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

marsbitXuất bản vào 2026-03-30Cập nhật gần nhất vào 2026-03-30

Tóm tắt

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

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Câu hỏi Liên quan

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.

Nội dung Liên quan

Polymarket Bị Kẹt: Bài Kiểm Tra Thực Sự Sau Khi Vượt Qua Giai Đoạn Lưu Lượng Tăng Đột Biến

Polymarket, nền tảng dự đoán thị trường hàng đầu, đang đối mặt với thách thức lớn khi trải nghiệm giao dịch xuống cấp do hạ tầng không theo kịp đà tăng trưởng. Phó chủ tịch kỹ thuật Josh Stevens thừa nhận vấn đề và công bố kế hoạch cải tổ toàn diện, bao gồm: giảm độ trễ dữ liệu, sửa lỗi hủy lệnh, xây dựng lại hệ thống order book (CLOB), nâng cao hiệu suất website, và quan trọng nhất là di chuyển chain (chain migration). Nguyên nhân sâu xa nằm ở việc Polymarket không còn là ứng dụng dự đoán đơn thuần mà đã phát triển thành một nền tảng giao dịch tần suất cao. Polygon, từng là lựa chọn chi phí thấp hoàn hảo, giờ đây trở thành rào cản kỹ thuật. Động thái này ngay lập tức thu hút sự quan tâm của các blockchain khác như Solana, Sui, Algorand... trong khi Polygon nỗ lực giữ chân ứng dụng quan trọng này - nguồn đóng góp phí giao dịch đáng kể cho hệ sinh thái của họ. Bài kiểm tra thực sự của Polymarket không chỉ là chọn chain mới, mà là xây dựng một hệ thống giao dịch đủ mạnh và ổn định để giữ chân người dùng trong giai đoạn tăng trưởng mới, nơi độ tin cậy quan trọng hơn bao giờ hết.

Odaily星球日报4 giờ trước

Polymarket Bị Kẹt: Bài Kiểm Tra Thực Sự Sau Khi Vượt Qua Giai Đoạn Lưu Lượng Tăng Đột Biến

Odaily星球日报4 giờ trước

Điều chỉnh kỳ vọng giảm cho chu kỳ tăng giá tiếp theo của BTC

Tác giả Alex Xu, một nhà đầu tư Bitcoin lâu năm, đã chia sẻ quyết định giảm dần tỷ trọng BTC trong danh mục đầu tư của mình, từ vị thế lớn nhất xuống còn khoảng 30%, và giải thích lý do cho việc điều chỉnh kỳ vọng về đỉnh giá trong chu kỳ bull market tiếp theo. Các lý do chính bao gồm: 1. **Năng lượng tăng trưởng tiềm năng giảm:** Các chu kỳ trước được thúc đẩy bởi việc mở rộng đối tượng đầu tư theo cấp số nhân (từ cá nhân đến tổ chức). Chu kỳ tới cần sự chấp nhận từ các quỹ đầu tư quốc gia hoặc ngân hàng trung ương, điều này khó xảy ra trong 2-3 năm tới. 2. **Chi phí cơ hội cá nhân:** Tìm thấy nhiều cơ hội đầu tư hấp dẫn khác (cổ phiếu công ty) với mức giá hợp lý. 3. **Tác động tiêu cực từ sự thu hẹp của ngành crypto:** Nhiều mô hình Web3 (SocialFi, GameFi...) không thành công, dẫn đến sự thu hẹp của toàn ngành và làm chậm tốc độ tăng trưởng số người nắm giữ BTC. 4. **Áp lực từ nhà mua lớn nhất (MicroStrategy):** Chi phí huy động vốn của MicroStrategy tiếp tục tăng cao (lãi suất 11.5%), có thể làm giảm tốc độ mua vào và gây áp lực bán. 5. **Sự cạnh tranh từ Vàng được token hóa:** Sản phẩm vàng token hóa (tokenized gold) đã thu hẹp khoảng cách về tính dễ chia nhỏ, dễ mang theo và dễ xác minh so với BTC. 6. **Vấn đề ngân sách bảo mật:** Phần thưởng khối giảm sau mỗi lần halving làm trầm trọng thêm vấn đề ngân sách cho bảo mật mạng lưới. Tác giả vẫn giữ một phần BTC đáng kể và sẵn sàng mua lại nếu các lý kiến trên được giải quyết hoặc xuất hiện các yếu tố tích cực mới, với điều kiện giá cả phù hợp.

marsbit5 giờ trước

Điều chỉnh kỳ vọng giảm cho chu kỳ tăng giá tiếp theo của BTC

marsbit5 giờ trước

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Làm thế nào để Mua LDO

Chào mừng bạn đến với HTX.com! Chúng tôi đã làm cho mua Lido (LDO) trở nên đơn giản và thuận tiện. Làm theo hướng dẫn từng bước của chúng tôi để bắt đầu hành trình tiền kỹ thuật số của bạn.Bước 1: Tạo Tài khoản HTX của BạnSử dụng email hoặc số điện thoại của bạn để đăng ký tài khoản miễn phí trên HTX. Trải nghiệm hành trình đăng ký không rắc rối và mở khóa tất cả tính năng. Nhận Tài khoản của tôiBước 2: Truy cập Mua Crypto và Chọn Phương thức Thanh toán của BạnThẻ Tín dụng/Ghi nợ: Sử dụng Visa hoặc Mastercard của bạn để mua Lido (LDO) ngay lập tức.Số dư: Sử dụng tiền từ số dư tài khoản HTX của bạn để giao dịch liền mạch.Bên thứ ba: Chúng tôi đã thêm những phương thức thanh toán phổ biến như Google Pay và Apple Pay để nâng cao sự tiện lợi.P2P: Giao dịch trực tiếp với người dùng khác trên HTX.Thị trường mua bán phi tập trung (OTC): Chúng tôi cung cấp những dịch vụ được thiết kế riêng và tỷ giá hối đoái cạnh tranh cho nhà giao dịch.Bước 3: Lưu trữ Lido (LDO) của BạnSau khi mua Lido (LDO), lưu trữ trong tài khoản HTX của bạn. Ngoài ra, bạn có thể gửi đi nơi khác qua chuyển khoản blockchain hoặc sử dụng để giao dịch những tiền kỹ thuật số khác.Bước 4: Giao dịch Lido (LDO)Giao dịch Lido (LDO) dễ dàng trên thị trường giao ngay của HTX. Chỉ cần truy cập vào tài khoản của bạn, chọn cặp giao dịch, thực hiện giao dịch và theo dõi trong thời gian thực. Chúng tôi cung cấp trải nghiệm thân thiện với người dùng cho cả người mới bắt đầu và người giao dịch dày dạn kinh nghiệm.

Tổng lượt xem 347Xuất bản vào 2024.12.11Cập nhật vào 2025.03.21

Làm thế nào để Mua LDO

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Chào mừng đến với Cộng đồng HTX. Tại đây, bạn có thể được thông báo về những phát triển nền tảng mới nhất và có quyền truy cập vào thông tin chuyên sâu về thị trường. Ý kiến ​​của người dùng về giá của LDO (LDO) được trình bày dưới đây.

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