Crypto Morning Report: Lido DAO Proposes 10,000 stETH Buyback of LDO, Major Unlocks for SUI, OPN, ENA This Week

marsbitPublicado a 2026-03-30Actualizado a 2026-03-30

Resumen

Cryptocurrency Market Digest: Lido DAO has proposed using 10,000 stETH (approx. $30M) to repurchase LDO tokens, aiming to capitalize on the historically low LDO/ETH ratio. Major token unlocks are scheduled this week, including SUI ($38.32M), OPN ($6.44M), and ENA ($3.64M). In regulatory news, U.S. Senator Thom Tillis plans to release a draft stablecoin yield bill, prompting industry counter-proposals. ICE announced a $600M investment in Polymarket. Meanwhile, 21Shares will distribute staking rewards to investors of its ETH and SOL ETFs. Other developments include Trump's comments on Iran negotiations and sanctions related to Southeast Asian fraud networks.

Author: Deep Tide TechFlow

Yesterday's Market Dynamics

Trump: Indirect Negotiations with Iran Progressing Well, Agreement Expected Soon

According to the Financial Times, despite U.S. President Trump threatening to seize Iran's oil production rights, he also emphasized that indirect negotiations with Iran through a Pakistani "envoy" are progressing well. When asked whether a ceasefire agreement could be reached and the Strait of Hormuz reopened in the coming days, Trump declined to provide specific details. He stated: "We still have about 3,000 targets left to bomb—13,000 have been bombed so far—with several thousand more awaiting execution.

An agreement is expected soon." Last week, Trump claimed Iran had allowed 10 tankers flying the Pakistani flag to pass through the Strait of Hormuz, calling it "a gift to the White House." He said this number has now increased to 20, and the first tankers have set sail, "sailing right through the center of the strait." He also stated that Iranian Parliament Speaker Mohammad Bagher Ghalibaf had personally authorized the passage of these tankers.

Trump: Cuba Will Collapse Shortly, We Will Go to Provide Aid

U.S. President Trump stated that Cuba will collapse in a short time, and we will go to provide aid.

Vance Wins Conservative Political Action Conference 2028 Presidential Straw Poll

According to Jinshi Data, a straw poll result showed that U.S. Vice President Vance became the top choice for the Republican presidential candidate at this year's Conservative Political Action Conference (CPAC). Among the more than 1,600 attendees who voted, about 53% chose Vance, with U.S. Secretary of State Rubio coming in second with 35% of the vote. CPAC is an annual important gathering for Republican lawmakers, activists, and presidential contenders. This year's CPAC conference was held in Grapevine, Texas, with attendees mainly from the Republican conservative camp. The conference's annual straw poll is not a reliable predictor of the final candidate. However, this vote reflects the current support inclination of the core supporters of Trump's "Make America Great Again (MAGA)" movement.

U.S. Senator's Office Plans to Release Stablecoin Yield Clause Draft Next Week, Industry Preparing Counter-Proposal

According to crypto journalist Eleanor Terrett, staff from U.S. Senator Thom Tillis's (R-NC) office revealed that his office plans to publicly release detailed legislative text on stablecoin yield/reward clauses next week and is currently in ongoing consultations with stakeholders.

This move stems from dissatisfaction from Coinbase and other crypto industry stakeholders with the parameters of the plan shown in a small circle earlier this week. David Duong, Global Head of Investment Research at Coinbase, stated that industry leaders are currently preparing a coordinated counter-proposal, "explaining why targeted modifications are needed to protect customers and maintain sustainable reward programs."

Lido DAO Proposal: Plans to Use 10,000 stETH to Buy Back LDO

According to a disclosure on the Lido community forum, the Lido Growth Committee has published a proposal seeking authorization to use up to 10,000 stETH (approximately current market value) from the Lido DAO treasury to purchase LDO in batches through over-the-counter (OTC) and off-chain channels, aiming to seize the market opportunity presented by the current historically low LDO/ETH ratio.

