Nest is a flagship staking protocol for RWAs deployed exclusively on Plume. By decoupling yield streams from the assets themselves, Nest enables the creation of new financial instruments, giving users the ability to earn, trade, and manage yield independently of the underlying asset.
以太坊质押协议 Lido DAO 官方发文解读 NEST(Network Economic Support Tokenomics)机制,通过链上自动化方式将协议收入与 LDO 代币价值绑定,实现持续性的 LDO 回购,旨在让 LDO 持有者更直接分享协议增长收益。该机制由 DAO 国库盈余资金支持,当 Lido 质押业务收入超过设定基准后,部分超额收入将通过 CoW Swap 自动兑换为 LDO。 根据 Lido DAO 设定的初始参数,NEST 收入基准为年化 4000 万美元(约每日 10.9 万美元),超额部分的 50%将用于回购 LDO,每日回购上限为 5 万美元,365 天累计上限为 1000 万美元。回购执行每日进行,采用无需许可的链上流程。 NEST 上线初期将采用“财库模式”(Treasury-only mode),购买的 LDO 将直接进入 DAO 国库。未来在市场条件合适时,DAO 可通过链上投票切换至 LP 模式,将一半资金用于购买 LDO,另一半转换为 wstETH 并提供 Curve 流动性。
Lido DAO has launched on-chain voting for the NEST automated buyback mechanism, with voting ending at 14:00 UTC on August 8. NEST is a rule-based on-chain mechanism designed to connect Lido protocol performance with LDO token value. If the proposal passes, Lido will systematically buy back LDO in decentralized markets using protocol revenue or liquidity controlled by the protocol, and execute around the LDO and wstETH liquidity pair, thereby shifting from periodic governance-driven buybacks to a continuous, predictable automated value distribution model.
Odaily News Trader 0xSun stated that they have purchased ANSEM and NEST at market capitalizations of approximately $280 million and $6 million, respectively, to participate in the fluctuations of this on-chain cycle.They believe that the on-chain cycle, driven by blknoiz06, has been very active, with strong Meme coins emerging on Solana, BNB Chain, and Robinhood Chain. However, the overall rotation pace is extremely fast. Except for ANSEM, which has been rising for over a week, most other chain leaders peaked overnight.0xSun stated that ANSEM has retraced over 40% from its high. Given Ansem's continued commentary and the fact that approximately 60% of the supply has not yet circulated, the probability of a rebound is relatively high. NEST, on the other hand, is a higher-risk, higher-beta target, and its short-term performance remains primarily driven by market sentiment. They also believe that for small-capital investors, the crypto market is still a more suitable arena for turning small investments into larger gains.