Crypto World
Aave labs proposes ‘Aave Will Win’ plan to send 100% of product revenue to DAO
Aave Labs has introduced a new governance proposal that would shape the next chapter of one of crypto’s largest lending platforms, and send all revenue from Aave-branded products back to its community treasury.
The proposal, called “Aave Will Win,” asks the Aave DAO to approve a broader strategy built around its upcoming V4 upgrade. If passed, the plan would make V4 the foundation for Aave’s future development and formalize a structure in which 100% of revenue from products built by Aave Labs flows directly to the DAO.
The AAVE token has gained about 2% on the news even as the broader crypto market is selling off heavily on Thursday.
In simple terms, that means any money generated from Aave-branded apps, institutional offerings or enterprise tools would go back to the community-controlled treasury rather than to the development company itself.
“The framework formalizes Aave Labs’ role as a long-term contributor to the Aave DAO under a token-centric model, with 100% of product revenue directed to the DAO,” said Stani Kulechov, Founder of Aave Labs, in a press release shared with CoinDesk. “As onchain finance enters a decisive new phase, with fintechs and institutions entering DeFi, this framework positions Aave to capture major growth markets and win over the next decade.”
The proposal arrives against a backdrop of discord within the Aave community over control of the protocol’s brand and key assets. In late 2025, community members became sharply divided over whether the DAO or Aave Labs should control trademarks, domains, social accounts and other branded assets, with critics arguing that concentrated control by Labs risked undermining the spirit of decentralization. That fight highlighted wider tensions over how much influence founding teams should retain once a protocol becomes decentralized
Aave is already one of the largest decentralized lending protocols in crypto, allowing users to borrow and lend digital assets without relying on traditional banks. The new proposal is designed to help the protocol compete as more fintech companies and financial institutions explore blockchain-based products.
At the center of the plan is Aave V4, a major software upgrade intended to make it easier to launch new markets and financial products on top of the protocol. Rather than requiring major changes to the core system each time something new is introduced, V4 is designed to make expansion faster and more flexible while maintaining security.
The proposal also introduces the idea of launching separate markets with different risk and revenue structures. This could allow Aave to support specialized use cases, including institutional participation, without affecting the broader protocol.
A key part of the framework is a shift in how revenue flows to the DAO. Currently, Aave primarily earns income from lending activity. Under the proposal, revenue from additional Aave Labs-built products, such as user interfaces and institutional services built around the protocol, would also be directed to the DAO treasury. The goal is to diversify income and more closely align product development with token holder incentives.
The proposal further calls for the creation of a dedicated foundation to hold and protect Aave’s brand and trademarks, since decentralized organizations cannot directly own intellectual property. More details on that structure would be introduced in a follow-up vote.
If approved, additional proposals will outline how V4 will be activated and how funding will be structured. Taken together, the framework signals Aave’s ambition to evolve from a leading DeFi lending protocol into a broader piece of global financial infrastructure governed by its DAO.
Read more: ‘Most important tokenholder rights debate’: Aave faces identity crisis
A Polymarket trader turned $676 into $67,608 on Saturday by capitalizing on a rare mistake during a UFC heavyweight bout, where the wrong fighter was initially announced as the winner.
The trader, known as LlamaEnjoyer on Polymarket and Verrissimus on X, watched the live fight between Tyrell Fortune and Marcin Tybura and suspected that a mistake may have been made when UFC presenter Bruce Buffer announced Tybura as the winner.
During that time, Polymarket shares for Fortune fell to one cent, and LlamaEnjoyer was able to place the $676 bet moments before Buffer corrected himself and declared Fortune the winner.
LlamaEnjoyer profited roughly $67,000 from the UFC’s brief blunder, allowing him to capture a near 100x return.
The incident shows the speed at which odds on prediction markets can whipsaw during live events.
Related: NYSE parent ICE completes new $600M investment in Polymarket
LlamaEnjoyer almost lost $100,000 initially
Speaking about the incident, the Polymarket trader said they almost put $100,000 on Tybura at 99 cents, presumably once the initial decision was made before realizing that something “was off.”
“Cancelled my order, scooped up 1c shares instead. the UFC corrected the winner seconds later. easiest 100x ever.”
The trader said they placed the trade before a UFC commentator said “We have a mistake,” meaning that they made the bet within 50 seconds of Tybura being incorrectly declared the winner.