Regarding the proposal background, the LDO/ETH ratio is currently around 0.00016, representing a discount of approximately 63% compared to the two-year median of 0.00043, while the protocol's net income has only decreased by about 20% during the same period, indicating a significant divergence between fundamentals and price trends.

Regarding the execution mechanism, each batch will have a ceiling of 1,000 stETH, with a price cap and a maximum slippage tolerance threshold of 3%; after execution is completed, a report must be published on the forum before the next batch can be initiated. Trading channels include on-chain (CoW Swap, 1inch, Uniswap) and centralized exchanges (Binance, OKX, Bybit, etc.), and market makers may be delegated to execute on their behalf. All purchased LDO will be returned to the DAO treasury and will not participate in any governance voting during the holding period.

Regarding risks, the proposal identifies main risks including front-running attacks, smart contract vulnerabilities, market volatility, and CEX fund freezes, and proposes mitigation through mechanisms such as diversifying execution channels, setting strict thresholds, and retaining the DAO's right to terminate authorization at any time.

21shares to Distribute Staking Rewards to ETH and SOL ETF Investors

According to Globenewswire, cryptocurrency exchange-traded product issuer 21shares announced that it will distribute staking rewards to investors of its Ethereum exchange-traded fund TETH and Solana exchange-traded fund TSOL on March 31. TETH investors will receive a distribution of $0.012530 per share, and TSOL investors will receive $0.016962 per share.

Caixin: Cambodian Prince Group Associate Hu Xiaowei Sanctioned by UK

According to Caixin Net, more than two months after the detention of Cambodian Prince Group founder Chen Zhi, the UK has imposed further sanctions on Southeast Asian fraud networks, including Hu Xiaowei, who is closely associated with Chen Zhi. The sanction documents published by the UK refer to Hu Xiaowei as "Wu Anming," stating his association with Chen Zhi and Prince Group, and describing him as a "long-term collaborator of Chen Zhi" who provided financial services, economic resources, technical support, etc.

It is reported that the virtual currency trading platform "Xinbi" was also sanctioned. Xinbi is considered one of the largest illegal markets in Southeast Asia, providing cryptocurrency services for fraud centers, including the sale of stolen personal data and satellite internet equipment used to contact victims.

Goliath Ventures Files for Bankruptcy Reorganization, Company Allegedly Linked to $328 Million Ponzi Scheme

According to The Street, Florida-based company Goliath Ventures has filed for Chapter 11 bankruptcy reorganization in the U.S. Bankruptcy Court for the Southern District of Florida. The company is allegedly linked to a $328 million Ponzi scheme, with over 2000 victim investors, including Gregory Wilson who lost approximately $8.74 million and John Euliano who lost about $1.28 million. Additionally, plaintiffs filed a class-action lawsuit against JPMorgan Chase earlier this month, accusing the bank of turning a blind eye to Goliath Ventures' suspicious transactions.

Previous news reported that Goliath Ventures' former CEO, Christopher Alexander Delgado, was arrested for allegedly orchestrating a approximately $328 million Ponzi scheme, facing charges of wire fraud and money laundering. Delgado allegedly lured victims by promising monthly returns for investing in crypto liquidity pools, but the funds were used to pay returns to early investors, purchase luxury homes, and fund extravagant events.

Intercontinental Exchange Announces $600 Million Investment in Polymarket

According to The Wall Street Journal, Intercontinental Exchange (ICE, NYSE: ICE) announced on March 27, 2026, the completion of a $600 million direct cash investment in prediction market platform Polymarket. This investment is part of a previously announced investment arrangement and belongs to a new round of equity financing for Polymarket. Additionally, ICE plans to purchase up to $40 million worth of Polymarket securities from some existing shareholders.

