Will Shannon

Head of Node Operators, Lido
@KimonSh · tracked since Feb 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
LDO long +8.4%
Worst Calls
No live losers yet
Most Mentioned
LDO ×1
Recent Calls
LDO long 3 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d —
Average Return +8.4% Long Return +8.4% Short Return -
Average Return
7d -9.1%
30d -9.1%
90d —
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Thesis
Theme
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LDO Lido DAO Lido DAO
Long
Feb 14
$0.36
+8.4%
Lido is launching "Staking Vaults" (V4). This allows institutions to curate specific node operator sets rather than using the general, socialized pool. Many institutions (like banks or ETF issuers) cannot legally or risk-wise use a permissionless, randomized set of 700 node operators. By allowing them to "ring-fence" their validators via Vaults, Lido removes the primary compliance blocker for billions in institutional ETH to enter the protocol. Long LDO as the total addressable market (TAM) for liquid staking expands to strictly regulated capital. Complexity in the new vault architecture leading to smart contract bugs; competition from institutional-only staking providers.
Lido is launching "Staking Vaults" (V4). This allows institutions to curate specific node operator sets rather than using the general, socialized pool. Many institutions (like banks or ETF issuers) cannot legally or risk-wise use a permissionless, randomized set of 700 node operators. By allowing them to "ring-fence" their validators via Vaults, Lido removes the primary compliance blocker for billions in institutional ETH to enter the protocol. Long LDO as the total addressable market (TAM) for liquid staking expands to strictly regulated capital. Complexity in the new vault architecture leading to smart contract bugs; competition from institutional-only staking providers.
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