29-28
29-28
30-27WHAT JUST HAPPENED? 😅
Marcin Tybura defeats Tyrell Fortune via unanimous decision! ☝️#UFCSeattle | Stream TNT Sports on HBO Max pic.twitter.com/PqlRwBYdTD
— UFC on TNT Sports (@ufcontnt) March 28, 2026
“There’s no way Tybura won that fight,” LlamaEnjoyer said.
Prediction markets have become one of the hottest use cases in crypto, with trading volumes clocking more than $10.4 billion so far in March, marking a tenfold increase from March 2025.
Over 865,000 users have placed bets on prediction markets like Polymarket, Kalshi and Opinion so far in March, spanning a wide range of events, from sports and politics to financial results, culture and more.
Magazine: IronClaw rivals OpenClaw, Olas launches bots for Polymarket — AI Eye
Lido’s decentralized autonomous organization has proposed a one-off buyback of its governance token to support price levels amid a prolonged downturn.
Summary
- Lido DAO has proposed a one-off buyback of up to 10,000 stETH, about $20M, to accumulate LDO amid what it calls a significant valuation gap.
- The token is trading roughly 63% below its two-year median against Ether and remains down 95.9% from its all-time high.
According to a governance proposal submitted by the Lido Ecosystem Operations team, the plan would allocate up to 10,000 stETH from the DAO’s treasury for Lido DAO to accumulate LDO (LDO). At current prices, the allocation is valued at nearly $20 million.
Framing the move as a response to mispricing, the DAO said it “represents one of the most significant dislocations between LDO’s market price and its underlying protocol fundamentals in the token’s history.”
If approved, the proposal would be executed in smaller batches of 1,000 stETH, up to a total of 10,000 stETH, with plans to use limit orders or adopt a dollar cost averaging strategy to avoid market volatility.
Token holders, however, have the right to review every tranche, as each batch would require separate approval before further execution.
Lido DAO also highlighted the LDO to ETH ratio, which it said was at “historically depressed levels,” trading at a steep discount to Ether, with its current ratio roughly 63% below its two year median.
Even though Lido remains in the top spot of the Ethereum liquid staking market with a market share of about 23%, according to Dune Analytics data, LDO price has fallen 95.9% from its $7.30 high.
In its latest update, the protocol reported a decline of 23% to $40.5 million in 2025, but the foundation argues that core performance remains strong despite the drop in revenue.
For instance, it noted that Lido’s rewards were down approximately 20% over the same period, while its costs improved 13% year over year. Its take rate has also increased from 5% to 6.11%.
“That dislocation is not justified by a proportional deterioration in protocol performance,” the DAO said.
OKX’s Ethereum layer-2 network, X Layer, has welcomed Aave to its DeFi roster, marking the 21st chain integration for the largest decentralized lending protocol by cumulative lending volume. Aave’s milestone of surpassing $1 trillion in cumulative lending volume was reached in late February, a development widely noted in market coverage. On X Layer, Aave adds about $23.5 billion in total value locked (TVL) across its lending and borrowing activities. X Layer, which launched in May 2024, previously carried a modest TVL around $25 million, illustrating how high‑profile integrations can accelerate growth for Layer-2 ecosystems. The deployment enables OKX Wallet and X Layer users to lend, borrow and earn yield directly on the network, eliminating the need to bridge assets to other chains.
Aave’s entrance into X Layer comes as part of a broader push to diversify DeFi access on a scaling-focused platform. OKX officials described the integration as a versatile expansion of its DeFi ecosystem that should benefit the full spectrum of X Layer users, from retail to developers. X Layer’s emphasis on speed and cost efficiency positions it as a practical on‑ramp for DeFi activity, offering roughly $0.0005 per transaction and one‑second block times. This combination of cheap, rapid transactions aims to reduce a key obstacle in cross-chain DeFi usage: friction and latency.
Key takeaways
- Aave expands to X Layer, marking its 21st chain integration and broadening DeFi access on OKX’s Layer-2 network.
- Aave’s cumulative lending volume tops $1 trillion, reinforcing its leadership in decentralized lending and its cross-chain appeal.
- X Layer’s on‑chain DeFi suite now includes major platforms such as Uniswap for swaps, Chainlink for oracles, and Stargate for cross‑chain transfers.
