Lido v3 Deep Dive | Hasu & Konstantin

Lido v3 Deep Dive | Hasu & Konstantin – Bell Curve

Market views

Bullish

STAKING— Lido is evolving into a versatile staking platform, offering customizable solutions for institutions and ETF providers. This transformation, exemplified by Lido v3, aims to make Ethereum more decentralized and censorship-resistant while catering to diverse market needs.
CRYPTOETF— ETF providers in the crypto space are highly cost-sensitive, competing to offer the lowest costs and highest returns. This dynamic creates opportunities for efficient staking solutions like those offered by Lido.

Bearish

CBETH— Coinbase's CBETH product is underperforming in the liquid staking market, potentially indicating a lack of competitiveness or user adoption.

Not investment advice.