writing about crypto stacking $AERO & $ZEC

Joined October 2019
For anyone curious about Arthur Hayes' base:0x3f5bf3edac59d650d8fdf9657a71f2f904a3a4ee position: Oct 15: Bought 546.6k AERO for ~$459.8k (~$0.84 avg) 
Oct 24: Sold 546.6k AERO for ~$398.0k (~$0.73 avg) Out in 9 days at a ~$62k loss (-13.4%). Good to shake out the tourists imo
I dumped it all. The Maelstrom directional book, took profits on $ETH, $ENA, $UNI and other shitcoins. I think we gotta go down to go up. It looks a bit dicey out there in macro and geopolitical land. Going to sit on the sidelines and wait for the all clear signal … Brrrrr
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Zcash happened…
What happened to Chamath?
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This will age so well. I’m holding base:0x3f5bf3edac59d650d8fdf9657a71f2f904a3a4ee -> DEXs historically have been some of the highest fee earning tokens onchain.
Crypto total market cap is down nearly 40% from all time highs while revenue generated continues to trend up and to the right. The dislocation between todays prices and future valuations is a generational opportunity. Do not blow it. Buy and Hold good coins
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The march for DEX onchain dominance has begun. base:0x3f5bf3edac59d650d8fdf9657a71f2f904a3a4ee won on Optimism and they won on Base. Now it’s time to win on robinhood chain and Ethereum.
Tokenization train: now boarding 🚄
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A lot of CT will be looking sidelined tonight after base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 launch
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I’m predicting base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 will be an overnight success, 4 years in the making. Legacy Ethereum and Robinhood Chain DEXs aren’t going to know what hit them.
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Bullish for base:0x940181a94a35a4569e4529a3cdfb74e38fd98631
Coinbase tokenized stocks on Base just crossed $3B in total DEX volume and 5M trades 📈 It was $2.26B on Oct 11. That's +$740M in 8 days. 🔗dune.com/marco_v/coinbase-to…
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The similarities between hyperliquid:native and base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 are uncanny: 1) immaculate conception: both protocols took no VC funding. Just bootstrapped by a team of guys with laptops. 2) maximum revenue distribution: both protocols send 100% of the protocols revenue back to token holders. (These are the fundamentals institutions are looking for.) 3) real world assets onchain: both protocols are moving beyond crypto native assets to include equities and commodities such as gold and oil after positive regulation from CFTC & SEC 4) Hyperliquid is onchain CME means Aero is onchain NYSE. Aero expanding to ETH and Robinhood chain after already taking the majority of trading volumes on Base will lead to a breakout moment similar to Hyperliquid. (Monthly Volume TAM will go up ~5x) This Wednesday, Aero will be an overnight success that took 4 years.
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Aero is launching next week, here are six of the analytics I will be looking at to see how large of an impact this upgrade makes to AERO and sAERO allocators.
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When I posted my price forecast for $AERO in August, the price was $0.48. If you read my article and bought, you’d be up 95%+. This is just the beginning for Aero and tokenized stocks across EVM. Catch up on some weekend reading before the merge on October 21st:
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ethplant retweeted
At 1000x leverage, you get liq'd on a ~$40 BTC move This is the future of finance
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This is why @citrini has their allocation to hyperliquid:native equal to base:0x940181a94a35a4569e4529a3cdfb74e38fd98631: hyperliquid:native = onchain CME base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 = onchain NYSE
Hyperliquid became the onchain CME. Alex Cutler says nobody has built the onchain NYSE or Nasdaq. "Derivatives, and Hyperliquid in particular, have proven there's demand for these onchain products." "Hyperliquid said, we're the onchain CME, come find us." "Just as much as we want an onchain CME, we need an onchain NYSE or Nasdaq." "No one's done that for the stock exchange vertical yet." @wagmiAlexander @aeroxyz
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Citrini Research’s $AERO allocation is equal to $HYPE and higher than $UNI Get ready for October 21st. Aero is going after all of EVM.
[ ZOOMER ] CITRINI RESEARCH PUBLISHES ARTICLE ON INTERSECTION BETWEEN AGENTIC AI AND CRYPTO, ALONGSIDE THEIR INVESTMENT BASKET: BLOG
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This is before base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 goes to Ethereum and Robinhood Chain... So much higher, friends
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Bullish for base:0x940181a94a35a4569e4529a3cdfb74e38fd98631
the cleanest chart in crypto, and the biggest indicator that defi will eat the world DEX vs CEX spot ratio
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The Lindy effect will be stronger for shielded zcash:native than for shielded bitcoin:native
Shielded Bitcoin: Private Transfers on Bitcoin L1
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Once base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 is live across all EVM chains, institutions and TradFi firms will have more reason to buy base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 than $UNI, because locked base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 has real utility instead of just being something to resell later. Imagine Robinhood buying a stake in base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 so they can direct emissions to tokenized stocks’ liquidity providers on RH chain, similar to what Coinbase did with Base.
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ethplant retweeted
Replying to @JordanSchachtel
“The UN! How many GPUs have they got?”
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