>Multi-asset yield capabilities that extend beyond native staking</li><li>Compliance-first architecture designed for evolving regulatory frameworks</li><li>Scalable operations that can handle institutional volume without compromising security</li><li>Seamless integration with existing custody and reporting systems</li></ul>P2P.org's validator operations established the foundation. The company's perfect track record — 99.9% uptime across 40+ networks with zero slashing incidents — demonstrates the operational rigor institutions require. The leadership shift signals P2P.org's commitment to building on that foundation.<h2 id="from-validators-to-yield-infrastructure">From Validators to Yield Infrastructure</h2>Lomashuk brings a track record of building infrastructure before markets fully form. He founded P2P.org and Cyber.Fund, a long-term investment firm focused on blockchain infrastructure and protocol development. He was an early backer in Ethereum and Solana, and co-founded Lido, the world's largest liquid staking protocol.That experience shapes his view of what comes next."The industry is hungry for more than validators," said Lomashuk. "It needs a real yield engine. This is a chance to go from zero to one at the infrastructure layer — not by starting over, but by building what has never existed at industry scale. We're taking the trust we've earned and using it to build the ultimate institutional yield engine the industry will run on for decades."As CEO, Lomashuk will lead long-term strategy, security standards, and the development of new yield products across digital asset classes. The focus extends beyond staking to encompass the full spectrum of yield generation opportunities institutions are exploring.<h2 id="vision-and-execution-the-co-ceo-structure">Vision and Execution: The Co-CEO Structure</h2>To maintain execution discipline while pursuing category-defining innovation, P2P.org has introduced a Co-CEO structure. Konstantin Zaitcev, former co-founder and CEO of dRPC.org, joins as Co-CEO alongside Lomashuk.The division of responsibilities is explicit:<ul><li>Lomashuk leads vision, strategy, and category direction</li><li>Zaitcev owns delivery, execution, and operational performance</li></ul>Zaitcev brings experience building and scaling infrastructure businesses. He'll oversee day-to-day operations as P2P.org expands its product footprint across assets, networks, and use cases.This structure enables P2P.org to pursue ambitious product development while maintaining the operational excellence institutional clients require. Vision without execution creates vaporware. Execution without vision creates commoditization. The Co-CEO model addresses both imperatives.<h2 id="building-on-a-strong-foundation">Building on a Strong Foundation</h2>The leadership transition builds on the tenure of Alex Esin, who led P2P.org through exponential growth over the past three years. Under Esin's leadership, P2P.org achieved:<ul><li>15x client growth across institutional and retail segments</li><li>Massive Ethereum adoption establishing P2P.org as a dominant validator</li><li>Critical regulatory licenses enabling compliant operations in key markets</li><li>#1 market position in restaking infrastructure</li></ul>"We've achieved exactly what we set out to do — building a dominant, high-performance machine that leads the market," said Esin. "The foundation is rock-solid, and I can't think of a better setup than having Konstantin return to drive the next wave of innovation."Esin will continue supporting P2P.org in an advisory role, ensuring continuity as the company expands its mandate.<h2 id="what-full-stack-yield-infrastructure-means">What Full-Stack Yield Infrastructure Means</h2>The industry is evolving beyond standalone staking. Platforms and institutions now need systems that can:<ul><li>Aggregate yield opportunities across multiple protocols and asset types</li><li>Manage risk through diversification and real-time monitoring</li><li>Automate operations while maintaining institutional control and oversight</li><li>Provide transparency with comprehensive reporting and audit trails</li><li>Scale reliably without compromising security or performance</li></ul>P2P.org's validator operations demonstrated the company's ability to deliver on security, uptime, and performance. The move toward full-stack yield infrastructure applies that same rigor to a broader set of capabilities.This isn't incremental improvement. It's category creation — building the infrastructure layer that will support institutional yield generation as digital asset adoption accelerates.<h2 id="the-path-forward">The Path Forward</h2>With founder leadership in place and execution ownership clearly defined, P2P.org is focused on building yield infrastructure designed not just for today's market conditions, but for the next generation of digital asset finance.The company's track record provides the foundation. The leadership structure enables both vision and execution. The market opportunity is clear — institutions need yield infrastructure that combines the security and compliance they require with the innovation digital assets enable.P2P.org is building to meet that need.

John Murray

from p2p validator

P2P.org Appoints Betsabe Botaitis as Chief Financial Officer

<h2 id="at-a-glance">At a Glance:</h2><ul><li>Betsabe Botaitis joins P2P.org as CFO, bringing 20+ years of finance leadership across TradFi, fintech, and Web3</li><li>Her appointment strengthens P2P.org's institutional-grade financial operations as demand for reliable staking infrastructure accelerates</li><li>Botaitis previously served as CFO at Hedera, managing billions in digital assets and leading financial modernization initiatives</li><li>She will oversee finance, treasury, and operational functions to support P2P.org's continued global expansion</li></ul>P2P.org is strengthening its financial leadership with the appointment of Betsabe Botaitis as Chief Financial Officer. Botaitis brings more than two decades of experience building financial systems across traditional finance, fintech, and Web3—experience that positions P2P.org to scale its institutional staking operations with the rigor and transparency institutional clients demand.<h2 id="why-this-matters-for-institutional-staking">Why This Matters for Institutional Staking</h2>The institutional staking landscape continues to mature. Treasury managers, asset managers, and custodians increasingly view staking as a core component of their digital asset strategies, but they need infrastructure partners who operate with the same financial discipline they expect from traditional counterparts.Botaitis's appointment reflects P2P.org's commitment to this institutional standard. Her track record spans Citigroup, LendingClub, and most recently Hedera — where she managed hundreds of millions in fiat and billions in digital assets while modernizing treasury operations and establishing governance frameworks aligned with institutional expectations.<h2 id="from-traditional-finance-to-decentralized-infrastructure">From Traditional Finance to Decentralized Infrastructure</h2>Botaitis's career path mirrors the evolution of digital asset infrastructure itself. Starting in retail banking before moving through senior finance roles at major institutions, she later co-founded and served as CFO of a blockchain company. This combination of traditional financial discipline and crypto-native understanding makes her particularly well-suited to support P2P.org's institutional clients.Her recognition among CoinDesk's Top 50 Women in Web3 & AI and as an Ambassador at Fortune's Most Powerful Women Summit reflects her standing across both traditional and decentralized finance.<h2 id="what-botaitis-brings-to-p2porg">What Botaitis Brings to P2P.org</h2>At Hedera, Botaitis led the company's first financial audit, implemented enterprise risk management programs, and scaled treasury operations to meet institutional requirements. She brings hands-on experience with:<ul><li>Complex treasury management across fiat and digital assets</li><li>Building governance and reporting practices for regulatory environments</li><li>Scaling finance teams through periods of rapid growth</li><li>Working with boards, global partners, and institutional clients</li></ul>At P2P.org, she'll oversee finance, treasury, planning, and operational functions—ensuring the company's financial infrastructure continues to support both current institutional clients and future growth.<h2 id="supporting-p2porgs-next-chapter">Supporting P2P.org's Next Chapter</h2>"Betsabe adds immediate strategic value as we expand across markets and deepen our global footprint," said Alex Esin, CEO of P2P.org. "Her international experience, combined with hands-on leadership through every company lifecycle stage — from early growth and M&A to working with large institutions — gives us the financial leadership needed to execute our long-term vision."For Botaitis, the opportunity aligns with her view of staking's broader role in blockchain sustainability. "P2P.org has built trusted, enterprise-class infrastructure in institutional staking, and I'm excited to support its next phase of growth, particularly as demand increases in the U.S. and Latin America," she said. "I'm passionate about how staking secures blockchain networks, fosters ecosystem sustainability, and enables decentralized financial ecosystems. I'm committed to helping accelerate our momentum, strengthening our financial architecture, and supporting sustainable growth at global scale."<h2 id="the-institutional-imperative">The Institutional Imperative</h2>P2P.org operates validator infrastructure across 50+ networks with over $12 billion in staked assets. The company maintains a zero-slashing track record and 99.9% uptime while serving institutional clients who require seamless integration with custody providers, comprehensive reporting, and automated reward distribution.As institutional adoption of staking continues to accelerate, the financial operations supporting that infrastructure matter more than ever. Treasury managers need transparent, decision-quality data. Compliance teams need audit trails that meet regulatory standards. Finance teams need partners who understand both blockchain technology and institutional financial requirements.Botaitis's appointment strengthens P2P.org's ability to deliver on all three.

John Murray

from p2p validator

Tangem & P2P.org: Powering the Next Phase of Cardano Staking

<h2 id="at-a-glance">At a Glance:</h2><ul><li>Tangem app now connects users to P2P.org’s validator infrastructure for ADA staking.</li><li>ADA (the native token of Cardano) holders can now stake Cardano seamlessly via Tangem — secure keys, easy UX, and enterprise-grade reliability.</li><li>The collaboration is a blueprint for wallets, custodians, and fintech platforms to integrate staking without building infrastructure in-house.</li><li>Cardano is the first step — more networks and integrations are on the way.</li></ul><h2 id="cardano%E2%80%99s-vision-of-decentralization">Cardano’s Vision of Decentralization</h2>Cardano has earned a reputation as one of the most research-driven and sustainable blockchains in the world. Its methodical, peer-reviewed approach has helped it build a network that prioritizes decentralization, scalability, and long-term adoption. Unlike projects that chase short-term hype, Cardano has consistently focused on building infrastructure that can stand the test of time.At the heart of Cardano’s design is staking. By delegating ADA to validators, holders play an active role in securing the network, processing transactions, and sustaining decentralization. It’s one of the most community-centric models in blockchain — the foundation of governance and alignment across the Cardano ecosystem.<h2 id="why-staking-matters-now">Why Staking Matters Now</h2>Staking has become one of the most critical mechanisms for ensuring trust and accountability in proof-of-stake networks. It aligns validators and token holders, strengthens network security, and allows participants to support the networks they believe in directly.For ADA holders, staking represents not just participation, but contribution in Cardano’s long-term vision. Yet for many, the process has often been fragmented — requiring multiple apps, unfamiliar interfaces, or trust in validators they don’t fully know.This is the problem the Tangem–P2P.org integration solves.<h2 id="tangem-hardware-simplicity-meets-staking-power">Tangem: Hardware Simplicity Meets Staking Power</h2>Tangem has long been recognized for making self-custody straightforward. Its credit-card-sized hardware wallet lets users securely hold and transact crypto without technical complexity. Private keys remain locked inside the secure chip, while the wallet’s design makes it usable by anyone.Now, Tangem users can go further: staking ADA directly from within their wallet by delegating to P2P.org’s validators.It’s a major step forward in accessibility and convenience:<ul><li>Simplicity: Stake ADA in just a few taps, without needing external apps or interfaces.</li><li>Security: Assets remain fully under user control, with keys stored on Tangem’s secure hardware.</li><li>Accessibility: Both first-time users and experienced holders can participate without barriers.</li></ul>With this integration, Tangem expands its comprehensive self-custody ecosystem, adding a direct gateway for Cardano participation.<h2 id="p2porg-institutional-grade-validation-now-integrated">P2P.org: Institutional-Grade Validation, Now Integrated</h2>Behind Tangem’s seamless UX lies P2P.org’s validator infrastructure. With over $10 billion staked across 50+ networks, P2P.org is a leading staking infrastructure provider used by exchanges, custodians, and fintech platforms worldwide.For Tangem users, this integration means:<ul><li>Proven Reliability: P2P.org maintains industry-leading uptime and validator performance.</li><li>Institutional Trust: The same infrastructure that powers staking for institutions now supports Cardano users on Tangem.</li><li>Multi-Chain Expertise: Experience running validators across Ethereum, Solana, Polkadot, and dozens of other networks now extends to ADA staking inside Tangem.</li></ul>The result: ADA holders can delegate to experienced validators, without ever leaving their Tangem wallet.<h2 id="why-this-collaboration-matters-for-cardano">Why This Collaboration Matters for Cardano</h2>The integration arrives at an important time. Cardano adoption is expanding across DeFi, governance, and enterprise applications. As more ADA enters staking, the ecosystem needs solutions that combine accessibility with reliability.The Tangem–P2P.org collaboration strengthens Cardano by:<ul><li>Lowering barriers to staking: Secure, hardware-level delegation in a few taps.</li><li>Boosting decentralization: Broadening the base of participants strengthens the validator set.</li><li>Bridging retail and institutional staking: Bringing consumer hardware wallets and enterprise-grade infra into alignment.</li></ul><h2 id="beyond-tangem-a-blueprint-for-wallets-custodians-everywhere">Beyond Tangem: A Blueprint for Wallets & Custodians Everywhere</h2>This is also a model for how wallets, exchanges, and custody providers can add staking to their own platforms.The integration shows that partners can:<ul><li>Easily embed staking via P2P.org’s API or validator endpoints.</li><li>Offer multi-chain staking (Ethereum, Solana, Polkadot, Cardano, and more) without building infrastructure themselves.</li><li>Rely on established validators with extensive experience securing large-scale staking networks..</li></ul>Tangem sets the standard. It demonstrates how a user-first wallet can integrate staking quickly, securely, and at scale — setting a precedent for the wider industry.<h2 id="a-future-of-inclusive-staking">A Future of Inclusive Staking</h2>The future of staking will be defined by accessibility and trust. Users need tools that are intuitive and secure, while networks and institutions need validators that are reliable and professional.Tangem and P2P.org are showing how these two requirements can come together. For ADA holders, the result is a seamless way to stake directly from their wallet. For the industry, it’s evidence that staking can be integrated into any product without sacrificing user experience or operational standards.With Tangem, P2P.org has delivered more than just a new staking flow — it has shown the path forward for wallets and custodians everywhere.Together, we are setting the stage for a staking ecosystem that is inclusive, reliable, and ready to scale.Disclaimer: Staking rewards are not guaranteed and may vary. They depend on blockchain protocol changes, validator performance, and network-specific rules outside of P2P.org’s control. Participation in staking carries risks, including protocol issues, slashing, and technical failures. Users should conduct their own research, seek professional advice where necessary, and ensure they fully understand the risks before participating.

