The weak point of restaking protocol is their TVL become so big solely because people seeking their TGE, but if the APR continues to be attractive it can pretty much continue to have high TVL though user retention might be decreasing.
restaking protocol like Puffer will probably have their TVL decrease a lot once TGE goes live which is tomorrow, probably. that can be a concern for depegging but speaking from experience, none of the previous restaking protocol have that much serious depegging. usually it depegs a little bit and then go up again, a subject for speculation for people who know what's gonna happen. but at the end of the day it depends on the mechanism of withdrawal, if it's 1:1 through withdrawal function enabled by the team, there won't be depegging at all.


but yeah it's the biggest narrative, I can even say it's the glue that keeping the ethereum blockchain to be as active as it is right now. literally everyone I know that holds ETH, restaked their ETH.