Lido DAO price rebounded more than 5% on Thursday as holders voted on the NEST automated buyback system, although concerns over Ethereum’s proposed staking changes kept LDO under pressure.

Summary

• Lido DAO price rose 5.2% in 24 hours after briefly falling to $0.2757.
• The token remains down 16.7% over seven days but has gained about 5% monthly.
• Lido DAO’s NEST vote runs until Aug. 8 at 2:00 p.m. UTC.
• Ethereum’s proposed EIP-8361 raised concerns about Lido’s future staking revenue.

Lido DAO price rebounds after 16% weekly decline

According to data from crypto.news, Lido DAO (LDO) price traded near $0.293 at the time of writing. The token moved between $0.2757 and $0.3048 over the previous 24 hours before recovering about 5.2%.

Despite the rebound, LDO remained down approximately 16.7% over the past week. It underperformed the broader cryptocurrency market, which gained about 1.3% over the same period.

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The monthly performance was more positive. LDO remained about 5.1% higher over 30 days after rallying during July. The token had gained roughly 65% at one point last month before encountering resistance around $0.40.

Trading volume reached about $62.2 million over 24 hours. However, volume was 11% lower than the previous day, suggesting that participation eased after the initial sell-off.

Ethereum staking proposal pressures LDO

LDO’s weekly decline accelerated as the Ethereum community debated EIP-8361, a proposal called the Tapered Issuance Burn.

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The proposal would burn a growing portion of validator issuance rewards as the share of ETH committed to staking increases. Issuance-based rewards could eventually approach zero if approximately 50% of Ethereum’s supply becomes staked.

EIP-8361 remains a draft and has not been approved for implementation. However, traders appear to be pricing in its possible effect on liquid-staking providers.

Lower Ethereum staking rewards could make products such as Lido’s stETH less attractive. Reduced demand could affect the protocol’s total value locked, fees and DAO revenue.

Critics participating in the Ethereum Magicians discussion warned that lower rewards could force higher-cost solo validators out before large providers that can spread expenses across thousands of validators. The proposal’s authors argue that ending issuance incentives beyond a 50% staking ratio would limit ETH issuance and reduce the risk of excessive staking concentration.

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NEST vote links Lido revenue with LDO

Lido DAO opened the final on-chain vote for its NEST automated buyback and liquidity system on Aug. 5. The main voting phase will close on Aug. 8 at 2:00 p.m. UTC.

NEST, short for Network Economic Support Tokenomics, would allocate part of Lido’s eligible revenue surplus to LDO purchases and DAO-owned liquidity.

The proposed mechanism uses a $40 million annual staking-revenue baseline. When daily revenue exceeds the equivalent baseline, 50% of the eligible surplus can enter NEST, subject to a $50,000 daily limit and a rolling annual cap of $10 million.

Under the initial LP configuration, half of the eligible budget would purchase LDO through CoW Swap. The other half would be converted into wstETH and paired with the acquired LDO in a Curve liquidity pool.

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Lido DAO would retain ownership of the resulting liquidity-provider tokens. The purchased LDO would not be burned.

A previous Snapshot vote approving the final NEST design passed with 52.37 million LDO, or 94.5% of participating tokens, in support.

LDO price remains below key resistance

The daily chart shows that LDO recovered after briefly falling to $0.2751. The resulting lower wick indicates that buyers entered near the $0.275–$0.280 support area.

However, price remains slightly below the lower Bollinger Band at $0.2946. The Bollinger midpoint at $0.3577 is well above the current price, while the upper band sits near $0.4208.

Daily RSI has fallen to 37.57 and remains below its signal average of 53.56. The reading shows that bearish momentum has weakened the July uptrend, although LDO has not yet reached deeply oversold territory.

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A close below $0.275 could expose $0.250 and the June low near $0.235. Conversely, reclaiming $0.305 would mark the first recovery signal. LDO would then face resistance around $0.320–$0.330 and the Bollinger midpoint near $0.358.

The NEST vote provides a potential token-value mechanism, but its future buying capacity depends on Lido producing sufficient staking revenue. That leaves EIP-8361 and the wider Ethereum staking debate as key risks for LDO holders.

