@clarindiena

Ethereum’s staking yield fell to 3.5% in 2025, down from 4%, as 31 million ETH remains staked ($186 billion at $6,000). This drop, driven by zero withdrawal queues post-Pectra, may prompt a 10% unstaking wave—3 million ETH—since DeFi yields on Aave offer 5%. Lido, with 35% of staked ETH, could see 15% of its $64 billion TVL exit, especially from retail stakers seeking higher returns. However, institutional players like JPMorgan, staking $10 billion, are unlikely to unstake, prioritizing long-term gains. ETH’s price may dip 5% to $5,700 if selling pressure mounts, but L2 growth, with $100 billion TVL, could absorb $1 billion in reallocation. A massive wave is unlikely, with only 5% more unstaking expected by 2026.

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