The Liquid Staking Landscape on Monad

<p><em>Welcome to Part 3 of our Lido V3 for Institutions series.</em></p><p><strong><em>Read Part 1: — Why Lido V3 Matters for Institutions: </em></strong><a href="https://x.com/P2Pvalidator/status/1981004391948652979?ref=p2p.org" rel="noopener noreferrer nofollow"><strong><em>https://x.com/P2Pvalidator/status/1981004391948652979</em></strong></a></p><p><strong><em>Read Part 2 — What Institutions Should Know About Lido V3 Node Operators: </em></strong><a href="https://x.com/P2Pvalidator/status/1983546982527332777?ref=p2p.org" rel="noopener noreferrer nofollow"><strong><em>https://x.com/P2Pvalidator/status/1983546982527332777</em></strong></a></p><h2 id="at-a-glance"><strong>At a Glance:</strong></h2><ul><li>Institutional portfolios with significant non-ETH stakeable assets are missing substantial annual rewards if those positions remain unstaked</li><li>Multi-chain staking infrastructure from a single provider eliminates operational fragmentation — one vendor relationship, unified dashboard, consolidated reporting</li><li>Lido V3 sets the gold standard for Ethereum institutional staking with full customization, while other networks are at different stages of institutional readiness</li><li><a href="https://p2p.org/?ref=p2p.org" rel="noopener noreferrer nofollow">P2P.org</a> operates validators across 40+ networks, using optimal protocols per chain to enable coherent multi-chain strategies</li></ul><p>Most institutional Lido V3 conversations focus exclusively on Ethereum. That makes sense, as Ethereum represents the largest opportunity and Lido's strongest institutional product. But treasury teams managing diversified crypto portfolios inevitably ask: if Lido V3 solves our Ethereum staking needs, what about the rest of our holdings?</p><p>A treasury managing $200M in crypto might allocate $120M to ETH, but what about $40M in SOL, $25M in other proof-of-stake assets, and $15M in non-stakeable holdings? Should each network use different staking solutions, creating operational fragmentation? Or does a more coherent multi-chain strategy exist?</p><figure class="kg-card kg-image-card"><img src="https://p2p.org/economy/content/images/2025/11/lido_v3_portfolio_split2.png" class="kg-image" alt="" loading="lazy" width="2000" height="1004" srcset="https://p2p.org/economy/content/images/size/w600/2025/11/lido_v3_portfolio_split2.png 600w, https://p2p.org/economy/content/images/size/w1000/2025/11/lido_v3_portfolio_split2.png 1000w, https://p2p.org/economy/content/images/size/w1600/2025/11/lido_v3_portfolio_split2.png 1600w, https://p2p.org/economy/content/images/size/w2400/2025/11/lido_v3_portfolio_split2.png 2400w" sizes="(min-width: 720px) 720px"></figure><p><a href="https://x.com/P2Pvalidator/article/1986100330463969430/media/1986094227130884096?ref=p2p.org"></a></p><h2 id="why-multi-chain-strategy-matters-for-institutions"><strong>Why Multi-Chain Strategy Matters for Institutions</strong></h2><h3 id="portfolio-reality-you-hold-multiple-stakeable-assets"><strong>Portfolio Reality: You Hold Multiple Stakeable Assets</strong></h3><p>Institutional portfolios rarely consist of 100% Ethereum. Strategic diversification typically includes significant allocations to other proof-of-stake networks. If you're staking ETH while other assets sit idle, you're leaving rewards on the table.</p><p>For a $200M portfolio with $50M in unstaked proof-of-stake assets, the opportunity cost approaches $2M annually at a conservative 4% average reward rate. That's not theoretical — it's board-reportable capital sitting unproductive.</p><p>Managing multiple staking solutions creates compounding overhead. Different providers mean multiple vendor relationships, separate contracts, and independent compliance reviews. Different interfaces require training teams on various platforms. Different reporting standards mean aggregating disparate data for CFO dashboards.</p><p>At <a href="https://p2p.org/?ref=p2p.org" rel="noopener noreferrer nofollow">P2P.org</a>, our institutional clients value operational consistency precisely because fragmentation costs real money. If one provider handles multiple networks with unified operations — one vendor relationship, one dashboard, consolidated reporting — the efficiency gains become substantial.