AERO (AERO)

$AERO Same story as a few others, 10.10 fill look extremely interesting for a bid. Short term. ~ Approaching a major flip zone as resistance. Flip this with momentum for a move towards VAH / as long as we stay below, VAL + POC below is key support. https://t.co/g55d0YOLkN

Trades: $AERO Shorted $55’s on those highs being ran & rejected, closed 75% at $48’s One more pump into mainnet launch is a gift $BTC Scaled a long 1/4 size at $59’s, more of a gamble than anything Zero spot bid but price took last quarters low. New quarter in 6 days https://t.co/lRLSAiyIwr

$AERO still a really solid coin overall but probably not a buyer until $0.44-$0.47 Bitcoin still looks like shit so you can be patient on this one IMO https://t.co/MccK67livs

one thing I’m watching closely post-predictive allocation is the imbalance between gauge-staker revenue and voter/bribe efficiency. over the last 90 days, veAERO holders captured ~60% of revenue, although most of that value was concentrated around just 29 unique wallets. at the same time, pools like WETH/VVV showed how efficient incentives can become when directed well. less than $200k in bribes helped push ~$160M in volume, with fees generated coming in at roughly 2x the bribe spend. I’m not sure Predictive Allocation fully fixes the first issue overnight, especially around revenue concentration. but gauge caps should help with the second part, making emissions harder to waste and easier to route toward pools that can actually justify them. Would love to hear what the Dromos team thinks here @wagmiAlexander

Everyone trading $AERO should probably consider $VELO if they aren't already. It's been quietly moving over the past month. @VelodromeFi trades at $25M with $33M in TVL, generating $472M in 30-day trading volume. And just like Aero, Velodrome distributes 100% of its earnings to holders. If you wanted to run the numbers, at the current run rate, that is 14.95% annualized yield on a $25M coin. Meanwhile, fees have grown +83% over the past month. The real reason it's moving (albeit silently) is the upcoming merger of the Aerodrome and Velodrome into a unified "Aero Protocol". This will serve as a single liquidity hub expanding to Ethereum and Circle's Arc. - $VELO holders receive 5.5% of the unified token - $AERO holders receive 94.5% At parity, VELO should always be worth 5.82% of AERO's market cap. AERO today: $485M Implied VELO at parity: $28.2M Actual VELO: $25M $VELO is trading at a 13.4% discount to conversion parity. The scenarios, anchored to AERO's price: AERO at $485M → VELO implies $28M (

More than 53% of all DEX volume on Base now flows through @AerodromeFi , totaling $18B over the past month. But the bigger story is not the volume itself. It's how Aerodrome is becoming the liquidity layer behind Base. There are five major narratives driving the Aerodrome ecosystem right now: — ● Base Growth Is Accelerating Base has become one of the fastest-growing ecosystems in crypto, attracting liquidity across multiple sectors. • #1 chain by trading volume during recent periods, ahead of Ethereum and Solana • Generated ~$4.37M in monthly revenue, the highest on Base • Accounted for roughly 26% of revenue generated by the top 20 Base applications • AI agents, stablecoins, consumer apps, prediction markets, and onchain finance are increasingly launching on Base As more users and assets move onchain, liquidity naturally deepens where activity is highest. — ● Aerodrome Has Become Base's Liquidity Hub Aerodrome is no longer viewed as just another DEX. • Controls ~53% of Base DEX volume • Generated ~$133.9M in fees over the past 12 months • Handles 2.5x more volume than @Uniswap V4 on Base For many new token launches, stablecoin pairs, and RWA markets, liquidity often forms on Aerodrome first. That is why many now view it as the liquidity hub of Base. — ● The Market May Be Underestimating The RWA Opportunity @coinbase's launch of tokenized stocks could create a new source of liquidity demand on Base. If stocks, ETFs, and other RWAs move onchain, they will need deep liquidity and active trading pairs. Potential markets include: • Stock/USDC • ETF/USDC • RWA/USDC The opportunity is not just today's trading volume, but the future liquidity these assets could bring onchain. — ● Aerodrome Is Expanding Beyond Base The next phase of growth is not about increasing market share on Base. It's about expanding into larger markets. On Ethereum, Aerodrome gains access to: • Over $80B in reachable capital • More than 80% of EVM TVL The @Arc expansion may be even more important. Unlike most ecosystems that rely on incentives, Arc is built around stablecoin settlement and real-world economic activity. Payments, FX markets, stablecoin swaps, and cross-border transfers all require deep liquidity. Aerodrome aims to sit at the center of that flow. — ● Aerodrome Is Upgrading Its Core Flywheel Historically, the model worked like this: LPs provide liquidity -> $veAERO holders vote -> emissions flow to pools -> pools generate volume and fees. The problem is that emissions are allocated using historical data. Predictive Allocation changes the focus from: "Which pools were productive?" to "Which pools are likely to be productive next?" The goal is to allocate incentives more efficiently and respond faster to changing market conditions. — @DromosLabs is building the infrastructure behind this shift, using predictive signals instead of manual weekly voting. Predictive Allocation determines where emissions go, while Gauge Caps ensure incentives remain tied to real economic activity. The market is also moving beyond TVL toward holder yield and buyback yield. By that metric, $AERO's estimated holder yield of 11.62% currently exceeds $HYPE's 4.93%.