Solana Treasury Company Artelo Biosciences to Raise $11 Million Through Placement

According to Globenewswire, Nasdaq-listed Solana treasury company Artelo Biosciences announced the private placement sale of a total of 3,188,407 shares of common stock at $3.45 per share, raising a total of $11 million. The company also disclosed that it will issue warrants for the sale of up to 6,376,814 shares of common stock at $3.20 per share. If all warrants are exercised for cash, the final total funds raised would be approximately $20.4 million. The transaction is expected to be completed around March 30. According to the latest data from StrategicSolanaReserve, Artelo currently holds 45,883 SOL.

Major Unlocks for SUI, OPN, ENA and Other Tokens This Week

Major token unlocks for SUI, OPN, ENA, and other tokens are scheduled for this week;

REZ will unlock approximately 425 million tokens on March 30, worth about $1.4 million, accounting for 6.08% of circulating supply;
KMNO will unlock approximately 229 million tokens on March 30, worth about $3.89 million, accounting for 3.37% of circulating supply;
GUN will unlock approximately 436 million tokens over the next 7 days, worth about $6.97 million, accounting for 26.58% of circulating supply;
OP will unlock approximately 31.2745 million tokens on March 31, worth about $3.19 million, accounting for 1.55% of circulating supply;
SUI will unlock approximately 42.94 million tokens on April 1, worth about $38.32 million, accounting for 1.16% of circulating supply;
ZETA will unlock approximately 44.26 million tokens over the next 7 days, worth about $2.13 million, accounting for 3.45% of circulating supply;
EIGEN will unlock approximately 36.82 million tokens on April 1, worth about $6.23 million, accounting for 7.54% of circulating supply;
ENA will unlock approximately 40.63 million tokens on April 2, worth about $3.64 million, accounting for 0.52% of circulating supply;
OPN will unlock approximately 32.09 million tokens on April 5, worth about $6.44 million, accounting for 13.91% of circulating supply.

Market Trends

Preguntas relacionadas

QWhat is the purpose of the Lido DAO proposal regarding stETH and LDO?

AThe Lido DAO proposal aims to authorize the use of up to 10,000 stETH from the Lido DAO treasury to repurchase LDO tokens through on-chain and off-chain channels in batches, taking advantage of the current historically low LDO/ETH ratio.

QWhich major unlocking events for tokens are scheduled for this week according to the article?

AThis week, major token unlocks are scheduled for SUI (4,294 million tokens, ~$38.32 million), OPN (32.09 million tokens, ~$6.44 million), ENA (40.63 million tokens, ~$3.64 million), OP (31.2745 million tokens, ~$3.19 million), and EIGEN (36.82 million tokens, ~$6.23 million), among others.

QWhat did U.S. Senator Thom Tillis's office announce regarding stablecoin legislation?

AU.S. Senator Thom Tillis's office announced plans to release a detailed draft of stablecoin yield/reward legislation text next week and is currently in ongoing consultations with stakeholders.

QWhat action did 21shares announce for its TETH and TSOL ETF investors?

A21shares announced that it will distribute staking rewards to investors of its TETH and TSOL exchange-traded funds (ETFs) on March 31, with TETH investors receiving $0.012530 per share and TSOL investors receiving $0.016962 per share.

QWhat significant investment did Intercontinental Exchange (ICE) announce?

AIntercontinental Exchange (ICE) announced a $600 million direct cash investment in the prediction market platform Polymarket, which is part of a previously announced investment arrangement and a new equity financing round for Polymarket.

Lecturas Relacionadas

Jensen Huang's Message to Graduates: AI Won't Replace You, But Those Who Excel at Using AI Will

NVIDIA CEO Jensen Huang, addressing 2026 graduates at Carnegie Mellon University, emphasized that AI will not replace people, but those who leverage AI effectively will have an advantage. He delivered this message during a commencement speech where he also received an honorary doctorate, his seventh. Huang reflected on his personal journey as an immigrant, starting from humble beginnings as a dishwasher to co-founding NVIDIA. He shared early struggles, including a near-bankruptcy moment saved by honesty with Sega, highlighting resilience and learning from failure. He positioned the current era as the dawn of the AI revolution, a shift as significant as past computing waves. Huang explained that AI is redefining computing from human-written software to machine learning, creating a new industry focused on manufacturing intelligence. While acknowledging fears about job displacement, he argued that AI amplifies human capabilities rather than replaces human purpose. Tasks may be automated, but the core meaning of professions remains. Huang urged graduates to embrace this transformative time with responsibility and optimism. He stated that AI should democratize technology, bridging gaps and enabling broader participation in creation and problem-solving. His final advice was to actively engage with the opportunity: "So run, don’t walk," and to put their hearts into their work.

