BD @DromosLabs | Contributor @aeroxyz
Joined April 2021
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- Following1.8K
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MΞthodic retweeted
The posts I see on CT about the @aeroxyz upgrade only mention the cross-chain expansion
Most analysts are totally unaware of the major economic upgrades that will drive its dominance
New rev lines, new buybacks, more efficient emissions, 8-9 figs MEV capture, low inflation
New article on the Aero economy is LIVE ✈️
From an analysis of Slipstream's upgraded Dynamic Fees module to Gauge Caps that will allow the rate of LP rewards to surge with volatility and risk, and much more.
Get ready for launch, and read below👇
aero.xyz/articles/the-aero-e…
MΞthodic retweeted
2 predictions on how this chart develops over the next few quarters:
1) with generally more favorable onchain conditions, and spot DEXs continuing to eat market share from CEXs, I expect a new ATH in overall spot DEX volume within the next 1-3 quarters. volumes at least 2x from here (conservative).
2) as the superior DEX, Aerodrome keeps taking share from its competitors and rivals Uniswap for the #1 spot, which would 5x its volume from here.
$AERO fundamentals are about to 10x.
just give it some time.
MΞthodic retweeted
A few days ago, i compared $AERO vs $UNI and said i'd allocate 60% to UNI and 40% to AERO for the long term.
but with Aero's upcoming expansion, i think $AERO deserves another look.
some numbers i didn't mention in my previous post:
– ~51% of AERO supply was locked in veAERO as of April 2026
– avg lock duration was ~3.7 years
– 184M+ AERO has been acquired and locked through ecosystem initiatives
– annualized emissions were running at ~10.9%
– Aerodrome Slipstream generated ~$27.8M gross revenue in Q3, including ~$8.2M from external incentives
and there's another catalyst approaching.
@aeroxyz and @VelodromeFi are preparing to merge into Aero, powered by MetaDEX03, with Oct 21 listed as a key launch date.
this could expand AERO's role beyond Base and into a broader Ethereum liquidity ecosystem.
the Momentum Fund is also worth watching, with its revenue allocated toward buybacks, ecosystem grants and strategic growth.
but i still see one major risk.
AERO needs to prove it can attract organic trading volume without relying too heavily on token emissions and external incentives.
if revenue grows faster than supply dilution, while liquidity expands across chains, i think AERO could see a meaningful rerating.
i'm still leaning toward $UNI for long-term exposure, but $AERO has a catalyst that could make the next few months interesting.
$AERO vs $UNI – Which one is worth holding long term?
A few days ago, someone asked me which token I'd rather hold for the long term, $AERO or $UNI.
both generate real revenue, but their tokenomics and growth potential are quite different
so here's how I'm looking at them
[1] @aeroxyz – $AERO
Aerodrome has become a major liquidity hub on Base
latest 30D snapshot:
– $14.38B DEX volume
– $11.41M trading fees
– $7.61M protocol revenue
– ~$896M MC
– MC / annualized revenue ~9.8x
the ve(3,3) model distributes trading fees and voting incentives to veAERO holders.
that's attractive for users willing to lock their tokens
but there's a trade-off
AERO emissions were ~$11.8M over 30D, higher than reported protocol revenue
I'm watching whether Aerodrome can keep growing organic liquidity while reducing reliance on incentives
the Aero / MetaDEX03 expansion is another potential catalyst
[2] @Uniswap – $UNI
Uniswap has a much larger trading footprint across multiple chains
latest 30D snapshot:
– $79.47B DEX volume
– $129.48M trading fees
– $10.14M protocol revenue
– ~$4.36B MC
– MC / annualized revenue ~35.8x
the UNI burn mechanism has changed how I evaluate this token
protocol fees now flow into TokenJar, with UNI burned through Firepit to release those assets
so higher protocol revenue can translate into more UNI being burned
Robinhood Chain is also becoming a major fee contributor
I see room for further growth as Uniswap expands fee capture across chains and V4 pools
[3] My long-term allocation
I'd buy both, but with different weights
– 60% $UNI
– 40% $AERO
UNI gets the larger allocation because of its multi-chain reach, deeper liquidity and token burn mechanism
AERO offers a lower revenue multiple and potentially more upside from Base and Aero expansion, but emissions and lockup dynamics add risk
ofc, neither is risk-free, and reported protocol revenue ≠ net returns for token holders.
I'll keep tracking revenue growth, net token supply and whether actual usage continues to scale
MΞthodic retweeted
The conservative estimates for AERO getting small market share (<5%) on new chains alone would cause this to re-rate to ATHs from here
Main risks are execution and launch going smoothly, don't see a more asymmetric spot in the market when the conservative estimates put it much higher and the middling/bullish scenarios aren't unrealistic at all
While I do think the argument around permissioned defi as an end game is becoming stronger, the timeframe around this is not relevant and aero could easily be at $5+ before any of these arguments materialize against their metrics
MΞthodic retweeted
the way you can conceptualize the $AERO thesis along levers that compound (this is less of a trade and more of a longer term fundamentals perspective)
1) overall market price (majors and most alts still in nasty drawdown) > 2-3x
2) volume (chains, stocks, FX) and wallet share expansion (versus uniswap) > 3-5x, could be much higher
on top you should consider
3) multiple expansion due to reduced fee vol given stocks
4) premium for innovation (predictive liquidity, burns, new partnerships)
5) david/goliath narrative - they don’t talk about this enough but they are one of the few defi projects that actually didn’t sell out to VCs and yet still is hungry
base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 looks primed to rip higher over the next 10 days before the Aero upgrade
I had previously weighted base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 slightly lower in my core positions because I worried that the tokenomics were too complicated for institutions and whales to understand and feel comfortable bidding.
