Trading feels frustrating right now? 🫣
Good. That’s exactly when most traders lose patience… and start making mistakes.
Here’s what I remind myself in these phases 👇
1. Remember the easy periods: There were times when setups were everywhere. Clean bases, strong breakouts, follow-through. Trading felt simple. That wasn’t luck — that was the right environment.
2. 5-star setups will come back: The big opportunities don’t disappear. They come in waves. Your job is to be ready when they show up again.
3. Don’t force mediocre trades: Frustration leads to action. Action leads to low-quality trades. That’s how solid months turn into drawdowns.
4. Big money comes in short windows: Most of my biggest winners in 2025 came from just a few periods. Not from constant trading.
5. Trust your past success: If your system worked before, it will work again. The market just isn’t aligned right now.
6. Patience protects everything: Capital. Confidence. Clarity.
These phases are part of the game.
The opportunity will come back.
The only question is:
Will you still be ready when it does?
These patterns repeat.
I’ve taught this to thousands of traders.
I think everybody can learn these patterns.
A DEX OS more interoperable, more responsive, and more powerful.
A DEX OS built not just to out compete today, but to scale with the possibility of tomorrow.
Introducing MetaDEX03.
This week, @DromosLabs is hosting a major event featuring a keynote about @AerodromeFi and @VelodromeFi
As Aerodrome grows, we see increasingly more fud across CT.
I'd like to dismantle two of the biggest critiques.
The "printing tokens" critique is economics 101 that people failed:
Critics think token emissions = Zimbabwe hyperinflation (probablyno one thinks about Zimbabwe)
They're missing thirty years of history sitting right in front of them: Japan.
Japan has been on an absolute rampage since the 90s. The government printed money, bought bonds, bought stocks, all on a scale that would make any traditional economist lose their mind. Yet inflation stayed at like 0.2% for decades.
Why? Because these people forgot the formula: MV = PQ
M = money supply
V = velocity (how fast money actually moves)
P = inflation
Q = economic output
You can print money all day. If velocity collapses and output grows, you get zero inflation. Japan proved this. The US proved this post 2008 (400% monetary base increase, barely any inflation).
Now apply this to Aerodrome:
49% of supply is locked as veAERO. That's dead money. Zero velocity. It literally doesn't exist for price discovery purposes.
Do the math:
• Weekly emissions: 3.7m AERO
• Annual emissions: ~192m AERO/year
• 49% of emissions locked: ~94m AERO/year locked immediately
• Circulating new supply: ~98m AERO/year
• Circulating supply base: 912m AERO (51% of total)
• Net inflation on circulating supply: ~5.6%
That's actually pretty solid for a year 3 protocol. Gold mines ~2-3% annually for comparison.
The "emissions > revenue" critique confuses two completely different things:
This one is even more fun because it conflates equity distribution with actual cash expenses.
Google did this in the early 2000s. They paid engineers stock options instead of salaries. The income statement showed "losses" from compensation expense. Except Google never spent a dollar. They diluted shareholders slightly but kept their cash intact.
Amazon did this for twenty years. "Unprofitable" company, everyone said it would collapse. Except Jeff Bezos was deliberately sacrificing short-term profits to build dominance. Reinvesting everything into market share, not burning cash. Now they're worth 1.5 trillion.
Tesla did the same thing. Years of "losses" while they built Gigafactories and locked in EV dominance. Once competitors finally caught up, Tesla already had a decade head start.
This is what Aerodrome's doing.
Aerodrome isn't spending cash on emissions. Zero dollars leave the treasury. They're generating $185m annually in actual revenue while spending zero on their primary "expense."
That's not unprofitable, that's positive cash flow with zero burn rate risk.
veAERO holders get 100% of revenue (literally no other protocol does this) plus rebases that offset dilution. Net dilution for lockers is around 5%, but rebase mechanics eliminate it. They're making 5-6% yearly while the protocol is massively cash positive.
The numbers that matter
• $425m real revenue generated since launch
• $185m annualized revenue growing with Base
• 878m tokens locked (49% of supply)
• 60% DEX market share on Base
• 30% of revenue going to public good fund & team wallet for buybacks and locks
• @coinbase , @circle , @animocabrands and major protocols all accumulating veAERO
This isn't a ponzi. This is blitzscaling from the playbook that created many dominant platform businesses in the last thirty years.
