Dean Marjanovic

Blockchain is 🔑

[Dean Marjanovic @DD_Marjanovic]

@AltcoinMami Uni v4 has hooks, but zero native incentive architecture. Apps building on Uni have to bleed their own treasuries for liquidity. Aero gives real protocols Liquidity-as-a-Service through bribes and ve-emissions. That’s actual scaling infra.

[Dean Marjanovic @DD_Marjanovic]

@Rocky44010894 @wagmiAlexander Emissions aren't blind inflation—they are Customer Acquisition Costs used to buy deep liquidity. That deep liquidity attracts trade volume, and 100% of those trading fees flow directly back to veAERO lockers. It’s paying for market dominance.

[Dean Marjanovic @DD_Marjanovic]

@wagmiAlexander The zero-leak model was the real breakthrough. When LPs, traders, and ve-voters win together instead of parasitic extraction, the flywheel stops being theoretical and just becomes pure economic physics.

[Dean Marjanovic @DD_Marjanovic]

@TimeFreedomROB Market cap is different now as oppose to then. While on one would be happier than me at $10 the math isn't but there but like I said. Being proven wrong here would make me very very happy from aero success story POV.

[Dean Marjanovic @DD_Marjanovic]

@TimeFreedomROB What the chart is not taking into account are it's emissions. They are huge. Buy backs atm are not covering them. There is definitely a consolidation zone but forget $10. Lucky if we see $2 in 2026 and that would need btc to run also.

[Dean Marjanovic @DD_Marjanovic]

@wagmiAlexander 4. This math is very doable. Rarely can you give a token a pathway to a value but aero is well established that in a 100k+ btc scenario these numbers are not hopium but an actually reality. I could be under selling it actually. depending on merger.

[Dean Marjanovic @DD_Marjanovic]

@wagmiAlexander 1. The Supply Math
​Projected new liquid supply hitting the open market: +100M to 150M tokens over the next 12 months (emissions + lock decays).
​Total projected liquid float by mid-2027: ~1.1B to 1.4B $AERO.

[Dean Marjanovic @DD_Marjanovic]

@wagmiAlexander 3. Why $1.2M/Day is an Easy Hurdle in a Bull Run
​Volume Perspective: Absorbing ~$1M/day represents less than 1% to 2% of @AerodromeFi’s average daily trading volume ($50M–$100M+).
​Market Cap Realism: At $3.00,$AERO reaches a $3.3B – $4.2B market cap.

[Dean Marjanovic @DD_Marjanovic]

@wagmiAlexander 2. The Capital Needed for a Generous Value.
​To absorb 100M–150M tokens at a $3.00 price target, the open market needs to digest $300M – $450M in sell pressure over a full year.

[Dean Marjanovic @DD_Marjanovic]

@wagmiAlexander @Blockworks The Blockworks chart definitely backs up the market share growth—going from ~5% to ~15%+ over a year is a massive jump, and it clearly held its ground over the last few weeks. Do you have a separate dashboard or source for the $BTC and FX volume breakdowns? I'd love to see data.

[Dean Marjanovic @DD_Marjanovic]

@wagmiAlexander @revertfinance The Revert data speaks for itself. Taking a 16–25% cut on LP fees in tight-margin pairs completely skews the risk/reward ratio against Impermanent Loss. DEXs that optimize for LP unit economics will always pull TVL away from protocols treating LPs as a tax base.

[Dean Marjanovic @DD_Marjanovic]

@juancena2027 Click bait.

[Dean Marjanovic @DD_Marjanovic]

@wagmiAlexander The host understood it. He is very excited. For aero holders. If this all works and voting crew drops the emissions as the volume and fees grow. This token is set for a massive supply squeeze. Repricing is on the cards.

[Dean Marjanovic @DD_Marjanovic]

@etheraider @AerodromeFi Absolutely correct now. As the token increase in value lays the issue. It is too expensive to buy and lock up. Base volume would have to increase indefinitely. If the volume drops or decreases over the time. It will sink the token as more aero every week is chasing less.

[Dean Marjanovic @DD_Marjanovic]

@papaxem4 @AerodromeFi This all goes out the door once the price doubles from here. It means its too expensive to buy and lock up and too easy for LPs to dump. Without a burn mechanism you can't just keep introducing new aero forever and expect a permanent rise while all veaero get usdc/eth rewards.

[Dean Marjanovic @DD_Marjanovic]

@andrewspinners @BenFordhamLive @cjoye I do not think you are categorising it fairly. Putting a Surgeon in the same bracket as a welfare beneficiary is hardly an insightful stat. The Surgeon is being paid for a service. Much like a teacher.

[Dean Marjanovic @DD_Marjanovic]

@0xAero8 @coingecko lol

[Dean Marjanovic @DD_Marjanovic]

@alex_ferriera @AltcoinMami Actually they were. Not anymore. They adjust emissions according to market fees. Its Actually a dynamite setup for a huge run. When price goes up. Emissions will definitely also come down. I like it's structure

[Dean Marjanovic @DD_Marjanovic]

@Cobratate If only every scenario was the same. There are those you mention but there others where the women needs a backup. Otherwise it will be a different kind of suffering.