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lido

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abobka
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"No action is required from stETH holders" is true, and it still costs something MetaMask disclosed a security incident in part of its infrastructure on September 30 and is pulling affected validators, Lido's included it doesn't hold withdrawal keys for client stake and sees no immediate threat to wallets the bill is time exit and re-entry could take up to about 45 days no staking rewards on those validators while they wait, downtime penalties possible the last affected ones finish exiting by the end of Oct. 7 still undisclosed: how it happened, how many validators, how much $ETH , whether any data was accessed zero ETH in my bags right now. Lido ($LDO ) gets up to 45 days of explaining stETH holders: is missing rewards on those validators enough to make you rotate? #MetaMask #Lido #staking #Ethereum
"No action is required from stETH holders" is true, and it still costs something

MetaMask disclosed a security incident in part of its infrastructure on September 30 and is pulling affected validators, Lido's included
it doesn't hold withdrawal keys for client stake and sees no immediate threat to wallets

the bill is time
exit and re-entry could take up to about 45 days
no staking rewards on those validators while they wait, downtime penalties possible
the last affected ones finish exiting by the end of Oct. 7

still undisclosed: how it happened, how many validators, how much $ETH , whether any data was accessed

zero ETH in my bags right now. Lido ($LDO ) gets up to 45 days of explaining

stETH holders: is missing rewards on those validators enough to make you rotate?

#MetaMask #Lido #staking #Ethereum
🚨 **MetaMask Validators Exiting Lido Post-Incident** MetaMask is initiating validator exits following an infrastructure compromise involving Lido. Due to queue times and investigation protocols, the exit process could take up to 45 days. Details regarding the total ETH affected and specific validators involved remain undisclosed. Stay vigilant and monitor your staking dashboards. #Ethereum #Lido #MetaMask
🚨 **MetaMask Validators Exiting Lido Post-Incident**

MetaMask is initiating validator exits following an infrastructure compromise involving Lido. Due to queue times and investigation protocols, the exit process could take up to 45 days.

Details regarding the total ETH affected and specific validators involved remain undisclosed.

Stay vigilant and monitor your staking dashboards.

#Ethereum #Lido #MetaMask
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Bullish
#metamaskexitslidovalidatorsaftersecurityincident 🚨 BREAKING: MetaMask EXITS Lido Validators After Security Incident ⚠️ MetaMask has reportedly stopped operating its Lido validators following a security incident. 🔴 Validator operations affected 🔴 Security concerns now in focus 🔴 Lido ecosystem under closer watch The key question now: What caused the incident, and what comes next for affected validators? Crypto security remains one of the biggest risks in the ecosystem. 👀 #MetaMask #Lido #crypto
#metamaskexitslidovalidatorsaftersecurityincident
🚨 BREAKING: MetaMask EXITS Lido Validators After Security Incident ⚠️
MetaMask has reportedly stopped operating its Lido validators following a security incident.
🔴 Validator operations affected
🔴 Security concerns now in focus
🔴 Lido ecosystem under closer watch
The key question now: What caused the incident, and what comes next for affected validators?
Crypto security remains one of the biggest risks in the ecosystem. 👀
#MetaMask #Lido #crypto
🚨 MetaMask Exits Lido Validators After Security Incident MetaMask has confirmed that it is responding to a security incident affecting part of its infrastructure and has begun proactively exiting affected Ethereum validators operated through its non-custodial staking service. MetaMask says it has identified no immediate threat to MetaMask wallets and is working with external security partners to investigate and remediate the issue. 🔥 What Happened? 🛡️ MetaMask is exiting affected Ethereum validators as a precaution. 🏦 The validators were operated through MetaMask Staking within the Lido protocol. 🔍 MetaMask has not disclosed the exact nature or scope of the security incident. 💰 MetaMask says there is currently no identified immediate threat to its wallets. ⏳ Lido expects the affected validators to complete their exits by October 7, 2026. ⚠️ What About Lido & stETH? Lido says the ETH from MetaMask-operated validators will return to the protocol gradually as validators complete the exit, withdrawal and re-entry process. Because of Ethereum's current validator entry queue, the full cycle could take up to around 45 days. The exits may also mean foregone staking rewards and potential downtime penalties for affected validators. The important distinction is that this is currently being reported as a precautionary response to a security incident, not as confirmation that Lido or MetaMask wallets have suffered a user-fund loss. The investigation is ongoing. #MetaMask #Lido #ETH #metamaskexitslidovalidatorsaftersecurityincident $ETH {future}(ETHUSDT)
🚨 MetaMask Exits Lido Validators After Security Incident

MetaMask has confirmed that it is responding to a security incident affecting part of its infrastructure and has begun proactively exiting affected Ethereum validators operated through its non-custodial staking service. MetaMask says it has identified no immediate threat to MetaMask wallets and is working with external security partners to investigate and remediate the issue.

