AERO (AERO)

$AERO — Rating: 3.0/5 ⭐⭐⭐ #Aerodrome remains one of the strongest revenue-generating protocols on #Base. It has real volume, real fees, and real revenue, while the ve(3,3) model continues to do a solid job of retaining liquidity. That said, most of the current bullish thesis is tied to the growth of Base itself rather than the $AERO token. Despite strong protocol revenue, the token still faces ongoing emission pressure, its FDV remains significantly higher than its market cap, and Uniswap has been gradually taking DEX market share on Base. I view $AERO as a high-quality protocol, but not necessarily a high-quality tokenomics design. If Base experiences another major growth cycle, $AERO will likely benefit alongside it. However, if #Base growth slows or liquidity continues to fragment, the token's upside may be far lower than what the protocol's revenue performance would suggest. Protocol: 4.2/5 Token: 2.3/5 Overall: 3.0/5 This is the type of project I follow because of its cash flows and market structure, not because of its tokenomics. NFA

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