Vasiliy Shapovalov
@_vshapovalov
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Lido just proposed enshrined buybacks. A day after Uniswap’s much bigger governance overhaul, I can see that some people are struggling to compare the two, so here is what Lido’s proposal is all about, why it’s great for LDO holders, and how it compares to Uniswap’s. (Note:
stake.lido.fi
Liquid staking with Lido. Stake Ether with Lido to get daily rewards while keeping full control of your staked tokens. Start receiving rewards in just a few clicks.
A buyback for ants? Lido proposes a ~$4m / year $LDO buyback (capped at $10m / year if all conditions are met) For being posted a day after Uniswap’s, it’s nothing alike… No retroactive burn, no corporate restructuring, no real alignment 40x P/E at a $4m / year buyback
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Here are my highlights from Lido's second quarterly tokenholder update, which happened yesterday. 🧵
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Onchain data shows a quiet rotation into @LidoFinance ( $LDO) this week. Top buyers include leaderboard wallets, whales, and even market makers, most of them only buying. And it’s happening right as Lido proposes a new Liquid Buyback mechanism. 🧵 👇
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Tomorrow, November 11 at 2pm UTC: The Lido Poolside Tokenholder Update Join @_vshapovalov, @IsdrsP, and @samkim118 for a live discussion covering market conditions, protocol updates and Lido’s strategic outlook for the year ahead. RSVP + info here: https://t.co/QfkEThrWld
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Already $15M+ of ETH earning risk-adjusted yield. And it’s not even day 2 🫡 @LidoFinance and @mellowprotocol are cooking 🤝
The first Core Vault by Mellow is here – a new class of vaults with broadened capabilities that redefines what onchain yield looks like. Built for institutions, the new vault design opens the path to infinite number of onchain strategies, with no extra adapters or engineering.
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Markets experienced extreme volatility and some unprecedented events, with new lessons to be learned. It somewhat overshadowed this collaboration, which deserves much more attention. @chainlink and @LidoFinance partnership! What does it mean for you and wstETH? 🧵
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1/ We are excited to announce our investment in @mellowprotocol who's building the rails for a new class of onchain curators. The thesis is simple: fintechs and TradFi companies are coming onchain and Mellow will be the backend. https://t.co/Pesq4MJxyt
cyber.fund
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Lido is proud to join the Ethereum Protocol Advocacy Alliance as a founding member. Across the industry centralized actors have outsized influence over new crypto regulation and government policy. The EPAA is here to correct that imbalance. ↓
It’s critical for policy to reflect the pragmatic and technical realities of securing $100B+ onchain, without intermediaries. Meet the Ethereum Protocol Advocacy Alliance.
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Call of Duty ®: Black Ops 7 is pushing the franchise into bold new territory, delivering three epic game modes. Jump into 18 explosive multiplayer maps with exciting, fast-paced movement or fight through hordes of zombies in the round-based Zombies mode. Powered by @callofduty
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Excited that @KimonSh , Head of Node Operator Mechanisms at @LidoFinance, joins the Staking Summit Buenos Aires as speaker! Lido’s stETH is @ethereum's leading liquid staking token, with best-in-class security, deepest liquidity and competitive rewards. Catch Will Nov 15-16
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we're literally init4 the tech
I’m in it for the tech I’m in it for the tech I’m in it for the tech I’m in it for the tech I’m in it for the tech I’m in it for the tech I’m in it for the tech I’m in it for the tech I’m in it for the tech I’m in it for the tech I’m in it for the tech I’m in it for the tech
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Not all validators are created equal. @LidoFinance V3 brings a new era of transparency for node operators, and institutions need to understand what’s changing under the hood. Here’s what to know before V3 mainnet 🧵
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Almost 8% of @LidoFinance TVL is operated by community stakers in CSM and SimpleDVT! PS. CSM + SDVT is now bigger than Rocket Pool 🤫
7% of @LidoFinance is now operated by community stakers in CSM and SDVT! Next stop 9%, hopefully before @EFDevcon in Argentina!
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It's interesting how different recent dissatisfaction longposts are. Peter has all the recognition but is unhappy with low agency and subpar upside - compared to all these successful builders on Ethereum. Sandeep is pretty well off I dare say and has all the agency but is unhappy
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VanEck just filed for a Lido stETH ETF. Liquid staking is going to transform idle capital into productive assets. Now TradFi realises that they wrap these assets into ETFs, they create a bridge between institutional capital and DeFi protocols.
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