Dark 5x gains, don’t write it as an unbinding.
$LDO Binance 0.426, day +3.5%; volume about 5.6 million.
Lido daily fees about 1.8 million, down only +0.5% month-over-month.
OKX fee rate 0.01% at the maximum, position about 4.51 million.
I’m betting that before “Mi” drops back to 3, it’s all short-squeeze positioning—who would take over the unbinding?
#Lido质押 #库存密度
$LDO Binance 0.426, day +3.5%; volume about 5.6 million.
Lido daily fees about 1.8 million, down only +0.5% month-over-month.
OKX fee rate 0.01% at the maximum, position about 4.51 million.
I’m betting that before “Mi” drops back to 3, it’s all short-squeeze positioning—who would take over the unbinding?
#Lido质押 #库存密度