</p><figure class="kg-card kg-image-card"><img src="https://p2p.org/economy/content/images/2025/11/lido_v3_fragmented_vs_unified.png" class="kg-image" alt="" loading="lazy" width="2000" height="997" srcset="https://p2p.org/economy/content/images/size/w600/2025/11/lido_v3_fragmented_vs_unified.png 600w, https://p2p.org/economy/content/images/size/w1000/2025/11/lido_v3_fragmented_vs_unified.png 1000w, https://p2p.org/economy/content/images/size/w1600/2025/11/lido_v3_fragmented_vs_unified.png 1600w, https://p2p.org/economy/content/images/size/w2400/2025/11/lido_v3_fragmented_vs_unified.png 2400w" sizes="(min-width: 720px) 720px"></figure><p><a href="https://x.com/P2Pvalidator/article/1986100330463969430/media/1986094425466953728?ref=p2p.org"></a>Three years ago, institutional crypto centered on Bitcoin and Ethereum. Today, Solana, Avalanche, and Polygon have institutional adoption. Three years from now, the landscape will shift again. Starting with multi-chain capable providers creates optionality for portfolio evolution.</p><h2 id="the-operational-efficiency-challenge"><strong>The Operational Efficiency Challenge</strong></h2><p>Managing multiple staking solutions creates compounding overhead that institutions must weigh against the incremental rewards.</p><p>Different providers mean multiple vendor relationships, separate contracts, and independent compliance reviews for each. Different interfaces require training teams on multiple platforms and maintaining familiarity with various operational procedures. Different reporting standards mean aggregating disparate data sources for CFO dashboards and board presentations. Different risk frameworks demand separate evaluation and monitoring processes per network.</p><p>If a single provider can handle multiple networks with consistent operations, the efficiency gains are substantial. Imagine one vendor relationship, a unified dashboard, consolidated reporting, and one risk framework adapted across networks rather than rebuilt from scratch for each.</p><h2 id="strategic-optionality-as-markets-evolve"><strong>Strategic Optionality as Markets Evolve</strong></h2><p>The institutional crypto landscape three years ago centered on Bitcoin and Ethereum. Today, Solana, Avalanche, and Polygon have genuine institutional adoption. Three years from now, new networks may command significant institutional attention while some current favorites fade.</p><p>Starting with multi-chain capable providers creates optionality for portfolio evolution. When you decide to add new networks or adjust allocations, operational infrastructure already supports expansion without requiring new vendor relationships or platform integrations.</p><h2 id="lido-beyond-ethereum-the-current-reality"><strong>Lido Beyond Ethereum: The Current Reality</strong></h2><p>For institutions considering multi-chain strategies, understanding deployment maturity across networks is critical. Lido V3's exceptional institutional capabilities for Ethereum represent the gold standard, while other chains are at different stages of development.</p><p>Ethereum with V3's stVaults represents Lido's institutional flagship — mature protocol, customization capabilities, deep liquidity, extensive institutional support infrastructure, and proven track record with large positions. Institutional readiness is excellent across transparency, customization, liquidity, and operational support.</p><figure class="kg-card kg-image-card"><img src="https://p2p.org/economy/content/images/2025/11/lido_v3_network_readiness_scorecard.png" class="kg-image" alt="" loading="lazy" width="2000" height="1568" srcset="https://p2p.org/economy/content/images/size/w600/2025/11/lido_v3_network_readiness_scorecard.png 600w, https://p2p.org/economy/content/images/size/w1000/2025/11/lido_v3_network_readiness_scorecard.png 1000w, https://p2p.org/economy/content/images/size/w1600/2025/11/lido_v3_network_readiness_scorecard.png 1600w, https://p2p.org/economy/content/images/size/w2400/2025/11/lido_v3_network_readiness_scorecard.png 2400w" sizes="(min-width: 720px) 720px"></figure><p><a href="https://x.com/P2Pvalidator/article/1986100330463969430/media/1986094646477398017?ref=p2p.org"></a>Polygon offers functional liquid staking via stMATIC that works well for moderate allocations, though it predates V3's advanced institutional features. For MATIC allocations of $5M-$25M, operational consistency with your Ethereum staking infrastructure can provide value.</p><p>For large positions requiring the full customization and institutional-grade support that Lido V3 delivers on Ethereum, institutions typically need to evaluate additional solutions as Lido's capabilities expand to other networks over time.</p><p>Solana and other networks show varying degrees of protocol maturity and institutional positioning. Understanding these differences matters when building multi-chain strategies, as Lido V3 on Ethereum sets a high bar that other solutions are working to match.