DeFi explorer | Sustainable protocol advocate | Researching revenue-driven models in blockchain | Imperial
Joined March 2018
- Tweets7.8K
- Following3.5K
- Followers1.4K
- Likes16.7K
Pinned Tweet
Several emerging narratives are thriving on Base, but sometimes the best play is to accumulate the “picks and shovels”—projects that provide essential tooling and infrastructure for these ecosystems. As adoption and value surge, these foundational layers remain indispensable.
Here are 3 narratives I’m bullish on, along with their “picks and shovels” I’m accumulating for mid-to-long-term growth:
1. AI Agents: #VIRTUAL @virtuals_io
2. Meta-DEX: $AERO @aeroxyz
3. AI-Powered Autonomous Token Deployments: #CLANKER @_proxystudio
Accumulating these would give you exposure to all 3 narratives. Hard to go wrong with these.
Tip: Don’t just jump in. Time your entries and DCA to build position over time.
“So the number is moving the right way. And that’s a good sign for $AERO”
✈️
📊 One Aerodrome Number Turned
For every dollar of new AERO tokens, Aerodrome brought back about 46 cents of revenue before the October launch. In the last full week it was about 76 cents. Above 1 dollar the…
$AERO #crypto #defi
Try Premium for 7 days:
mybtcguy.com/u8p9c07k
the real signal is on the new chains.
ethereum (7.7%), arbitrum (10.4%) and robinhood (16.4%)
all show near-vertical jumps from zero.
that is actual new share arriving days after the launch on October 22.
taking almost 8% of mainnet DEX volume in under a week is impressive, given that mainnet is Uniswap's home turf.
$AERO ✈️
The Uniswap cabal must be in full panic mode right now, considering how quickly @aeroxyz is gaining marketshare just a few days post launch.
why are we buying hardware wallet from third parties?
i thought we were past the crypto security basics.
cheapest name in the basket.
fastest revenue growth in the basket.
same name ➡️ $AERO
that's not a discount for risk.
that's information asymmetry.
$AERO ✈️
Highlights on @citrini's selection: 8 major revenue generators over 15 tokens
Valuation by cost Holders' Revenue* (P/FCFt 30D):
🥇@aerodrome's $AERO 5.7x, max-locked veAERO rev
🥈@pendle_fi's $PENDLE 16.1x, vePENDLE** rev
🥉@uniswap's $UNI 36.0x, $UNI buybacks rev
*Lower number corresponds to higher token holder's revenue more per unit of token price: 5.7x means that $1 of revenue/year requires owning $5.7 of token equivalent
**vePENDLE is taken since the majority of @pendle_fi revenue is still distributed to vePENDLE, not sPENDLE
Source: Valueverse Data & API
the sharpest detail here isn't the 7% on $AERO.
it's that citrini's equity basket and token basket point at the same place:
- coinbase (COIN) → base.
- circle (CRCL) → arc.
- robinhood (HOOD) → robinhood chain.
all three are aero launch chains on october 21.
so the stocks they want exposure to are building the rails, and aero is the liquidity layer deploying on top of all three.
also notable: $AERO weighted at nearly 2x uniswap, at a fraction of the market cap.
that's not a defi bet. that's an infrastructure bet.
$AERO ✈️
launch date is set. october 21.
seven chains on day one. base, ethereum, op, arc, ink, arbitrum and robinhood.
aerodrome and velodrome's current chains are ~17% of EVM spot volume. this launch roughly triples that.
same protocol. three times the surface.
$AERO ✈️
Aero is set for takeoff 🛫
Launch date and details here:
aero.xyz/articles/aero-launc…
And there we go 🛫
$AERO
Aero is set for takeoff 🛫
Launch date and details here:
aero.xyz/articles/aero-launc…
$AERO rise will be studied.
worth noting this is aerodrome before the upgrades.
mainnet, arc, velodrome consolidation, predictive allocation, momentum fund.
each one either grows fees or shrinks float.
so the $AERO row is the base case, not the ceiling.
$AERO ✈️
Revenue-generating tokens are going to win in this cycle.
The biggest upside could come from protocols
that share their success with token holders.
10 revenue machines worth watching:
$STONK - @LaunchOnSF
$AERO - @aeroxyz
$PUMP - @Pumpfun
$RAY - @Raydium
$HYPE - @HyperliquidX
$UNI - @Uniswap
$LIT - @Lighter_xyz
$ASTER - @Aster_DEX
$PENDLE - @pendle_fi
$VVV - @AskVenice
The last column is annualized holders revenue as a % of market cap.
Higher % = more value flowing back relative to valuation, and potentially more upside.
Bookmark this one!
The numbers are worth watching.
