Lido DAO Token (LDO)

Alt investment that is hard to fail https://t.co/yRrVNImgRN

GM, lets talk about LiDo today. When ETH crashes, does capital stay in Lido? Bear markets are the real stress test for any protocol. Today I want to talk about @LidoFinance, currently the top 1 liquid staking protocol on @ethereum. For LIDO, the key question is simple: When the market turns bearish, do users rush to withdraw their ETH? And can Lido actually retain capital? ✨ Why do users unstake from Lido? From my research and personal view, there are a few main drivers: 1/ ETH rallies hard → profit taking In July 2025, there was a noticeable spike in the ETH unstaking queue. At one point, around ~228,992 ETH were waiting to be unstaked, with an average wait time of ~71 hours (~3 days), the highest level in nearly two years. When ETH pumps → people take profit. Some unstake to: sell into strength → rotate capital → reposition portfolios. 2/ Bearish outlook → reduce exposure If market participants believe a bear phase is coming: They unstake → Sell ETH → Move into stables → Lower risk. Staking yield becomes less attractive when downside risk dominates. 3/ Capital rotation to other staking platforms with higher yield, incentive 4/ Fear of stETH depeg This is the psychological layer. ✨ The 2022 stETH Depeg Event – Cause: Heavy selling pressure from large funds such as Celsius and Alameda Research, combined with liquidity concerns around withdrawing stETH (at the time it could not be redeemed directly 1:1 for ETH), triggered market panic. – Depeg: stETH fell to a recorded low of 0.9197 ETH, representing roughly an 8% discount to ETH. – Impact: The event caused significant market turbulence, increasing risk for positions using stETH as collateral (such as on Aave) and raising broader concerns about the safety of liquid staking derivatives. – Recovery: It gradually returned close to its 1:1 parity with ETH. ✨ Can stETH depeg again? My view: 1/ Structural depeg like 2022? Much less likely. Today, users can redeem stETH directly 1:1 for ETH via Lido (with ~3 day withdrawal delay). That redemption mechanism creates a hard anchor. 2/ Short-term deviations? Still possible. If: – ETH dumps sharply – stETH is widely used as collateral on Defi like Aave – Large liquidations trigger forced selling Then stETH could temporarily trade below peg. But arbitrage + redeemability pulls it back toward 1:1. ✨ My conclusion In a bear market, we will likely see: – Higher unstake demand – Volatility in stETH pricing – Capital rotation But compared to 2022, Lido’s structure is stronger today. There will always be users who sell ETH. But there will also always be users accumulating. For long-term ETH holders, staking remains one of the cleanest ways to stay exposed while earning yield. And from a protocol perspective, Lido remains one of the few DeFi platforms that: – Generates real revenue – Has clear product-market fit – Is directly integrated into Ethereum’s core mechanics Lido can survive the bear.

@pym0xe @maplefinance @aave I have. https://t.co/EAwm1zT0cj

It seems the exchange owner's crypto trading skill is not much different from retail traders; As of February 2026, BitMEX co‑founder Arthur Hayes has disclosed that public on‑chain trades have accumulated losses exceeding $10.37 million (excluding undisclosed positions). Details are as follows: February 2026: liquidated 4 tokens such as LDO, ENA, etc., with a total investment of about $9.35 million, resulting in a loss of approximately $3.48 million; January 2026: bet on BIO, investing $1.10 million, losing $0.64 million, a drop of up to 58%; December 2023: traded LOOKS, ENS, FXS, with cumulative investment over $10.29 million, losses exceeding $6.25 million, each individual asset's drawdown over 50%. Overall, the on‑chain investment drawdown is quite evident.

Wu said he learned, according to monitoring by @EmberCN, that BitMEX co‑founder Arthur Hayes today liquidated the four DeFi tokens he bought in December last year for US$9.35 million, resulting in a total loss of about US$3.48 million. The specific trades were: sold LDO at $0.42 (a loss of US$310,000), sold ENA at $0.13 (a loss of US$1.54 million), sold PENDLE at $1.34 (a loss of US$990,000), and sold ETHFI at $0.47 (a loss of US$630,000). https://t.co/0OOYKI4kla

$LDO SELLING FROM VESTING TOKENS Over the last 30 minutes, $LDO worth ~$1M were transferred to a fresh wallet, which has been actively selling ever since These tokens were received from a vesting wallet two months ago Wallets: 0x069D7567EA4ac2117Ec4656Bcf97b31164248F34 0x008111be7ac9517b5C1f7627074ec3731B926F54

When it comes to security, you have to be paranoid and committed to excellence 🏆 That’s why @LidoFinance trusts @Certora 🛡️ Don’t miss our own @tomer_ganor at ETHDenver 2026, sharing the journey to secure Lido: 👇