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Arthur Hayes thinks the AI investment frenzy will eventually play out like the 2008 housing bubble.

According to him, this will force governments to print trillions in new money that could potentially send Bitcoin (BTC) into another massive bull market.

AI Data Centers as the Next Credit Bubble

In an essay published on August 5, the BitMEX co-founder argued that markets are treating AI infrastructure spending as a high-growth technology investment when it more closely resembles commercial real estate.

He believes lenders, private credit funds and governments are financing a massive buildout of data centers and power infrastructure under the assumption that demand will keep accelerating indefinitely.

According to Hayes, that assumption will eventually break down. He expects the pace of AI capital expenditure growth to slow in 2027 before contracting, exposing companies and investors that borrowed heavily to finance projects.

Unlike the dot-com crash, which he described as an earnings story, the crypto investor said the AI boom is fundamentally a credit story similar to the housing market before the global financial crisis.

He argued that governments would be unwilling to let strategically important AI companies fail because of their importance to national security. Instead, policymakers would respond with large-scale bailouts and liquidity injections that exceed those deployed after 2008.

Hayes said that wave of money creation would eventually spill into crypto markets. “Bitcoin will bottom and begin a secular rise,” he wrote, predicting that panic-driven stimulus could ultimately push the asset to $1 million or higher.

Bitcoin Recovery Fits Hayes’ Long-Term View

Hayes acknowledged that Bitcoin may not have reached its cycle low yet. He suggested the cryptocurrency could continue trading between roughly $60,000 and $70,000, with a possible downside toward $50,000, while capital continues flowing into AI projects before the market begins questioning returns on those investments.

Bitcoin was trading at around $64,000 at the time of writing, up nearly 1% over the previous 24 hours and slightly higher over the past week, according to CoinGecko data. The asset had rebounded from a recent low near $62,000 but remained about 49% below its October 2025 all-time high of roughly $126,000.

The latest recovery has coincided with easing geopolitical concerns. As CryptoPotato reported, Bitcoin climbed back above $64,000 as markets reacted to reports that the United States, Iran and Oman were nearing an interim agreement to reopen the Strait of Hormuz, although analysts noted that a sustained breakout may depend on a permanent deal being reached.

Hayes also outlined a more immediate trade beyond Bitcoin. According to him, Ethereum could benefit from growing institutional interest in tokenized real-world assets, and this could push ETH to around $5,000 before the end of 2026 if that narrative gains traction.

The post Arthur Hayes: AI Bubble Burst Could Trigger Bitcoin Rally appeared first on CryptoPotato.

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Mastercard and Borderless.xyz are piloting the use of Mastercard Crypto Credential, the card network's verification system for digital asset transactions, in cross-border stablecoin payments, the companies said Wednesday. The pilot targets a bottleneck in stablecoin payment networks: every new… Read the full story at The Defiant

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Mark Zuckerberg launched Muse Code in beta on Wednesday, Meta’s first artificial intelligence (AI) coding agent. Anthropic’s Claude Opus 5 beats it in all four comparisons Meta published at launch.

Meta released those charts anyway. The company is selling a cheaper tool rather than a better one. Independent test data suggests the gap is wider than Meta showed.

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Meta’s Own Charts Hand Anthropic Every Round

Muse Spark 1.2 is the model inside Muse Code. It scored 82.9% on Terminal-Bench 2.1.

Claude Opus 5 scored 86.7% on the same test. Terminal-Bench comes from the Laude Institute and Stanford researchers. It sets 89 real jobs spanning system repair, data work, and security.

Second place is respectable. Muse Code beat OpenAI’s Codex at 81.8% and Grok Build at 81.6%.

The next chart was harsher. DeepSWE 1.1 sets 113 coding tasks with internet access switched off during grading. Muse Spark 1.2 dropped to third at 59.3%.

Meta then published a test it built itself, drawn from 440 real pull requests by its own engineers. Muse Spark 1.2 scored 70.6% there, roughly nine points behind Opus 5.

That score sits only 2.3 points above Muse Spark 1.1, the model Meta shipped in July.

The Model Meta Left Off Its Coding Charts

Meta measured itself against GPT-5.6 Terra. OpenAI sells a stronger model called Sol, and Meta left it out of all three coding charts.

