Bootstrap
Trading Non Stop
ar | bg | cz | dk | de | el | en | es | fi | fr | in | hu | id | it | ja | kr | nl | no | pl | br | ro | ru | sk | sv | th | tr | uk | ur | vn | zh | zh-tw |

What is expected in the development of LDO?

Lido DAO is moving forward with key developments:

  1. Automated Buyback Launch (Q1 2026) – A system to buy back LDO tokens automatically when Ethereum (ETH) prices and revenue hit certain targets.
  2. Multi-Product Expansion (2026–2027) – Expanding from just staking to offering a wider range of liquidity products.

Deep Dive

1. Automated Buyback Launch (Q1 2026)

Overview:
There’s a proposal to create an automated system that buys back LDO tokens. This would kick in only when ETH’s price is above $3,000 and the DAO’s yearly revenue exceeds $40 million. Up to half of the extra staking revenue (capped at $10 million per year) would be used to buy LDO tokens. These tokens would then be paired with wrapped staked ETH (wstETH) in a liquidity pool similar to Uniswap v2.

What this means:

2. Multi-Product Expansion (2026–2027)

Overview:
Over the next 18 months, Lido plans to grow beyond staking by building a platform with multiple liquidity products centered around stETH. One example is stRATEGY, an automated tool that helps users maximize their yields in decentralized finance (DeFi). This expansion aims to make DeFi easier to use and attract larger, institutional investors.

What this means:

Conclusion

Lido DAO is focusing on improving its token economics through buybacks and broadening its product offerings to increase utility and resilience. These efforts support long-term growth but will depend heavily on Ethereum’s market performance and effective governance decisions.

What could happen to LDO’s role if Ethereum staking becomes a standard, widely available service?

{{technical_analysis_coin_candle_chart}}


What updates are there in the LDO code base?

Lido DAO’s latest software updates focus on increasing decentralization and protecting users.

  1. Automated Buyback Proposal (Nov 11, 2025) – Plans to use protocol earnings to systematically buy back LDO tokens.
  2. CSM v2 Launch (July 23, 2025) – Expands permissionless staking with improved rules and identity checks for operators.
  3. Triggerable Withdrawals (July 23, 2025) – Lets anyone initiate validator exits through smart contracts, reducing reliance on centralized parties.

Deep Dive

1. Automated Buyback Proposal (Nov 11, 2025)

Overview:
This proposal sets up an automated system powered by NEST to buy back LDO tokens using DAO revenue, but only when Ethereum’s price is above $3,000 and the protocol’s yearly revenue exceeds $40 million.

The bought-back LDO tokens will be paired with wrapped staked ETH (wstETH) in a Uniswap v2-style liquidity pool to improve market liquidity. The buyback amount is capped at $10 million per year to avoid disrupting the market.

What this means:
This is positive for LDO holders because reducing the number of tokens available on the market can increase token value, especially when the protocol is doing well financially. However, the buyback only happens if certain price and revenue conditions are met.
(Source)

2. CSM v2 Launch (July 23, 2025)

Overview:
The Community Staking Module version 2 raises the maximum stake share to 10% and introduces a new system to verify independent node operators through a Community Staker Identification Framework.

What this means:
This update is neutral for LDO’s price but important for decentralization. By verifying operators and allowing more participation, it could attract more node operators over time, making the network stronger and less centralized.
(Source)

3. Triggerable Withdrawals (July 23, 2025)

Overview:
Following Ethereum Improvement Proposal 7002, this feature allows anyone—not just node operators—to trigger validator exits through Lido’s withdrawal smart contract. This reduces dependence on a few centralized actors.

What this means:
This is good news for LDO holders because it lowers the risk of centralized control over withdrawals, aligning with Ethereum’s goal of being trustless and decentralized. Users get more control over unstaking, which boosts confidence in the protocol.
(Source)

Conclusion

Lido DAO’s updates focus on making the system more decentralized (with CSM v2 and Triggerable Withdrawals) and economically aligned with protocol success (through the buyback proposal). The big question is whether these changes will attract enough node operators and stakers to help stabilize LDO’s price amid recent market ups and downs.


What could affect the price of LDO?

The future price of Lido DAO (LDO) depends on updates to its protocol, changes in regulations, and how much demand there is for staking Ethereum.

  1. Buyback Plan – A proposed $10 million per year buyback could reduce the number of LDO tokens available if Ethereum stays above $3,000.
  2. Regulatory Risks – A U.S. court ruling holds DAO members responsible for decisions, which may discourage participation in governance.
  3. Staking Competition – Lido’s share of Ethereum staking has dropped to 23%, putting pressure on its role as the staking market evolves.

Deep Dive

1. Buyback Program & Revenue Dependency (Mixed Impact)

Overview:
Lido DAO plans to use half of its revenue above $40 million per year to buy back LDO tokens, with a cap of $10 million annually. This plan activates only if Ethereum’s price stays above $3,000. Currently, Lido’s annual revenue is about $94 million, but it experienced a small loss in Q3 2025.

