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$LDO

3 pieces · Sep 2022 to Apr 2023

Sectors

DeFi3 Ethereum2

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Coverage per year

22022

12023

Price and coverage

Lido DAO $LDO

Calls: None yet
Since first piece: −81%
vs BTC: −95%
Now: $0.39

bullish thesis bearish thesis coverage, no call map, list or mentionWeekly closes in USD, log scale, as of 23 Oct 2026. Call figures turn cyan when the price moved the way the call pointed. Each marker links to its piece.

Start here · the strongest pieces on $LDO

Data12 Sep 2022DeFi profitability: protocol revenue vs token emissions for DEXs and lendersApplies TradFi-style profitability analysis to DeFi, comparing protocol revenue to token emission costs. Sushi comes out profitable, Curve pays far more in emissions than it earns, and Uniswap is a special case with no protocol fee.Data14 Sep 2022Lido vs Rocket Pool: Ethereum liquid staking compared before the MergeData comparison of the two largest ETH liquid staking protocols ahead of the Merge: validator share, TVL, revenue, staker economics and tokenomics, with the view that decentralized Rocket Pool may gain share from Lido.Data15 Apr 2023Rocket Pool vs Lido valuation after Shapella: market cap to TVLNotes RPL TVL growth to $1.4bn after Shapella, putting its mcap/TVL at 1.02 versus Lido's 0.18, and suggests substantial room for RPL growth.

Timeline · every piece, newest first

2023 1

15 Apr 2023Rocket Pool vs Lido valuation after Shapella: market cap to TVLNotes RPL TVL growth to $1.4bn after Shapella, putting its mcap/TVL at 1.02 versus Lido's 0.18, and suggests substantial room for RPL growth.DataEthereumDeFi

2022 2

14 Sep 2022Lido vs Rocket Pool: Ethereum liquid staking compared before the MergeData comparison of the two largest ETH liquid staking protocols ahead of the Merge: validator share, TVL, revenue, staker economics and tokenomics, with the view that decentralized Rocket Pool may gain share from Lido.DataEthereumDeFi

12 Sep 2022DeFi profitability: protocol revenue vs token emissions for DEXs and lendersApplies TradFi-style profitability analysis to DeFi, comparing protocol revenue to token emission costs. Sushi comes out profitable, Curve pays far more in emissions than it earns, and Uniswap is a special case with no protocol fee.DataDeFi

Often covered with

Lido16 Rocket Pool8 DefiLlama13 Coinbase11 Uniswap27 Curve11 Aave14 Token Terminal9

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