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

marsbitPublié le 2026-03-30Dernière mise à jour le 2026-03-30

Résumé

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.

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Questions liées

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.

Lectures associées

Comprendre en un seul article les raisons de la hausse récente des prix dans l'industrie du stockage

**Résumé : La transformation structurelle du secteur de la mémoire, de cyclique à infrastructure** Traditionnellement, l'industrie de la mémoire (DRAM, NAND) était hautement cyclique, avec des prix dictés par les cycles d'inventaire et une demande dispersée (électronique grand public, serveurs). L'arrivée de l'IA change radicalement cette dynamique. La demande d'IA, centrée sur les serveurs et les GPU, est continue, non différable et nécessite massivement de la mémoire haute performance comme le HBM (High Bandwidth Memory). Cette demande structurelle et captive pousse les fabricants (Samsung, SK Hynix, Micron) à réallouer prioritairement leur capacité de production vers le HBM, plus rentable. Cela crée une pénurie induite sur les mémoires traditionnelles (DRAM, NAND), transformant le marché. Il passe d'un marché spot à un système d'allocation par contrats à long terme, les grands hyperscalers (Microsoft, AWS, Google) verrouillant l'approvisionnement futur. Les prix augmentent fortement, les délais de livraison s'allongent (jusqu'à 70 semaines), et le pouvoir de fixation des prix se déplace des mécanismes de marché vers les contrats. Les principaux bénéficiaires sont les fabricants, qui deviennent fournisseurs d'infrastructure IA, et les hyperscalers qui sécurisent leurs coûts. Les risques résident dans un ralentissement des investissements en IA, une évolution technologique rendant le HBM obsolète, ou une expansion trop rapide des capacités de production qui pourrait inverser la tendance.

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Comment acheter LDO

Bienvenue sur HTX.com ! Nous vous permettons d'acheter Lido (LDO) de manière simple et pratique. Suivez notre guide étape par étape pour commencer votre parcours crypto.Étape 1 : Création de votre compte HTXUtilisez votre adresse e-mail ou votre numéro de téléphone pour ouvrir un compte sur HTX gratuitement. L'inscription se fait en toute simplicité et débloque toutes les fonctionnalités.Créer mon compteÉtape 2 : Choix du mode de paiement (rubrique Acheter des cryptosCarte de crédit/débit : utilisez votre carte Visa ou Mastercard pour acheter instantanément Lido (LDO).Solde :utilisez les fonds du solde de votre compte HTX pour trader en toute simplicité.Prestataire tiers :pour accroître la commodité d'utilisation, nous avons ajouté des modes de paiement populaires tels que Google Pay et Apple Pay.P2P :tradez directement avec d'autres utilisateurs sur HTX.OTC (de gré à gré) : nous offrons des services personnalisés et des taux de change compétitifs aux traders.Étape 3 : stockage de vos Lido (LDO)Après avoir acheté vos Lido (LDO), stockez-les sur votre compte HTX. Vous pouvez également les envoyer ailleurs via un transfert sur la blockchain ou les utiliser pour trader d'autres cryptos.Étape 4 : tradez des Lido (LDO)Tradez facilement Lido (LDO) sur le marché Spot de HTX. Il vous suffit d'accéder à votre compte, de sélectionner la paire de trading, d'exécuter vos trades et de les suivre en temps réel. Nous offrons une expérience conviviale aux débutants comme aux traders chevronnés.

226 vues totalesPublié le 2024.12.11Mis à jour le 2025.03.21

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Discussions

Bienvenue dans la Communauté HTX. Ici, vous pouvez vous tenir informé(e) des derniers développements de la plateforme et accéder à des analyses de marché professionnelles. Les opinions des utilisateurs sur le prix de LDO (LDO) sont présentées ci-dessous.

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