What this means:
This is positive if Ethereum’s price rises, increasing staking demand and allowing buybacks to reduce the number of tokens in circulation. If Ethereum stays below $3,000, the buyback won’t happen. At current prices, $10 million in buybacks would remove about 13 million LDO tokens, which is roughly 1.5% of all tokens available—a modest reduction.

2. Regulatory & Legal Overhang (Bearish Risk)

Overview:
A 2024 court decision in California classified Lido DAO as a general partnership. This means token holders could be legally responsible for decisions made by the protocol, creating uncertainty, especially for U.S.-based participants.

What this means:
This ruling could discourage institutions from taking part in governance or staking with Lido, lowering activity on the network and reducing demand for LDO tokens. Until this legal issue is resolved, it may overshadow improvements like the Dual Governance update.

3. Market Share Erosion vs. Protocol Upgrades (Mixed Impact)

Overview:
Lido’s share of Ethereum staking dropped from over 30% to 23% in 2025. However, a July update introduced a new governance feature allowing stETH holders to veto harmful proposals, aiming to improve security.

What this means:
This is a negative sign if competitors like Ether Fi continue to grow (Ether Fi grew 30% in the first half of 2025). On the other hand, the governance improvements might attract cautious institutional stakers. Lido still manages 23% of all staked Ethereum, which is significant.

Conclusion

LDO is caught between positive forces like buybacks that reduce supply and negative pressures from legal risks and growing competition. Its value depends heavily on the growth of Ethereum staking, but concerns about profitability remain. Keep an eye on Q1 2026 for when buybacks might start and any updates on the California court ruling, as these could influence LDO’s direction.

Key question: Can Lido turn its $284 million in revenue since 2021 into lasting profits before competitors chip away at its market position?


What are people saying about LDO?

The Lido DAO community is divided between optimism over new plans and concerns about big investors selling off, along with ongoing discussions about governance. Here’s the latest:

  1. New automated buyback proposal brings hope
  2. A large investor sold $8.4 million worth of LDO, raising worries
  3. Traders debate whether $0.75 is a key price point

Deep Dive

1. @LidoFinance: Buyback plan aims to reduce supply — bullish

Lido DAO proposed a plan to automatically buy back LDO tokens when Ethereum’s price is above $3,000 and the protocol earns more than $40 million per year, with a maximum buyback of $10 million annually.
– @LidoFinance (229K followers · 7.3K impressions · 2025-11-11 11:40 UTC)
View original post
What this means: This is positive for LDO because buybacks can lower the number of tokens available on the market during strong times, which could push the price up if the community approves this plan in the ongoing vote.

2. @WuBlockchain: Big investor sells $8.4M LDO — bearish

Paradigm Capital moved 10 million LDO tokens, worth $8.4 million, to exchanges for sale. This same investor previously made $27.5 million profit selling at $1.31 per token.
– @WuBlockchain (545K followers · 4.2K impressions · 2025-06-10 01:49 UTC)
View original post
What this means: This is a warning sign for LDO because large sales by big investors often lead to price drops, especially when they have a history of selling at high prices.

3. @johnmorganFL: Price action shows mixed signals — mixed

LDO’s price was pushed down at $0.84 but has been making higher lows. A move above $0.835 could indicate a shift in momentum.
– @johnmorganFL (35K followers · 498K impressions · 2025-08-12 14:10 UTC)
View original post
What this means: This is uncertain for LDO. While the technical pattern suggests potential gains, the token faces resistance at $0.76 (current price: $0.75), and trading volume has dropped by 11.27% in the last 24 hours.

Conclusion

The outlook for LDO is mixed. The new buyback proposal could strengthen the token’s value over time, but ongoing large sales by big investors keep traders cautious. Since LDO has dropped 46% over the past 90 days, the community is closely watching the governance vote results on the buyback mechanism. If approved, it might lead to a price rebound as traders cover short positions. If rejected, the downtrend could continue toward yearly lows.


What is the latest news about LDO?

Lido DAO is navigating discussions around its token buyback program and the balance between decentralization and growth. Here’s a quick summary of the latest developments:

  1. Buyback Plan Raises Doubts (Nov 13, 2025) – The $10 million per year buyback, designed to activate only when Ethereum (ETH) prices are high, faces skepticism due to the DAO’s current losses.
  2. Concerns Over Centralization (Nov 12, 2025) – Automated buybacks for LDO tokens are sparking debate about whether this shifts governance toward a more corporate style, moving away from decentralized ideals.
  3. Buyback Size Seen as Modest (Nov 12, 2025) – Analysts note the $10 million annual cap is small compared to other DeFi projects, with mixed opinions on its potential impact.