</p><h2 id="the-multi-chain-infrastructure-provider-model"><strong>The Multi-Chain Infrastructure Provider Model</strong></h2><p>Lido's success on Ethereum, with V3 enhancing institutional capabilities, demonstrates how powerful well-designed liquid staking protocols can be for institutions. While Lido's multi-chain presence creates valuable consistency opportunities, institutions should understand that working with infrastructure providers who operate across multiple protocols enables optimization for each network's unique characteristics.</p><p>Professional multi-chain infrastructure providers operate validators across dozens of proof-of-stake networks, supporting various protocols based on what delivers optimal institutional outcomes for each specific chain.</p><p>For Ethereum, <a href="https://p2p.org/?ref=p2p.org" rel="noopener noreferrer nofollow">P2P.org</a> is preparing to operate Lido V3 validators for institutional stVaults, where the protocol provides exceptional institutional characteristics — customization, liquidity, transparency, and governance control that set the industry standard.</p><p>For other networks, it means evaluating the best institutional approach per chain. Sometimes that's Lido deployments where available and mature. Sometimes it's native staking mechanisms. Sometimes, it's alternative liquid staking protocols more developed for particular chains.</p><p>At <a href="https://p2p.org/?ref=p2p.org" rel="noopener noreferrer nofollow">P2P.org</a>, this flexibility means optimizing for the institutional outcomes you actually need (transparency, control, risk management) while leveraging the best available protocol for each network in your portfolio.</p><h2 id="the-unified-dashboard-advantage"><strong>The Unified Dashboard Advantage</strong></h2><p>One of the most valuable aspects of working with multi-chain infrastructure providers is consolidated visibility across your entire staking portfolio, regardless of which specific protocols operate underneath.</p><p>A unified institutional dashboard provides all staked positions across all networks in one view, performance metrics calculated with consistent methodology, consolidated reward tracking, risk monitoring using frameworks adapted across networks, and custom reporting exports matching your treasury systems.</p><p>For treasury teams managing staking across multiple networks, this operational efficiency is substantial — one login, one interface, one support contact, unified reporting regardless of underlying mechanisms.</p><h2 id="building-your-multi-chain-strategy"><strong>Building Your Multi-Chain Strategy</strong></h2><p>Start with strategic asset allocation, not infrastructure capabilities. The networks you hold should determine your staking strategy, not the reverse.</p><p>Portfolio assessment first: List all proof-of-stake assets in your current portfolio. Identify time horizons for each holding. Assess risk tolerance per network. Consider portfolio evolution plans.</p><p>Before staking any asset, evaluate infrastructure maturity. What institutional-grade staking solutions exist? Are there liquid staking options or only native mechanisms? How deep are secondary markets? Are there operators with institutional certifications? What monitoring infrastructure exists?</p><p>For Ethereum with Lido V3, these questions have excellent answers. For newer networks, significant gaps may exist that make staking premature until the infrastructure matures.</p><p>Most institutions benefit from a hybrid approach: Use a capable multi-chain provider as your primary partner for most networks, but selectively use specialists for networks where deep expertise creates meaningful value.</p><p>Example: Use a multi-chain provider for Ethereum (via Lido V3 when it launches on mainnet), Polygon, and smaller allocations, while considering Solana specialists for very large SOL positions where network-specific expertise delivers superior outcomes.</p><figure class="kg-card kg-image-card kg-card-hascaption"><img src="https://p2p.org/economy/content/images/2025/11/lido_v3_venn_diagram.png" class="kg-image" alt="" loading="lazy" width="2000" height="1424" srcset="https://p2p.org/economy/content/images/size/w600/2025/11/lido_v3_venn_diagram.png 600w, https://p2p.org/economy/content/images/size/w1000/2025/11/lido_v3_venn_diagram.png 1000w, https://p2p.org/economy/content/images/size/w1600/2025/11/lido_v3_venn_diagram.png 1600w, https://p2p.org/economy/content/images/size/w2400/2025/11/lido_v3_venn_diagram.png 2400w" sizes="(min-width: 720px) 720px"><figcaption><span style="white-space: pre-wrap;">This pragmatic middle ground balances operational efficiency with optimization for your most significant positions.