- Aave reports about $23.5 billion in total value locked, with net deposits on the platform exceeding $40 billion, outpacing competitors like Morpho (roughly $10 billion).
- The collaboration highlights ongoing cross‑chain DeFi expansion and the competitive dynamics among Layer-2 ecosystems as users seek cheaper, faster access to liquidity.
X Layer expands DeFi capabilities with Aave integration
The move integrates Aave’s lending and borrowing rails directly into X Layer, allowing users to deposit collateral, borrow against it, or earn interest on deposits without leaving the Layer-2 environment. For OKX Wallet holders and other X Layer participants, the integration reduces bridging costs and latency, delivering a more seamless DeFi experience on a network designed for high throughput and near-instant settlement. OKX emphasized that this integration broadens the DeFi toolkit available to its user base, potentially attracting both new users and existing DeFi participants seeking a more efficient on-chain experience.
X Layer launched amid a crowded Layer-2 market, positioning itself on scalability as a primary differentiator. Its stated proposition—low-cost transactions in a sub-second finality window—appears well-aligned with Aave’s need for fast, responsive liquidity access. By anchoring Aave to X Layer, the ecosystem gains a broader base of user activity that can tap into Aave’s treasury management, liquidity provisioning, and yield opportunities without the overhead of cross-chain messaging or bridges.
Aave’s historic milestone and cross-chain expansion
The Aave milestone of surpassing $1 trillion in cumulative lending volume underscores the protocol’s durable traction within DeFi. While the figure represents on-chain borrowing and lending activity rather than price or utilization metrics alone, it signals sustained engagement and capital allocation across the protocol’s markets. In parallel, Aave’s cross-chain footprint remains extensive; the protocol is deployed on more than 20 networks—including Ethereum, Arbitrum, and Base—continuing to monetize deposits and liquidity across multiple ecosystems.
Defi metrics reflect Aave’s market position as well. The protocol currently reports about $23.5 billion in TVL, a figure that positions it well ahead of near peers in the DeFi lending space. On a revenue and growth front, Aave has generated roughly $6.2 million in revenue over the last 30 days, a level that outpaces its closest competitor, Morpho, by a meaningful margin. These figures—TVL, net deposits, and revenue—highlight an established, profitable DeFi incumbent expanding its reach into Layer-2 networks like X Layer.
For context, Aave’s scale is complemented by a broad partnership network on X Layer. The platform joins other major DeFi players already integrated on the network, including Uniswap for swaps, Chainlink for price feeds and oracles, and Stargate for cross‑chain money transfers. The presence of these protocols signals a maturing liquidity fabric on X Layer, one that could attract more users who seek consolidated DeFi services on a single Layer‑2 chain.
The broader significance extends beyond a single deployment. As Layer-2 ecosystems compete to host robust DeFi primitives, expansions like Aave’s help validate the viability of on‑chain liquidity and lending on L2s. They also illustrate how leading protocols are differentiating themselves not just by features, but by the ease with which users can access and deploy liquidity in a multi-chain world.
Implications for investors, builders and users
For investors, the Aave–X Layer integration highlights the ongoing trend of cross‑chain DeFi maturation. The ability to access a leading lending market directly on an L2 reduces bridging costs and may spur higher utilization of capital across Layer-2 ecosystems. For builders and developers, the collaboration reinforces the importance of interoperability and modular DeFi stacks. As Uniswap, Chainlink, and Stargate join the mix on X Layer, developers gain a more cohesive environment to deploy and test new liquidity, pricing, and cross‑chain services without repeatedly migrating across chains.
As with all Layer‑2 expansions, observers will want to watch sustained user adoption, TVL trajectory, and the rate at which new DeFi services leverage Aave’s liquidity across X Layer. The balance between Layer‑2 efficiency gains and the continued demand for cross‑chain liquidity will shape how quickly X Layer moves from a niche option to a mainstream DeFi rail.
In the near term, the market will likely monitor whether X Layer can sustain its initial momentum as more users and protocols migrate to or experiment with Aave’s lending rails. The broader takeaway is that DeFi’s growth engine—efficient access to liquidity across networks—remains intact, with major protocols like Aave continuing to push the envelope on where and how users can borrow, lend, and earn yield.
Readers should keep an eye on subsequent updates from OKX and Aave regarding additional optimizations, expanded asset support, and any new DeFi partnerships on X Layer, which could further diversify the network’s liquidity and yield opportunities in the coming months.
