1 day after launch and some of the new @aeroxyz pools are still paying stupid $AERO
$AERO / $ETH at 9,000% on $2.16M, already cleared $10M volume in 48h. couple of the stock token pairs doing the same
old pools still holding ~$260M with zero emissions. most of the liquidity just hasnโt moved
those rates get crushed once more of it shows up, early LPs are the ones printing right now
if your position is still in the old Aerodrome/Velodrome gauges it hasnโt earned a single $AERO since midnight yesterday
AERO tripled off its Feb low while Bitcoin dominance pressed its range top, and Aerodrome becomes Aero on 7 chains tonight. Full $AERO breakdown:
0:00 Aero on Oct 21
1:23 What changes
2:20 The flow it wins
3:25 The number I watch
4:50 Breakout held
7:22 The yield play
Most panicked over yesterday's daily red candle while missing the actual plot.
That wasn't a crypto selloff. It was a macro de-risking event. Brent oil pushed toward $114 and the Nasdaq dumped because AI tech is cracking.
Meanwhile, looking at the charts this Friday morning, Bitcoin is just chilling at the 80k-81k support range we've been watching for weeks.
If stocks are bleeding and $BTC holds support, that's relative strength. Stop staring at the 15-minute chart and let your limit orders fill.
AERO tripled off its Feb low while Bitcoin dominance pressed its range top, and Aerodrome becomes Aero on 7 chains tonight. Full $AERO breakdown:
0:00 Aero on Oct 21
1:23 What changes
2:20 The flow it wins
3:25 The number I watch
4:50 Breakout held
7:22 The yield play
~10 months.
Thatโs how long $BTC realized cap stayed flat this time. The last two pauses lasted ~3 years and ~2 years.
Realized cap values every coin at the price it last moved. Itโs climbing again, so fresh money is buying Bitcoin at higher prices.
Both previous green flips led to new all-time highs. ๐
$221M to $3.0B: cumulative tokenized stock volume on Aerodrome from Sep 1 to Oct 20.
Token Terminal also shows 56% of Coinbase's tokenized stocks sit in DeFi apps on Base, led by Aerodrome and Aave.
$AERO takes that flow to 7 chains today.
~17% of all EVM spot volume already runs through Aerodrome and Velodrome. Tonight at 8:00 PM ET they merge into one token, Aero, live on 7 chains at once: Base, Ethereum, Optimism, Arbitrum, Ink, Arc and Robinhood Chain. Exchange revenue flows to staked $AERO.
4 straight weekly closes above the 2024 falling wedge on $AERO, and this week's dip retested the breakout and held.
On Oct 21, Aerodrome and Velodrome become Aero on 7 chains. Locked $AERO turns into $sAERO, and the upgrade is manual.
What changes for holders ๐งต๐ 1/2
South Korea's securities depository is building on Avalanche, and $AVAX is on the edge of the zone I set 3 weeks ago. Full $AVAX breakdown:
0:00 The pullback
0:23 $AVAX + $BTC now
1:20 Wall Street showed up
2:45 The number that broke
3:58 The box is stacked
6:55 The yield play
$XRP Ledger: $82.3B market cap, $35.3K in revenue over the last 30 days.
Tron $TRX: $31.5B market cap, $222M in revenue over the same window.
XRP is valued ~2.6x higher than Tron while earning ~6,300x less. XRPL keeps fees near zero by design, so that $82B is a pure bet on future settlement demand.
$821M in stablecoins on Avalanche. In September I said the floor to hold was ~$870M. It broke.
Korea, MUFG's Progmat, tokenized Treasuries up 4x in a year, and the dollars on the chain still shrink. That gap is the whole $AVAX debate right now.
Mt. Gox just pushed its repayment deadline to Oct 31, 2027. Thatโs the 4th one-year extension in a row.
~34,388 $BTC (~$2.8B) still sits in estate wallets, and nothing has moved since June.
In June 2024, repayment news alone knocked $BTC down 6.5% in a day.
3 weeks ago I marked one box on the $AVAX weekly and said I'd wait for it. Price is on its edge now. My trigger: a single daily candle closing inside.
Meanwhile South Korea published rules to issue stocks onchain from Feb 2027, and its securities depository is building on Avalanche.
Here's my read. ๐งต๐ 1/2
5.9M $S burned on Oct 15. Against 3.9B in circulation, that's under 0.2% of supply.
The bigger number is still missing. Sonic promised its independent supply audit "within a few weeks" on Sep 21. As of today, no findings published.
Why the audit is still my pivot:
Sonic $S paid 2 targets since September, burned 5.9M tokens, and still owes the market a supply audit. Full $S breakdown:
0:00 2 targets paid
0:21 S + BTC now
1:49 What pumped Sonic
2:52 The user scorecard
4:20 The weekly chart
6:50 The yield play