Lido DAO

LDO · Liquid staking
Checked
Nov 2 2026
The big picture
2 / 10Total score0510
Supply + DemandMax. 10
Hold LDO? We'll warn you first.
Free · 2 coins

Coming next

Nov 24 2026~6.20M removed
Jan 1 2027~48.93M added
Metric 1 of 3

LDO · Coin Supply

The DAO buys LDO back; a big lock opens in January.

0.5 / 5Flooding
Age5.9 yearssince Dec 2020
Unlocked83.0%of total supply
Last 90 days−0.82%new supply
Next 90 days+5.15%estimate

LDO is the voting coin of Lido, the largest Ethereum staking service. 1B LDO exist and no new ones are printed. The DAO treasury holds 121.50M.

Sell pressure. Nothing new reached the market in 90 days. On Jan 1 2027 a one-year lock of 48.93M LDO, recovered after a holder was hacked, opens.

Buy pressure. The treasury bought 6.79M LDO back with staked ETH and kept it. A fourth batch, about 6.20M, is due by Nov 24 2026.

Net. Supply fell 0.82%; next 90 days it grows about 5.15%.

Inflation
Last 90 Days
-0.82%
checked · Oct 28 2026
Net flow: 0.82% of supply taken off the market over 90 days
Next 90 Days
+5.15%
estimate
Net flow: 5.15% of supply goes to market next 90 days
Supply was shrinking · trend softening
Upcoming · Next 90 Days
  • Treasury buyback batch four ends~6.20M
    Nov 24 2026 · taken off market
  • Recovered hack coins unlock~48.93M
    Jan 1 2027 · added to market
Sell pressure
1. Protocol inflation
0

LDO has no emission schedule. Exactly 1B LDO existed on Jul 30 2026 and on Oct 28 2026, and none was minted in between. New LDO could only be created by a DAO vote, and no such vote has been proposed.

checked · Oct 28 2026
2. Vesting unlocks
0

The original team and investor vesting ended in 2022. Nothing unlocked in these 90 days. On Jan 1 2027 a single lock of 48.93M LDO opens: these are the coins of a large early holder whose wallet was hacked in December 2025, which a DAO vote recovered and locked for one year. That cliff falls inside the next 90 days and is counted there in full.

checked · Oct 28 2026
3. Foundation + unscheduled unlocks
0

Sporadic — last firing Mar 2 2026, no public schedule for next 90 days. The DAO treasury holds 121.50M LDO and sent none out in these 90 days; it paid out about 7.6M LDO, mostly to its contributor reward programme, between Nov 2025 and Feb 2026. A market-making loan of up to 7.5M LDO from the treasury was approved in October 2026 but has not been used. Bought-back LDO also sits in this treasury, a public on-chain wallet anyone can check.

checked · Oct 28 2026
4. Long-term locked or bankruptcy
0

No bankruptcy estate or court-held pile of LDO waits to be released. The recovered hack coins are a timed lock, counted under vesting above.

checked · Oct 28 2026
Buy pressure
1. Programmatic buyback
~6.35K LDO

Lido's automatic buyback went live in August 2026. It buys LDO only when the DAO's staking income beats about $40M a year, and income has stayed below that line, so its one order on Aug 13 2026 bought just 6,354 LDO. Nothing since, and nothing expected in the next 90 days. Bought LDO goes to the DAO treasury, not a burn.

checked · Oct 28 2026
2. Protocol fee burn
0

LDO has no burn. Lido's staking fee is paid in staked ETH, not in LDO, and none of it destroys LDO.

checked · Oct 28 2026
3. Foundation buy
~6.73M LDO

The DAO trades staked ETH for LDO in batches of 1,000 and keeps the coins in its treasury. Batch three delivered 2.15M LDO on Aug 25 and 4.58M LDO on Sep 25 2026. Batch four started on Oct 2 2026 and must finish by Nov 24 2026; at today's price it buys about 6.20M LDO, counted in the next 90 days.

checked · Oct 28 2026
4. New long-term lock
0

LDO has no staking or lock-up. Coins held to vote stay counted as circulating, so nothing is taken out here.

checked · Oct 28 2026
5. Unpaid rewards taken back
~56.51K LDO

On Jul 31 2026 a contributor reward contract handed 56,513 unvested LDO back to the DAO treasury. These returns are rare and unplanned, so none is counted for the next 90 days.

checked · Oct 28 2026
Read the full Inflation Analysis
LDO: the DAO buys LDO back with staked ETH, then 48.93M locked LDO unlock on Jan 1 2027.
Long-form mechanism walk. ~5 min.
Metric 2 of 3

LDO · Coin Demand

Two sides: how much people want LDO right now, and how much buying could come later.

