The surge of Ethereum is not coincidental; the liquid staking track may迎来 a new round of catalysis!!!
Since July, ETH has continuously broken through key resistance levels, and the market's dominant direction is gradually shifting from 'Bitcoin dominance' to 'Ethereum dominance'. Meanwhile, the long-dormant LSD (Liquid Staking Derivatives) track has regained market attention.
In this round of market, $LDO reached a peak increase of nearly 20% within a day. Last night, we captured relevant positive signals in advance and reminded our followers to build positions, and there is already a significant floating profit.
Does LDO have continued holding or increasing position value? Here are several core logics:
Market share advantage: Lido is currently the largest liquid staking protocol on Ethereum, occupying over 70% of the LSD market.
High asset efficiency: Users can obtain stETH after staking ETH, which combines staking rewards and DeFi usability, greatly enhancing capital efficiency.
Clear revenue model: The income of the Lido protocol highly depends on the staking activity of ETH. The hotter ETH gets, the more growth potential Lido's revenue model has.
Two major catalysts for short-term increase:
BlackRock submitted ETHA staking-related applications: The market interprets this as large institutions accelerating their entry into the staking field, benefiting ETH and LSD protocols directly, with LDO once surging 11% that day.
Financial support: Some institutions increased their LDO positions valued at $500,000, showing long-term recognition of the fundamentals of this sector.
We built positions for our followers around 0.97 last night and have currently made about 15% profit. Strategically, we recommend continuing to hold and paying attention to market rhythm, with any changes being synchronized immediately.
Other staking projects to watch: $RPL , $FXS
These two tokens also have staking scenario support but have not yet seen strong surges, having expectations for catch-up growth.
Summary: The current market is entering an Ethereum-dominated rhythm, and the staking track, being highly correlated with ETH, holds structural opportunities. Instead of blindly chasing price increases, it's better to rationally layout core assets in sectors supported by fundamentals.