Sol tops the independent Terminal-Bench 2.1 leaderboard at 89.5%. Opus 5 follows at 89.1%.

Both figures beat the 86.7% Meta reported for Opus 5. Meta picked a weaker setting of its strongest rival and still finished behind it.

Against Sol, the true leader, Muse Spark 1.2 trails by 6.6 points rather than 3.8.

Meta did include Sol in one place. On a graphics processing unit (GPU) kernel task running past 1,000 tool calls, Sol improved on the baseline by 71.2%. Muse Spark 1.2 managed 68.7% and placed fourth of six.

One caveat cuts the other way. Muse Spark 1.2 does not appear on that public leaderboard yet, where only 26 of 183 tracked models have been tested. Its 82.9% remains a Meta figure.

“Muse Spark 1.2 is our next step as we push toward frontier, with larger, more capable models on the way,” Zuckerberg said in a post.

Zuckerberg May Soon Host the Model Beating His Own

Meta is reportedly in talks to lease compute to Anthropic. The deal could reach $10 billion over two years. Meta data centers would then help run the Claude models Muse Code was built to unseat.

The leadership behind Muse Code was expensive. Zuckerberg paid $14.3 billion in June 2025 for Scale AI and its founder Alexandr Wang, who now heads Meta Superintelligence Labs.

Price is the lever Wang has left. Rates match the July launch of Meta’s first paid API at $1.25 per million input tokens and $4.25 per million output tokens.

A contributor tier costs more than 10 times less. Developers qualify by letting Meta train on their work. Wang declined to give adoption numbers for the Muse Spark line.

Meta’s accounts explain the discount. Revenue climbed 28% to $60.8 billion last quarter, yet operating profit fell 8% to $18.8 billion.

Operating margin slid to 31% from 43% a year earlier. Meta spent $31.08 billion on capital projects in the quarter alone, and guides to as much as $145 billion for the year.

Muse Code does offer engineering Claude Code lacks. Background agents hold context across a session. Sub-agents work in isolated copies of a repository.

Meta has built a solid second-best coder and priced it like a budget option. The beta will show whether developers trade a few points of accuracy for a bill roughly a tenth the size.

The post Zuckerberg’s Muse Code Loses to Anthropic on Meta’s Own Benchmark Charts appeared first on BeInCrypto.

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Circle on Aug. 5 named the founding validator cohort for Arc, its Layer 1 blockchain, listing BlackRock, The Depository Trust & Clearing Corporation, Galaxy, Global Payments, ICE, Mastercard, MoneyGram, SBI Group, Standard Chartered, Sumitomo Corporation and Visa alongside Circle itself, ahead of a… Read the full story at The Defiant

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Solana’s native token has been bleeding heavily over the past few months, mirroring the broader cryptocurrency market’s weakness.

Some analysts believe a resurgence remains a plausible option as long as the price stays above certain critical levels.

Are Bulls Ready to Return?

SOL currently trades at approximately $73.70 (per CoinGecko) after slipping by 8% over the last 30 days. This is more or less exactly the level Ali Martinez recently described as a “make-or-break” moment. He argued that more than 50 million tokens were purchased around that zone, making it the most critical support on the map. The analyst claimed that a sustained close below could open the door to a plunge to $60 and even $50.

Most of the latest predictions, though, have been much more optimistic. Michael van de Poppe said “it would be great” to see a breakthrough of $76, saying such an uptrend could trigger a stronger rally to $120.

X user BATMAN also gave their two cents, suggesting that SOL’s valuation has neared a bullish trendline that has supported past major bottoms.

For their part, Pepesso claimed that the asset has one of “the cleanest setups in crypto right now.” They noted the brutal correction over the past months, adding that $45-$60 is the zone that “matters.”

“We are still well above it, but that’s the zone I’m watching if we retrace back in there. As long as $45 holds on any retest, this stays a clean accumulation setup,” the analyst said.

The X user opined that a reclaim of $100 could act as the first real confirmation, and from there, $150-$200 becomes the next range worth attention. On the other hand, a breakout under $45 would invalidate the bullish scenario.

