Treasury Diversification #2

If you are buying at market price but OTC from the initial entity it should still have a lock.

Because:

  1. These LDO are coming from the initial entity and do not currently exist in circulation.

  2. The OTC buy, really isn’t “market price” because you can’t buy that much LDO easily without moving the price. So buying “at-rate” is actually discounted in the block trade.

I do think LDO should sell some tokens into stables to ensure runway, but I think it’s entirely fair to ask for a small lockup, a one-year lock-up is pretty easy to stomach for a long term investor.

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