tvl

#Lido （$LDO ）spot, go long, hold for the long term
1. Strengthening the leading position in the staking market
#以太坊 staking dominant position: Absolutely leading position in the staking market, total locked value (#TVL ) firmly ranks first in the industry. With the stabilization of eth2.0 staking yield and the growth of institutional staking demand, the infrastructure layer continues to capture value. stETH has become one of the most important collateral assets in the DeFi ecosystem, widely integrated into leading protocols such as $AAVE , #CURVE , and $MKR .
2. Multi-chain expansion and product upgrades
Cross-chain staking layout: Lido has expanded to multiple public chains such as #Polygon , #solana , and #Polkadot , providing one-stop liquidity staking services. In 2025, the focus will be on promoting the Lido V3 upgrade, introducing a modular architecture that allows more node operators to connect, further decentralizing the validator network and reducing single-point risks. At the same time, the staking reward distribution mechanism will be optimized to enhance user yields.
3. Institutional adoption and compliance progress
Institutional-level services launched: Institutional clients have launched Lido Institutional services, providing compliant custody, KYC/AML support, and customized staking solutions. Deep integration with mainstream exchanges such as #coinbase and #Kraken makes the liquidity entry of stETH more diverse.
4. Enhanced governance token value capture
Economic optimization: Community proposals have passed a staking reward sharing mechanism, allowing LDO holders to share protocol revenue through staking tokens, achieving unity of governance rights and revenue rights. The token buyback and burn plan continues to be executed, reducing circulating supply.
Key highlights: The Ethereum staking track "sits and collects rent" model, where TVL growth directly translates into protocol revenue, accelerating the institutionalization process, and LDO evolving from a pure governance token to a value-capturing asset.

ONDO is the leader of $RWA , but it can definitely be said to be the Top 1 among tokenized products. In this round of the bear market, we see exchanges deploying tokenized traditional finance, and the tokenized stocks on exchanges are basically issued through Ondo.

This time, collaborating with the world's largest asset management company, Franklin Templeton, with a scale of 17 trillion, is not a casual partnership; it essentially gives Ondo an "institutional-level endorsement," which will greatly enhance market confidence, attract more partners, and increase capital inflow. This is the first time that the giant #TradFi has massively "moved on-chain" its #ETF , directly validating Ondo's technology and compliance capabilities, enabling a 24/7 trading + wallet direct access model, perfectly solving the pain points of traditional finance. In the long term, it can reshape the asset management industry.

I bought ONDO when it just went online at $0.28, cleared out at 2, and now the price has come back to around $0.28. I think I can invest in batches again because it meets my investment criteria.

As long as the RWA narrative remains hot, Ondo is expected to continue to expand its market share of #TVL , and the value of the ONDO token as a governance tool will also increase with the expansion of the ecosystem. Combined with infrastructure such as Ondo Chain, ONDO is expected to become an "infrastructure-level" project in RWA, similar to "#uniswap " or "#MakerDAO " in the RWA field.

#ONDO $ONDO

🩸DECLINE: CRYPTO ETFS INFLOWS FACED A HUGE DROP IN THE WEEK ENDING MARCH 20

Crypto ETF inflows plunged sharply to $53.5M for the week ending March 20, 2026, down from nearly $1B the prior week.

$BTC and $ETH saw three days of outflows after a $237M Monday surge, with ETH ETFs recording -$60M net outflows.

$SOL ETFs doubled to +$20.4M, as capital rotates to higher-beta assets amid Solana’s TVL exceeding $3B in protocols like Jupiter.

This signals cooling BTC/ETH dominance, with 2026 regulatory clarity boosting altcoins.

#BTC #solana #ETH #etf #TVL