🔥 What Happened?
🛡️ MetaMask is exiting affected Ethereum validators as a precaution.
🏦 The validators were operated through MetaMask Staking within the Lido protocol.
🔍 MetaMask has not disclosed the exact nature or scope of the security incident.
💰 MetaMask says there is currently no identified immediate threat to its wallets.
⏳ Lido expects the affected validators to complete their exits by October 7, 2026.

⚠️ What About Lido & stETH?
Lido says the ETH from MetaMask-operated validators will return to the protocol gradually as validators complete the exit, withdrawal and re-entry process. Because of Ethereum's current validator entry queue, the full cycle could take up to around 45 days. The exits may also mean foregone staking rewards and potential downtime penalties for affected validators.

The important distinction is that this is currently being reported as a precautionary response to a security incident, not as confirmation that Lido or MetaMask wallets have suffered a user-fund loss. The investigation is ongoing.
#MetaMask #Lido #ETH
#metamaskexitslidovalidatorsaftersecurityincident
$ETH
#metamaskexitslidovalidatorsaftersecurityincident 🚨 MetaMask causes withdrawals from Ethereum staking! ⚠️ A security issue occurred in Ethereum staking. But your MetaMask wallet is not the main problem right now. MetaMask is removing validators from Lido after a security incident in the infrastructure. The company says there is no risk to MetaMask wallets, and that its staking service is not under any third party. 🔴 It is reported that around 17,000 validators holding 523,000 ETH are involved, although MetaMask has not confirmed these figures. ⏳ The last batch of validators is expected to exit on October 7, while reclaiming funds and rejoining again may take up to 45 days. 💰 During this time, validators may miss opportunities to earn staking rewards. They may also face penalties for being offline. 🛡️ Lido says that people who hold stETH do not need to do anything. The biggest question for traders: can staking activities affect the supply of ETH, and the rewards generated by staking, or how people feel about the market? 👀 Is this a chance to buy ETH or a sign that something is wrong with ETH? #ETH #Lido #CryptoNews *$ETH · · $LDO · $AAVE
#metamaskexitslidovalidatorsaftersecurityincident 🚨 MetaMask causes withdrawals from Ethereum staking! ⚠️
A security issue occurred in Ethereum staking. But your MetaMask wallet is not the main problem right now.
MetaMask is removing validators from Lido after a security incident in the infrastructure. The company says there is no risk to MetaMask wallets, and that its staking service is not under any third party.
🔴 It is reported that around 17,000 validators holding 523,000 ETH are involved, although MetaMask has not confirmed these figures.
⏳ The last batch of validators is expected to exit on October 7, while reclaiming funds and rejoining again may take up to 45 days.
💰 During this time, validators may miss opportunities to earn staking rewards. They may also face penalties for being offline.
🛡️ Lido says that people who hold stETH do not need to do anything.
The biggest question for traders: can staking activities affect the supply of ETH, and the rewards generated by staking,
or how people feel about the market?
👀 Is this a chance to buy ETH or a sign that something is wrong with ETH? #ETH #Lido #CryptoNews
*$ETH · · $LDO · $AAVE
GABGCX:
Staking liquido e Restaking da Ethereum expõe o ecosistema a um risco estrutural que o ETH precisa resolver pra ontem
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Bullish
🚨 Alert | New developments in Ethereum staking A security incident involving MetaMask has led the company to shut down the affected validators that are managed via Lido. So far, this action does not indicate a breach of users’ wallets, but it highlights the importance of infrastructure security and its role in protecting staking operations. 👀 Under watch: $ETH$ | LDO Follow the developments and their potential impact on the staking market. #Ethereum #ETH #Lido #LDO #MetaMask #Staking #Security $ETH {spot}(ETHUSDT) $LDO {spot}(LDOUSDT)
🚨 Alert | New developments in Ethereum staking

A security incident involving MetaMask has led the company to shut down the affected validators that are managed via Lido.