Hyperliquid is decentralized, but geography still matters, as new research by Glassnode shows traders closer to its infrastructure have a clear speed advantage.
Trades from Tokyo-based users can reach the protocol’s validators in as little as 2 to 3 milliseconds. That’s far better latency than European users, who face delays exceeding 200 milliseconds.
That’s because Hyperliquid’s 24 validators are clustered in Tokyo, deployed across multiple availability zones in Amazon Web Services’ ap-northeast-1 region. The API layer routes through AWS CloudFront, but the validators sit in a single Japanese cloud region.
This shows that while decentralized platforms like Hyperliquid preserve core principles of open access, transparency, and the absence of centralized oversight to remove control asymmetries, speed and execution asymmetries still exist. So, while the market remains structurally fair and permissionless, traders with better proximity to infrastructure can still have an edge, highlighting an inherent tension between decentralization and equal participation in practice.
In a time-ordered system, geography determines queue priority. A trading desk in Tokyo can reach the matching layer hundreds of milliseconds ahead of competitors in Hong Kong, Singapore, or the U.S., securing a better position, tighter spreads, and higher fill probability.
Hyperlatency’s order-to-fill measurements put numbers on the gap. From AWS Tokyo, the median round-trip to place and confirm an order is 884 milliseconds, of which roughly 879 milliseconds is server-side processing and just 5 milliseconds is network transit.
From Ashburn, Virginia, the total rises to roughly 1,079 milliseconds. The edge is about 200 milliseconds on a one-second fill, a margin that compounds across an exchange regularly handling more than $4 billion in daily perpetuals volume.
This research, however, isn’t without its critics. One person on X pointed out that more complicated order instructions submitted from the Tokyo region can hit a roundtrip latency time of 400ms.
Tokyo’s role as crypto’s infrastructure capital is not new. Centralized exchanges have clustered deployments around the city’s AWS region for years, drawn first by proximity to Asian trading flow and then by a regulatory framework Japan built after the collapse of Mt. Gox.
At Token2049 in Singapore last year, crypto executives described Tokyo as the center of gravity for digital asset infrastructure in Asia.
“Japan had no regulation for a long time, don’t forget, that’s where crypto basically happened, and then it went super stringent, and nothing happened for a long time,” Konstantin Richter, the CEO of Blockdaemon, told CoinDesk during Token2049. “But people kept on chiming away, and now they actually have a regulatory infrastructure that’s institutionally scalable and about ready to pop.”
Richter said his company’s clients in Japan are willing to pay for institutional-grade infrastructure.
BitMEX CEO Stephan Lutz put it more directly. “We were in Ireland before … but it became more and more difficult because basically everyone except the U.S. players are in the Tokyo data centers,” he said.
The switch boosted liquidity by roughly 180% in BitMEX’s main contracts and up to 400% in some altcoin markets, gains Lutz attributed to the latency reduction from being in Tokyo, not market-maker recruitment.
AWS Tokyo: crypto’s Mahwah
Hyperliquid is not unique in this regard. Binance and KuCoin also run significant infrastructure on AWS ap-northeast-1.
An April 2025 AWS outage caused service degradation across multiple platforms, underscoring how much of crypto’s plumbing runs through a single cloud region and Amazon itself (data shows that around 36% of all Ethereum nodes are powered by AWS).
In traditional finance, exchanges neutralize this kind of geographic advantage by design.
NYSE uses optical backscatter reflectometry in its Mahwah data center to equalize cable lengths to the nanosecond.
Deutsche Börse normalizes cross-connects to within 2.5 nanoseconds. IEX routes every order through a 350-microsecond speed bump, 38 miles of coiled fiber, to eliminate proximity advantage.
Europe’s MiFID II mandates clock synchronization to 100 microseconds and externally audited cable-length equalization. Those safeguards took decades to develop. Nothing equivalent exists in decentralized markets.
For now, crypto traders appear comfortable with that asymmetry. Hyperliquid has seen sustained growth despite its centralized infrastructure concentration. But as processing times compress and institutional capital enters DeFi, the dynamics are clear: speed determines position, and position determines liquidity.
The latency arms race that reshaped Wall Street is arriving in decentralized finance. It runs through Tokyo.
