Simon Templar (🌹gm)

jpmorgan values base token at $34b but aerodrome only at $1.2b. aero processes $1.8b daily volume, captures actual sequencer value. if base launches at even $15b, aero reprices to $3-5b minimum. every base ecosystem token trading like base token doesn't exist. coinbase engineers coding allocations right now.

This is huge AF, millions of people will eventually be trading on @aeroxyz without even knowing it through @coinbase and Samsung. More users = more volume = more revenue $AERO

check

Has @aeroxyz emerged as one of this cycle's defining protocols? With a shift in focus on yield to capital efficiency and institutional adoption, few DeFi protocols have managed to evolve and adapt. How exactly has Aerodrome performed, and how did it achieve this? 🧵

In 5 years, all major dApps will have a privacy layer. Some will add it later. Oasis builds it in now.

when cb integration completes ur gonna wish u loaded more $aero

One heavily under-appreciated aspect of the $AERO token is that there is literally NO sell pressure from Early Investors or the Team🚀 99% of crypto projects have similar price charts on the long-term (2+ years): post-launch hype-driven pump, followed by an eternal dump. This is because, as time goes on, all these projects face significant sell pressure from early investors & teams cashing out as and when their tokens get unlocked. What makes it worse is that the ONLY utility most of these tokens have is from "selling them to make a potential profit". Aerodrome ( $AERO ) flips this script almost entirely as follows: 1. No Early Investors: Aerodrome didn't raise money. There are no early investors. This means no pre-launch whales looking for an exit. 2. Locked Team Tokens: The Aerodrome team and contributors are "equal stakeholders with locked tokens, having no vesting tokens." They "only win if the token is useful" and have no "exit moment." This model ensures the team's success is directly tied to AERO's long-term utility and growth, aligning everyone's interests. 3. $AERO being a "maximally-useful" token discourages selling, as opposed to locking to get your share of the DEX revenue (100% of which is distributed to $AERO lockers). Credit to @AustinBarack and @wagmiAlexander for highlighting this in this really insightful podcast. youtube.com/watch?v=b11vheHF… My own prediction $AERO has massively lower sell pressure than most tokens out there, and the buy side will continue to grow in line with the strong token utility and all the developments happening around Aerodrome, Coinbase and Base. I wouldn't be surprised to see $AERO in the $5-10 range within 2026. NFA. How I am positioning my $AERO holdings If 100% of your $AERO is locked, i.e. you are purely after the revenue share, you would not care too much about $AERO price since, AFAIK, the $ value of the revenue share you get depends on the DEX trading volume and not $AERO price. But do consider having a some liquid $AERO. For instance, in my case: - 80% of my $AERO is max-locked for 4 yrs, since I expect the DEX trading volume to balloon over the next few years. - 20% of my $AERO is liquid, in order to take advantage of the potential upwards repricing of $AERO when that happens. It is always nice to shave off some "immediately liquid" profits to reward yourself :)

Aerodrome 🤝 Coinbase Every asset. Every pool. Every launch on @base. Now available to over 100 million Coinbase users. Starting today—if it's on Aerodrome, it's on @Coinbase.

What if you could launch your @base token to millions of @coinbase users in just minutes?

CoinMarketCap has an Alt Season Index feature. Not sure how accurate it is, but it is ticking up. FOMO season soon... coinmarketcap.com/charts/alt…

Quantum Hosky is the next Midnight.

The altseason index is absolutely ripping. Altseason is near. We are about to get insanely rich!