John Murray

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P2P.org Expands to Japan with Landmark Corporate Treasury Partnership

<h2 id="at-a-glance">At a Glance:</h2><ul><li>P2P.org, BITPOINT JAPAN, and Def consulting announce tripartite collaboration to enhance Ethereum treasury management for Japanese corporations</li><li>Def consulting will deploy diversified asset management approach for its Ethereum holdings using P2P.org's institutional staking infrastructure and BITPOINT's corporate services</li><li>Partnership creates replicable model for Japanese enterprises to incorporate digital assets into corporate financial strategy with institutional-grade standards</li><li>P2P.org brings $12B+ in secured assets, zero slashing record, 99.9% uptime, and SOC 2 compliance to Japanese market</li><li>BITPOINT plans to expand Ethereum asset management support for corporate clients using this collaboration as foundation</li></ul>Tripartite collaboration establishes new model for institutional digital asset operations in Japanese marketWe're excited to announce a landmark partnership with BITPOINT JAPAN and Def consulting that's setting a new standard for how Japanese corporations manage Ethereum treasury operations.<h2 id="solving-the-corporate-ethereum-challenge">Solving the Corporate Ethereum Challenge</h2>While Japanese companies are increasingly holding digital assets on their balance sheets, many lack institutional-grade frameworks for managing these assets strategically. This collaboration changes that equation.The partnership combines:<ul><li>BITPOINT's domestic crypto-asset exchange expertise</li><li>Def consulting's Ethereum-focused treasury strategy</li><li>P2P.org's institutional staking infrastructure</li></ul>Together, we're building a practical framework for Ethereum treasury operations that other institutions can adopt—demonstrating how digital assets integrate into corporate financial strategy with transparency and operational discipline.<h2 id="a-strategic-approach-to-ethereum-treasury-management">A Strategic Approach to Ethereum Treasury Management</h2>Def consulting, a comprehensive IT solutions consulting firm, has been building a digital asset treasury business since 2025 that incorporates Ethereum and other digital assets into their balance sheet to support sustainable corporate value.Under this partnership, Def consulting will deploy a more diversified and strategic asset management approach for its Ethereum holdings, supported by BITPOINT's corporate services and P2P.org's battle-tested staking infrastructure."Accelerating our Ethereum treasury strategy together with such strong partners—BITPOINT, a leading player in the domestic market, and P2P.org, which has world-class technical capabilities—holds significant meaning for our company," said Yuta Shimomura, Representative Director and President at Def consulting. "This three-party structure will further advance the strategic utilization of our Ethereum assets and maximize the return of value to all our stakeholders."<h2 id="global-standards-local-execution">Global Standards, Local Execution</h2>This collaboration reflects our commitment to building institutional-grade digital asset infrastructure in Japan with the same reliability, security, and transparency we provide to our 130+ institutional clients worldwide."We are honored to collaborate with Def consulting, an innovative Ethereum treasury player in the Japanese market, and BITPOINT, one of Japan's leading crypto-asset exchanges," said Alex Esin, Co-CEO at P2P.org. "P2P.org is proud to support Ethereum staking and treasury operations in Japan and contribute to the development of the market."Ken Nakata, Representative Director and President at BITPOINT JAPAN, added: "I am delighted that this tripartite collaboration has been realized. Working with P2P.org, which has world-class technical expertise, allows our Ethereum asset management support services to reach a new dimension. Through this partnership, we aim to demonstrate the potential of digital assets within corporate financial strategies to a much broader audience."<h2 id="the-p2porg-difference">The P2P.org Difference</h2>Our institutional staking infrastructure brings to this partnership:<ul><li>$12+ billion in assets under management across 40+ blockchain networks</li><li>Zero slashing incidents across seven years of operation</li><li>99.9% uptime delivering consistent institutional-grade reliability</li><li>SOC 2 compliance meeting enterprise security and operational standards</li></ul><h2 id="looking-ahead">Looking Ahead</h2>BITPOINT plans to use this collaboration as a model to expand Ethereum asset management support for corporate clients. By combining BITPOINT's services with P2P.org's infrastructure, the companies intend to offer Japanese enterprises methods for using crypto assets that align with global standards and support more advanced digital asset integration in corporate finance.This is just the beginning. As more institutions in Japan recognize the strategic value of Ethereum treasury operations, we're here to provide the infrastructure, expertise, and reliability they need to execute with confidence.Corporate customers interested in Ethereum asset management and staking support can contact BITPOINT's corporate services team via<a href="https://www.bitpoint.co.jp/?ref=p2p.org"> bitpoint.co.jp</a>.More information about Def consulting:<a href="https://def-consulting.co.jp/?ref=p2p.org"> def-consulting.co.jp</a><div class="kg-card kg-button-card kg-align-center"><a href="https://link.p2p.org/bdteam?ref=p2p.org" class="kg-btn kg-btn-accent">Learn about P2P.org's institutional staking services</a></div>

John Murray

from p2p validator

P2P.org's 2025 Wrapped: The Year We Led Institutional Staking

<h2 id="at-a-glance">At a Glance:</h2><ul><li>P2P.org held #1 validator position by APR on Solana for 96%+ of the year, achieved the highest PPR and NRR on Polkadot every single day, and led Ethereum staking by APR for 51 out of 52 weeks</li><li>Secured over $12 billion in AUM for 130+ institutional clients with zero slashing events, 99.9%+ uptime, and $300M+ in rewards paid out</li><li>First to market with Pectra support, ETH reward auto-compounding on Ledger, and staking of vested assets on TON (with Ton Whales) — plus genesis validator on Symbiotic, Babylon, Aztec, and Monad</li><li>Launched Unified API (20 networks), ETH Pooled Staking, achieved SOC 2 Type II certification, and expanded to 40+ networks with 23 new protocol integrations</li></ul> <h2 id="2025-a-year-of-market-leadership">2025: A Year of Market Leadership</h2>Day after day, week after week, month after month, we delivered performance that set the standard for institutional staking.<h3 id="the-performance-that-speaks-for-itself">The Performance That Speaks for Itself</h3>On Solana: We held the #1 validator position by APR for over 96% of the year. That's relentless operational excellence.On Polkadot: We achieved the highest PPR and NRR every single day, of every single week, in 2025. Read that again: every day.On Ethereum: We were the leading validator by APR for 51 out of 52 weeks. The math is simple — when institutions need performance, they choose <a href="http://p2p.org/?ref=p2p.org">P2P.org</a>.<figure class="kg-card kg-image-card"><img src="https://p2p.org/economy/content/images/2025/12/data-src-image-33f57bc6-e196-4542-8641-df0ecf44b622.png" class="kg-image" alt="" loading="lazy" width="1289" height="469" srcset="https://p2p.org/economy/content/images/size/w600/2025/12/data-src-image-33f57bc6-e196-4542-8641-df0ecf44b622.png 600w, https://p2p.org/economy/content/images/size/w1000/2025/12/data-src-image-33f57bc6-e196-4542-8641-df0ecf44b622.png 1000w, https://p2p.org/economy/content/images/2025/12/data-src-image-33f57bc6-e196-4542-8641-df0ecf44b622.png 1289w" sizes="(min-width: 720px) 720px"></figure><h3 id="the-trust-numbers">The Trust Numbers</h3><ul><li>$12+ billion in assets under management</li><li>130+ institutional clients trusting us with their staking operations</li><li>$300M+ in rewards paid out to our clients</li><li>Above 99.5% uptime across all networks</li><li>Zero slashing events (because rock solid security is our baseline)</li></ul><figure class="kg-card kg-image-card"><img src="https://p2p.org/economy/content/images/2025/12/data-src-image-4776bf9b-1cf5-4838-8dfa-75c5d436da3b.png" class="kg-image" alt="" loading="lazy" width="1954" height="1412" srcset="https://p2p.org/economy/content/images/size/w600/2025/12/data-src-image-4776bf9b-1cf5-4838-8dfa-75c5d436da3b.png 600w, https://p2p.org/economy/content/images/size/w1000/2025/12/data-src-image-4776bf9b-1cf5-4838-8dfa-75c5d436da3b.png 1000w, https://p2p.org/economy/content/images/size/w1600/2025/12/data-src-image-4776bf9b-1cf5-4838-8dfa-75c5d436da3b.png 1600w, https://p2p.org/economy/content/images/2025/12/data-src-image-4776bf9b-1cf5-4838-8dfa-75c5d436da3b.png 1954w" sizes="(min-width: 720px) 720px"></figure> <h2 id="first-to-market-every-time">First to Market. Every Time.</h2>In 2025, we led the industry with speed and precision:<ul><li>First staking provider to release Pectra support</li><li>First to enable auto-compounding of ETH rewards on Ledger</li><li>First to offer staking of vested assets on TON (in collaboration with Ton Whales)</li><li>Genesis validators on Symbiotic, Babylon, Aztec, Monad, and more</li></ul>When the biggest protocols in Web3 launched in 2025, they launched with P2P.org as their infrastructure partner. <h2 id="the-infrastructure-that-scales">The Infrastructure That Scales</h2>Launched Unified API supporting 20 networks from a single integration point. Institutional clients get one integration, 20+ networks.Launched ETH Pooled Staking with same-day Pectra support, making institutional Ethereum staking accessible at any scale.Achieved SOC 2 Type II certification, proving our security and compliance frameworks meet the standards institutions require.Became #1 in TVL with EtherFi and led Symbiotic Networks' mainnet launch as their top operator.Integrated with Ledger Live as the first option in their Earn section — when the world's leading hardware wallet chooses a default staking provider, they chose us. <h2 id="40-networks-one-standard-of-excellence">40+ Networks. One Standard of Excellence.</h2>We welcomed 23 new protocols in 2025, expanding our coverage to over 40 networks. Quantity never compromised quality:<ul><li>Every network receives the same institutional-grade infrastructure</li><li>Every protocol benefits from the same operational rigor</li><li>Every client gets the same zero-slashing guarantee</li></ul>Whether you're staking ETH, SOL, DOT, or launching on an emerging L1, you get the same P2P.org standard: uncompromising.<h2 id="why-this-success-sets-the-stage-for-2026">Why This Success Sets the Stage for 2026</h2>2025 was the year institutional staking went from "interesting" to "essential." The infrastructure is mature. The regulatory clarity is emerging. The opportunity is now.The data is conclusive — when institutions choose staking infrastructure, they choose performance, security, and reliability that P2P.org delivered every single day in 2025.<h3 id="the-2026-question-is-simple">The 2026 Question Is Simple:</h3>Do you want to stake with the provider that talks about institutional-grade infrastructure?Or do you want to stake with the provider that proved it 365 days in a row?<h2 id="thank-you">Thank You</h2>To our 130+ institutional clients: Your trust drives everything we do. Every validator spun up, every integration built, every protocol supported — it's all in service of delivering the bottom-line business impact your stakeholders demand.To our ecosystem partners: You made 2025's biggest launches possible. We're honored to build the infrastructure that powers your protocols.To our team: Zero slashing events don't happen by accident. 99.5% uptime isn't luck. You made 2025 possible.<h2 id="ready-to-win-2026">Ready to Win 2026?</h2>2025 taught us that the gap between good staking infrastructure and institutional staking infrastructure is measured in:<ul><li>Reliable uptime that never wavers</li><li>Performance that doesn’t compromise</li><li>Security that you can depend on</li></ul>We've spent years building that infrastructure. We spent 2025 proving it works at scale.Let's make 2026 your best year yet.<a href="https://link.p2p.org/bdteam?ref=p2p.org">Contact our institutional team</a> to discuss how P2P.org can maximize your digital asset returns in 2026.