Prediction market transactions have hit record highs in March, amid growing interest in political and geopolitical event contracts, improved accessibility and positive regulatory developments for the industry.
According to prediction markets data tracked by Dune, the number of transactions for March is over 191 million so far, which is already a 2,838% increase compared to the same time last year.
Blockchain intelligence firm TRM Labs said in a report on Friday that the sector has grown significantly with Google Finance and mainstream media coverage of live odds.
“Prediction markets have scaled rapidly due to improved accessibility, regulatory developments, and integration with mainstream platforms. They are increasingly used as real-time indicators of geopolitical and macroeconomic events,” TRM Labs said.
Prediction markets allow users to trade contracts on the outcome of future events. They are emerging as a significant real-world use case for blockchain, with some platforms relying on crypto rails and stablecoins for settlement and payments.
US politics, macro decisions attract most interest
Monthly notional trading volume for prediction markets reached roughly $23.9 billion in March so far, up sharply from $1.9 billion at the same time last year, according to Dune, though still 12% below January’s all-time high.
TRM Labs noted that crypto-native topics have taken a back seat as users flock to contracts tied to political and global events.
“Geopolitical events, US politics, and macroeconomic decisions account for the majority of trading volume. Crypto-native topics, while prevalent, now represent a smaller share of overall activity,” the TRM Labs team said.
Polymarket data shows that the five highest-volume contracts as of Monday center on who the major US political parties will nominate for the 2028 presidential race and whether Israeli Prime Minister Benjamin Netanyahu will remain in office by year-end.
Addressing key challenges will decide if momentum continues
Prediction markets have faced increasing scrutiny over allegations of insider trading and potential violations of gambling laws.
In March, Kalshi and Polymarket announced plans to introduce trading guardrails, the same day US lawmakers unveiled a bipartisan bill to ban event contracts that resemble a “casino-style game.”
Related: Nevada judge temporarily blocks Kalshi from operating in the state
Going forward, TRM Labs said the continued growth of prediction markets will depend on how key challenges, such as market integrity and susceptibility to manipulation, are addressed.
“Looking ahead, prediction markets have the potential to evolve beyond speculative platforms into core infrastructure for real-time information aggregation and risk pricing,” TRM Labs said.
“As liquidity deepens and participation broadens, these markets could increasingly serve as forward-looking indicators for policy decisions, geopolitical developments, and macroeconomic trends—complementing, and in some cases competing with, traditional forecasting tools.”
Magazine: When privacy and AML laws conflict — Crypto projects’ impossible choice
The Senate Banking Committee is reportedly planning to hold its hearing on the nomination of Kevin Warsh as Federal Reserve chair as soon as the week of April 13, according to a report from Punchbowl News citing two sources familiar with the matter.
In a report on Sunday, Punchbowl’s sources said the hearing date is “fluid” and that the final deadline depends on Warsh submitting all of his paperwork to the banking committee.
Current Fed Chair Jerome Powell’s term is set to end on May 15, but he has previously said he will remain chair until his successor is officially confirmed. A nomination hearing in mid-April helps chart a more visible path to Warsh’s successful confirmation.
Warsh to push for change at Fed
Warsh’s first stint at the Fed was between 2006 and 2011, when he served on the Board of Governors after being nominated by former President George W. Bush.
This time, Warsh is set for the top role, and the 55-year-old has said he would push for “regime change” in how the Fed conducts its policy on interest rates and balance sheet management.
Related: David Sacks’ 130-day term as Trump’s crypto and AI czar has ended
“Their hesitancy to cut rates, I think, is actually … quite a mark against them,” Warsh told CNBC’s “Squawk Box” in July last year, adding:
“The specter of the miss they made on inflation, it has stuck with them. So one of the reasons why the president, I think, is right to be pushing the Fed publicly is we need regime change in the conduct of policy.”
However, Warsh’s nomination has faced political resistance. Senator Thom Tillis has vowed not to vote for any Fed nominees and will attempt to block the nomination until a Department of Justice (DOJ) probe into Powell is resolved.
In January, the DOJ opened an investigation into Powell over the expenses relating to a multi-year renovation project at Fed office buildings.
Trump’s pick for the Fed chair has also been met with pushback from Senator Elizabeth Warren, who sent a strong-worded letter to Warsh last Wednesday.
Senator Warren accused Warsh of having learned “nothing” from his “failures” during his previous stint at the Fed, which included the 2008 financial crisis and Great Recession.
