Jen

dreams comms true | building products & stories @ Lido DAO | all views personal

[Lido @LidoFinance]

Security Stance

This year's wave of DeFi exploits has repriced security, where Lido has been putting in the work for years.

• Zero staking user funds lost in protocol history.
• 100+ audits: one of the most audited protocols in DeFi.
• Seven layers of defence for safety of users.

[Vasiliy Shapovalov @_vshapovalov]

Lido Labs are reallocating resources. Reduce the focus on staking in favor of new products that would benefit from our skillset and trust built over years of experience.
Huge staking inflows from Bitminer et co and users’ flight-to-safety instinct kicking in after Kelp incident mean that the December targets we use for goal-setting and planning are no longer achievable.
Total ETH staked grew faster than expected, mostly via Grayscale and BitMine.
APR Maxi segment contracted from 16% to 10% after the KelpDAO incident.
We planned for $2,712. ETH has been at $2,120 for months.
If we can't achieve our staking goals, we reduce spending and redirect where there's still a real case.
In the meantime, Lido contributors are exploring new products to build on Lido's security expertise and brand. With all the incidents this year, security got repriced, and Lido security is already valued highly by the market. E.g. on @sparkdotfi, high-leverage ETH borrowing is restricted to wstETH, not fragmented LRT collateral. Third parties are voting with their product decisions.
I believe this is a long-term gain in exchange for the short-term pain of market contraction.
More ground covered in yesterday's Tokenholder Update call:
https://t.co/jTgfNbCEaW

[Jen @TariQuin]

Best in class degen experience

[Lido @LidoFinance]

The Lido first-loss protection mechanism for EarnETH has been DAO-approved and will be actioned following the exchange rate update.

The first-loss protection mechanism is estimated to be actioned at 17.30AM CET on May 15.

In practice this will function as an EarnETH vault token share burn from the Lido DAO’s position, after which all affected users will be made whole.

Further details on the mechanism can be found here: https://t.co/sCBhE407Iu

In parallel to this, the Curator will resume operations on the EarnETH vault (ETA 18.30PM CET, May 15), and users will be free to deposit and withdraw.

[Jen @TariQuin]

No idea what this flashmob is about, but Lido Tokenholder Call soon, register here: https://t.co/TY3WX3ZRlT

[Jen @TariQuin]

@A_Leutenegger @EthCC @zuzu_eeka I‘m too punk to visit Cannes two years in a row

[Jen @TariQuin]

Missed @EthCC this year. After a week of watching it on X, I asked my AI agents to help me pull together a short report on the narratives shaping up around it.

It’s pretty raw and obviously AI-written, so no harsh judgment.
https://t.co/lrU4LZAXkx

[EM @e330acid]

Entry queue is almost 50 days deep. Exit-and-redeposit means your ETH sits idle, bleeding rewards the entire time.

Consolidation skips all of that. Migrate stake into stVaults while keeping up to 98% of rewards flowing.

Capital efficiency isn't optional at this queue depth. It's the whole point.

[Jen @TariQuin]

Human made content also here:

[Leuts.eth @A_Leutenegger]

Lido just put out its 2025 Final Report:

TLDR:
- @LidoFinance is evolving into the most decentralised and secure defi hub.
- Programmatic value accrual to LDO is being connected.

It wasn't an easy year though, so let's break it down without AI🧵:

[Jen @TariQuin]

One of my favorite, yet fighting governance project 🥰

[blockful.eth @blockful_io]

We have prevented a governance attack in Shutter DAO (0x36): ~$100K of SHU tokens could capture a treasury of +$3M

We are committed to securing the @ethereum ecosystem, its protocols, team and investors.

Here are the details 👇

[Jen @TariQuin]

Not great, not awful ai brief of Lido 2025 report. No ch ges made by me.
Read full version here: https://t.co/6GQY0ToumW

[Jen @TariQuin]

Do you know what materially decreases so-called counter party risk for stETH holders?
Correct, Dual Governance.

[Etherealize @Etherealize_io]

Danny Ryan on why Wall Street cares about decentralization

Etherealize co-founder and a key architect behind Ethereum’s transition to proof-of-stake is asked if Wall Street institutions care about “decentralization.”

“That’s not the right word,” Danny replies. “They care about counterparty risk.”

He explains:

“They care about — in a transaction or a particular market — who can screw me over? And if the infrastructure is decentralized, nobody can turn it off, and their transactions will execute as intended . . . [that’s an] elimination of counterparty risk. That’s the operative lens of how they view the world, and if you explain how these systems work to them — and the difference between Ethereum and alternatives — they’re like, ‘Oh yeah, we do love decentralization because we have risk models and this helps us on our risk model.’”

Danny jokes:

“I’ve been looking for a customer of decentralization other than the cypherpunks I hung out with for the past 8 years, and I found it on Wall Street.”

As long as you speak the right language and frame it the right way, Ethereum’s decentralization is deeply important to Wall Street institutions.

[Aragon.eth 🦅 @AragonProject]

Lido's LDO enables tokenholders to participate in how Ethereum’s largest staking protocol is governed and upgraded.

Let’s apply the Token Ownership Framework to @LidoFinance ↓

[Lido @LidoFinance]

Lido Poolside: Tokenholder Update, February 2026 https://t.co/S5y8dXWS5D

[Jen @TariQuin]

ok @zuzu_eeka apparently we're a perfect match?? 👀💕 https://t.co/V8cz9AZ8yP

[Jen @TariQuin]

While you’re all busy debating whether eight years in crypto is a waste or not, Lido labs shipped a new strategy in your favorite style of pragmatic optimism. You’re welcome.

https://t.co/3GOqf56NkW

[Jen @TariQuin]

@ncerovac ❤️

[Jen @TariQuin]

@zuzu_eeka What a day! Congrats on this opportunity, can I have grant now?

[Jen @TariQuin]

Lido DAO Comms team onboarding essentials — by @vsvld_k

[Izzy @IsdrsP]

Lido Day Buenos Aires is starting in 1.5 hours!

See you there 🇦🇷

[Jen @TariQuin]

Sorry to say it, but after 3y in Dao Communications I fully agree

[Nick @0xNN2]

Thank you Devconnect for having me!
@EFDevcon @hatsprotocol