John Murray

from p2p validator

2025: The Year EigenLayer Became an Economic System

<h2 id="at-a-glance">At a Glance:</h2><ul><li>Programmatic Incentives v2 launched, shifting focus from short-term capital movement to duration, consistency, and operator reliability</li><li>EigenAI and EigenCompute went live on mainnet alpha — the first production applications secured by restaking</li><li>Operator responsibilities expanded beyond uptime to include predictable infrastructure and conservative risk management</li><li>P2P.org launched a dedicated 5% EIGEN operator aligned with the updated incentive structure</li><li>EigenLayer transitioned from theoretical security model to functioning economic system with clear participant roles</li></ul>Over the course of 2025, EigenLayer moved into a more defined phase of its development. The network introduced clearer incentive structures, brought its first production services online, and gave operators and restakers a more concrete role in how the system functions.Taken together, these changes marked an important step forward: restaking began to operate less as a theoretical model and more as an economic system with real participants, responsibilities, and outcomes.<h2 id="a-more-structured-incentive-model">A More Structured Incentive Model</h2>One of the most meaningful developments this year was the rollout of Programmatic Incentives v2.The update refined how issuance is distributed and clarified what long-term participation on EigenLayer is meant to look like.Instead of optimizing primarily for short-term capital movement, the new structure places more emphasis on duration, consistency, and operator reliability.For restakers and operators, this created a clearer set of expectations. Incentives became easier to reason about, and participation started to feel more deliberate rather than reactive.<h2 id="eigenai-and-eigencompute-brought-restaking-into-production">EigenAI and EigenCompute Brought Restaking Into Production</h2>In parallel, EigenLayer saw the launch of EigenAI and EigenCompute on mainnet alpha.These services represented the first concrete examples of applications relying on restaking for security. EigenAI introduced verifiable inference, while EigenCompute provided a framework for verifiable off-chain execution. Together, they demonstrated how restaked capital and operator infrastructure could support live workloads rather than remaining an abstract security layer.This shift was important not because of scale, but because it made the role of restaking observable in practice.<h2 id="operators-as-part-of-the-economic-core">Operators as Part of the Economic Core</h2>As EigenLayer’s structure became clearer, so did the role of operators.In 2025, operating on EigenLayer increasingly meant more than maintaining uptime. Operators became responsible for supporting AVSs with predictable infrastructure, managing risk conservatively, and aligning their setups with the protocol’s evolving incentive model.For P2P.org, the year was focused on staying aligned with that direction. As Programmatic Incentives v2 came online and EigenLayer expanded its AVS set, P2P adjusted its operator parameters to reflect the new framework, including the launch of a dedicated 5% EIGEN operator designed specifically around the updated incentive structure.The goal throughout the year was consistency: operating in a way that fits EigenLayer’s long-term design rather than optimizing for short-term changes.<h2 id="a-clearer-picture-going-into-2026">A Clearer Picture Going Into 2026</h2>By the end of 2025, EigenLayer had established a more coherent system across incentives, infrastructure, and applications.<ul><li>Restakers had clearer signals.</li><li>Operators had more defined responsibilities.</li><li>AVSs began operating on top of a security layer that was designed to support them over time.</li></ul>That coherence is what defines this year in retrospect. EigenLayer has grown, and become easier to understand, participate in, and build on.As the network moves into 2026, that clarity sets a stronger foundation for what comes next.Reminder: <a href="http://p2p.org/?ref=p2p.org">P2P.org</a> has a dedicated 5% EIGEN Operator live, available to the end of 2025.<div class="kg-card kg-button-card kg-align-center"><a href="link.p2p.org/c4365d" class="kg-btn kg-btn-accent">Delegate now</a></div>

John Murray

from p2p validator

P2P.org Achieves SOC 2 Type II Certification

<h2 id="at-a-glance">At a Glance:</h2><ul><li>P2P.org has achieved SOC 2 Type II compliance — the gold standard for security controls in digital infrastructure</li><li>Independent auditors verified security, availability, and confidentiality protocols across validator operations securing $10B+ in assets</li><li>SOC 2 Type II certification accelerates institutional onboarding, enables expanded partnerships, and provides regulatory confidence</li></ul>The infrastructure trusted with $10B+ in digital assets now carries the security certification that institutional treasuries demand.We started P2P.org with a simple thesis: institutions would eventually need validator infrastructure they could actually trust. Not trust-but-verify. Not trust-because-marketing-says-so. Real, auditable, put-your-name-on-it trust.Now, after months of rigorous auditing, P2P.org has achieved SOC 2 Type II compliance — the gold standard for security, availability, and confidentiality controls in the digital infrastructure space.For our institutional clients managing treasuries, custody operations, and asset allocation strategies, this isn't just another certification. It's confirmation that P2P.org's security architecture meets the same standards required of traditional financial service providers.<h2 id="why-soc-2-type-ii-matters-for-institutional-staking">Why SOC 2 Type II Matters for Institutional Staking</h2>When institutions stake billions in digital assets, they need more than technical expertise. They need verifiable proof that security controls are designed, implemented, and operating effectively.SOC 2 Type II compliance provides exactly that verification through independent audits of:<ul><li>Security architecture across validator infrastructure</li><li>Availability guarantees that support our 99.9% uptime track record</li><li>Confidentiality protocols protecting sensitive institutional data</li><li>Processing integrity ensuring accurate reward distribution</li></ul>This certification validates what our 130+ institutional clients already experience: zero slashing events across 40+ networks, institutional-grade operational controls, and the infrastructure security that board-level risk committees require."Achieving SOC 2 Type II reflects the standards we have consistently upheld while supporting staking infrastructure at scale. The certification provides institutions with clear, auditable assurance of the rigor behind P2P.org's controls."<ul><li>Daniel Mylnikov, Chief Operations Officer, P2P.org</li></ul><h2 id="what-this-enables">What This Enables</h2><h3 id="faster-institutional-onboarding">Faster Institutional Onboarding</h3>Compliance teams can now complete their vendor risk assessments with confidence. The SOC 2 Type II report provides the third-party verification that institutional procurement processes demand, reducing onboarding timelines from months to weeks.<h3 id="expanded-partnership-opportunities">Expanded Partnership Opportunities</h3>Major exchanges, custodians, and asset managers often require SOC 2 Type II certification from infrastructure providers. This achievement unlocks new collaboration possibilities across the institutional landscape.<h3 id="regulatory-confidence">Regulatory Confidence</h3>As digital asset regulations evolve globally, demonstrable security controls become increasingly critical. SOC 2 Type II compliance positions P2P.org's institutional clients to meet regulatory expectations with their staking infrastructure provider.<h2 id="built-into-our-operations">Built Into Our Operations</h2>SOC 2 Type II compliance is an ongoing commitment embedded into P2P.org's operational framework.Our certification covers the systems and processes that secure validator operations, manage institutional accounts, and protect client data across our infrastructure. Independent auditors verified these controls over an extended observation period, confirming they operate effectively under real-world conditions.For institutions evaluating staking infrastructure, the SOC 2 Type II report provides detailed evidence of how P2P.org maintains security, availability, and confidentiality standards day-to-day.<h2 id="the-standard-for-institutional-digital-asset-infrastructure">The Standard for Institutional Digital Asset Infrastructure</h2>P2P.org's approach has always been clear: if institutions are going to stake digital assets at scale, they need infrastructure that meets institutional standards.SOC 2 Type II compliance adds to our existing foundation:<ul><li>Zero slashing across $10B+ in secured assets</li><li>99.9% uptime across 40+ supported networks</li><li>Strategic partnerships with Ledger, Copper, Fireblocks, and Lido</li><li>Dedicated institutional support and custom integration capabilities</li></ul>Institutional treasuries shouldn't have to choose between technical capability and enterprise-grade security controls. With SOC 2 Type II compliance, they don't have to.<h2 id="whats-next">What's Next</h2>P2P.org will maintain SOC 2 Type II compliance through annual audits, ensuring our security controls continue meeting institutional standards as our infrastructure scales.For institutions beginning their staking journey or evaluating their current provider, the SOC 2 report provides comprehensive documentation of P2P.org's security architecture and operational controls.<a href="https://trust.p2p.org/?ref=p2p.org">The full SOC 2 Type II report is available to current and prospective clients through our Trust Center.</a>Ready to discuss how P2P.org's institutional-grade infrastructure supports your staking strategy? Our team can walk through the SOC 2 Type II report and how our security framework aligns with your compliance requirements.<div class="kg-card kg-button-card kg-align-center"><a href="https://link.p2p.org/bdteam?ref=p2p.org" class="kg-btn kg-btn-accent">Contact our institutional team to learn more</a></div>

