CHZ vs LDO
Chiliz and Lido DAO scored on the same 25 variables, ranked against the same 251 tokens, with every gap between them shown.
Scoring pass 18 Sept 2026. Market snapshot 7 Oct 2026.
What separates them
CHZ scores 120 of 250 and ranks 68th of 251. LDO scores 146 and ranks 23rd. LDO leads by 26 points, which is a wide enough margin that the framework is not ambivalent. CHZ takes 1 of the 25 variables, LDO takes 18, and 6 are level.
The framework rates CHZ CAUTIOUS HOLD and LDO HOLD. Two tokens close enough to compare do not have to land in the same band, and where they do not, the divergence table below is where the split comes from.
2 variables separate them by 3 points or more. LDO is clear on Protocol Revenue (7 against 4) and Supply Inflation (7 against 4).
Both score 3 or below on Buyback and Burn, Real Staking Yield. A weakness both sides share is not a reason to prefer either. It is a reason to check whether the category itself carries the problem.
LDO still has 17% of its eventual supply to enter circulation against 0% for CHZ. On the same market capitalisation, a buyer of LDO is taking the 1.21x dilution path and a buyer of CHZ the 1x one.
LDO is valued at $353.8M against $165.6M for CHZ, a 2.1x difference. The larger of the two also scores higher, so the market and the framework agree on the ordering here.
All 25 variables, head to head
Both tokens were scored by the same framework in the same pass, so the numbers are directly comparable. What a comparison adds over two separate pages is the gap: a 6 against a 6 is a non-event, a 9 against a 3 is the reason to hold one and not the other.
Cash flow
| Protocol Revenue | 4 | 7 | LDO +3 | |
| Revenue Trend | 4 | 6 | LDO +2 | |
| P/S Multiple | 4 | 5 | LDO +1 | |
| Real Staking Yield | 3 | 3 | level |
Supply
| Supply Inflation | 4 | 7 | LDO +3 | |
| Vesting Schedule | 6 | 7 | LDO +1 | |
| Circulating / FDV Ratio | 7 | 8 | LDO +1 | |
| Buyback and Burn | 3 | 2 | CHZ +1 |
Ownership
| Smart Money Flows | 4 | 6 | LDO +2 | |
| Insider Selling | 5 | 5 | level | |
| Holder Concentration | 4 | 5 | LDO +1 |
Traction
| TVL Trend | 4 | 6 | LDO +2 | |
| Active Users | 5 | 6 | LDO +1 | |
| Developer Activity | 5 | 6 | LDO +1 | |
| Network Growth | 5 | 6 | LDO +1 |
Position
| Market Share | 7 | 8 | LDO +1 | |
| Competitive Moat | 7 | 7 | level | |
| Institutional Adoption | 5 | 6 | LDO +1 | |
| Exchange Depth | 6 | 7 | LDO +1 | |
| Social Mindshare | 5 | 5 | level |
Risk
| Regulatory Safety | 5 | 5 | level | |
| Catalyst Calendar | 4 | 6 | LDO +2 | |
| BTC Alpha Potential | 4 | 4 | level | |
| Team Execution | 5 | 6 | LDO +1 | |
| Treasury Runway | 5 | 7 | LDO +2 |
Bars read outward from the centre: CHZ to the left, LDO to the right. The side that leads a variable is filled. Each score is 1 to 10 against the same definition applied to all 251 rated tokens.
Market and supply
| CHZ | LDO | |
|---|---|---|
| Price | $0.0157 | $0.4263 |
| Market cap | $165.6M | $353.8M |
| Circulating | 100% | 83% |
| Dilution to full supply | 1x | 1.21x |
| Off all-time high | -98.2% | -94.2% |
| To recover the high | 55.6x | 17.2x |
| Total value locked | not published | $21.50B |
| Network | Chiliz Chain | Ethereum |
Price, market cap and all-time high from the CoinGecko snapshot fetched 7 Oct 2026. Supply shares are derived from circulating and eventual supply counts, which do not move with price. The 25 scores come from the research pass dated 18 Sept 2026.
Catalyst and risk on each side
CHZ · CAUTIOUS HOLD
Chiliz Chain 2.0 and national-team fan tokens on Socios. Chiliz is not a FIFA partner, FIFA's official crypto exchange supporter is Kraken, and the 2026 tournament has finished.
Socios.com losing top-5 football club partnerships (Barcelona, PSG) to rival platform like Sorare.
LDO · HOLD
LDO fee switch enabling token buybacks or staker rewards expected Q3 2026
Ethereum staking yield compression; regulatory risk on liquid staking; DVT transition diluting Lido moat
Common questions
- Is CHZ or LDO the better investment?
- On this framework LDO scores higher: 146 against 120 of 250, and it is rated HOLD against CAUTIOUS HOLD. That is a ranking of fundamentals as recorded at the last scoring pass, not a price forecast, and CHZ still wins 1 of the 25 individual variables against LDO.
- What is the biggest difference between CHZ and LDO?
- Protocol Revenue. CHZ scores 4 of 10 there and LDO scores 7, a gap of 3 points on a single variable.
- Which is bigger, CHZ or LDO?
- CHZ is valued at $165.6M and LDO at $353.8M on the latest market snapshot.
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Research and analysis, not investment advice. A higher score is one framework applied consistently to 251 tokens, not a prediction that one asset will outperform the other.