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Is There a Cap on Lido?
Users of lido are basically locked in, right until thereis with drawals on the beacon chain. There is a curf foll, but obviously that does not accommodate all the volume and it's not like a proper exit. And behind the scene, i the eath is still staked with the same, the same operators. Do your views change about a cap in a world where we do have withdrawals? I don't think that a cap on on their product really changes in terms like postmurge or premerge.