John Murray

from p2p validator

Monad Mainnet: The First Month of Running a Top Validator

<h2 id="at-a-glance">At a Glance:</h2><ul><li>Monad mainnet launched Nov 24, 2025 — the first parallel EVM blockchain designed to solve Ethereum's throughput ceiling without breaking composability</li><li>Day 1 success: Mainnet launched with immediate Uniswap, Curve, and Chainlink deployments</li><li>Week 1 milestone: $150M TVL crossed faster than any L1 launch in 2025</li><li>P2P.org secured #3 validator position by TVL (#1 among institutional-grade staking providers) — running mainnet infrastructure since genesis, validated billions in transactions with perfect uptime</li><li>The first-mover window is closing fast — institutional DeFi is moving to parallel execution, and early validator partners are capturing the opportunity</li></ul>Remember the skeptics who said parallel EVM was impossible? They went quiet on November 24th when Monad processed its first mainnet block. As one of the network's top validators, we had a front-row seat to what might be the most technically ambitious blockchain launch since Ethereum itself.After shepherding billions in stake through the transition from testnet to mainnet, here's the story of what actually happened — and why the next twelve months could redefine what's possible on EVM chains.<h2 id="the-launch-that-rewrote-the-playbook">The Launch That Rewrote the Playbook</h2>Many blockchain launches follow a script: quiet genesis, slow ecosystem growth, gradual legitimacy. Monad brought its own playbook.<figure class="kg-card kg-image-card"><img src="https://p2p.org/economy/content/images/2025/12/data-src-image-54a0575a-bf26-4c3e-aa5a-3be6423beb5e.png" class="kg-image" alt="" loading="lazy" width="1640" height="1782" srcset="https://p2p.org/economy/content/images/size/w600/2025/12/data-src-image-54a0575a-bf26-4c3e-aa5a-3be6423beb5e.png 600w, https://p2p.org/economy/content/images/size/w1000/2025/12/data-src-image-54a0575a-bf26-4c3e-aa5a-3be6423beb5e.png 1000w, https://p2p.org/economy/content/images/size/w1600/2025/12/data-src-image-54a0575a-bf26-4c3e-aa5a-3be6423beb5e.png 1600w, https://p2p.org/economy/content/images/2025/12/data-src-image-54a0575a-bf26-4c3e-aa5a-3be6423beb5e.png 1640w" sizes="(min-width: 720px) 720px"></figure>The numbers tell one story, but being in the validator chat during those first 72 hours told another. Every major protocol wanted to be first. The race to deploy created the kind of energy we hadn't seen since DeFi Summer 2020. Except this time, the infrastructure actually held up.<h2 id="what-5200-tps-feels-like-in-production">What 5,200 TPS Feels Like in Production</h2>Let's talk about the MON airdrop claim — the moment that tested everything.225,000 eligible addresses. $105 million in tokens. One massive stress test nobody planned, but everyone needed. When claims opened, our validator nodes saw something beautiful: genuine parallel execution at scale.The network peaked at 5,200 TPS during the rush. Not the 10,000 TPS we saw in controlled testnet conditions, but here's the secret — 5,200 real transactions per second is revolutionary. Each claim triggered smart contract interactions, state updates, and event emissions. These weren't simple transfers; they were complex operations that would have brought Ethereum to its knees.Our monitoring showed something fascinating: 65% of transactions executed in parallel without conflicts. The remaining 35% that required sequential processing? Monad's optimistic execution handled them so smoothly that users never noticed. Transactions confirmed in under 2 seconds even at peak load.Compare this to every other "Ethereum killer" launch we've validated. Solana's mainnet beta crashed seventeen times in its first year. Avalanche's C-Chain ground to 2 TPS during its first NFT mint. BSC validators were manually adjusting gas limits like it was 2017.Monad just... worked.<h2 id="the-liquid-staking-gold-rush">The Liquid Staking Gold Rush</h2>Four liquid staking protocols launching simultaneously created the most competitive staking landscape we've ever seen. As validators integrated with all four, we watched an ecosystem speedrun years of evolution in weeks.aPriori took a capital-first approach, raising $30M (including a $20M round from Pantera, Hashed Fund, and Arrington XRP Capital) to build MEV-aware liquid staking from day one. Users stake MON for aprMON, which captures both traditional staking rewards and MEV profits transparently. On a network processing 10,000 TPS, MEV complexity multiplies — aPriori's infrastructure is built to capture and redistribute that value without extraction games. <div class="kg-card kg-button-card kg-align-center"><a href="https://www.apr.io/?ref=p2p.org" class="kg-btn kg-btn-accent">Stake with aPriori</a></div>FastLane's ambitious "holistic LST" approach is proving prescient. Bundling staking yields with MEV capture and RPC revenues creates yields 15% higher than native staking. They're basically building Lido + Flashbots + Infura in one token.<div class="kg-card kg-button-card kg-align-center"><a href="https://shmonad.xyz/?ref=p2p.org" class="kg-btn kg-btn-accent">Stake with FastLane</a></div>Magma became the people's choice. Arthur Hayes tweeting about "community-owned staking" resonated with retail. Their Distributed Validator Technology created redundancy that institutions appreciate, even if slashing hasn't been a risk yet. The community treasury model is attracting DAOs looking to stake protocol funds.<div class="kg-card kg-button-card kg-align-center"><a href="https://www.magmastaking.xyz/?ref=p2p.org" class="kg-btn kg-btn-accent">Stake with Magma</a></div>Kintsu's governance drama actually strengthened the protocol. When token holders voted to rotate validators based on performance metrics, it created the first truly dynamic validator set. The market loved it — sMON trades at a premium to other LSTs.<div class="kg-card kg-button-card kg-align-center"><a href="https://kintsu.xyz/staking?ref=p2p.org" class="kg-btn kg-btn-accent">Stake with Kintsu</a></div>The competition drove innovation at incredible speed. Features that took years to develop on Ethereum appeared on Monad in weeks. The winners? Stakers, who now have sophisticated options from day one.<h2 id="building-at-the-speed-of-light">Building at the Speed of Light</h2>The surge on smart contracts deployed on the testnet set expectations high. The mainnet reality is even more impressive — not in quantity, but in quality.<h3 id="defi-explosion">DeFi Explosion:</h3><ul><li>Kuru Exchange (Paradigm-backed) processed $500M volume in week three</li><li>Bean Exchange's gamified trading attracted 50,000 users from Arbitrum</li><li>Perpl's on-chain perpetuals hit $100M open interest faster than dYdX did</li><li>Orderly Network brought 20+ market makers, creating CEX-like liquidity</li></ul><h3 id="bridge-innovation">Bridge Innovation:</h3><ul><li>deBridge averages 1.96-second settlement with $20M+ in contract balances</li><li>Wormhole connected Monad to 30+ chains on day one</li><li>LayerZero enabled native USDC transfers keeping $50M+ circulating</li></ul>The Surprise Winner: Tether Gold (XAUT0) reaching $36.6M market cap wasn't on anyone's bingo card. Real-world assets found a home on Monad before most DeFi protocols. The speed and low fees make tokenized commodities actually usable.What's remarkable is what's NOT here yet — no major NFT collections, no GameFi, no SocialFi. The infrastructure focus means Monad attracted builders, not speculators. The applications being built now will define the network for years.<h2 id="p2porgs-technical-evolution">P2P.org's Technical Evolution</h2>P2P.org currently ranks #3 by total value locked and #1 among institutional-grade staking service providers — a position earned through infrastructure optimized specifically for Monad's parallel execution architecture. Since genesis, we've validated billions in transactions with zero downtime, proving that institutional-grade reliability scales at 5,000 TPS.Running a top Monad validator pushed us to evolve our infrastructure in ways Ethereum never demanded.Storage That Matches Speed: MonadDB's design required specialized hardware configurations. The payoff: 10x faster data retrieval compared to our Ethereum nodes. When you're validating 5,000 TPS, storage becomes the bottleneck fast.Network Topology Matters: We optimized our position in Monad's block propagation network (RaptorCast) and reduced latency by 40ms. In a 400ms block time environment, that's the difference between consistent block production and occasional misses.What Actually Parallelizes: The most surprising discovery: DeFi transactions don't parallelize well (too many shared state dependencies), but gaming and NFT transactions parallelize beautifully. If Monad's killer app emerges, it might not be another DEX — it could be on-chain gaming at consumer scale.<h2 id="the-513-million-vote-of-confidence">The $513 Million Vote of Confidence</h2>Let's talk about money — $513 million of it ($244M via private rounds, and a $269M public sale on Coinbase).Paradigm's $150 million commitment signaled conviction at scale. When the smartest money in crypto bets that big, attention follows. The investor roster reads like a Web3 hall of fame: Dragonfly, Electric Capital, Greenoaks, Coinbase Ventures, Animoca.But the real validation came from day-one readiness. Uniswap arrived optimized for parallel execution. Chainlink launched new oracle products. Circle enabled native USDC minting. Major protocols built specifically for Monad, not just ported existing code.The ecosystem fund of 38.5 billion MON tokens (worth ~$2 billion at current prices) means Monad can fund development for decades. Grants are flowing, hackathons are packed, and developers are shipping at unprecedented speed.<h2 id="the-competitive-landscape-gets-spicy">The Competitive Landscape Gets Spicy</h2>The parallel EVM race intensified with Monad's success:Sei's response was swift — announcing 50,000 TPS targets and "Twin Turbo" consensus. Competition drives innovation, and Sei's improvements benefit everyone. Their 380ms finality is genuinely impressive, but Monad's 400ms with superior throughput offers a different tradeoff.MegaETH's $100 million raise to build 100,000 TPS infrastructure shows the market's appetite for speed. Their centralized approach is philosophically different from Monad's decentralized vision. There's room for both.Polygon's head start in production means valuable battle-testing, but Monad's ground-up architecture shows in performance. Sometimes building fresh beats retrofitting.The beauty? This isn't zero-sum. Each parallel EVM implementation teaches the others. The rising tide of parallel execution lifts all chains.<h2 id="the-institutional-gateway-opens">The Institutional Gateway Opens</h2>Our institutional clients approached Monad cautiously, then enthusiastically. Here's what changed their minds:Week 1: "Interesting technology, let's wait and see." Week 2: "Zero downtime through the airdrop chaos? Impressive" Week 3: "$150M TVL already? Real DeFi protocols?" Week 4: "We're ready to allocate."The allocations started at $5-10 million — testing the waters. By week four, we're processing $25-50 million stakes, and our TVL is up to $4.6 million. Not Ethereum levels yet, but the trajectory is clear.What sealed the deal? The ecosystem quality. When protocols like Uniswap, Curve, and Chainlink commit to day-one deployment, the market validation speaks for itself.<h2 id="the-hidden-opportunities-nobodys-discussing">The Hidden Opportunities Nobody's Discussing</h2>After a month of mainnet observation, here are the opportunities most are missing:State Rent Economics: Monad will need state rent eventually. Validators who figure out state management now will have massive advantages later. We're researching archival solutions that could become standardized infrastructure.Cross-LST Arbitrage: With four liquid staking tokens trading at different premiums, arbitrage opportunities are ample. Sophisticated strategies are yielding 20-30% APR for those who understand the mechanics.Parallel-Native Applications: Everyone's porting Ethereum DeFi, but what about apps that NEED 5,000 TPS? High-frequency trading, real-time gaming, social feeds — Monad enables use cases impossible elsewhere.The Builder Ecosystem: With 38.5 billion MON in ecosystem funds, being early to build on Monad carries both technical and financial advantages.<h2 id="what-the-next-six-months-hold">What the Next Six Months Hold</h2>Based on the current trajectory, here's what we expect:<h3 id="1-institutional-capital-finds-its-entry-point">1. Institutional Capital Finds Its Entry Point</h3>Traditional finance doesn't move fast, but it moves big. The combination of regulatory clarity, proven infrastructure uptime, and institutional-grade custody solutions means treasury allocations are coming. Not retail speculation, but actual balance sheet decisions.<h3 id="2-applications-built-for-speed-actually-arrive">2. Applications Built for Speed Actually Arrive</h3>For years, developers compromised because blockchains couldn't deliver. Monad changes that calculation. The next six months will reveal what's possible when latency and throughput stop being constraints — high-frequency trading, on-chain gaming with real economies, consumer apps that don't feel like crypto. The killer app won't look like existing DeFi.<h3 id="3-the-parallel-execution-standard-emerges">3. The Parallel Execution Standard Emerges</h3>Ethereum showed the world smart contracts. Solana proved monolithic chains could scale. Monad is establishing parallel execution as the paradigm for the next generation of blockchains. Whether through direct adoption, L2 implementations, or competitors following the model, parallelization becomes table stakes. Being early to that shift matters.The validators who secure this infrastructure (and the institutions who partner with them) will define how the next era of blockchain scales.<h2 id="the-validators-perspective-why-were-bullish">The Validator's Perspective: Why We're Bullish</h2>After validating on 40+ networks, we've developed pattern recognition for what works. Monad checks every box:Technical Excellence: The architecture is both fast and elegant. MonadBFT, parallel execution, MonadDB, RaptorCast — each component shows deep engineering thought.Ecosystem Velocity: The speed of development is unmatched. What took Ethereum years is happening in months on Monad.Community Energy: The Discord has 711,000 members who aren't just there for airdrops. They're building, discussing, improving. The purple pfp army is real.Institutional Readiness: Unlike previous "Ethereum killers," Monad launched with institutional-grade infrastructure from day one.Capital Efficiency: $517 million raised, but more importantly, spent wisely. No massive marketing campaigns or celebrity endorsements — just building.<h2 id="the-bottom-line-this-is-just-the-beginning">The Bottom Line: This Is Just the Beginning</h2>One month in, Monad has graduated from "promising technology" to "proven infrastructure." The parallel EVM has moved beyond the theoretical, and is processing millions of transactions daily.We've seen blockchain launches promise revolutions and deliver iterations. Monad promised 10,000 TPS and delivered the fastest production EVM ever built. The gap between promise and delivery is smaller than any previous generation.As top validators, we enable this evolution with every block produced, every transaction validated, every optimization deployed. Our infrastructure pushes the boundaries of what's possible.The next twelve months will redefine what developers expect from blockchain infrastructure. When applications can assume 5,000 TPS and 2-second finality, entirely new categories become possible.We're not betting on Monad because it's fast. We're betting on it because it's fast enough to enable what comes next.P2P.org operates a top 10 Monad validator with perfect uptime since genesis. We're expanding our infrastructure and actively onboarding institutional partners who recognize the generational opportunity in parallel EVM technology.Ready to stake with validators who've been perfecting Monad operations since Testnet-1?<div class="kg-card kg-button-card kg-align-center"><a href="https://www.p2p.org/networks/monad?ref=p2p.org" class="kg-btn kg-btn-accent">Get started with P2P.org</a></div>For developers building the future: The best time to deploy on Monad was day one. The second-best time is today.

