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Arthur Profile picture
Arthur
@Arthur_0x
Founder & CIO @DeFianceCapital, a thesis driven crypto investment firm. Cynical Optimist. Nuance is the most underrated thing in crypto.
Jerome Ku Profile picture Keith Profile picture jrsjtu.eth Profile picture John Doe Profile picture 6 subscribed
Apr 13, 2023 • 5 tweets • 2 min read
With Shapella's successful upgrade, a major technical risk of Ethereum is removed.

Market can now access near risk-free ETH denominated yield and have liquidity via liquid staking, expect staking% of 15% to double from here in one year and Lido capturing most of the growth. Lido is the greatest beneficiary of US's crypto hostility. gaining market share over the past few months, effectively absorbing (Binance + Coinbase + Kraken)’s market share loss. Expect this trend to continue as US continue to be hostile to crypto while decentralized alternatives Image