The SEC's qualitative assessment of liquid staking has directly opened the green light for protocols like Ldo.
The most significant benefit is that it has completely eliminated concerns about securitization, allowing U.S. institutions to enter with confidence.
This means two things:
First, stETH may welcome large-scale allocations from traditional capital.
Second, more DeFi protocols will integrate Lido services without hesitation.
For the Ldo ecosystem, this is not only a compliance endorsement but also opens a trillion-dollar channel for U.S. stock funds. In the coming months, we are likely to see:
More CEXs listing stETH trading pairs, institutional-grade products starting to adopt Lido's underlying, and even traditional fintech platforms including it in wealth management options.
In the short term, it is a relaxation of policies, and in the long term, it marks the beginning of mainstream financial acceptance.
This is not an ordinary benefit; it is a milestone that establishes industry standards. Once the greatest regulatory uncertainty is removed, the liquid staking track will enter a true period of explosive growth.
As the leader, Lido is destined to be the biggest beneficiary of this wave of dividends.
