AERO (AERO)

Is AE #DEX holding any coin? https://t.co/Vv6SJViSFZ

$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 (