@citrini not only included base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 in their token basket, they had it at the same weight as $HYPE and nearly twice the weight of ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984. Don't think the market has fully digested how much that stamp of approval means.
I also worried that there could be some last minute delay, as the previous Aero launch date delay led to a considerable nuke.
With the greenlight for launch on 10/21 and the recognition from Citrini, both of those risks are removed, and I now feel considerably higher conviction on base:0x940181a94a35a4569e4529a3cdfb74e38fd98631.
Previously to the Citrini piece, I expected most people to stay sidelined and wait for the flywheel to fundamentally prove itself post Aero upgrade. @wagmiAlexander expects spot volumes to roughly double by EOY, so that was my timeline where a rerating would organically occur without speculative fervor.
I'm now of the opinion that this recent bit of attention will cause price to lead fundamentals, and we might actually get a real pre-upgrade breakout.
The early August 2025 price action where base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 doubled from $0.75 to $1.50 in just 10 days is a good example of what I think could happen in the pre-upgrade window. Due to how much supply is locked in LPs and veAERO, base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 is naturally extremely reflexive.
It's very difficult to justify why ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 is trading at 5x the market cap of base:0x940181a94a35a4569e4529a3cdfb74e38fd98631. I don't expect parity until after the upgrade, but I do think there's a world where base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 rerates to 50% of ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 market cap as the sidelined scramble to get exposure prior to the 10/21 upgrade. This coincides nicely with a run at the previous base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 ATH of ~$2.30.
MΞthodic retweeted
base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 looks primed to rip higher over the next 10 days before the Aero upgrade
I had previously weighted base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 slightly lower in my core positions because I worried that the tokenomics were too complicated for institutions and whales to understand and feel comfortable bidding.
@citrini not only included base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 in their token basket, they had it at the same weight as $HYPE and nearly twice the weight of ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984. Don't think the market has fully digested how much that stamp of approval means.
I also worried that there could be some last minute delay, as the previous Aero launch date delay led to a considerable nuke.
With the greenlight for launch on 10/21 and the recognition from Citrini, both of those risks are removed, and I now feel considerably higher conviction on base:0x940181a94a35a4569e4529a3cdfb74e38fd98631.
Previously to the Citrini piece, I expected most people to stay sidelined and wait for the flywheel to fundamentally prove itself post Aero upgrade. @wagmiAlexander expects spot volumes to roughly double by EOY, so that was my timeline where a rerating would organically occur without speculative fervor.
I'm now of the opinion that this recent bit of attention will cause price to lead fundamentals, and we might actually get a real pre-upgrade breakout.
The early August 2025 price action where base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 doubled from $0.75 to $1.50 in just 10 days is a good example of what I think could happen in the pre-upgrade window. Due to how much supply is locked in LPs and veAERO, base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 is naturally extremely reflexive.
It's very difficult to justify why ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 is trading at 5x the market cap of base:0x940181a94a35a4569e4529a3cdfb74e38fd98631. I don't expect parity until after the upgrade, but I do think there's a world where base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 rerates to 50% of ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 market cap as the sidelined scramble to get exposure prior to the 10/21 upgrade. This coincides nicely with a run at the previous base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 ATH of ~$2.30.
MΞthodic retweeted
Aerodrome is clearly the fastest growing DEX for stock trading 🛫
Going from 9% → 40% of all EVM trading volume in the past 30 days
Expect this trend to continue.
Tokenized stock DEX volume growth by venue, past 24 hours 📈
@aeroxyz Slipstream led with +$18.4M, followed by @Uniswap V3 (+$14.4M) and @PancakeSwap (+$6.2M).
Via @tokenterminal
Lots of beautiful data and research here on @valueverse_ai that is going largely unnoticed
h/t @vasily_sumanov
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
MΞthodic retweeted
second call from my kid's teacher this week.
MΞthodic retweeted
Citrini on $AERO:
„For a higher beta play on tokenized stocks, Aerodrome (AERO) is probably the best bet.
The app currently does most of the equities trading volume on Base, and is
merging with Velodrome on October 21 to launch on most of the premier EVM-based
chains, including Robinhood Chain and Ethereum mainnet. We think the growing
market for RWA trading combined with Aerodrome’s dominant position on Base
gives AERO the opportunity to capture significant market share on more chains.
While AERO is up a lot lately, we’ll stick our heads out and say we don’t think the
upside from that expansion is fully priced into the token yet.“
told you
MΞthodic retweeted
A month ago we launched $LAPTOP.
Within minutes, we had a chart that looked like every celebrity rug ever. Completely broken.
I promised you a full independent accounting. Here it is.
1/
MΞthodic retweeted
Aerodrome is the leading DEX for tokenized stocks on Base, with $1.9B in trading volume over the past 90 days
So what? Tokenized stocks massively expand the range of assets that can be traded on DEXs, bringing in more traders, more volume & more revenue
MΞthodic retweeted
Per @DefiLlama, Aero is the highest revenue spot DEX the past 30d, year-to-date, and all time.
And its growth story is only beginning.
@aeroxyz will eat more of the pie by entering new markets and grow it by bringing new assets onchain.
Wraping all of it in one token: $AERO