Warren also said Warsh will ultimately serve as a “rubber stamp for President Trump’s Wall Street First Agenda.”
“Your eagerness to bail out Wall Street, including through taxpayer-assisted megamergers, was not surprising, given the seven years you spent as a Morgan Stanley mergers and acquisitions executive prior to joining the George W. Bush administration,” Warren said.
Magazine: Morgan Stanley Bitcoin ETF undercuts BlackRock, SBF pardon unlikely: Hodler’s Digest, Mar. 22 – 28
OKX’s X Layer is the 21st blockchain to integrate Aave, which recently surpassed the $1 trillion mark in cumulative lending volume.
Aave, the largest decentralized lending protocol with $23.5 billion in total value locked, has launched on X Layer, an Ethereum layer-2 blockchain launched by crypto trading platform OKX.
It marks a significant milestone for X Layer, a blockchain with just $25 million in total value locked, which launched in 2024. The integration would allow OKX Wallet and X Layer users to lend, borrow and earn yield without needing to bridge out to another chain.
“This is a very versatile expansion of our DeFi ecosystem and as such should benefit the full range of customers we have on X Layer,” an OKX spokesperson told Cointelegraph.
X Layer launched in May 2024 in a highly crowded Ethereum-layer-2 market. Like many of its competitors, X Layer is focused on scalability, offering $0.0005 transactions on average at one-second block times.
Other notable DeFi platforms integrated on X Layer include Uniswap for decentralized swaps, Chainlink for oracle services and Stargate for cross-chain money transfers.
Aave recently crossed a historic milestone
The integration comes as Aave surpassed the $1 trillion mark in cumulative lending volume in late February, marking an industry first.
Aave secures $23.5 billion in total value locked, enabling users to earn interest on deposits and borrow instantly using crypto as collateral.
Aave is integrated on more than 20 chains, including Ethereum, Arbitrum and Base, and has over $40.4 billion worth of net deposits on the platform compared to Morpho’s $10 billion.
Related: Aave DAO backs V4 mainnet plan in near-unanimous vote
The $23.5 billion figure is more than three times Aave’s closest competitor, Morpho, in the DeFi lending market.
Aave has also taken in over $6.2 million in revenue over the last 30 days, more than five times that of second-place Morpho.
Magazine: Bitcoin may face hard fork over any attempt to freeze Satoshi’s coin
Oil prices jumped more than 3% on Monday, pushing Brent crude above $116 a barrel. West Texas Intermediate (WTI), the US benchmark, climbed to roughly $102 per barrel.
The latest rise comes as the US-Israel war on Iran entered its fifth week with no signs of abating.
Oil Extends Its War-Fueled Rally
Several escalatory developments over the weekend fueled the surge. President Donald Trump told the Financial Times he could possibly seize Kharg Island, the terminal that handles roughly 90% of Iran’s crude exports.
Follow us on X to get the latest news as it happens
The US president struck a mixed tone on diplomacy with Iran, saying he was “pretty sure” of making a deal with Iran but conceding that talks could still collapse.
Meanwhile, Iran’s parliament speaker warned that Tehran would “set them on fire” when American forces arrived and promised consequences for US-allied nations in the region.
The oil price surge is far from over, according to market analysts, who warn that the prolonged closure of the Strait of Hormuz could drive crude even higher.
“A scenario in which the Strait remains closed for an additional month would be consistent with oil prices rising towards $150/bbl and constraints on industrial consumers of energy supply,” Bruce Kasman, global head of economics at JPMorgan, said.
According to Bloomberg, US officials and Wall Street analysts have also begun discussing the possibility of crude reaching $200 per barrel.
Subscribe to our YouTube channel to watch leaders and journalists provide expert insights
Asian Stocks Tumble, Crypto Feels the Pressure
The energy shock rippled across Asia. Google Finance data showed that Japan’s Nikkei 225 fell over 4.5%, while South Korea’s KOSPI dropped more than 4.3% as import-dependent economies repriced risk.
The volatility has spread to crypto markets, with asset prices dipping early in the morning before rebounding.
“The market briefly crashed just now — ETH dropped below $1,940 and BTC fell below $65,000,” Lookonchain reported.
Oil above $100 per barrel continues to pressure risk assets by fueling inflation expectations and delaying anticipated Federal Reserve rate cuts.