John Murray

from p2p validator

$25K+ in Rewards: The New Resolv USR Campaign Inside SafePal

<h2 id="at-a-glance">At a Glance:</h2><ul><li>Time-limited staking incentives across multiple networks via SafePal's non-custodial wallet</li><li>Boosted rewards on top of standard staking returns — your assets work harder during this campaign period</li><li>SafePal users get direct access to P2P.org's institutional-grade validator infrastructure</li><li>Stake directly through SafePal's wallet interface — no technical setup require</li></ul>SafePal users hold a huge amount of stablecoins, but activating them directly inside the wallet hasn’t always been straightforward. We're excited to announce a new staking incentives campaign with SafePal, one of the world's leading non-custodial wallet providers. This collaboration brings enhanced rewards to SafePal users who stake their digital assets through P2P.org's validator infrastructure.For a limited time, SafePal users who deposit >$100 in Resolv USR (via USDT or USDC on Ethereum) through the P2P.org dApp inside SafePal Earn will qualify for a share of 332,770 RESOLV rewards (over $25k at current market prices). Everything happens inside the wallet — no new accounts, no external dashboards, no extra steps.The goal is simple: give SafePal users a clean, wallet-native way to put their stablecoins to work, backed by infrastructure trusted by institutions.<h2 id="what-this-means-for-you">What This Means for You</h2>If you're holding assets in your SafePal wallet, this campaign opens up an opportunity to generate boosted returns without the complexity of traditional staking setups. Here's what makes this valuable:<h3 id="simplified-access-to-institutional-grade-infrastructure">Simplified Access to Institutional-Grade Infrastructure</h3>Through SafePal's integration with P2P.org, you get direct access to our validator infrastructure that secures over $10 billion in digital assets. Our 99.9%+ uptime and zero-slashing track record across 40+ networks means your staked assets are backed by enterprise-level security and reliability.<h3 id="enhanced-rewards-not-just-standard-returns">Enhanced Rewards, Not Just Standard Returns </h3>During this incentive period, participants earn boosted rewards on top of standard staking yields. This means your assets work harder for you — combining P2P.org's competitive base rewards with additional campaign incentives.<h3 id="no-technical-barriers">No Technical Barriers </h3>Forget about running nodes, managing validator keys, or navigating complex staking protocols. SafePal's wallet interface handles the technical complexity, letting you stake with just a few taps.<h2 id="how-the-campaign-works">How the Campaign Works</h2>This incentive campaign runs from December 17 to January 7, with a reward pool of 332,770 RESOLV distributed among qualifying participants.<h3 id="participation-requirements">Participation Requirements:</h3><ul><li>Minimum deposit: $100 in USDT or USDC (ERC20)</li><li>Hold period: Your deposit must remain staked through January 7 to qualify for rewards</li><li>All reward details and updates appear directly in SafePal's interface</li></ul><h3 id="getting-started">Getting Started:</h3><ol><li>Open SafePal</li><li>Go to Earn</li><li>Tap the Resolv USR campaign</li><li>Confirm redirect to the P2P.org dApp</li><li>Select Resolv USR</li><li>Deposit >$100 USDT/USDC</li><li>Hold until the campaign ends</li><li>Rewards are distributed automatically</li></ol>Your staked assets remain under your control in SafePal's non-custodial environment, with P2P.org's validator infrastructure handling the technical validation work.<h2 id="why-resolv-usr">Why Resolv USR?</h2>Resolv USR is a yield-bearing stablecoin that combines the stability of USD-pegged assets with the opportunity to earn rewards through staking. By participating in this campaign through SafePal and P2P.org:<ul><li>Maintain USD stability while your assets generate returns</li><li>Access institutional-grade infrastructure without technical complexity</li><li>Earn campaign bonuses on top of standard USR staking rewards</li><li>Keep full custody of your assets in SafePal's non-custodial wallet</li></ul>The $100 minimum makes this campaign accessible whether you're testing the waters or deploying larger allocations.<h2 id="why-this-partnership-matters">Why This Partnership Matters</h2><h3 id="for-safepal-users">For SafePal Users:</h3>This campaign removes friction from staking while maintaining the security of self-custody. You don't need to transfer assets to exchanges or trust third-party custodians—your keys stay with you while P2P.org's infrastructure does the heavy lifting.<h3 id="for-the-wider-market">For the Wider Market:</h3>Collaborations like this between wallet providers and institutional-grade infrastructure operators demonstrate how Web3 is maturing. Users get simplified access to sophisticated staking operations that were previously reserved for large institutions or technical experts.If you’re a wallet, exchange, or fintech platform and want to offer similar in-wallet stablecoin campaigns or integrate P2P.org’s stablecoin infrastructure directly into your product, reach out at <a href="mailto:[email protected]" rel="noreferrer">[email protected]</a>. <h2 id="read-to-get-started">Read to Get Started? </h2>Deposit. Hold. Qualify.This campaign removes the friction from stablecoin staking. You get institutional-grade infrastructure from P2P.org, a user-friendly interface from SafePal, and a share of real rewards for a simple three-week commitment.The opportunity is straightforward: put your idle USDT or USDC to work and earn your share of the reward pool. Campaign runs through January 7.<div class="kg-card kg-button-card kg-align-center"><a href="https://link.p2p.org/df64cf?ref=p2p.org" class="kg-btn kg-btn-accent">Participate in the campaign</a></div>

John Murray

from p2p validator

Leveraged Staking: The Next Chapter of Institutional Yield in the United States

<h2 id="at-a-glance">At a Glance:</h2><ul><li>P2P.org's new report provides actionable frameworks for evaluating protocols, sizing positions, and implementing risk controls.</li><li>Leveraged staking can amplify returns by 2-5x through strategic use of borrowed capital, with institutional protocols now offering 15-30%+ APYs.</li><li>Advanced strategies combine liquid staking tokens, DeFi lending protocols, and yield optimization to maximize capital efficiency while managing risk.</li><li>Institutional adoption requires understanding liquidation mechanics, smart contract risks, and tax implications—areas where proper infrastructure is critical.</li></ul>In 2025, U.S. institutions are no longer asking whether digital asset yield is accessible — they’re asking what’s compliant, what’s operational, and what’s worth allocating to.Ethereum staking now exceeds 40 million ETH, driven in part by validator consolidation among regulated operators. Tokenized Treasury products — including bills, repo, and MMF wrappers — have surpassed $1.3 billion in active issuance. Stablecoin reserves are generating meaningful interest income, with some issuers introducing partial pass-through models for institutional clients.Each of these yield streams has a different structure. But for U.S.-regulated firms, the relevant dividing line isn’t technical — it’s legal and operational. Custody configuration, accounting treatment, and regulatory perimeter define what’s viable, not just what’s possible.That’s the purpose of this report.<div class="kg-card kg-button-card kg-align-center"><a href="https://link.p2p.org/7731a6?ref=p2p.org" class="kg-btn kg-btn-accent">Download the full report</a></div><h2 id="our-institutional-framework">Our Institutional Framework</h2>The Next Chapter of Institutional Yield in the United States (2025) provides a structured, U.S.-specific view of how institutions can access on-chain yield today — and what guardrails shape that access.Topics include:<ul><li>Where yield comes from: ETH staking post-Pectra (EIP-7251), validator MEV, restaking mechanics, tokenized treasuries, and stablecoin reserve yield.</li><li>Access and constraints: How staking works under qualified custody; how rewards are taxed and booked; what’s green-lit, gray, or off-limits under current federal guidance.</li><li>Market sizing and adoption signals: TVL, tokenized asset issuance, custodian activity, and float concentration across protocols and products.</li><li>Product archetypes and risk models: A breakdown of viable staking and tokenized yield structures, including liquidity profiles, operational overhead, and risk controls.</li><li>Institutional case studies: Examples of custody-linked staking, on-chain treasury strategies, and yield optimization using stablecoin float.</li></ul>It also includes a one-page compliance matrix summarizing access pathways across the current U.S. legal and regulatory environment.<h2 id="who-this-report-is-for">Who This Report Is For</h2>This guide is designed for institutional decision-makers evaluating DeFi yield strategies:<ul><li>Treasury Managers seeking to optimize returns on digital asset holdings</li><li>Asset Managers building DeFi exposure for institutional clients</li><li>Family Offices diversifying into sophisticated crypto strategies</li><li>Crypto-Native Funds looking to maximize capital efficiency</li></ul>Whether you're taking your first steps into DeFi or optimizing existing positions, this report provides the framework to evaluate opportunities and manage risks effectively.<h2 id="why-now">Why Now</h2>The yield mechanics in crypto have matured — but clarity has lagged behind. This report is built to bridge that gap using verifiable data, public guidance, and a neutral framework.The focus is on structure: how yield is created, how it can be accessed, and how institutions are doing so today — within the limits of what’s currently permitted.Download the full report to access our complete framework for institutional leveraged staking, including detailed protocol comparisons, risk matrices, and implementation playbooks.<div class="kg-card kg-button-card kg-align-center"><a href="https://link.p2p.org/7731a6?ref=p2p.org" class="kg-btn kg-btn-accent">Download the full report</a></div>Ready to discuss implementation? P2P.org provides institutional-grade staking infrastructure with the technical expertise to support sophisticated DeFi strategies. Contact our institutional team to explore how we can support your yield objectives.<div class="kg-card kg-button-card kg-align-center"><a href="https://link.p2p.org/bdteam?ref=p2p.org" class="kg-btn kg-btn-accent">Contact our team</a></div>

