Oryon
Portfolio indexActive · Seed · 2020
ActiveCrypto infrastructure

Lido

CategoryStaking · DeFi
HeadquartersDistributed
FoundersKonstantin Lomashuk, Vasiliy Shapovalov
— Overview

Lido pioneered liquid staking as a category — a design that lets ETH holders stake without locking up capital by issuing a fungible receipt token (stETH) that trades freely across DeFi. As of 2026 Lido manages $32B in staked ETH, representing 31% of all staked Ethereum.

The protocol's decentralized validator set of 425K individual operators is now integrated with EigenLayer restaking, giving stETH holders access to additional yield through actively validated services (AVSs) without leaving the Lido curve.

The DAO structure — deliberately independent from any single corporate entity — has become a case study for how to build governance around a market-share-dominant infrastructure primitive without inviting regulatory capture.

— By the numbers
$32B
Staked ETH
31%
Market share
425K
Validators
2020
Founded
— Investment
Round
Seed 2020
Our role
Participant
Check size
$1M
Co-investors
Paradigm · Semantic Ventures · Coinbase Ventures
— Our thesis

Liquid staking as a category-defining primitive. We were early to the seed, before the category existed as a named thing.

— Team
KL

Konstantin Lomashuk

Co-Founder
VS

Vasiliy Shapovalov

Co-Founder
JB

Jacob Blish

Head of BD
MP

Marin Petrov

Head of Product
— Timeline
  1. Q4 2020Founded and mainnet launch
  2. Q1 2021Oryon seed check
  3. Q3 2022Merge shifts ETH to PoS, Lido becomes largest staker
  4. Q2 2025EigenLayer restaking integration
— Latest update

Managing $32B in staked ETH. Restaking integration live across major providers.

— In the press

Lido rewrote the economics of proof-of-stake before anyone else understood what liquid staking was.

Bankless, 2022