</span></figcaption></figure><h2 id="practical-implementation"><strong>Practical Implementation</strong></h2><p>Don't attempt to stake everything immediately. Begin with networks representing your largest allocations — typically Ethereum, then one or two others based on portfolio weighting.</p><p>Master operations on major positions before adding smaller networks. Your $120M ETH position deserves immediate attention. Smaller positions can wait until you've built operational competence.</p><p>If your multi-chain provider offers 90% of best-in-class performance for a network, operational simplicity usually justifies accepting the 10% gap. Only for very large positions — typically $50M+ in a single network beyond Ethereum — does specialization overhead become worthwhile.</p><p>Calculate the actual dollar value of optimization. If specialized infrastructure might improve annual returns by 0.3% on a $20M position, that's $60K annually. If managing that specialized relationship requires 40 hours of internal time annually, you're paying for marginal improvement through your team's opportunity cost.</p><p>Add one network per quarter rather than attempting simultaneous multi-chain deployment. After adding each network, monitor intensively for the first 90 days before adding the next.</p><h2 id="the-future-multi-chain-becomes-standard"><strong>The Future: Multi-Chain Becomes Standard</strong></h2><p>Three trends are shaping institutional multi-chain staking: cross-chain liquidity and interoperability, creating opportunities to use staked assets across multiple chains; regulatory frameworks developing independently per network and jurisdiction; and infrastructure maturing at different paces.</p><p>Institutions building multi-chain capabilities now position themselves to capture opportunities as infrastructure matures rather than playing catch-up when networks become institutionally viable.</p><h2 id="what-this-means-for-your-institution"><strong>What This Means for Your Institution</strong></h2><p>The question facing treasury teams isn't whether to expand beyond Ethereum eventually, but when to start and how to execute strategically.</p><p>Lido V3 delivers exceptional institutional infrastructure for Ethereum, setting the standard for what customizable, compliant liquid staking should be. For other networks, evaluate whether Lido deployments meet your requirements or whether alternative approaches provide better institutional characteristics for those specific chains.</p><p>Work with infrastructure providers who optimize for your institutional outcomes across networks while leveraging the best available protocols. Build a monitoring and reporting infrastructure that consolidates visibility across your entire staking portfolio.</p><p>Most importantly, recognize that a multi-chain staking strategy is fundamentally about portfolio optimization and operational efficiency rather than chasing marginal reward differences across networks.</p><h2 id="ready-to-explore-your-multi-chain-staking-opportunity"><strong>Ready to Explore Your Multi-Chain Staking Opportunity?</strong></h2><p>At <a href="https://p2p.org/?ref=p2p.org" rel="noopener noreferrer nofollow">P2P.org</a>, we support institutional multi-chain strategies across 40+ proof-of-stake networks, using optimal approaches for each network rather than being constrained to single protocols.</p><p><a href="https://link.p2p.org/bdteam?ref=p2p.org" rel="noopener noreferrer nofollow">Schedule a multi-chain strategy session with us</a> to review your complete crypto portfolio, identify staking opportunities across networks, evaluate institutional readiness per network, and develop a phased multi-chain strategy aligned with your risk tolerance and operational capabilities.</p><p>We'll assess whether unified, hybrid, or specialized approaches make sense for your organization, provide network-specific infrastructure readiness analysis, and outline implementation timelines that build capabilities progressively rather than creating operational overwhelm.</p>

