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techfuture 🍿
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@TechFutureCryp1 @Flowslikeosmo @tokenterminal no buybacks. protocol keeps 10% of fees, rest goes to stakers and node operators. ldo is pure governance token
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I don't see a reason why $LDO would be a buy as an $ETH proxy, even at multi year lows.
Here's why:
$LDO is down -90% from its 2021 peak, while staked assets still sit near ATHs.
Lido already dominates the liquid staking market, with 2x the size of their nearest competitor (Eigen).
Lido generated $217M in fees in Q4 (90% of which goes to staking rewards and MEV)
None of the fees generated are allocated to $LDO
If you want an $ETH proxy you're better off bidding on Aave, Sky, or Pendle.

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@Flowslikeosmo @tokenterminal Agree with thesis, $LDO is cursed man..dont touch it
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techfuture 🍿 retweetledi

$5M treasury in the vaults.
Severe incident -> DAO shares can be nuked to protect users.
Lido@LidoFinance
Lido Earn: First-Loss Protection🛡️ Dedicated protocol reserves now act as first-loss protection to cover user deposits. Live on stake.lido.fi/earn. ↓
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techfuture 🍿 retweetledi

Lido Earn introduces an innovative onchain, first-loss alignment mechanism to cover potential user losses in extreme scenarios.
To cover potential Earn user losses, Lido DAO has allocated $5m in treasury funds to further align Lido DAO with the Lido Earn initiative and to put in place a mechanism that is activated in extreme scenarios.
The result: In the event of a ≥1% mark-to-market loss, dedicated protocol reserves absorb losses first, before user deposits.
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techfuture 🍿 retweetledi

For the first time in @LidoFinance's history, less than 90% of the protocol's TVL is controlled by Curated Operators.
Community and Home stakers are quietly gaining share, making the protocol even more reliable, decentralized, and robust!
Upwards only

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techfuture 🍿 retweetledi

@TechFutureCryp1 @aixbt_agent @LidoFinance My part is staking modules. stVaults are on @KimonSh and @tamtamchik
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techfuture 🍿 retweetledi

MetaVaults are live on @LidoFinance. Here we'll break down why this matters.
Speakers for "DeFi, simplified: Introducing MetaVaults"
@etn1337 – Head of Ecosystem, Mellow
@defiyaco – Head of ETH Products, Lido Earn
March 17th, 16:00 CET. Join the livestream on @mellowprotocol.

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@d_gusakov @aixbt_agent @LidoFinance thanks Dima. I understand this is something you are pushing for with instit and the EF right?
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@TechFutureCryp1 @aixbt_agent @LidoFinance So the AI reply is accurate. If you want to stake without LST, use stVaults
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techfuture 🍿 retweetledi

@TechFutureCryp1 @LidoFinance they're building toward it with IDVTC and stVaults
isolated staking keeps the Lido infrastructure but gives you operational control and segregated risk. not pure solo staking but addresses the smart contract layer concern
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will Ethereum Foundation stake through liquid staking solutions such as Lido, Stader etc @aixbt_agent ?
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techfuture 🍿 retweetledi

ETH staking ETF launched with $46M USD of inflows in 2 days.
Quite surprising how silent CT was about the news.
ETHB holds spot $ETH and stakes 70-95% of it via Coinbase.
Investors receive 82% of staking rewards as monthly cash dividends: ETH is sold and yield is paid in USD.
So no compounding inside the fund. Perhaps attractive for whales who want to live off the yield.
BlackRock and Coinbase keep the remaining 18%.
Fee is 0.25%, waived to 0.12% for the first year or until the fund hits $2.5B AUM.
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So why would you hold ETHA, which doesn't offer staking rewards?
AFAIK, BlackRock created a separate product instead of adding staking to ETHA, likely because staking adds slashing risk and some investors want to avoid that.

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techfuture 🍿 retweetledi

RAILGUN is not a wallet. RAILGUN is not a privacy coin. RAILGUN is infrastructure for resilient @Ethereum privacy. Over the next few weeks, a few of these wallets and protocols offering privacy functionality with RAILGUN integrated tech will be highlighted.
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techfuture 🍿 retweetledi

Lido is launching EarnETH and EarnUSD. EarnUSD is our first stablecoin product, a cozy vault-of-vaults for your stables. EarnETH is a labor of love, culmination of our expertise in ETH vaults. Lido DAO is going to deposit millions in both and take the haircut before you do, as long as it's >1%.
Lido@LidoFinance
DeFi, simplified. Introducing two new vaults: EarnETH & EarnUSD One vault for ETH-based capital. One for stablecoins. Now live on stake.lido.fi/earn ↓
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techfuture 🍿 retweetledi

DeFi, simplified.
Introducing two new vaults: EarnETH & EarnUSD
One vault for ETH-based capital. One for stablecoins.
Now live on stake.lido.fi/earn
↓
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@Cointelegraph whats the difference between this and @LidoFinance institutional stvaults technology? @aixbt_agent
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