So far, this action does not indicate a breach of users’ wallets, but it highlights the importance of infrastructure security and its role in protecting staking operations.

👀 Under watch:
$ETH $ | LDO

Follow the developments and their potential impact on the staking market.

#Ethereum #ETH #Lido #LDO #MetaMask #Staking #Security

$ETH

$LDO
MetaMask reported on September 30 that some of its core infrastructure is handling a security incident and said that it has not yet found any direct threat to MetaMask wallets. To reduce risk, MetaMask Staking (formerly Consensys Staking) has begun a precautionary exit of its Ethereum ($ETH) validator nodes operating on the Lido protocol. The relevant nodes are expected to complete their exit by no later than October 7 (not all withdrawals have been completed yet). Lido said that $stETH holders do not need to take action. The exited ETH will gradually return to the protocol as the nodes complete their exits, withdrawals, and re-staking. Because the queue is currently long, the entire cycle is expected to take up to about 45 days. Staking is non-custodial; MetaMask does not hold or manage customers’ withdrawal keys. Possible impacts during the exit period include reward loss and an offline penalty resulting from proactively taking nodes offline to reduce potential network penalties. Lido said it uses mechanisms such as diversified node operators and a temporary reserve of more than 6,750 stETH to mitigate the impact on the protocol’s normal operation. #ETH #Lido #MetaMask does not constitute investment advice
MetaMask reported on September 30 that some of its core infrastructure is handling a security incident and said that it has not yet found any direct threat to MetaMask wallets. To reduce risk, MetaMask Staking (formerly Consensys Staking) has begun a precautionary exit of its Ethereum ($ETH ) validator nodes operating on the Lido protocol. The relevant nodes are expected to complete their exit by no later than October 7 (not all withdrawals have been completed yet).

Lido said that $stETH holders do not need to take action. The exited ETH will gradually return to the protocol as the nodes complete their exits, withdrawals, and re-staking. Because the queue is currently long, the entire cycle is expected to take up to about 45 days. Staking is non-custodial; MetaMask does not hold or manage customers’ withdrawal keys. Possible impacts during the exit period include reward loss and an offline penalty resulting from proactively taking nodes offline to reduce potential network penalties. Lido said it uses mechanisms such as diversified node operators and a temporary reserve of more than 6,750 stETH to mitigate the impact on the protocol’s normal operation.

#ETH #Lido #MetaMask does not constitute investment advice
Lido disclosure: MetaMask Staking has taken a preventive exit of its Ethereum validators from the Lido protocol. The last batch is expected to complete the exit by the end of October 7, 2026. The withdrawal of ETH will gradually return to the protocol according to the exit, withdrawal, and re-staking cycles. Due to the extended queue, it is expected to take up to about 45 days. stETH holders do not need to take any action. Lido said that mechanisms such as multi-node operators and the temporary reserve fund of over 6750 stETH will mitigate interference with the protocol’s normal operations. #Lido #stETH #MetaMask
Lido disclosure: MetaMask Staking has taken a preventive exit of its Ethereum validators from the Lido protocol. The last batch is expected to complete the exit by the end of October 7, 2026.

The withdrawal of ETH will gradually return to the protocol according to the exit, withdrawal, and re-staking cycles. Due to the extended queue, it is expected to take up to about 45 days. stETH holders do not need to take any action.

Lido said that mechanisms such as multi-node operators and the temporary reserve fund of over 6750 stETH will mitigate interference with the protocol’s normal operations.

#Lido #stETH #MetaMask
MetaMask Withdraws Lido Validators After Security Incident - MetaMask confirms there is no immediate threat to its wallet - Lido warns that exiting a defensive validator could lead to losing rewards and incurring penalties due to operational disruption - This is MetaMask’s response when investigating the security incident #BinanceSquare #CryptoNews #Lido #MetaMask $eth #eth vlikevn Titanbot Source: CoinTelegraph
MetaMask Withdraws Lido Validators After Security Incident

- MetaMask confirms there is no immediate threat to its wallet
- Lido warns that exiting a defensive validator could lead to losing rewards and incurring penalties due to operational disruption
- This is MetaMask’s response when investigating the security incident
#BinanceSquare #CryptoNews #Lido #MetaMask

