Is There a Cap on Lido?

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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.

Listen to conversations between two veterans of the crypto industry: Su Zhu, CEO and CIO of Three Arrows Capital, and Hasu, Strategy lead at Flashbots. Exploring the big ideas in crypto from first principles.

In this episode, Hasu continues the conversation with Danny Ryan and Tim Beiko, two researchers from the Ethereum Foundation. The three are joined by Stephane Gosselin, co-founder of Flashbots, who makes his podcast debut and stands in as Hasu's co-host.

Together, they discuss:

MEV before and after the Merge
mev-boost and proposer-builder-separation (PBS)
The rise of liquid staking pools
Whether Lido should cap its own growth
How the Ethereum Foundation sees its role in interacting with very "protocol-adjacent" projects like Flashbots + Lido

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