The MetaDEX model is actually quite simple:
• Emissions to LPs → deeper liquidity
• Deeper liquidity → better volume & execution
• More volume → more revenue
• 100% revenue to voters → attracts votes
• Votes direct emissions to LPs
The flywheel spins. Everybody wins.
24h L1 fee data tells the real story:
$ETH (Ethereum) → $49.4M
$SOL (Solana) → $10.3M
@base (Coinbase) → $2.4M
$BNB (Binance) → $1.5M
$AVAX (Avalanche) → $394K
$SUI (Sui Network) → $328K
Most people stop at “low fees = bad for token”
But zoom out:
• $ETH leads in revenue, but users pay the price
• $SOL/Base are monetizing, costs already climbing
• $SUI is processing millions of tx/day for just $328K in fees
Every dollar on $SUI buys more transactions per user than any other chain in this stack
In a world where UX and cost determine adoption, Sui’s model positions it as the lowest-friction L1 at scale
Builders and apps care about throughput and cheap blockspace
And that’s exactly what Sui is delivering
Fee wars aren’t about who can extract the most
They’re about who can onboard the most
On that metric, Sui is leading quietly but decisively
NEW LEAK: Price sheet of 200+ crypto influencers and their wallet addresses from a project they were recently contacted by to promote.
From 160+ accounts who accepted the deal I only saw <5 accounts actually disclose the promotional posts as an advertisement.
NEW PROJECTS ON SUI ECOSYSTEM 🚀
Innovation never sleeps on $SUI. From powerful DeFi protocols to wild memecoins, builders are cooking nonstop 😍
What’s your favorite new gem on Sui right now?👇
Like and RT to support us 🙏
#Sui#SuiNetwork
📜 Dear Sui community, thank you for your patience while our team works on the incident investigation and resolution.
Since taking the actions indicated in our previous announcement, we have also done the following:
1. We engaged the broader ecosystem, Sui team, and related third parties for incident analysis and fund tracing, and flagged the hacker's accounts.
2. We identified the root cause of the exploit and fixed the related package, and informed ecosystem builders as fast as we could with help from ecosystem members to prevent other teams being affected.
3. We engaged professional anti-cybercrime organizations to support our fund tracing and our negotiation regarding safe return of the funds.
4. We are speaking with law enforcement and are in the process of arranging further assistance.
We have identified the Ethereum wallet address controlled by the hacker responsible for earlier today's exploit, and reached out to negotiate the return of customer funds. We have offered a time-sensitive whitehat settlement in exchange for the outstanding balance. Should the hacker accept our terms, we would also refrain from pursuing further legal action.
You can view our full offers here:
https://t.co/OwuLPGJ9X7
https://t.co/bWjb2snhMM
To our community, thank you for your continued support. Our priority continues to be the recovery of impacted funds, and we hope for a successful resolution. A full incident report will be shared later once complete. Thanks again for your patience.
Cetus Protocol
Kamino Meta-Swap now gives you the best price execution for any swap on Solana
@KaminoFinance aggregates prices across Pyth Express Relay, Jupiter, DFlow, Raydium, Autobahn, and more
Try it out: https://t.co/rlsp1cBdWv
Walrus vs Filecoin and Arweave
The future of decentralized storage
Web3 storage is evolving!
@Filecoin, @ArweaveEco, and now @WalrusProtocol are shaping the future. But which protocol truly leads the way?
Let's break it down 🧵
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🚨 BREAKING: @CanaryFunds files for the first-ever SUI ETF!
This is a major step toward bringing Sui to public markets — if approved, the ETF will give investors direct exposure to SUI, further fueling institutional adoption.
With $70B+ DEX volume, 67M+ accounts and institutional interest, Sui is primed for the big leagues.
🚨 BREAKING — we’re extremely excited to announce a partnership with @worldlibertyfi, a Donald J. Trump-inspired pioneering DeFi protocol, rooted in a shared vision for a more open and transparent financial world.
As part of this collaboration:
💥 WLFI will include SUI in their strategic token reserve designed to bolster leading Web3 projects
🤝 WLFI and Sui have begun exploring product development opportunities