What’s the target rate in terms of % of staked ETH between the curated module, DVT and CSM?
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SDVT I think won’t increase meaningfully from its current share limit (4%), maybe a bit to like 5%. I imagine some other type of DVT module that is more scalable and sustainable will come out that eclipses SDVT and then eventually takes up its share once it is deprecated and can easily grow to multiple tens of percent. CSM, similarly, is important more-so as a technical platform for permissionless modules than as a specific module. In my opinion, with more sustainable rewards share (right now in CSM operators get 6% which is way above market rate for it to be sustainable) CSM or a CSM-alike can grow to like 40% of total stake share. In my personal view, I see the curated module steadily declining in share over time as market-driven modules take up more share, and you end up with something (eg in 5 years) of 45% curated, 20% module A, 20% module B, 10% module C, 5 % module D.
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