$eth #eth

vlikevn Titanbot

Source: CoinTelegraph
LDO: The Dangerous Signal of an Inflated Rally and Institutional Exits A 13% single-day gain may look tempting, but when a token with a market cap of $409 million can be pushed up using only $4.88 million in trading volume, the quality of this move doesn’t hold up to scrutiny. Price fluctuates sharply between $0.4321 and $0.5067, with a swing of over 17%, yet turnover is only 1.2% of market cap. This kind of “volume doesn’t match price” behavior is typical of low-liquidity tokens being manipulated by a small amount of capital—once even slight sell pressure hits, support can be breached. Smart money has given the most straightforward answer: net shorting, net positioning down to zero, and wiping out long traders. Market makers and institutional accounts are concentratedly exiting at high levels, leaving retail traders only with the “relay relay”—passing the baton to the next buyer. When professional capital chooses to retreat at the very moment of the biggest gains, it often indicates that a short-term top has already formed. On the social layer, it goes silent across all dimensions: no heat ranking, and both long and short sentiment are at zero. The market has lost its enthusiasm for discussing LDO—so much so that even the motivation to short is absent. This kind of “dead silence” is more frightening than panic, because it means incremental capital has completely dried up. **Key takeaway: LDO is in its darkest moment—institutions unloading, retail bag-holding, and a complete exhaustion of incremental inflows. The 13% rally is a lure, not an opportunity.** #LDO #Lido
LDO: The Dangerous Signal of an Inflated Rally and Institutional Exits

A 13% single-day gain may look tempting, but when a token with a market cap of $409 million can be pushed up using only $4.88 million in trading volume, the quality of this move doesn’t hold up to scrutiny.

Price fluctuates sharply between $0.4321 and $0.5067, with a swing of over 17%, yet turnover is only 1.2% of market cap. This kind of “volume doesn’t match price” behavior is typical of low-liquidity tokens being manipulated by a small amount of capital—once even slight sell pressure hits, support can be breached.

Smart money has given the most straightforward answer: net shorting, net positioning down to zero, and wiping out long traders. Market makers and institutional accounts are concentratedly exiting at high levels, leaving retail traders only with the “relay relay”—passing the baton to the next buyer. When professional capital chooses to retreat at the very moment of the biggest gains, it often indicates that a short-term top has already formed.

On the social layer, it goes silent across all dimensions: no heat ranking, and both long and short sentiment are at zero. The market has lost its enthusiasm for discussing LDO—so much so that even the motivation to short is absent. This kind of “dead silence” is more frightening than panic, because it means incremental capital has completely dried up.

**Key takeaway: LDO is in its darkest moment—institutions unloading, retail bag-holding, and a complete exhaustion of incremental inflows. The 13% rally is a lure, not an opportunity.**

#LDO #Lido
That’s unbelievable—this move by $LDO directly left people dumbfounded. On Binance, LDOUSDT perpetuals surged from around 0.435 to about 0.501; over the past 24h it’s roughly +15.2%. The high touched around 0.505, with about 88.52 million in traded value (U) and nearly 690,000 trades. Open positions are around 44.17 million LDO, equivalent to about 22.14 million U. The funding rate is approximately +0.010%, and longs are still adding. More importantly, the governance pace hasn’t stopped: the 9/21 Aragon Vote #205 has already been executed, packaging up the LIP-37 execution delegation framework, DepositSecurityModule v5, and a 9,600 ETH deposit reserve cap. Immediately after that, Vote #206 also adjusted the Staking Router parameters again. CoinDesk mentioned LDO in the DeFi wave when it was tallying the broad rise in copycats after yesterday’s session. My feeling is that this isn’t purely an empty pump. The staking track always has a solid base in the ETH narrative, and with governance continuing to land in sequence, the chart and the story finally match up. Of course, if it climbs this steeply, you have to watch for giveback—but I’d rather see whether it can hold above 0.50. $LDO #Lido #DeFi
That’s unbelievable—this move by $LDO directly left people dumbfounded.

On Binance, LDOUSDT perpetuals surged from around 0.435 to about 0.501; over the past 24h it’s roughly +15.2%. The high touched around 0.505, with about 88.52 million in traded value (U) and nearly 690,000 trades. Open positions are around 44.17 million LDO, equivalent to about 22.14 million U. The funding rate is approximately +0.010%, and longs are still adding.