John Murray

from p2p validator

P2P.org Now Available as a SOL Validator in the Crypto.com Onchain Wallet

<h3 id="at-a-glance">At a Glance:</h3><ul><li>P2P.org has been added as a Solana validator inside the Crypto.com Onchain Wallet</li><li>Users gain more choice and flexibility when selecting a validator for SOL staking</li><li>P2P.org brings a zero-slashing history, 99.9% uptime, and over $10B in assets secured across 40+ networks</li><li>Validator operations meet institutional-grade reliability and security standards</li></ul><a href="https://crypto.com/eea/onchain?ref=p2p.org" rel="noreferrer">Crypto.com Onchain Wallet</a> users can now delegate SOL directly to P2P.org, gaining access to a trusted, high-performance validator. This addition expands the validator options available in the wallet and increases the flexibility and confidence users have when staking SOL in a non-custodial environment.<h2 id="why-cryptocom-added-p2porg-as-a-validator">Why Crypto.com Added P2P.org as a Validator</h2>When staking SOL through a non-custodial wallet, choosing a validator is one of the most important decisions a user makes. Validator quality impacts uptime, reward consistency, and long-term staking performance.Crypto.com added P2P.org to its validator list to provide users with:<ul><li>A proven validator known for consistent performance</li><li>A strong uptime and zero-slashing track record</li><li>A secure and transparent staking experience</li><li>An additional trusted option inside a familiar interface</li></ul><h2 id="what-this-means-for-cryptocom-onchain-wallet-users">What This Means for Crypto.com Onchain Wallet Users</h2>The experience stays simple:<ol><li>Open Onchain Wallet → SOL</li><li>Tap “Stake”</li><li>Choose P2P.org as your validator</li><li>Confirm delegation</li></ol><figure class="kg-card kg-image-card"><img src="https://p2p.org/economy/content/images/2025/12/data-src-image-3ce49585-288e-4ac0-86d6-1fc83970845f.png" class="kg-image" alt="" loading="lazy" width="668" height="1336" srcset="https://p2p.org/economy/content/images/size/w600/2025/12/data-src-image-3ce49585-288e-4ac0-86d6-1fc83970845f.png 600w, https://p2p.org/economy/content/images/2025/12/data-src-image-3ce49585-288e-4ac0-86d6-1fc83970845f.png 668w"></figure>No new steps. No new complexity.What improves is choice and validator quality.Users benefit from:<ul><li>A high-reliability validator running enterprise-grade infrastructure</li><li>More flexibility when selecting where to delegate SOL</li><li>A staking process that remains smooth, fast, and completely non-custodial</li></ul>Everything happens directly in-app, with users retaining full control of their funds.<h2 id="strengthening-the-solana-validator-landscape">Strengthening the Solana Validator Landscape</h2>As wallets continue adding reputable validators, users gain safer and more transparent staking environments. P2P.org’s addition aligns with this broader trend by improving the validator ecosystem available to everyday users — not just institutions.It also extends P2P.org’s footprint across leading wallets and platforms, reaffirming our commitment to making high-quality staking infrastructure easy to access across ecosystems.Learn more about P2P.org’s Solana staking and validator operations: <a href="https://link.p2p.org/021d26?ref=p2p.org">https://link.p2p.org/021d26</a><div class="kg-card kg-button-card kg-align-center"><a href="https://crypto.com/eea/onchain?ref=p2p.org" class="kg-btn kg-btn-accent">Download the crypto.com Onchain Wallet</a></div>

John Murray

from p2p validator

P2P.org Powers Solana's MEV Future with Production BAM Validation

While most validators are still figuring out what BAM means, P2P.org is already running it in production.We were one of the first validators to run Jito's Block Assembly Marketplace testnet back in August — months before the ecosystem realized execution quality would redefine Solana validation. We've been testing, optimizing, and proving BAM under real-world institutional conditions while others were still reading the docs.Now we're live on mainnet. Our delegators get execution quality that most of the Solana ecosystem won't have access to for months.Validator performance used to mean uptime and low commission. That era is over. Execution quality (how your transactions are ordered, your MEV exposure, the predictability of outcomes) now separates institutional-grade infrastructure from everyone else.<h2 id="the-problem-execution-opacity-on-solana">The Problem: Execution Opacity on Solana</h2>Trading high-value positions on Solana comes with hidden costs. Front-running, bot exploitation, unpredictable transaction ordering — all of these drain value from institutional operations. Your transaction either executes cleanly or it doesn't, and when things go wrong, there's limited visibility into why, how much it cost you, or who profited.Transaction ordering felt random. For institutions moving serious capital, that randomness is unacceptable.<h2 id="what-bam-delivers">What BAM Delivers</h2>BAM transforms how transactions are assembled before they reach validators. Think institutional-grade order routing, applied to blockchain validation.Delegators and clients gain:<ul><li>Transparent execution: Clear visibility into how and why transactions are ordered</li><li>Reduced toxic MEV exposure: Less vulnerability to front-running and predatory bot activity</li><li>Predictable outcomes: Consistent block production with lower variance</li><li>Safer high-value trading: Protection where it matters most — on your largest transactions</li></ul>For institutional treasuries, liquidity providers, and DeFi protocols, this upgrade changes how you evaluate validator infrastructure. Execution quality becomes measurable, comparable, and optimizable.<h2 id="why-p2porg-was-already-there">Why P2P.org Was Already There</h2>We secure over $10 billion in digital assets across 40+ networks for 130+ institutional clients. Over $1 billion of that is SOL — making us one of the largest institutional validators on Solana. Zero slashing. 99.9% uptime. And a track record of adopting breakthrough infrastructure before the rest of the market knows it matters.When we became a first-wave BAM validator in August, we built institutional-grade operational playbooks around it. While other validators were watching from the sidelines, we were gathering production data, identifying edge cases, and proving that BAM delivers under the conditions that matter to serious capital allocators.Solana is becoming an institutional-grade settlement layer. Institutions demand measurable execution quality above validator philosophy. BAM makes that quality quantifiable, and P2P.org spent months ensuring we could deliver it at scale.<h3 id="our-approach">Our Approach</h3>We validated performance under institutional trading conditions. We stress-tested stability across network scenarios. We documented everything and shared insights with the Solana ecosystem. By the time most validators start their BAM evaluation, we'll already be optimizing version 2.0.That's the difference between infrastructure leadership and infrastructure followers.<h2 id="the-solana-block-space-economy">The Solana Block Space Economy</h2>BAM represents the future of how professional-grade Solana validation operates. P2P.org's early adoption places us at the centre of Solana's evolving block space economy — a position we've earned through consistent infrastructure leadership.Your validator choice now has an additional dimension: Does your validator support the infrastructure that protects your execution quality?For liquidity providers, trading desks, DeFi protocols, and institutional treasuries, the answer matters.<h2 id="breakpoint-will-catch-up-to-what-were-already-running">Breakpoint Will Catch Up to What We're Already Running</h2>Solana Breakpoint will feature panels about MEV optimization and next-generation validator infrastructure. Speakers will discuss the theoretical benefits of BAM and what the future might look like.We're past theory. We're running that future in production.P2P.org operates at the bleeding edge of Solana's block space economy. We build the infrastructure that defines trends rather than chase them. When the ecosystem catches up to BAM adoption over the next 6-12 months, we'll already be iterating on what comes next.For Solana natives building serious DeFi protocols, for institutions allocating real capital, and for delegators who understand that APY is only part of the equation — BAM-powered validation represents the infrastructure standard everyone else will be scrambling to match.Want to discuss how P2P.org's BAM infrastructure impacts your Solana operations?Connect with our institutional team or delegate to P2P.org. Experience what next-generation Solana validation looks like while the rest of the market is still reading the announcement blog posts.<div class="kg-card kg-button-card kg-align-center"><a href="https://link.p2p.org/bdteam?ref=p2p.org" class="kg-btn kg-btn-accent">Contact our team</a></div>