The post Oil Rose 3% to Open the Week: Here’s What Moved the Market on Monday appeared first on BeInCrypto.
Lido’s decentralized autonomous organization is considering a one-off $20 million buyback of its governance token to address so-called price dislocation, which is at “historically depressed levels” relative to Ether, according to the DAO.
The proposal, submitted Friday, seeks permission to swap 10,000 Lido Staked Ether (stETH) tokens, currently worth $20 million from the DAO’s treasury for Lido DAO (LDO), arguing that LDO is undervalued.
“This is not a routine fluctuation. It represents one of the most significant dislocations between LDO’s market price and its underlying protocol fundamentals in the token’s history.”
A token buyback of this size could boost the price of the token, which has fallen roughly 96% from its all-time high. In November, a Lido DAO member pitched an automated buyback mechanism for LDO to improve the token’s price. However, that proposal hasn’t been implemented.
Lido DAO pointed out that LDO is trading at a steep discount to Ether (ETH) at a ratio of 0.00016, roughly 63% below its two-year median.
This is despite the protocol holding the top spot of the Ethereum liquid staking market, with a 23.2% share of staked Ether, according to Dune Analytics data. The protocol’s dominance has even been flagged as a centralization risk to the network in previous years.
Related: Ethereum builders propose ‘economic zone’ to tackle L2 fragmentation
LDO is currently trading at $0.30, down 95.9% from its $7.30 high set in August 2021, according to CoinGecko data. LDO’s $255 million market cap makes it the 141st largest token by value at the time of writing.
“That dislocation is not justified by a proportional deterioration in protocol performance,” Lido DAO said.
Lido DAO proposes buying stETH in batches
Lido DAO proposed buying up to 10,000 stETH in smaller batches of 1,000 to buy LDO.
Lido DAO said it would use limit orders or adopt a dollar-cost averaging strategy to avoid market volatility.
However, each batch would need approval and could be stopped by tokenholders.
After each batch, results would also need to be reported before continuing execution further.
The proposal also comes as Lido’s revenue fell 23% to 40.5 million in 2025, mostly due to staking fees falling 23% to $37.4 million.
Lido DAO argued the protocol’s fundamentals remain strong, noting that rewards declined just 20% amid the broader market pullback, costs improved 13% in 2025 compared with 2024 and Lido’s take rate rose from 5% to more than 6.1%, enhancing fee capture.
Take rate refers to the percentage of staked ETH rewards the protocol keeps as fees.
Magazine: Bitcoin’s ‘narrative vacuum,’ Ethereum now inevitable: Trade Secrets
Crypto World
Bitcoin’s Six-Month Losing Streak: What On-Chain Data Says About the Market’s Next Move
TLDR:
- Bitcoin may close March 2026 negative, marking six straight months of consecutive losses for the first time in years.
- SOPR data shows mild loss realization near the 1.0 level, but lacks the prolonged capitulation seen in the 2018 bear cycle.
- Declining exchange reserves suggest supply is being held off markets, yet weak ETF flows point to absent buyer demand.
- Analysts say recovering ETF inflows, a positive Coinbase Premium, and rising on-chain activity could spark a sharp BTC rebound.
Bitcoin is approaching a rare milestone that has historically preceded major market shifts. If March 2026 closes negative, it would mark six straight months of decline.
This pattern has appeared only a few times across crypto market history. Each instance was tied to a distinct structural event.
Analysts XWIN Research Japan studied this trend using CryptoQuant on-chain data. Their findings indicate the current cycle differs from past downturns in one key way.
Historical Comparisons Reveal Context for Bitcoin’s Extended Decline
Bitcoin’s 2014 four-month decline followed the collapse of the Mt. Gox exchange. That event damaged market trust and caused SOPR to become deeply unstable.
The data reflected a breakdown in market function itself, not a standard correction. It was a structural failure rooted in a single catastrophic exchange collapse.
The six-month decline from August 2018 to January 2019 followed the ICO bubble burst. SOPR stayed below 1 for a prolonged period, indicating widespread capitulation and forced selling.
The market underwent a full reset throughout that phase. A trend reversal followed as buying pressure eventually returned in early 2019.
Today’s SOPR reads near or slightly below 1, but sustained sub-1 behavior has not emerged. Loss realization is occurring, yet full capitulation has not taken place.