marsbitHace 2 min(s)

Jensen Huang's Message to Graduates: AI Won't Replace You, But Those Who Excel at Using AI Will

marsbitHace 2 min(s)

Three Scenarios for BTC's Future Direction and a Duel Between Two Strong Forces | Special Invited Analysis

**Title: Three Scenarios for BTC's Future Trajectory and a Key Duel | Invited Analysis** The market remains at a critical juncture. Over the past week, Bitcoin (BTC) consolidated broadly between $79,500 and $80,600, validating previous technical analysis. The current focus is on whether this marks the start of a new uptrend or a pause within a larger correction. **BTC Multi-Cycle Analysis & Three Possible Scenarios** BTC's daily chart structure, following its peak at $126,200 in October 2025, presents three primary technical scenarios based on Elliott Wave theory: 1. **Bullish Scenario (End of Correction):** The corrective A-B-C wave from $126,200 ended at the $60,000 low in February 2026. The current price action is the start of a major Wave I uptrend. A subsequent Wave II pullback would not break below $60,000. 2. **Bearish Scenario 1 (Complex Correction):** The correction is unfolding as an A-B-C-D-E pattern. The current move from $60,000 is a D-wave rally. After its completion, a final E-wave decline could potentially breach the $60,000 level. 3. **Bearish Scenario 2 (Larger Correction):** The entire move down from $126,200 to $60,000 was a large A-wave. The current rally is a B-wave correction within a larger A-B-C structure, to be followed by a C-wave decline below $60,000. *Analysis suggests Scenario 2 is less probable due to time disproportions between waves. The battle is effectively between the Bullish Scenario (1) and Bearish Scenario (3).* **Key BTC Levels & Weekly Strategy** On the 4-hour chart, BTC trades above a crucial consolidation zone ("Central Pivot C"). * **Key Resistance:** $83,500-$84,500; $89,000-$90,500. * **Key Support:** $78,500-$79,500 (pivot upper bound); $73,500-$75,000; $69,500-$70,500. **Weekly Outlook:** The market direction hinges on BTC's ability to hold above or break below the $78,500-$79,500 support zone. * **Mid-term Strategy:** Neutral/Wait-and-see stance due to unclear direction. * **Short-term Tactics:** Two contingency plans using 30% max capital: * **Plan A (Bullish):** Look for long entries if price holds above $78,500-$79,500 with confirming signals. Initial stop-loss below $78,500. * **Plan B (Bearish):** Consider short positions if price breaks below $73,500-$75,000 with confirming signals. Initial stop-loss above $76,500. **HYPE Analysis & Strategy** HYPE's daily chart shows a seven-segment structure from its January low of $20.46, forming a "rising pivot" zone. * **Key Level to Watch:** $45.76 (previous high). A break above would confirm the bullish structure remains intact. * **Short-term Strategy:** Focus on pivot zone boundaries ($38.41 upper, $34.44 lower). * **Long:** Consider on support near $38.41 with bullish confirmation signals. * **Short:** Consider on a break below $34.44 with bearish confirmation signals. * Position size must be below 30% with strict stop-loss discipline. **Risk Management Reminder:** Always set an initial stop-loss upon entry. Move stop-loss to breakeven at +1% profit, then trail it upwards to lock in profits dynamically. All views are based on technical analysis for informational purposes only and do not constitute investment advice. The market is inherently risky.