More importantly, the governance pace hasn’t stopped: the 9/21 Aragon Vote #205 has already been executed, packaging up the LIP-37 execution delegation framework, DepositSecurityModule v5, and a 9,600 ETH deposit reserve cap. Immediately after that, Vote #206 also adjusted the Staking Router parameters again. CoinDesk mentioned LDO in the DeFi wave when it was tallying the broad rise in copycats after yesterday’s session.

My feeling is that this isn’t purely an empty pump. The staking track always has a solid base in the ETH narrative, and with governance continuing to land in sequence, the chart and the story finally match up. Of course, if it climbs this steeply, you have to watch for giveback—but I’d rather see whether it can hold above 0.50.

$LDO #Lido #DeFi
$LDO I’ll wait and watch: the trading volume has been high for two straight hours, yet the price is still hovering within the upper shadow. On Binance spot, the two 1-hour candlesticks in Beijing time at 15:00 and 16:00 both have trading volumes around 1.37 million USDT; the 16:00 candle opened at 0.4578 and closed at 0.4601, moving only about 0.5%, but during the session it even touched 0.4766. The volume is there, but the follow-through and acceptance after a breakout hasn’t been confirmed. In the last half hour, there’s even more disagreement: the 15-minute candle at 16:30 pushed up to 0.4766 and closed at 0.4664; at 16:45 it fell back to 0.4601. High trading activity could be people chasing the price, or it could be high-level distribution—based on spot candlesticks alone, we can’t just write it off as institutional accumulation or a short squeeze liquidation. On the forum, many people are watching LDO rise, but I’d rather see whether it can actually “eat” the upper shadow. The confirmation condition is that the next complete 15-minute close comes back above 0.4766, and the volume doesn’t clearly shrink. If a full 1-hour candle closes back below 0.454, then this short-term strength should be downgraded. I won’t chase from here; I’ll wait for both price and volume to give the answer.#LDO #Lido #price-volume
$LDO I’ll wait and watch: the trading volume has been high for two straight hours, yet the price is still hovering within the upper shadow. On Binance spot, the two 1-hour candlesticks in Beijing time at 15:00 and 16:00 both have trading volumes around 1.37 million USDT; the 16:00 candle opened at 0.4578 and closed at 0.4601, moving only about 0.5%, but during the session it even touched 0.4766. The volume is there, but the follow-through and acceptance after a breakout hasn’t been confirmed.

In the last half hour, there’s even more disagreement: the 15-minute candle at 16:30 pushed up to 0.4766 and closed at 0.4664; at 16:45 it fell back to 0.4601. High trading activity could be people chasing the price, or it could be high-level distribution—based on spot candlesticks alone, we can’t just write it off as institutional accumulation or a short squeeze liquidation. On the forum, many people are watching LDO rise, but I’d rather see whether it can actually “eat” the upper shadow.

The confirmation condition is that the next complete 15-minute close comes back above 0.4766, and the volume doesn’t clearly shrink. If a full 1-hour candle closes back below 0.454, then this short-term strength should be downgraded. I won’t chase from here; I’ll wait for both price and volume to give the answer.#LDO #Lido #price-volume
🐋 Whale Watch: A whale/entity used 4 newly created addresses to accumulate 6,972 ETH in 9 hours, with an average price of approximately $2,460.69 and a total value of approximately $17.15 million. The funds were then fully deposited into Lido. #ETH #Lido #巨鲸 #On-chain data
🐋 Whale Watch: A whale/entity used 4 newly created addresses to accumulate 6,972 ETH in 9 hours, with an average price of approximately $2,460.69 and a total value of approximately $17.15 million. The funds were then fully deposited into Lido.

#ETH #Lido #巨鲸 #On-chain data
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🎯 Exchange funds are quietly being moved to staking 📰 DefiLlama: Lido rose 3.07% in a single day to $24.3B, SSV rose 2.46%, staked ETH rose 3% in tandem, while OKX and Bybit saw outflows of 1.66% and 3.48% over seven days, respectively 💬 Nobody cuts losses on spot—yet the money is being shifted from trading accounts into staking to earn yield. This “calling for a crash with your mouth while your hands are locking funds”—do you get it? 🏷️ #质押 #Lido #TVL #资金流向
🎯 Exchange funds are quietly being moved to staking

📰 DefiLlama: Lido rose 3.07% in a single day to $24.3B, SSV rose 2.46%, staked ETH rose 3% in tandem, while OKX and Bybit saw outflows of 1.66% and 3.48% over seven days, respectively

💬 Nobody cuts losses on spot—yet the money is being shifted from trading accounts into staking to earn yield. This “calling for a crash with your mouth while your hands are locking funds”—do you get it?