This separates the current phase from those earlier structural collapses. The market has not reached the same depth of distress seen in 2018.
In a post on Cryptoquant, analyst XWIN Research Japan noted that prior declines were driven by persistent selling pressure. The current downturn, however, is shaped by absent demand rather than forced exits.
That distinction changes how analysts should interpret this period. The framing of weakness matters when assessing potential recovery paths.
Demand, Absence, and On-Chain Signals Shape the Current Outlook
Exchange reserves are declining, which suggests supply is being held rather than actively sold. Yet weak Coinbase Premium data points to insufficient institutional buying interest in the market.
ETF flows have remained unstable, limiting new capital entry into the space. Together, these readings describe a market in pause rather than in freefall.
XWIN Research Japan noted that institutional infrastructure remains intact despite prolonged price weakness. Capital, however, has not returned in meaningful volume to the market.
Analysts describe this as a structural pause rather than a market breakdown. The market holds its footing but lacks the demand to move higher.
A sustained recovery would require ETF inflows to rebound and Coinbase Premium to turn positive. Rising on-chain activity would also need to accompany those developments.
If these signals align, analysts anticipate a sharp Bitcoin price recovery could follow. The timing of that convergence remains the central question for market participants.
Bitcoin now sits between structural resilience and cyclical weakness. Without full capitulation, further price consolidation is possible in the near term.
However, conditions for a reversal exist if demand returns. Monitoring on-chain data closely will be essential to tracking when the next directional move begins.
Arnold Schwarzenegger’s Son Joseph Baena Wins Bodybuilding Competition
Meet Man United’s fearsome attack of the future – JJ Gabriel, Noah Ajayi, Kai Rooney
Zoom: Undervalued And Underestimated – Even Without The Anthropic Stake
Smart energy pays enters the US market, targeting scalable financial infrastructure
Why Israel is blocking foreign journalists from entering
Bitcoin: We’re Entering The Most Dangerous Phase
“This time it’s yo’ money”: Trump’s signature to be added to U.S. paper currency
How and WHAT to invest in! #investing #stockmarket #money #finance #recession #inflation #wallstreet
This Machine Turns Paper into Money! #moneytips #gadgetsshorts #artshorts
-
NewsBeat5 days agoManchester United reach agreement with Casemiro over contract clause amid transfer speculation
-
News Videos4 days agoParliament publishes latest register of MPs’ financial interests
-
Sports7 days agoGary Kirsten Accuses Pakistan Cricket Board Of ‘Interference’, Mohsin Naqvi Responds
-
Sports7 days agoRemo Stars and Kano Pillars Strengthen Survival Hopes in NPFL
-
NewsBeat2 days agoThe Story hosts event on Durham’s historic registers
-
News Videos7 days agoCh 9 Financial Management Part 1 | Detailed One Shot | Class 12 Business Studies Boards 2026
-
Business3 days agoInstagram, YouTube Found Responsible for Teen’s Mental Health Struggle in Historic Ruling
-
NewsBeat5 days agoTesco is selling new Cadbury Dairy Milk bar and people can’t wait to try it
-
Entertainment7 days agoCynthia Bailey Dishes on ‘RHOA’ Season 17, Discusses Kandi
-
Tech6 days agoSamsung will soon let you control smart home devices from your car’s dashboard
-
Entertainment1 day agoLana Del Rey Celebrates Her Husband’s 51st Birthday In New Post
-
Business6 days agoMore women enter wealth management, but few in advisory roles: study
-
NewsBeat7 days agoColombian military plane with 110 soldiers onboard crashes following takeoff
-
Fashion6 days agoDoes It Matter What You Wear When You’re Laid Off and Looking?
-
Fashion7 days agoFringe Bags for the Season
-
Business6 days agoLate-paying firms face multimillion-pound fines under new crackdown
-
NewsBeat5 days agoEntrepreneurs Forum survey reveals optimism in North East
-
Sports5 days agoFantasy Baseball Week 1 Preview: Top sleeper hitters for both five- and 12-day period led by Munetaka Murakami
-
Politics6 days agoHow Media Platforms Balance Performance and Accessibility in Image Delivery
-
NewsBeat6 days agoNASA Artemis II Astronauts enter 14-Day quarantine as moon rocket reaches launchpad
You must be logged in to post a comment Login