Odaily星球日报Hace 10 min(s)

Three Scenarios for BTC's Future Direction and a Duel Between Two Strong Forces | Special Invited Analysis

Odaily星球日报Hace 10 min(s)

Sequoia Interview with Hassabis: Information is the Essence of the Universe, AI Will Open Up Entirely New Scientific Branches

Demis Hassabis, co-founder and CEO of Google DeepMind and Nobel laureate, discusses the path to AGI and its profound implications in a Sequoia Capital interview. He outlines his lifelong dedication to AI, tracing his journey from game development (e.g., *Theme Park*)—a perfect AI testing ground—to neuroscience and finally founding DeepMind in 2009. He emphasizes the critical lesson of being "5 years, not 50 years, ahead of time" for successful entrepreneurship. Hassabis reiterates DeepMind's two-step mission: first, solve intelligence by building AGI; second, use AGI to tackle other complex problems. He highlights the transformative potential of "AI for Science," particularly in biology where tools like AlphaFold have revolutionized protein folding. He envisions AI-powered simulations drastically shortening drug discovery from years to weeks and enabling personalized medicine. Furthermore, he predicts AI will spawn new scientific disciplines, such as an engineering science for understanding complex AI systems (mechanistic interpretability) and novel fields enabled by high-fidelity simulators for complex systems like economics. He posits a fundamental worldview where information, not just matter or energy, is the essence of the universe, making AI's information-processing core uniquely suited to understanding reality. He defends classical Turing machines as potentially sufficient for modeling complex phenomena, including quantum systems, as demonstrated by AlphaFold. On consciousness, Hassabis suggests first building AGI as a powerful tool, then using it to explore deep philosophical questions. He believes components like self-awareness and temporal continuity are necessary for consciousness but that defining it fully remains an open challenge. He predicts AGI could arrive around 2030 and, once achieved, would be used to probe the deepest questions of science and reality, much as envisioned in David Deutsch's *The Fabric of Reality*.

链捕手Hace 28 min(s)

Sequoia Interview with Hassabis: Information is the Essence of the Universe, AI Will Open Up Entirely New Scientific Branches

链捕手Hace 28 min(s)

Morgan Stanley 2026 Semiconductor Report: Buy Packaging, Buy Testing, Buy China Chips, Avoid Traditional Tracks

Morgan Stanley 2026 Semiconductor Report: Buy Packaging, Buy Testing, Buy Chinese Chips; Avoid Traditional Segments. The core theme is the shift in AI compute supply from NVIDIA dominance to a three-track system of GPU + ASIC + China-local chips. The key opportunity is capturing share in this expansion, while non-AI semiconductors face marginalization due to resource reallocation to AI. Key investment conclusions, in order of priority: 1. **Advanced Packaging (CoWoS/SoIC) - Highest Conviction**: TSMC is the primary beneficiary of explosive demand, driven by massive cloud capex. Its pricing power and AI revenue share are rising significantly. 2. **Test Equipment - Undervalued & High-Growth Certainty**: Chip complexity is causing test times to double generationally, structurally driving handler/socket/probe card demand. Companies like Hon Hai Precision (Foxconn), WinWay, and MPI offer compelling value. 3. **China AI Chips (GPU/ASIC) - Long-Term Irreversible Trend**: Export controls are accelerating domestic substitution. Companies like Cambricon, with firm customer orders and SMIC's 7nm capacity support, are positioned to benefit from lower TCO (30-60% vs NVIDIA) and growing local cloud demand. 4. **Avoid Non-AI Semiconductors (Consumer/Auto/Industrial)**: These segments face a weak, structurally hindered recovery due to AI's resource "crowding-out" effect on capacity and supply chains. 5. **Memory - Severe Internal Divergence**: Strongly favor HBM (Hynix primary beneficiary) and NOR Flash (Macronix). Be cautious on interpreting price rises in DDR4/NAND as true demand recovery. The report emphasizes a 2026-2027 time window, stating the AI capital expenditure cycle is far from over. Key macro variables include persistent export controls and AI's systemic "crowding-out" effect on traditional semiconductor supply chains.