🏷️ #质押 #Lido #TVL #资金流向
LDO — $LDO {future}(LDOUSDT) Lido is one of the major liquid-staking platforms in the Ethereum ecosystem. Its role in staking gives LDO a strong connection to the growth of decentralized finance. Traders are watching Ethereum staking activity and LDO market volume closely. #LDO #Lido #Ethereum #BinanceSquare
LDO — $LDO

Lido is one of the major liquid-staking platforms in the Ethereum ecosystem. Its role in staking gives LDO a strong connection to the growth of decentralized finance. Traders are watching Ethereum staking activity and LDO market volume closely.

#LDO #Lido #Ethereum #BinanceSquare
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🎯 It’s not about exchanges—everyone moved their money to staking 📰 TVL rankings: Lido, ether.fi, and staked ETH all rose together by 6.5%+ in a single day; Ethereum’s dominance climbed to a new high of 11.7% 💬 No one sells off on the spot—prices just drift down. Yet the money quietly moves from trading accounts into staking to earn yield. They talk about the market crashing, but their hands are locking funds—complaining while making interest. Is this data crazy enough? What do you think 🏷️ #Lido #以太坊质押 #链上数据 #ETF
🎯 It’s not about exchanges—everyone moved their money to staking

📰 TVL rankings: Lido, ether.fi, and staked ETH all rose together by 6.5%+ in a single day; Ethereum’s dominance climbed to a new high of 11.7%

💬 No one sells off on the spot—prices just drift down. Yet the money quietly moves from trading accounts into staking to earn yield. They talk about the market crashing, but their hands are locking funds—complaining while making interest. Is this data crazy enough? What do you think

🏷️ #Lido #以太坊质押 #链上数据 #ETF
💥 ETHEREUM STAKING IS BOOMING — BUT LIDO IS LOSING MARKET SHARE Ethereum staking continued to expand in H1 2026, with total staked ETH rising from 36.3M to 43.1M. But Lido captured only 5.7% of that net growth, adding about 386K ETH, while its market share fell from 23.93% to 21.18%. The shift is largely linked to institutional capital choosing alternative staking routes. BitMine, Coinbase and Binance have all gained significant positions, while Lido is also targeting institutions through products such as stVaults. #ETH #staking #Lido #ThuyBNB $ETH $BTC $BNB
💥 ETHEREUM STAKING IS BOOMING — BUT LIDO IS LOSING MARKET SHARE

Ethereum staking continued to expand in H1 2026, with total staked ETH rising from 36.3M to 43.1M. But Lido captured only 5.7% of that net growth, adding about 386K ETH, while its market share fell from 23.93% to 21.18%.

The shift is largely linked to institutional capital choosing alternative staking routes. BitMine, Coinbase and Binance have all gained significant positions, while Lido is also targeting institutions through products such as stVaults.

#ETH #staking #Lido
#ThuyBNB
$ETH $BTC $BNB
📰 Ethereum institutional staking heats up, but Lido didn’t capture much incremental demand. In the first half of 2026, the network added 6.8 million ETH to staking; Lido added only 386,000 ETH, accounting for 5.7% of the incremental amount. While the total staked supply rose from about 8.74 million to 9.13 million, Lido’s market share fell from 23.93% to 21.18%. 🔥 The contrast is right here: a bigger market doesn’t automatically mean the market leader earns more. The share of institutional capital rose from 25.9% to 35.3%, yet a lot of that money went to other staking service providers. Some of Lido’s products aimed at institutions are still reducing fees—switch first, then talk revenue. 💡 This also directly stalls LDO buybacks. On September 9, the NEST contract completed its check, but buyback funds weren’t released because the budget was negative. The funds weren’t entirely unprepared—according to the rules, the current surplus hasn’t reached the threshold needed to trigger release yet. 👀 Financial pressure is also laid out on the table. In the first half, Lido DAO’s total net income was $15.94 million, while the foundation’s spending was $14.33 million. After adding a one-time loss of $6.06 million from the Kelp project, it ultimately resulted in a net loss of $4.45 million. Honestly, new staking volume, DAO revenue, and the buyback quota aren’t really the same thing. 🤔 The most practical question now is whether Lido should continue cutting fees for institutions to grab market share, or first protect the DAO’s surplus so that NEST can restore buybacks as soon as possible. If you hold LDO, which outcome would you rather see? #Lido #LDO #以太坊质押 #DeFi
📰 Ethereum institutional staking heats up, but Lido didn’t capture much incremental demand. In the first half of 2026, the network added 6.8 million ETH to staking; Lido added only 386,000 ETH, accounting for 5.7% of the incremental amount. While the total staked supply rose from about 8.74 million to 9.13 million, Lido’s market share fell from 23.93% to 21.18%.

