Ecosystem Grant gRequest (EGG): Executing GOOSE-3

TLDR

This 2026 Ecosystem Grant gRequest (“EGG”) sets out the funding required to execute GOOSE-3 strategic plan for 2026 to support the Lido DAO (the “DAO”) in furthering the Lido protocol (“Lido” or “Protocol”).

Key Highlights

• The 2026 Ecosystem Grant Request (EGG) is submitted to ensure protocol resilience, security, and continuity, and to support Lido DAO’s long-term treasury growth.
• The 2026 EGG is a consolidated submission from Lido Labs Foundation, Lido Ecosystem Foundation, and Lido Alliance BORG (collectively the “Foundations”), aligning their mandates and execution plans to maintain protocol operations and deliver the proposed GOOSE-3 goals:
  • Expand the Staking Ecosystem
  • Ensure Protocol Resilience: Lido Core Upgrade
  • Scale New DAO Revenue Streams: Lido Earn
  • Explore Vertical Expansion and Real-World Business Applications
• This request is structured into Core — for protocol maintenance, and Growth — for new strategic initiatives with low-variance and high-variance components.
• The Foundations request $60.0M in total:
  • $43.8M baseline amount ($26.9M – Core; $16.9M – Growth)
  • $16.2M discretionary amount cap under the Growth Part
• Projected baseline revenue amounts to $50.0M, with upside potential from Growth initiatives and allocation of discretionary expenses.
• Projections are based on illustrative and mildly conservative assumptions: ETH at $2,712 (2-year median price between Nov 2023 and Oct 2025), 2.93% staking APR, total ETH staked +15% to 41M ETH with Lido protocol’s participation rising to 27.3%, including 10.1M ETH staked via Lido Core and 1.05M ETH staked via stVaults. These assumptions are subject to change, and actual outcomes may differ materially.
• Baseline results for 2026 are expected to be approximately $6.2M in funds directed to the DAO (Core: +$8.1M; Growth: –$1.9M), although these figures are illustrative estimations made based on current conditions, not guaranteed, and subject to change.
• An additional request may be submitted to the DAO for the GOOSE-3 Big Bet if a validated, billion-dollar-scale opportunity emerges.
• GOOSE-3 and the 2026 EGG are included in a single voting slot to directly tie funding to objectives and simplify governance.

Next steps

If the proposal is supported, funding for disbursement to finance the Foundations would be requested from the DAO via Easy Track motions to operational multisigs, including:

• Lido Labs BORG Foundation — 0x95B521B4F55a447DB89f6a27f951713fC2035f3F
• Lido Ecosystem BORG Foundation — 0x55897893c19e4B0c52731a3b7C689eC417005Ad6
• Lido Alliance BORG Foundation — 0x606f77BF3dd6Ed9790D9771C7003f269a385D942

as well as any additional multisigs that have been wrapped into the respective Foundations pursuant to:

• the Establishment of Lido Labs BORG Foundation as a Lido-DAO-Adjacent Foundation (Snapshot link)
• the Establishment of Lido Ecosystem BORG Foundation as a Lido-DAO-Adjacent Foundation (Snapshot link)
• Organize the Lido Alliance Program as a Lido-DAO-Adjacent BORG (Snapshot link)