John Murray

from p2p validator

How to Stake Aztec With P2P.org

Privacy is finally moving mainstream.The rise of privacy-preserving networks like Zcash and Monero in late 2025 signals something important: enterprises are entering the arena, and adoption is accelerating. But to bring privacy to users and organisations in a scalable way, the ecosystem needs infrastructure that is both decentralized and private by design.That’s where Aztec comes in — a privacy-first, decentralized Ethereum Layer 2 built for real-world use cases. Aztec enables private transactions natively, allowing individuals and organisations to transact without exposing balances or activity publicly.As the network launches its token and prepares for public participation, users can now stake AZTEC with <a href="http://p2p.org/?ref=p2p.org">P2P.org</a> to help secure the protocol.<h2 id="staking-with-p2porg">Staking With P2P.org</h2>Once the public sale has concluded, you’ll be able to stake your newly acquired AZTEC tokens.To begin:<ol><li>Visit https://stake.aztec.network.</li><li>Connect the wallet you used in the sale.</li><li>Scroll down to choose your preferred staking path:<ul><li>Solo Stake</li><li>Delegate to <a href="http://p2p.org/?ref=p2p.org">P2P.org</a></li></ul></li></ol><figure class="kg-card kg-image-card"><img src="https://p2p.org/economy/content/images/2025/12/data-src-image-6b5c24d2-fd4a-4eca-ac91-3026d9183470.png" class="kg-image" alt="" loading="lazy" width="1600" height="719" srcset="https://p2p.org/economy/content/images/size/w600/2025/12/data-src-image-6b5c24d2-fd4a-4eca-ac91-3026d9183470.png 600w, https://p2p.org/economy/content/images/size/w1000/2025/12/data-src-image-6b5c24d2-fd4a-4eca-ac91-3026d9183470.png 1000w, https://p2p.org/economy/content/images/2025/12/data-src-image-6b5c24d2-fd4a-4eca-ac91-3026d9183470.png 1600w" sizes="(min-width: 720px) 720px"></figure>Why Delegate?Solo staking increases decentralization, and Aztec benefits from a broad validator set.But if you don’t want to manage hardware, uptime, or operational risk, P2P.org provides the geographic and data-center redundancy required for secure private networks.Click Choose Provider → Select P2P.org from the list → Proceed to stake.<figure class="kg-card kg-image-card"><img src="https://p2p.org/economy/content/images/2025/12/data-src-image-5b8dec58-8330-4d07-99f1-61691ed5861c.png" class="kg-image" alt="" loading="lazy" width="1600" height="106" srcset="https://p2p.org/economy/content/images/size/w600/2025/12/data-src-image-5b8dec58-8330-4d07-99f1-61691ed5861c.png 600w, https://p2p.org/economy/content/images/size/w1000/2025/12/data-src-image-5b8dec58-8330-4d07-99f1-61691ed5861c.png 1000w, https://p2p.org/economy/content/images/2025/12/data-src-image-5b8dec58-8330-4d07-99f1-61691ed5861c.png 1600w" sizes="(min-width: 720px) 720px"></figure><h2 id="managing-your-stake">Managing Your Stake</h2>Staking on Aztec takes inspiration from Ethereum’s model.<h3 id="sequencer-batches-200k-aztec-units">Sequencer Batches (200k AZTEC units)</h3>When delegating, your stake is organized into fixed 200,000 AZTEC batches — analogous to 32 ETH validator units on Ethereum.Example:If you delegate 500,000 AZTEC:<ul><li>Two batches (sequencers) of 200k are created</li><li>The remaining 100k stays inactive until enough is added to form another 200k batch</li></ul>This is expected behavior — and important for understanding rewards and activation.<h2 id="understanding-slashing-on-aztec">Understanding Slashing on Aztec</h2>Aztec includes a slashing mechanism to penalize misbehaving sequencers. Unlike some networks, slashing only affects the specific sequencer that misbehaved, not your entire delegated balance.Continuing the earlier example:<ul><li>You stake 500k AZTEC, creating two sequencers.</li><li>If one of these sequencers is slashed repeatedly, it may eventually become inactive.</li><li>Key point: You cannot simply “refill” or top up that slashed sequencer. Instead, you must fully unstake that batch and restake it with 200k AZTEC as a fresh sequencer.</li></ul>This design encourages healthy validator performance and strong operational setups.<h2 id="monitoring-operational-safety">Monitoring & Operational Safety</h2>To support delegators, both P2P.org and the broader Aztec community will deploy monitoring tools shortly after mainnet launch. These will help users track:<ul><li>Sequencer status</li><li>Performance</li><li>Possible slashing events</li><li>Activation of new batches</li></ul>Our infrastructure is distributed geographically across top-tier data centers, ensuring strong reliability for a privacy-sensitive chain like Aztec.<h2 id="final-notes">Final Notes</h2>Staking AZTEC helps secure one of the first fully private, decentralized L2 networks. Whether you choose to solo stake or delegate, you are contributing to a critical new layer of Ethereum infrastructure.For users who want security, resilience, and zero-maintenance staking, P2P.org is ready to support your participation from day one.If Aztec is part of your strategy, we’ll help you run it at institutional standards.<div class="kg-card kg-button-card kg-align-center"><a href="https://link.p2p.org/bdteam?ref=p2p.org" class="kg-btn kg-btn-accent">Connect with us to get started</a></div>

John Murray

from p2p validator

What PeerDAS Means for Rollups, Validators, and Ethereum's Infrastructure

<h2 id="at-a-glance">At a Glance:</h2><ul><li>PeerDAS (Peer Data Availability Sampling) launches with Fusaka in on December 3, 2025.</li><li>Dramatically reduces bandwidth requirements for Ethereum validators.</li><li>Enables cheaper, more scalable Layer 2 operations.</li><li><a href="https://p2p.org/?ref=p2p.org" rel="noopener noreferrer nofollow">P2P.org</a>'s infrastructure positioned to maximize PeerDAS benefits for institutional clients.</li></ul>PeerDAS is the core of the Fusaka upgrade. It’s the piece that actually shifts Ethereum’s capacity and changes the economics of data availability for rollups. While the concept is technical, the impact is practical: more room for L2s, more responsibility for node operators, and a more scalable Ethereum base layer.Today we’re focusing specifically on PeerDAS: what it changes and what it means for the teams building on top of Ethereum — including P2P.org’s validator and node infrastructure.<h2 id="why-peerdas-exists">Why PeerDAS Exists</h2>Rollups publish compressed transaction data to Ethereum in the form of “blobs.”Since Dencun, this has been the cheapest and most scalable way to anchor L2 activity on-chain.The bottleneck is how Ethereum verifies that data is available.Today, every node must download every blob in full. With blob throughput capped at 6 blobs per slot, the system simply cannot scale alongside growing L2 usage.PeerDAS replaces this model with something lighter, safer, and more scalable.<figure class="kg-card kg-image-card"><img src="https://p2p.org/economy/content/images/2025/12/data-src-image-64ebfdd7-a14b-462c-8b0f-288a12d8b873.png" class="kg-image" alt="" loading="lazy" width="1600" height="580" srcset="https://p2p.org/economy/content/images/size/w600/2025/12/data-src-image-64ebfdd7-a14b-462c-8b0f-288a12d8b873.png 600w, https://p2p.org/economy/content/images/size/w1000/2025/12/data-src-image-64ebfdd7-a14b-462c-8b0f-288a12d8b873.png 1000w, https://p2p.org/economy/content/images/2025/12/data-src-image-64ebfdd7-a14b-462c-8b0f-288a12d8b873.png 1600w" sizes="(min-width: 720px) 720px"></figure>Source: <a href="https://dune.com/hildobby/blobs?ref=p2p.org">https://dune.com/hildobby/blobs</a> <h2 id="how-peerdas-actually-works">How PeerDAS Actually Works</h2>Instead of treating blob data as a single chunk that every node must download, PeerDAS breaks each blob into many independent pieces (“columns”). Each node downloads only a fraction of the blob. Other nodes download the remaining pieces.Because these pieces are mathematically linked, sampling a subset with enough diversity gives the same confidence as downloading the whole blob.This is a shift from full replication to distributed verification.<figure class="kg-card kg-image-card"><img src="https://p2p.org/economy/content/images/2025/12/data-src-image-518d4f69-f653-4847-96b4-e31e83629c9d.png" class="kg-image" alt="" loading="lazy" width="1600" height="900" srcset="https://p2p.org/economy/content/images/size/w600/2025/12/data-src-image-518d4f69-f653-4847-96b4-e31e83629c9d.png 600w, https://p2p.org/economy/content/images/size/w1000/2025/12/data-src-image-518d4f69-f653-4847-96b4-e31e83629c9d.png 1000w, https://p2p.org/economy/content/images/2025/12/data-src-image-518d4f69-f653-4847-96b4-e31e83629c9d.png 1600w" sizes="(min-width: 720px) 720px"></figure><h2 id="what-this-enables-for-rollups">What This Enables for Rollups</h2>PeerDAS doesn’t just reduce bandwidth; it expands Ethereum’s capacity.<h3 id="1-up-to-8x-more-blob-throughput">1. Up to 8x more blob throughput</h3>The network can safely increase blob limits from 6 → up to 48 blobs per slot over time. More data availability means rollups can post more frequently, at lower and more stable costs.<h3 id="2-lower-fees-and-fewer-congestion-shocks">2. Lower fees and fewer congestion shocks</h3>Rollups no longer compete for a narrow DA window, reducing situations where blob fees suddenly spike.<h3 id="3-room-for-more-complex-l2-applications">3. Room for more complex L2 applications</h3>Higher bandwidth supports applications that generate more data — social networks, gaming activity, high-frequency trading, and more sophisticated L2 designs.Rollups get the most direct benefit from PeerDAS. Their operating environment becomes cheaper and less volatile.<h2 id="what-peerdas-means-for-validators">What PeerDAS Means for Validators</h2>This is where the upgrade becomes more nuanced.PeerDAS reduces per-node download requirements, but it increases node responsibilities:<h3 id="1-stricter-bandwidth-and-peering-expectations">1. Stricter bandwidth and peering expectations</h3>Nodes must reliably fetch, store, and serve their assigned columns. Poor performance impacts peer scoring and can reduce overall network connectivity.<h3 id="2-higher-operational-load-under-increased-throughput">2. Higher operational load under increased throughput</h3>More blobs overall still means more data moving through the network. Even with sampling, operators will see more traffic than before.<h3 id="3-supernode-dynamics">3. Supernode dynamics</h3>Operators running very large key counts (>3,872 validators per node) are effectively pushed into “supernode” territory, which requires storing and serving all blob data.Some operators will choose this voluntarily for reliability and resilience.<h2 id="p2porgs-peerdas-readiness">P2P.org's PeerDAS Readiness</h2>Higher DA throughput and larger validator loads mean the infrastructure layer becomes even more important.Our technical team has thoroughly tested PeerDAS functionality across Ethereum testnets, validating that our infrastructure handles the sampling mechanisms reliably while maintaining validator performance.What PeerDAS changes for us:<ul><li>More bandwidth headroom is required per node</li><li>Healthier peer selection and scoring becomes essential</li><li>Validators must maintain consistent performance under increased blob load</li><li>Monitoring and alerting around DA sampling failures becomes part of normal operations</li></ul>When Fusaka activates in December 2025, P2P.org's validators will immediately leverage PeerDAS capabilities. Institutional clients will experience seamless transitions to the new data availability model with zero service interruption.This preparation reflects P2P.org's broader approach: we don't wait for network upgrades to catch up. We test thoroughly, optimize proactively, and ensure our clients capture every advantage new protocol features offer.<h2 id="the-bottom-line">The Bottom Line</h2>For institutional validators, PeerDAS means better operational efficiency without compromising security. For the Ethereum ecosystem, it means Layer 2 solutions can scale to serve millions of users affordably.For P2P.org, it reinforces a simple reality: as Ethereum scales, so do the expectations placed on those who secure it.And for P2P.org clients, it means their infrastructure partner is positioned to deliver these benefits from day one of the upgrade.Questions about how PeerDAS will impact your operations? <div class="kg-card kg-button-card kg-align-center"><a href="https://link.p2p.org/bdteam?ref=p2p.org" class="kg-btn kg-btn-accent">Contact our institutional team</a></div>