<h2 id="at-a-glance">At a Glance:</h2><ul><li><strong>P2P.org launches inside SafePal wallet</strong>, giving 25M+ users instant access to institutional-grade stablecoin opportunities without leaving their app.</li><li><strong>Zero friction integration:</strong> Users can allocate USDC, USDT, and DAI through a familiar wallet interface while maintaining full control.</li><li><strong>Proven infrastructure scales:</strong> Same security framework that protects $10B+ across 40+ networks now accessible through retail-friendly experience.</li><li><strong>Embedded DeFi model</strong> demonstrates how sophisticated stablecoin rewards reach mainstream adoption through existing user interfaces, not external dApps.</li></ul><p>The most important DeFi breakthrough is all about making institutional-grade infrastructure invisible to end users.</p><p>Today, P2P.org launches inside SafePal, instantly giving 25 million users access to our stablecoin allocation opportunities without ever leaving their wallet.&nbsp;</p><p>This marks a new chapter for P2P.org: not just powering directly, but embedding our stablecoin infrastructure into the wallets and platforms people already use every day.</p><h2 id="why-wallets-are-the-new-defi-frontier"><strong>Why Wallets Are the New DeFi Frontier</strong></h2><p>For years, accessing sophisticated rewards meant navigating a maze of external dApps, managing multiple accounts, and trusting unknown validators. Users faced a choice: convenience or security — SafePal's integration eliminates that tradeoff.SafePal manages over $40 billion in assets across its user base, making it one of the largest non-custodial wallets globally. By integrating P2P.org, SafePal users can now allocate USDC, USDT, and DAI directly from the Earn marketplace — without leaving the app or navigating complex DeFi protocols.</p><p>The flow is simple:</p><ul><li>Discover P2P.org inside SafePal Earn.</li><li>Connect instantly via the wallet gateway.</li><li>Allocate stablecoins and manage positions directly in-app.</li></ul><p>Funds remain non-custodial at every step, backed by infrastructure that already secures more than $10 billion across 40+ networks.</p><h2 id="why-this-matters-for-builders"><strong>Why This Matters for Builders</strong></h2><p>The SafePal launch proves what’s possible. Our widget can be integrated directly into any wallet or app that wants to offer its users access to stablecoin opportunities. The integration is simple, the user experience is seamless, and the value is immediate.</p><p>Instead of building a stablecoin infrastructure from scratch, wallets can plug into P2P.org’s proven track record — trusted by partners like Ledger, Bybit, and Trust Wallet — and deliver the same non-custodial access to their own communities.</p><h2 id="the-distribution-strategy-that-changes-everything"><strong>The Distribution Strategy That Changes Everything</strong></h2><p>SafePal represents our first major wallet integration, but the strategy extends far beyond any single partnership. Every major wallet, exchange, and fintech platform faces the same challenge: how to offer sophisticated opportunities without building infrastructure from scratch.</p><p>P2P.org solves this by providing plug-and-play access to institutional-grade opportunities. Instead of spending years developing validator networks, consensus mechanisms, and security protocols, platforms can integrate our proven infrastructure and focus on user experience.</p><p>The result: better products for users, faster time-to-market for platforms, and broader DeFi adoption through familiar interfaces.</p><h2 id="looking-ahead"><strong>Looking Ahead</strong></h2><p>SafePal is just the first step. Our goal is clear: to make <a href="https://p2p.org/?ref=p2p.org" rel="noreferrer"><u>P2P.org</u></a> dApp available in every major wallet, giving users effortless access to DeFi wherever they hold their assets.</p><p>If you’re building a wallet, exchange, or ecosystem and want to integrate P2P.org, we’d love to talk. Integration is straightforward, and the result is a better product for your users.</p><p><a href="https://link.p2p.org/bdteam?ref=p2p.org" rel="noreferrer">📩 Contact us</a></p><h2 id="try-it-now-in-safepal-earn"><strong>Try it now in SafePal Earn</strong></h2><p>If you’re a SafePal user, you can access P2P.org dApp today.</p><ul><li>Open the SafePal app</li><li>Go to Earn → Popular dApps</li><li>Select P2P.org and connect in one click</li></ul><p>For platforms interested in integration: this is what's possible when you combine institutional infrastructure with user-centric design. Let's build the embedded DeFi future together.</p><p>Ready to integrate?</p><div class="kg-card kg-button-card kg-align-center"><a href="https://link.p2p.org/bdteam?ref=p2p.org" class="kg-btn kg-btn-accent">Contact our team today</a></div>