22.8K @CW8900 Wintermute's wallet value increased by $68.08M last week.
They increased their holdings of $WHYPE, $ETH, $SOL, $JLP, $ASTER, $PEPE, $JUP, $AERO, $COW, $SPX, $DESPAXA, $WLFI, $HYPE, $PUMP, $SYN, $ENA, $RAY, $TAIKO, $WIF, $OP, $ONDO, $TRUMP, and $SYRUP.
On the other hand, their holdings of $BTC, $WBTC, $FARTCOIN, $LIT, $PAXG, $VVV, $RIZE, $EHTFI, $XAUT, $WLD, $LINK, $ARB, $JITOSOL, $POL, $QNT, $JTO, $AVAX, $SUPER, $GRASS, $LDO, $ERA, $VIRTUAL, and $LAB decreased.
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76.3K @andyyy Aero mainnet launch on Ethereum in July.
Market starting to wake up to high-quality tokens as the only biddable assets in the industry.
Sentiment at all time lows.
aerodrome-finance:native down 80%+ off highs still.
Tokenized equities onchain will be a massive success through the Coinbase app and powered by Aerodrome.
Quite the recipe here for a solid move in our view.
58.3K @therollupco Alex Cutler on the token design principles that make Metadex a competitor to the NYSE:
"Tokens are the single biggest revolution to coordination since the invention of the firm. You can build a competitor to the NYSE, without intermediaries, decentralized."
"100% of productive value of the DEX — all revenue, all value — goes to token operators. Immutably. Permissionlessly. Each and every week."
"We can't enrich ourselves by selling worthless tokens before product-market fit. We're users of our own product. Hyperliquid didn't own its category not that many years ago."
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174.8K @StrongHedge 174.8K @StrongHedge $AERO
If Bitcoin runs to high 60's / low 70's, a rejection from those EQ highs would be a nice short
Alternatively, if the market is weak - 57 cents & rejection
Either way, I think this could go back to low 40 cents at least, if the market hasn't finished at the lows https://t.co/y8lYwb3O1Z
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