John Murray

from p2p validator

Ethereum’s Fusaka Upgrade: What It Means for Institutional Stakers

<h2 id="at-a-glance">At a Glance:</h2><ul><li>Ethereum's Fusaka upgrade combines Prague and Osaka updates for 2025.</li><li>P2P.org is fully prepared for the increased bandwidth, load, and stability requirements introduced by the upgrade.</li><li>Data and execution capacity will be expanded, led by the introduction of PeerDAS.</li><li>Gas limit increase to 60M improves network capacity.</li><li>Rollups get more predictable, higher-throughput data availability; validators face a higher operational baseline.</li></ul>Ethereum is evolving, and <a href="http://p2p.org/?ref=p2p.org">P2P.org</a> is ready.The Fusaka upgrade, scheduled for December 3 2025, represents one of Ethereum's most significant infrastructure improvements since The Merge. By combining the Prague execution layer upgrade with the Osaka consensus layer update, Fusaka delivers meaningful enhancements that directly benefit institutional stakers.At P2P.org, we've built our reputation on zero slashing incidents across 40+ networks and 99.9% uptime. As Ethereum continues its evolution, we're ensuring our infrastructure and clients are positioned to capture every advantage.Below is a straightforward breakdown of what’s changing and how it reshapes the environment that P2P.org operates in.<h2 id="what-fusaka-delivers">What Fusaka Delivers</h2><h3 id="validator-consolidation"> Validator Consolidation</h3>The central change in Fusaka is PeerDAS (EIP-7594), which raises the maximum effective balance for validators from 32 ETH to 2048 ETH. For institutional clients managing substantial ETH positions, this is transformative.Instead of operating hundreds of individual validators — each requiring separate management and incurring distinct costs — institutions can consolidate operations significantly. A treasury holding 10,000 ETH that previously required 313 validators can now manage the same position with just 5.The operational efficiency gains are substantial. Fewer validators mean reduced attestation overhead, lower bandwidth requirements, and streamlined validator management. For institutions running validators through P2P.org's infrastructure, this translates to improved cost efficiency while maintaining the same security guarantees.<h3 id="increased-network-capacity">Increased Network Capacity</h3>Fusaka raises Ethereum's default gas limit to 60M, increasing network throughput and improving transaction processing capacity. For institutional clients executing complex DeFi strategies or managing treasury operations, this means more reliable transaction execution during periods of high network activity.<h3 id="more-predictable-blob-fees">More Predictable Blob Fees</h3>The upgrade improves the blob fee market mechanism, making Layer 2 data costs more predictable and stable. For institutions utilizing L2 solutions or managing cross-layer strategies, this creates better cost visibility and planning capabilities.<h3 id="enhanced-protocol-stability">Enhanced Protocol Stability</h3>Fusaka includes critical stability fixes across the protocol, strengthening Ethereum's infrastructure foundation. These improvements reduce edge-case vulnerabilities and enhance the reliability institutional clients require.The operational efficiency gains are substantial. Fewer validators mean reduced attestation overhead, lower bandwidth requirements, and streamlined validator management. For institutions running validators through P2P.org's infrastructure, this translates to improved cost efficiency while maintaining the same security guarantees.<h2 id="better-economics-simpler-operations">Better Economics, Simpler Operations</h2>Fusaka's validator consolidation creates immediate benefits for institutional staking strategies:Reduced Operational Complexity: Institutions managing large ETH positions through P2P.org will see dramatic simplification in validator operations, reporting, and compliance tracking.Improved Capital Efficiency: With higher maximum balances, institutional clients can optimize their staking infrastructure costs while maintaining or improving their rewards.Enhanced Network Reliability: The gas limit increase and protocol stability fixes ensure institutional transactions process smoothly, even during peak network usage.Better Cost Predictability: More stable blob fees improve planning for institutions utilizing Layer 2 solutions alongside their staking operations.Enhanced Flexibility: The upgrade enables more sophisticated staking strategies, particularly for treasuries and asset managers who need precise control over large positions.Lower Exit Times: Consolidating validators means fewer individual exits to process, improving liquidity management for institutional clients.<h2 id="p2porgs-ethereum-commitment">P2P.org's Ethereum Commitment</h2>Ethereum has been central to P2P.org's mission since our founding. We've secured billions in ETH for institutional clients with zero slashing incidents — a track record that becomes even more valuable as validator stakes increase.As Fusaka rolls out, P2P.org's infrastructure is already prepared. Our institutional clients will benefit from:<ul><li>Seamless migration support for validator consolidation</li><li>Zero downtime during the upgrade transition</li><li>Optimized validator configurations that maximize Fusaka's benefits</li><li>Continued SOC 2 Type II compliance throughout the upgrade process</li></ul>Our technical team is working directly with Ethereum client developers and has thoroughly tested Fusaka functionality across our infrastructure. When the upgrade activates, P2P.org clients will be positioned to immediately capture the operational and economic advantages.<h2 id="looking-ahead">Looking Ahead</h2>Fusaka represents Ethereum's continued commitment to institutional-grade infrastructure. The upgrade demonstrates that Ethereum is building for the long term — prioritizing validator efficiency, network scalability, and institutional needs.For P2P.org, this aligns perfectly with our mission: providing institutional clients with the most secure, efficient, and reliable staking infrastructure in the market. As Ethereum evolves, so do we — ensuring our clients maintain their competitive advantageWant to learn more about how Fusaka will impact your staking strategy?<div class="kg-card kg-button-card kg-align-center"><a href="https://link.p2p.org/bdteam?ref=p2p.org" class="kg-btn kg-btn-accent">Contact our institutional team</a></div>

John Murray

from p2p validator

Understanding EigenLayer’s Programmatic Incentives v2

<h2 id="at-a-glance">At a Glance: </h2><ul><li>Programmatic Incentives v2 quadruples restaker rewards from 1% to 4% of issuance, creating sustainable economics that favor consistent, long-term participation over short-term speculation.</li><li>Duration and reliability now determine rewards, with operator uptime, infrastructure quality, and clean track records directly impacting how allocations flow through the system.</li><li>EigenAI and EigenCompute launch as functional AVSs, transforming restaking from concept to operational infrastructure that generates both protocol incentives and service fees.</li><li>Enterprise operators gain clear advantage as v2's focus on stability and performance aligns directly with institutional-grade infrastructure capabilities.</li></ul><h2 id="a-deeper-look-at-how-eigenlayer-is-recalibrating-restaking-economics">A Deeper Look at How Eigenlayer Is Recalibrating Restaking Economics</h2>In our previous EigenLayer article, we broke down the 4x jump in network rewards and the arrival of EigenAI and EigenCompute — the moment EigenLayer’s economics started shifting in a meaningful way. We’re writing this follow-up because the opportunity has only grown since then. With Programmatic Incentives v2 now shaping how rewards flow through the system, the economics around restaking are entering a phase where early, consistent participants can position themselves ahead of where the ecosystem is clearly moving.<h2 id="a-shift-in-how-rewards-work">A Shift In How Rewards Work</h2>Before v2, EigenLayer allocated around one percent of issuance to restakers. That design helped bootstrap adoption but didn’t fully reflect the role restakers and operators play as more services begin relying on EigenLayer’s security.With v2, that allocation increases to four percent. It’s a structural change — not a temporary boost — and it redistributes rewards in a way that creates a more predictable and durable baseline for participants who are actually supporting network operations.The protocol also doubled annual inflation from four to eight percent. Most of this increase funds the higher allocation to restakers; another portion is now set aside specifically for ecosystem development. That budget enables the protocol to fund integrations, support new AVSs, and deepen the infrastructure layer around restaking. The outcome is a model that’s built to last longer than short-term incentive windows.<h2 id="alignment-over-accumulation">Alignment Over Accumulation</h2>The idea behind v2 is simple: EigenLayer wants to reward people who show up consistently.The old design could attract restakers who entered and exited depending on external market conditions. The new one emphasizes duration, operator reliability, and participation in securing AVSs for more than a single epoch at a time.For operators, this change is even more important. Their role becomes clearer. The protocol now explicitly ties operator performance to how restaker allocations flow, making uptime, geographical resilience, and clean operational histories more valuable over time. What EigenLayer is doing here mirrors the logic of Ethereum’s own validator set — predictable behavior is worth more than raw capital.<h2 id="the-connection-with-eigenai-and-eigencompute">The Connection With EigenAI and EigenCompute</h2>The timing of Programmatic Incentives v2 is not accidental. EigenCloud launched EigenAI and EigenCompute on mainnet alpha at the same time, and together these releases form a more cohesive picture of where EigenLayer is heading.EigenAI offers a verifiable inference layer — a way for developers to request LLM outputs with guarantees that inputs, outputs, and model versions haven’t been altered.EigenCompute does something similar for off-chain execution: a path to confirm that computation occurred correctly, even if it didn’t happen on-chain. The current version uses TEEs to provide these guarantees, and future releases plan to introduce proof-based verification.These two AVSs represent the first real applications where restaked capital and operator infrastructure secure something concrete. They turn the abstract idea of “restaking” into something closer to an economic engine. Protocol incentives form the baseline; fees generated by AVS usage add an additional layer above it.The more these services are used, the more meaningful that second layer becomes.<figure class="kg-card kg-image-card"><img src="https://p2p.org/economy/content/images/2025/11/data-src-image-b971c9c0-c6cf-40a7-a76f-526c168bf5d1.png" class="kg-image" alt="" loading="lazy" width="1250" height="868" srcset="https://p2p.org/economy/content/images/size/w600/2025/11/data-src-image-b971c9c0-c6cf-40a7-a76f-526c168bf5d1.png 600w, https://p2p.org/economy/content/images/size/w1000/2025/11/data-src-image-b971c9c0-c6cf-40a7-a76f-526c168bf5d1.png 1000w, https://p2p.org/economy/content/images/2025/11/data-src-image-b971c9c0-c6cf-40a7-a76f-526c168bf5d1.png 1250w" sizes="(min-width: 720px) 720px"></figure>Source:<a href="https://docs.eigencloud.xyz/eigenai/concepts/eigenai-overview?ref=p2p.org"> EigenCloud </a><h2 id="a-new-phase-of-the-restaking-economy">A New Phase of the Restaking Economy</h2>EigenLayer is moving into a phase where the incentives match the ambition of the protocol.Programmatic Incentives v2 gives restakers a clearer picture of how rewards are structured; it gives operators a stronger reason to invest in stability and performance; and it gives AVSs confidence that their security is backed by participants who aren’t constantly cycling in and out.The added inflation — directed not just to restakers but to growth initiatives — supports the kind of ecosystem that can sustain AVSs like EigenAI and EigenCompute. These applications need reliable operators, predictable restaker participation, and continued investment in the infrastructure around them. v2 creates that foundation.<h2 id="where-p2porg-fits-in">Where P2P.org Fits In</h2>For operators like P2P.org, the shift is straightforward: incentive structures now emphasize the things high-quality operators already do — maintain uptime, distribute infrastructure geographically, and avoid slashing incidents.The alignment between operator behavior and protocol incentives is stronger under v2 than it has been at any point since EigenLayer’s inception.P2P.org’s update to a 5% commission rate through 2025 reflects this alignment. It matches the protocol’s new structure and helps restakers participate under the updated parameters with minimal friction.The operator infrastructure — SOC 2 audited systems, multi-region Kubernetes clusters, redundant RPC and monitoring pipelines — is built for this kind of environment.<h2 id="looking-ahead">Looking Ahead</h2>Programmatic Incentives v2 is the beginning of EigenLayer’s next chapter. With restaker allocations redesigned, AVSs expanding, and verifiable AI and compute now entering the picture, restaking is moving from a conceptual model into an operational one.The economics are more transparent.The incentives are clearer.And the participants — restakers, operators, and AVSs — now have a structure built around long-term alignment instead of short-term fluctuations.EigenLayer is building an economic base layer around verifiable compute.v2 is the mechanism that makes that sustainable.<div class="kg-card kg-button-card kg-align-center"><a href="https://link.p2p.org/6ff6e5?ref=p2p.org" class="kg-btn kg-btn-accent">Restake $EIGEN with P2P.org</a></div>

John Murray

from p2p validator

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