The Milk Road Show

Ethereum Is Becoming Wall Street’s Favorite & Lido’s the Gateway w/ Izzy & Kean

Oct 29, 2025
Institutions are diving into ETH staking, highlighting the significance of a fully staked ETF in maximizing returns. Lido's partnership with VanEck is pivotal in making this happen, offering a gateway for both retail and institutional investors. The discussion covers risks, regulatory insights, and the innovative features of Lido V3, including customizable staking vaults. With expected yields and strategies to deploy staked assets in DeFi, Lido is set to reshape how both investors and institutions interact with Ethereum.
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INSIGHT

Liquid Staking Delivers Full Yield

  • Liquid staking lets issuers offer 100% staked ETH products that deliver the full staking yield to investors.
  • That makes liquid-staked ETFs materially more attractive than partially staked ETFs.
ADVICE

Educate Institutions To Win Partnerships

  • Educate institutional partners thoroughly about protocol design and decentralization before partnering.
  • Show node diversity and governance to reduce counterparty concerns and win issuer trust.
INSIGHT

Reframe Risk: Smart Contracts vs Counterparties

  • Liquid staking challenges traditional counterparty models and requires reframing risk comparisons.
  • Institutions must weigh smart-contract risk versus counterparty credit and operational risks differently.
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