We track Lido and stETH the way a serious analyst would: sourced weekly news reviews, verified data baselines, structured weekly intelligence and deep dives on the yield economics that move liquid staking. Five columns, one deep report at a time.
The newest edition of every column, in one place. Earlier editions are archived below and on each column page.
Six dated in-window stories: MetaMask's Lido validator exits completing with the stETH yield holding at 2.23% (Oct 6), BitMine's 5% supply hard cap (Oct 7), a $1.19 billion liquidation cascade and ETH's worst week on record (Oct 9), an exit queue that climbed instead of draining, Lido Lend unveiled on a Morpho Blue fork (Oct 7), and five straight sessions of ETF outflows worth −$542.06M.
Eighth snapshot: ETH's worst week in our record (−6.9%) against a network that barely noticed — a staking board that refreshed and stepped UP to 2.51%, an exit queue that rose while the entry queue fell, a −$542.06M ETF week, and a ledger carrying four unresolved conflicts.
Research report: BitMine bought ETH every week for fifteen months and now names the week it stops — a 5% hard cap, about 88,600 ETH away. What a recurring corporate bid is actually worth, why the staked number matters more than the treasury, and who has to replace the demand.
Five fixed questions plus a scorecard: a staking board that stepped up, a peg that held inside ±11bp through a 9.8% price range, the first red-majority DeFi board in the record, BitMine's 5% hard cap — and edition seven's four calls graded, including one called wrong in the most informative way.
Yield update: the staking board refreshed and stepped up to a 2.51% base APR, the stETH rate held at 2.23% through a 6.9% price fall, the user-net band stayed at 2.21–2.24% against every cash row — and a worked estimate of what the MetaMask exit costs next week's network print.
Sourced, dated, editorially independent. Every figure carries a source and snapshot date — including the ones we flag as derived.
Five regular research features across the Lido ecosystem — focused on depth over frequency.
Every story dated inside the week that genuinely moved Lido or stETH — each with a sourced summary and a clearly separated editorial take.
Baseline and week-over-week analysis of stETH supply, yields, Lido TVL, share of stake, validators and LDO markets.
The same five questions every week: staking health, stETH, DeFi/LSDfi, competition, outlook — comparable across issues.
Yield updates and monthly liquid staking market reports: APR corridor, peg behavior, flows and competitive position.
One research-grade report on the story that matters most — yield economics, product pivots, regulatory turns.
Every earlier edition stays online unchanged, grouped by week. The newest edition of each column is listed under Latest Analysis above.