The Concerning Factor

There are some signals that can serve as a bearish counterpoint to the aforementioned optimists. According to Ali Martinez, the number of addresses holding at least 0.1 SOL has declined by 5% over the past two weeks.

Specifically, addresses meeting that threshold have fallen from 11.84 million to 11.26 million, with the analyst outlining that this indicates a slowdown in participation among holders that could add further pressure to the price during the already fragile market conditions.

Small players reducing exposure to SOL is not necessarily a bearish factor and, in fact, combined with whale accumulation, is usually interpreted as a bullish signal. However, recent data does not show any meaningful interest from large holders at this stage.

The post Top Solana (SOL) Price Predictions as of Late appeared first on CryptoPotato.

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Meta AI predicts a supply driven repricing for XRP, and this price prediction calls the current setup the cleanest since 2017. At $1.07, the case is built around four catalysts rather than a single trigger.

The first is what Meta AI labels an ETF super cycle. After the SEC settled with Ripple in August 2025 and reclassified XRP as a commodity, 11 spot ETF filings followed, with Bloomberg now placing approval odds between 87 and 95%.

Five ETFs already sit on the DTCC list, $1.3 billion in inflows have arrived since November 2025 with zero outflows recorded, and $5 to $8 billion more is projected for 2026, the exact flow level Standard Chartered ties directly to its $8 bull case.

The second pillar is Ripple’s banking push. The company secured initial approval for a federal trust bank charter from the OCC, making RLUSD the first stablecoin under both state and federal oversight at once.

RLUSD is now live on more than 40 chains through Wormhole and the XRPL EVM Sidechain, with BNY Mellon, a custodian managing $53 trillion in assets, serving as primary custodian.

Institutional adoption on XRPL itself is the third leg. Ripple is targeting 2026 as the pivotal year for banks and asset managers actually using on chain liquidity pools, with the XRPL EVM Sidechain already holding more than $105 million in TVL, an SBI blockchain bond worth $64.6 million, and an Archax equity and debt tokenization push expected to drive real settlement demand by mid 2026.

Regulatory tailwinds round out the case, with the CLARITY Act or an equivalent market structure bill unlocking RWA tokenization while 1.35 billion XRP has already been withdrawn from exchanges, tightening available supply.

The base case price target sits at $2.45 to $2.80, drawing on 21Shares and a revised Standard Chartered figure. The bull case runs to $4.94 to $8.00 if ETF flows clear $5 billion and XRPL captures 1 to 2% of the $10.9 trillion tokenization market, a range Meta AI notes would mean a 330 to 650% move from $1.07.

The bear case is not dismissed. If CLARITY stalls and monthly ETF inflows stay under $132 million, 21Shares own bear scenario points to $1.60, a 16% decline, with downside risk extending to $0.86 to $1.00, though Meta AI argues the ongoing supply contraction limits how deep any flush could realistically go.

Xrp (XRP)

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XRP Has Spent A Year Grinding Lower With No Real Bounce To Show For It

XRP peaked near $3.65 in August 2025, and the decline since has been remarkably steady rather than sharp, a long staircase of lower highs stretching from that summer peak all the way through the following winter.

February brought the sharpest single break, a gap down from above $2.30 to under $1.60 in a matter of days, and price has spent every month since compressing into an increasingly narrow range.

Price closed today at $1.07531, up 0.04%, in a session ranging between $1.06900 and $1.08182. Support sits at $1.00, the psychological floor that lines up closely with the bear case’s own downside target, then $0.86 below that if the supply contraction argument fails to hold.

Resistance stacks first at $1.20, then $1.40, then the far heavier ceiling near $1.60 that has capped every recovery attempt since February. The signal line reads 45.68 against 45.82, a gap so narrow it is effectively flat, and both lines have been drifting in that same tight band for months without any real separation.

That is not a chart building toward a breakout in either direction. For Meta AI’s base case near $2.45 to become plausible, XRP first needs to clear $1.60, a level this chart has not touched since before the February breakdown, regardless of how tight exchange supply has become in the background.

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The post Mark Zuckerberg Meta AI Predicts an XRP Surge Few Saw Coming appeared first on Cryptonews.

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