1.5 / 5Very weak

Current demand0.5 / 2.5

It shows how hot LDO is right now. A better rank means more people are talking about it.

LDO on social mediaIts rank among the 109 coins we follow · last 12 months · #1 = most talked about
#87 · Oct 28 2026

Today, people are talking about LDO for two reasons:

  1. 1
    Lido earned about $605,000 for its treasury in one day.

    On Oct 30 2026 Lido's treasury took in about $605,320, about 6.4 times its normal daily amount, as Ethereum block rewards jumped. The next day it fell back to a much smaller amount. People ask if days like this can help LDO, which is near $0.34.

  2. 2
    A Lido member wants an outside audit of the team's spending, with a vote on Nov 5.

    A Lido forum post from Oct 27 2026 asks the DAO to pay up to $150,000 (hard cap $400,000) for an independent audit of the core team's 2024 to 2026 spending. The author says a vote is planned for Nov 5 2026. People ask if more open books would bring trust back to LDO.

Checked Nov 1 2026

Metric 3 of 3

LDO · Price DriversBeta

The few things that can move LDO's price that supply and demand miss.

1 · ETH in Lido

Quiet
More ETH staked → price upnowETH leaves Lido → price down
ETH staked in Lido
88.599.51010.52024202520269.7M ETH
88.599.51010.52024202520269.7M ETH

ETH staked in Lido climbed back from its 8.5M low

Data
DateETH staked in Lido
Aug 31 20269.63 M ETH
Sep 30 20269.87 M ETH
Oct 31 20269.69 M ETH
Nov 2 20269.7 M ETH
Checked Oct 28 2026

2 · ETH staking yield

New
Staking yield holds up → price upnowStaking yield gets cut → price down
stETH yield
012345202420252026Burn EIP filed4.24%
012345202420252026Burn EIP filed4.24%

Plan to cut staking rewards was pulled, but the debate goes on

Data
DatestETH yield
Aug 31 20262.27%
Sep 30 20262.25%
Oct 31 20264.16%
Nov 2 20264.24%
Checked Oct 28 2026

Lido DAO (LDO) supply: questions people ask

Is Lido DAO (LDO) inflationary or deflationary?

Lido DAO (LDO) is inflationary right now: its supply changes +5.15% over the next 90 days and +1.42% over the next year (checked Oct 28 2026). More LDO is added than removed.

What is the LDO inflation rate in 2026?

About +1.42% a year: that is how much Lido DAO (LDO) supply changes over the next 12 months, with +5.15% in the next 90 days (checked Oct 28 2026). That puts LDO #18 of 100 coins we track for new supply (#1 = the most new supply).

When is the next LDO token unlock?

The next Lido DAO (LDO) unlock we track is on Jan 1 2027: about 48.9M LDO, 5.90% of the LDO in circulation (Recovered hack coins unlock). Checked Oct 28 2026.

Does Lido DAO burn or buy back LDO?

Yes. In our count, about 6.2M LDO is expected to leave the market over the next 90 days through burns, buybacks or locks (checked Oct 28 2026). How it works: The DAO treasury bought back 6.79M LDO in 90 days with staked ETH and keeps it; about 6.20M more due by Nov 24 2026.

Where does new LDO supply come from?

In our count, about 48.9M new LDO reaches the market over the next 90 days (checked Oct 28 2026). How it works: No new LDO is minted; 48.93M LDO locked after a Dec 2025 wallet hack unlock on Jan 1 2027.

How much LDO is in circulation?

About 830M LDO is in circulation (checked Oct 28 2026). Over the next 90 days that changes +5.15%, and over a year +1.42%.

Does LDO have more new supply than PENDLE, FF or SUN?

Over the next 90 days (checked Oct 28 2026): LDO +5.15%, PENDLE +1.64%, FF +18.22%, SUN −0.03%. LDO sits in the middle of these 4 coins.

Every answer here applies basic economic theory — the law of supply and demand — to this coin's data. It is not financial advice. How we read every coin →

How does MrNasDog judge every coin, and why is +5.15% shown in red?

We look at two things: supply and demand. Fewer new coins mean less selling pressure. We also show each coin's age, with a warning when it is younger than 1 year. Demand shows how much people want the coin. Price Drivers (Beta) are the 2 or 3 things that can move one coin's price that supply and demand miss. LDO supply grows +5.15% in the next 90 days, so it shows in red: more LDO reaches the market than is removed. Zero or falling supply is always green, any growth is red.

What do Watch LDO alerts cover?

One email before each big supply event, and the day our verdict changes. Nothing else. You can watch 2 coins for free.

Related supply research: PENDLE +1.64% · FF +18.22% · SUN −0.03% · All crypto inflation rates (109 coins) → · Full LDO supply report → · Embed this coin

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