🔥 The contrast is right here: a bigger market doesn’t automatically mean the market leader earns more. The share of institutional capital rose from 25.9% to 35.3%, yet a lot of that money went to other staking service providers. Some of Lido’s products aimed at institutions are still reducing fees—switch first, then talk revenue.

💡 This also directly stalls LDO buybacks. On September 9, the NEST contract completed its check, but buyback funds weren’t released because the budget was negative. The funds weren’t entirely unprepared—according to the rules, the current surplus hasn’t reached the threshold needed to trigger release yet.

👀 Financial pressure is also laid out on the table. In the first half, Lido DAO’s total net income was $15.94 million, while the foundation’s spending was $14.33 million. After adding a one-time loss of $6.06 million from the Kelp project, it ultimately resulted in a net loss of $4.45 million. Honestly, new staking volume, DAO revenue, and the buyback quota aren’t really the same thing.

🤔 The most practical question now is whether Lido should continue cutting fees for institutions to grab market share, or first protect the DAO’s surplus so that NEST can restore buybacks as soon as possible. If you hold LDO, which outcome would you rather see?

#Lido #LDO #以太坊质押 #DeFi
📰 Sun Yuchen has again unstaked 5,000 ETH from Lido. Since August 26, the total amount redeemed has reached 10,000 ETH. This action has appeared repeatedly, and it’s really hard to keep people in the group from speculating. 🔥 Even more worrying is that, among the ETH redeemed previously, about $12.3 million has already been transferred to Poloniex. Moving to an exchange doesn’t mean it will be sold immediately, but at least it indicates that the liquidity arrangement for this portion of assets is no longer the same as before. In fact, just looking at these 5,000 ETH alone isn’t enough to directly conclude that he’s about to dump the market. After all, he currently still holds 238,000 stETH on-chain, worth approximately $594 million. It remains the second-largest on-chain holding, and his position hasn’t been fully cleared. 💡 So this situation is a bit like: continuously pulling ETH out of the staked state, while keeping a very large stETH position. Honestly, what’s truly worth thinking about isn’t a single redemption, but whether these subsequent ETH will continue to be moved into exchanges. 🤔 If large-scale redemptions show up again next, would you see it as capital reallocation or as a signal to reduce holdings? #ETH #孙宇晨 #Lido #On-chain data
📰 Sun Yuchen has again unstaked 5,000 ETH from Lido. Since August 26, the total amount redeemed has reached 10,000 ETH. This action has appeared repeatedly, and it’s really hard to keep people in the group from speculating.

🔥 Even more worrying is that, among the ETH redeemed previously, about $12.3 million has already been transferred to Poloniex. Moving to an exchange doesn’t mean it will be sold immediately, but at least it indicates that the liquidity arrangement for this portion of assets is no longer the same as before.

In fact, just looking at these 5,000 ETH alone isn’t enough to directly conclude that he’s about to dump the market. After all, he currently still holds 238,000 stETH on-chain, worth approximately $594 million. It remains the second-largest on-chain holding, and his position hasn’t been fully cleared.

💡 So this situation is a bit like: continuously pulling ETH out of the staked state, while keeping a very large stETH position. Honestly, what’s truly worth thinking about isn’t a single redemption, but whether these subsequent ETH will continue to be moved into exchanges.

🤔 If large-scale redemptions show up again next, would you see it as capital reallocation or as a signal to reduce holdings?

#ETH #孙宇晨 #Lido #On-chain data
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