Lido DAO 提案拟用 1 万枚 stETH 回购 LDO,LDO/ETH 比率处历史低位

STETH1,39%
LDO3,9%
ETH1,37%
1INCH1,27%

Gate News 消息,3 月 27 日,Lido 增长委员会发布提案,拟授权使用 Lido DAO 国库最多 10,000 枚 stETH 通过场内外渠道分批买入 LDO,以把握当前 LDO/ETH 比率处于历史低位的市场机会。

提案背景显示,LDO/ETH 比率当前约为 0.00016,较两年中位数 0.00043 折价约 63%,而同期协议净收益仅下降约 20%,基本面与价格走势出现明显背离。

执行机制方面,每批次上限为 1,000 枚 stETH,设有价格上限与最大 3% 的滑点容忍阈值;执行完毕后需在论坛发布报告,方可启动下一批次。交易渠道涵盖链上(CoW Swap、1inch、Uniswap)及某 CEX,并允许委托做市商代为执行。所购 LDO 将全部归还 DAO 国库,且在持有期间不得参与任何治理投票。

风险方面,提案指出主要风险包括抢跑攻击、智能合约漏洞、市场波动及交易所资金冻结,并通过分散执行渠道、设定严格阈值及保留 DAO 随时终止授权等机制加以缓解。

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