π΅οΈββοΈ Whale Transactions:
- Arthur Hayes acquired #ETH, #LDO, #ETHFI and #PENDLE for a total of about $6.85 million;
- Galaxy Digital transferred 224,000 #SOL ($41.1 million) to Binance and Coinbase;
- 5 Ethena institutional investor addresses (including Amber Group and Strobe Ventures) transferred 40.2 million #ENA worth ~$29.8 million to exchanges.
- Arthur Hayes acquired #ETH, #LDO, #ETHFI and #PENDLE for a total of about $6.85 million;
- Galaxy Digital transferred 224,000 #SOL ($41.1 million) to Binance and Coinbase;
- 5 Ethena institutional investor addresses (including Amber Group and Strobe Ventures) transferred 40.2 million #ENA worth ~$29.8 million to exchanges.
π₯³ #LDO Lido Ecosystem Foundation has announced the launch of GG Vault (GGV).
Users can now from the new Earn page with one click to automatically allocate #ETH, #WETH, #stETH, #wstETH and other assets across multiple DeFi protocols such as Uniswap, Aave, Euler, Balancer, Gearbox, Fluid, Morpho, realizing diversified strategies with high returns without having to manually manage multiple positions.
Users can now from the new Earn page with one click to automatically allocate #ETH, #WETH, #stETH, #wstETH and other assets across multiple DeFi protocols such as Uniswap, Aave, Euler, Balancer, Gearbox, Fluid, Morpho, realizing diversified strategies with high returns without having to manually manage multiple positions.
π A massive #LAUNCHCOIN destroyed a large GSR Markets short on Hyperliquid.
The liquidation of the GSR Markets short triggered a domino effect, destroying other shorts on #MNT, #POPCAT, #LINK and #LDO, zeroing out the account.
Total losses exceeded $4 million in just 24 hours.
The liquidation of the GSR Markets short triggered a domino effect, destroying other shorts on #MNT, #POPCAT, #LINK and #LDO, zeroing out the account.
Total losses exceeded $4 million in just 24 hours.
πΏ #LDO Lido: Voting is open on a proposal for a modular NEST system that is designed to utilize stETH from the Lido DAO treasury for LDO buyback. If the proposal is approved, the first real test of the buyback is planned for December 2025.
π #LDO Sentora: Liquid staking TVL sits at $82 billion, with Lido representing an impressive 44.3% of the total liquid staking TVL.
πΊπΈπ #ETF #LDO #JTO Senior Counsel at Consensys and former head of the U.S. Department of Justice commenting: Trusts will be able to place digital assets (on proof-of-stake networks without authorization) if they:
- Hold only one type of digital asset and cash;
- Utilize a qualified custodian to manage keys and perform staking;
- Maintain an SEC-approved liquidity policy that guarantees the ability to recover funds, even with betting assets;
- Maintain arm's-length relationships with independent betting providers;
- Strictly limit their activities to custody, placement and redemption of assets - no discretionary trading.
- Hold only one type of digital asset and cash;
- Utilize a qualified custodian to manage keys and perform staking;
- Maintain an SEC-approved liquidity policy that guarantees the ability to recover funds, even with betting assets;
- Maintain arm's-length relationships with independent betting providers;
- Strictly limit their activities to custody, placement and redemption of assets - no discretionary trading.
π€ #LDO The Lido DAO community proposes new liquidity buyback mechanism to enhance LDO utility and reduce circulation, potentially implemented in Q1 2026. link
π΅οΈββοΈπ³ Whale and institutional activity:
- Arthur Hayes sold 780 #ETH (~$2.4m), 5m #ENA (~$1.38m), 132,730 #ETHFI (~$124k), 640k #LDO ($480k), 1,630 #AAVE ($289k) and 28,670 #UNI (~$209k);
- Whale, which recently bought 444,895 ETH ($1.39 billion), today withdrew 177k ETH ($561.3 million) from Aave and transferred 44k ETH ($140.2 million) to Binance (it currently has an unrealized loss of ~$125 million);
- Bitmine acquired 67,000 ETH worth >$234M in the last week
- Arthur Hayes sold 780 #ETH (~$2.4m), 5m #ENA (~$1.38m), 132,730 #ETHFI (~$124k), 640k #LDO ($480k), 1,630 #AAVE ($289k) and 28,670 #UNI (~$209k);
- Whale, which recently bought 444,895 ETH ($1.39 billion), today withdrew 177k ETH ($561.3 million) from Aave and transferred 44k ETH ($140.2 million) to Binance (it currently has an unrealized loss of ~$125 million);
- Bitmine acquired 67,000 ETH worth >$234M in the last week
π Top 10 Dapps By TVL in 2021/2025
CryptoRank: In 2021, top protocols were diversified across DEXs, CDPs, and yield aggregators. By 2025, TVL is overwhelmingly concentrated in lending, liquid staking, and restaking protocols, signaling a move away from activity-driven primitives toward balance-sheet infrastructure, where capital can remain deployed passively for extended periods. #AAVE #LDO
CryptoRank: In 2021, top protocols were diversified across DEXs, CDPs, and yield aggregators. By 2025, TVL is overwhelmingly concentrated in lending, liquid staking, and restaking protocols, signaling a move away from activity-driven primitives toward balance-sheet infrastructure, where capital can remain deployed passively for extended periods. #AAVE #LDO
ππ³ Whale Transactions:
1. Three Whales transferred 9.98 million #USDC to Lighter to buy #LIT;
2. Arthur Hayes bought more DeFi tokens. In the last 2 weeks, he sold 1,871 #ETH ($5.53 million) and bought: 961,113 #PENDLE ($1.75 million), 2.3 million #LDO ($1.29 million), 6.05 million #ENA ($1.24 million), 491,401 #ETHFI ($343k).
1. Three Whales transferred 9.98 million #USDC to Lighter to buy #LIT;
2. Arthur Hayes bought more DeFi tokens. In the last 2 weeks, he sold 1,871 #ETH ($5.53 million) and bought: 961,113 #PENDLE ($1.75 million), 2.3 million #LDO ($1.29 million), 6.05 million #ENA ($1.24 million), 491,401 #ETHFI ($343k).
πΌ #LDO Lido launches stVaults on mainnet with initial users including Linea, Nansen, and several institutional stakers. The Block link
π€ #LDO Financial indicators for Lido in 2025 show that total revenue decreased by 23% on an annual basis to $40.5 million, with net staking commission revenue amounting to $37.4 million.
The DAO is evaluating a potential LDO buyback program in the second quarter of 2026. link
Free Academy & VIP Access
The DAO is evaluating a potential LDO buyback program in the second quarter of 2026. link
Free Academy & VIP Access
πββοΈπ #LDO The Lido development committee has requested permission to receive LDO using up to 10,000 stETH from the Lido DAO treasury. This is contingent upon the condition that the LDO will be returned to the treasury if market conditions remain favorable.
Free Academy & VIP Access
Free Academy & VIP Access
π
ββοΈ #LDO Lido DAO is discontinuing support for the wstETH bridge on 9 blockchains: zkSync Era, Mode, Scroll, Mantle, Swell, Zircuit, Soneium, Polygon PoS, and Lisk.
π #LDO Anchorage Digital adds support for Lido, providing institutions access to wstETH.