marsbitHace 1 hora(s)

Morgan Stanley 2026 Semiconductor Report: Buy Packaging, Buy Testing, Buy China Chips, Avoid Traditional Tracks

marsbitHace 1 hora(s)

Circle：Sluggish Market? The Top Stablecoin Stock Continues to Expand

Circle, the issuer of the stablecoin USDC, reported its Q1 2026 earnings on May 11th, Eastern Time. Against a backdrop of weak crypto market sentiment, USDC's average circulation in Q1 was $752 billion, with a modest 2% sequential increase to $770 billion by quarter-end. New minting volumes declined due to the poor crypto market, but remained high, indicating demand expansion beyond crypto trading. USDC's market share remained stable at 28% of the total stablecoin market, while competition from Tether's USDT persists. A key highlight was "Other Revenue," which reached $42 million, more than doubling year-over-year, though sequential growth slowed to 13%. This revenue stream, including fees from services like Web3 software, the Cipher payment network (CPN), and the Arc blockchain, is critical for diversifying away from interest income. Circle's internally held USDC share increased to 18%, helping to improve gross margin by 130 basis points to 41.4% by reducing external sharing costs. However, profitability was pressured as total revenue growth slowed, primarily due to the significant weight of interest income, which is tied to USDC规模 and Treasury rates. Adjusted EBITDA was $133 million with a 19.2% margin. Management maintained its full-year 2026 guidance for adjusted operating expenses ($570-$585 million) and other revenue ($150-$170 million). The long-term target for USDC's CAGR remains 40%, though near-term volatility is expected. The article concludes that while Circle's current valuation of $28 billion appears reasonable after a recent recovery, further upside depends on the pace of stable币 adoption and potential positive sentiment from the advancement of regulatory clarity acts like CLARITY.

链捕手Hace 1 hora(s)

Circle：Sluggish Market? The Top Stablecoin Stock Continues to Expand

链捕手Hace 1 hora(s)

Trading

Spot

Futuros

Artículos destacados

Cómo comprar LDO

¡Bienvenido a HTX.com! Hemos hecho que comprar Lido (LDO) sea simple y conveniente. Sigue nuestra guía paso a paso para iniciar tu viaje de criptos.Paso 1: crea tu cuenta HTXUtiliza tu correo electrónico o número de teléfono para registrarte y obtener una cuenta gratuita en HTX. Experimenta un proceso de registro sin complicaciones y desbloquea todas las funciones.Obtener mi cuentaPaso 2: ve a Comprar cripto y elige tu método de pagoTarjeta de crédito/débito: usa tu Visa o Mastercard para comprar Lido (LDO) al instante.Saldo: utiliza fondos del saldo de tu cuenta HTX para tradear sin problemas.Terceros: hemos agregado métodos de pago populares como Google Pay y Apple Pay para mejorar la comodidad.P2P: tradear directamente con otros usuarios en HTX.Over-the-Counter (OTC): ofrecemos servicios personalizados y tipos de cambio competitivos para los traders.Paso 3: guarda tu Lido (LDO)Después de comprar tu Lido (LDO), guárdalo en tu cuenta HTX. Alternativamente, puedes enviarlo a otro lugar mediante transferencia blockchain o utilizarlo para tradear otras criptomonedas.Paso 4: tradear Lido (LDO)Tradear fácilmente con Lido (LDO) en HTX's mercado spot. Simplemente accede a tu cuenta, selecciona tu par de trading, ejecuta tus trades y monitorea en tiempo real. Ofrecemos una experiencia fácil de usar tanto para principiantes como para traders experimentados.

180 Vistas totalesPublicado en 2024.12.11Actualizado en 2025.03.21

Discusiones

Bienvenido a la comunidad de HTX. Aquí puedes mantenerte informado sobre los últimos desarrollos de la plataforma y acceder a análisis profesionales del mercado. A continuación se presentan las opiniones de los usuarios sobre el precio de LDO (LDO).