Twinstake

Twinstake is an institutional-grade, non-custodial staking provider designed and built in collaboration with leaders in the digital assets space.

[Twinstake @twinstake_io]

One of the clearest measures of validator execution on Ethereum is MEV.

Over the past 12 months, Twinstake delivered a MEV APR of 0.268%, around 35% above the Ethereum network average of 0.198% 🧵

[Twinstake @twinstake_io]

🇪🇺 MiCA is already under review. But did Europe get it wrong the first time?

Twinstake CEO Andrew Gibb argues the framework deserves more credit than it gets, while highlighting what remains unresolved.

Via @Blockleaders, by @jilliangodsil 👇

https://t.co/sUm5AMtYnc

[Twinstake @twinstake_io]

Activation dates are not yet set.

The full technical report from our engineering team follows, with the operational detail teams need for upgrade planning.

First look 👇

https://t.co/SGnxrTPRfb

[Twinstake @twinstake_io]

Today, Ethereum's blocks are mostly built outside the protocol.

🛠️ Glamsterdam brings that inside.

We take a look at what the next upgrade changes for institutional stakers.

[Twinstake @twinstake_io]

For stakers specifically, there's a second change worth watching.

Changes to exit throughput and validator-set operations have now been scheduled for inclusion.

That matters for exit-time predictability and large-position planning.

[Twinstake @twinstake_io]

We have also looked at whether lower emissions would actually reduce staking participation. The historical record is less obvious than the theory.

🔗 Full analysis: https://t.co/3TsxDLQiBv

[Twinstake @twinstake_io]

🗳️ The Solana community is voting on two proposals: SIMD-0550 on emissions, SIMD-0553 on transaction pricing.

Ahead of the result, we sampled mainnet directly. 24 finalised blocks, 37,365 transactions, collected 7 August.

[Twinstake @twinstake_io]

Two findings.

➡️ The fee proposal's effect on validator revenue is smaller than it first appears.

➡️ The larger near-term number is in vote transaction costs, and it comes down to client configuration rather than the protocol.

[Twinstake @twinstake_io]

His conclusion: the approval was the beginning of a product development cycle, not the end of one.

An ETF gives you price exposure. What it doesn't give you is staking rewards, which is where the next piece goes.

Read the full piece 👇

https://t.co/usoM9N8GwZ

[Twinstake @twinstake_io]

$1B in three days. $5B in fifteen months. $10B in three years.

That was the first US gold ETF in 2004. Our CEO Andrew Gibb on why the spot bitcoin ETF approval was the same kind of event, and why the coverage got it wrong.

Part three of the Institutional Series 🧵

[Twinstake @twinstake_io]

Before GLD, institutional gold exposure meant specialist custody, roll costs and basis risk on futures, or mining equities that muddied the diversification case.

After it, one trade, existing infrastructure, daily liquidity.

The bitcoin ETF did the same thing.

[Twinstake @twinstake_io]

Listen to the full @Genzio roundtable with @gauntlet_xyz, @ShiftRWA and @MiggyCryptoX here 👇

https://t.co/L5NMLVzssO

[Twinstake @twinstake_io]

Banks are often cast as the slow movers in digital assets.

Our Global VP of Sales Harriet Browning's read is different: they've been building on distributed ledgers for years and know what the technology enables.

From the recent @Genzio rountable 🧵

[Twinstake @twinstake_io]

Her view on where they start: on-chain collateral management. And underneath it, staking as the security layer that supports the rest of the financial stack.

Not a prediction of a rush. Frameworks first, then meaningful adoption at some point beyond the next year.

[Twinstake @twinstake_io]

A single good epoch is worth very little to an institution. Ninety-two in sequence is a different proposition.

Our latest Solana research traces that shift, and why validator selection deserves the weight of any other critical vendor.

🔗 Download here: https://t.co/ayDW5bHtj0

[Twinstake @twinstake_io]

You should only have to think hard about a staking provider once.

Six months of Solana epoch data, ours against the network average. One epoch in April stands out. The other ninety-two hold the same modest distance.

Five years ago this chart would have been one line 🧵

[Twinstake @twinstake_io]

Rewards were paid in proportion to stake back then, so operators were close to indistinguishable. Uptime was about the only thing separating them.

What separates them now comes down to how each one is built and run.