ethplant

writing about crypto and business

[ethplant @ethplantbaseeth]

https://t.co/t0mSB9pYiT

[ethplant @ethplantbaseeth]

How do you compete against a full redistribution of value?

[alexander @wagmiAlexander]

As we’ve said many times, onchain you redistribute value maximally or lose to someone who does.

Maximum value distribution is the only most.

Hyperliquid proved it in perps, Aero will prove it in spot.

[ethplant @ethplantbaseeth]

@CoinbaseDuck Shake out the tourists

[ethplant @ethplantbaseeth]

Soon

[ethplant @ethplantbaseeth]

Tokenized stocks innovation exemption price action 🥴🤔

[ethplant @ethplantbaseeth]

Q: Best way to get upside to tokenized stocks?

A: aerodrome-finance:native

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The SEC is set to release its so-called "innovation exemption" for tokenized stocks which will pave the path for trading digital versions of securities, per Bloomberg.

Details include:

1. In a "surprise move," the SEC is leaning toward allowing the trading of tokenized assets

2. These tokenized assets would be tradeable on decentralized crypto platforms

3. The move could "reshape the landscape of the American stock market"

4. This would also be one of the US' biggest shifts into crypto infrastructure yet

Tokenized assets are rapidly expanding.

[ethplant @ethplantbaseeth]

@329capital The @baseapp !

[ethplant @ethplantbaseeth]

One day we’ll price tokens on fundamentals… one day.

$AERO $RAVE

[ethplant @ethplantbaseeth]

@rbthreek How long you talking? Locking for 4 years 🛫?

[ethplant @ethplantbaseeth]

Hard to say what the total effects of the new engines will be until they are out, which is why I left them out of the model in terms of pushing number of circulating tokens down.

Aerodrome has already shown they can create more revenue than emissions and it seems like the protocol is trending in a good direction for sustainability.

Long-term, if they can continue to demonstrate value in locking the token and can penetrate a decent % of the growing crypto economy, emissions will not be an issue for veAERO holders.

[ethplant @ethplantbaseeth]

https://t.co/t0mSB9pYiT

[ethplant @ethplantbaseeth]

I have a vision;

for a world with freedom of money;

a world where you choose how you store your time and energy;

a world where you can transact with anyone, regardless of their money.

Everyday, we are one step closer to this world with crypto.

Better systems win.

[ethplant @ethplantbaseeth]

@Roo_Hop I can’t predict the future but I did add a token price forecast to this investment thesis if you are interested in reading:

[ethplant @ethplantbaseeth]

https://t.co/t0mSB9pYiT

[ethplant @ethplantbaseeth]

Don’t invest where the market is.

Invest where it’s going.

$AERO is coming to Ethereum this July.

[ethplant @ethplantbaseeth]

@veBASED Thanks!

Great question, there is definitely more analysis to be done here… stay tuned.

[ethplant @ethplantbaseeth]

@Bitcoin75546129 Sure but again, to think the 5 year outlook on crypto is basically flat is super bearish imo. Time will tell.

[ethplant @ethplantbaseeth]

@Bitcoin75546129 I can’t predict the future but I would put money on overall DEX volumes being much higher than a 25% increase over 5 years. I’d also think Ethereum DEX volume will grow significantly over the next 5 years from institutionalization and tokenization while this model shows it flat.

[ethplant @ethplantbaseeth]

@TimeFreedomROB I’m bullish $AERO but $20+ by 2027 seems unlikely unless it severely detaches from fundamentals.

[ethplant @ethplantbaseeth]

@Pickle_cRypto @rbthreek It’s a no brainer buy for me right now. Tokenomics are more competitive than Uni.

I built a valuation model that shows significant upside for token prices (even with 13% emission inflation) if they can meaningfully take a chunk of ETH volume.

[ethplant @ethplantbaseeth]

$AERO reprice is imminent.

In July its total addressable market will increase 16x.

Valuation model and investment thesis below:

[ethplant @ethplantbaseeth]

https://t.co/t0mSB9pYiT

[ethplant @ethplantbaseeth]

@0xAero8 repricing incoming 🛫