@LidoFinance
NEST buyback should be activated sooner is better because it give our protocol another revenue stream by act as CowSwap LP provider. Make $LDO great again
"Q1 closed with a $3M treasury surplus..." $LDO is ready for NEST buyback (which run forever) even on worse market situition.
There also immediate buyback budget with 9,500 stETHs is waiting for allocating.
I know, it not make sense when 300M of voting tokens decide how to control 20B of staking TVL. So, $LDO is heavily underpriced.
Even AAVE TVL is less than Lido.... and you know AAVE fdv about 2B.
$LDO price floor is hard coded at 0.000163 $ETH (0.33$) by buyback plan A from DAO which spend 10.000 stETH to accumulate about 10% of circulation.
Then this floor is moving up slowly and making stronger buyback plan B which use protocol surplus...
$ldo not only governments tokens
With 2 buyback programs, 1 run immediately which accumulate up to 8-10% of circulation and 1 run forever with unlimited budget which fufilled by revenue...
Maket is repricing it, let see how it worth...
$eth $btc
LDO Accumulation Execution Report Batch 1
In accordance with the approved proposal to accumulate ethereum:0x5a98fcbea516cf06857215779fd812ca3bef1b32 using up to 10,000 stETH from the Lido DAO Treasury, the first 725.69 stETH have been used to purchase 4,501,320.43 LDO at a price of 0.000163 LDO/ETH.
https://t.co/fPgpK7zoq4
There 64+ millions of $LDO (8% of supply) voted Yes already and the voting still has 3 days left. It means a lot of whales, holders,... support this and commit as diamond hands.
Supply shock in comming, short squeeze is going to happend soon.
$LDO
The $LDO spring is coiled tighter than ever.
Despite macro headwinds, monthly Stoch RSI is at 0. Meanwhile, the Lido DAO is voting 100% YES on Snapshot to buy back 10,000 stETH (nearly 10% of FDV).
Supply shock is going to be happend.
#LDO#Lido#DeFi#Ethereum#SupplyShock
Hmm $LDO has 150M$ in treasury but fdv is around 300M$, it means the leading protocol with 20% $ETH market share just priced about 150M$, too expensive?
The $LDO spring is coiled tighter than ever.
Despite macro headwinds, monthly Stoch RSI is at 0. Meanwhile, the Lido DAO is voting 100% YES on Snapshot to buy back 10,000 stETH (nearly 10% of FDV).
Supply shock is going to be happend.
#LDO#Lido#DeFi#Ethereum#SupplyShock
hyperliquid distributed $186m in real USDC to HYPE holders in Q1 2026. $744m annualized run rate. uniswap sitting on $2b+ treasury distributing exactly $0 to UNI holders. aave generating $400m+ annually, AAVE holders receive $0. the fee switch debate is over. someone just did it. every governance token without cash flow distribution is now a meme coin with extra steps. position accordingly.