In-Depth Look

1. Buyback Plan Raises Doubts (Nov 13, 2025)

What’s happening:
Lido DAO approved a buyback program that uses half of its staking revenue above $40 million per year to repurchase LDO tokens, but it won’t spend more than $10 million annually. The buyback only kicks in if ETH trades above $3,000, meaning it won’t support the token during price drops. Since Lido reported a loss of $200,000 in Q3 2025, some question if this plan is practical.

Why it matters:
This approach is neutral for LDO. It avoids draining funds during tough market times but also limits potential gains when the market is strong. The DAO’s current losses and dependence on ETH prices add uncertainty to how well this will work. (Blockworks)

2. Concerns Over Centralization (Nov 12, 2025)

What’s happening:
Lido’s buyback plan is similar to moves by other DeFi projects like Uniswap and Aave, where a majority of revenue is returned to token holders. Critics worry this trend shifts power toward investors and institutions, moving away from the decentralized governance that Ethereum communities value.

Why it matters:
This is seen as negative for Lido’s image as a decentralized project but positive for attracting investors looking for steady returns. It risks alienating community members who prioritize decentralization while appealing to those focused on financial gains. (CryptoSlate)

3. Buyback Size Seen as Modest (Nov 12, 2025)

What’s happening:
Experts point out that Lido’s $10 million annual buyback is much smaller than Uniswap’s $26 million monthly program. The buyback could reduce the number of LDO tokens in circulation by about 1.1% each year, but limited liquidity on the blockchain might reduce its effect on price.

Why it matters:
This is somewhat positive for LDO, as the buyback shows a commitment to increasing value over time, even if it’s cautious in size. The market’s reaction was muted, with LDO’s price dropping 9% after the announcement amid a broader crypto market downturn. (AMBCrypto)

Conclusion

Lido’s buyback plan reflects how DeFi projects are evolving to focus more on generating revenue and rewarding token holders. However, it also highlights the ongoing tension between attracting investors and maintaining decentralization. The success of this strategy depends heavily on Ethereum’s price and demand for staking. The big question remains: will Lido’s move toward “financial products beyond staking” bring in new investors or increase its exposure to ETH’s price swings?


Why did the price of LDO fall?

Lido DAO (LDO) dropped 8.62% in the last 24 hours, falling more than the overall crypto market, which was down 5.77%. Here’s why:

  1. Underwhelming buyback plan – The proposal limits buybacks to $10 million per year and only kicks in if Ethereum (ETH) is above $3,000, causing doubts.
  2. Market-wide caution – The Crypto Fear & Greed Index is at 22, indicating fear, which put pressure on altcoins like LDO.
  3. Technical sell-off – LDO’s price fell below important moving averages, triggering automatic sell orders.

Deep Dive

1. Buyback Proposal Disappointment (Negative Impact)

What happened: Lido DAO proposed an automated plan to buy back LDO tokens using staking revenue, but only if ETH trades above $3,000 and annual revenue exceeds $40 million. The buybacks are capped at $10 million per year, which is about 1.45% of LDO’s market value.
Why it matters: This plan only works well when the market is strong (ETH price high), offering no protection during downturns. Also, the $10 million cap is small compared to other projects like Uniswap, which spends $26 million monthly on buybacks. Experts like DeFi Ignas estimate actual buybacks might be as low as $4 million annually, raising questions about how much this will reduce LDO’s supply.
What to watch: The price of ETH (currently around $2,500) and Lido’s revenue trends, which showed a loss of $200,000 in Q3 2025.

2. Market Sentiment Pullback (Negative Impact)

What happened: The overall crypto market dropped 5.77% on November 14, with Bitcoin gaining dominance as investors moved to safer assets.
Why it matters: LDO’s larger drop (-8.62%) shows it was hit harder by this risk-off mood. Data from derivatives markets shows a 1.97% weekly drop in open interest, meaning fewer traders are betting on price moves. Negative funding rates for altcoins compared to Bitcoin suggest short-term traders were closing LDO positions, adding to the sell pressure.

3. Technical Breakdown (Negative Impact)

What happened: LDO’s price fell below its 7-day and 30-day simple moving averages ($0.819 and $0.860, respectively). The Relative Strength Index (RSI) is 42.03, indicating neutral but weakening momentum.
Why it matters: Dropping below the $0.791 pivot point triggered algorithmic selling, worsened by low trading volume (turnover ratio 0.145). Technical analysis points to the next support level at $0.758 (based on Fibonacci retracement). If that breaks, the price could fall further toward the 2025 low of $0.675.

Conclusion

LDO’s recent decline reflects disappointment over its limited buyback plan, combined with a cautious crypto market and technical selling pressures. While Lido DAO’s shift toward expanding products like stRATEGY vaults shows promise for the future, near-term price action depends heavily on ETH recovering above $2,800 and the buyback plan being put into action.
Key points to watch: Will LDO hold the $0.758 support level, and can ETH’s price rebound to ease pressure on staking revenue?