undertaker melankolis

cheers to everyone chasing their dreams

[Aero @aeroxyz]

Aero Upgrade and Launch Hub

Details re: launch, supply, conversion rates, key dates, and more, can be found at https://t.co/8szq5gQDuw

[Bloomberg @business]

MSCI launched a consultation on proposals to reclassify its Indonesia equity indexes from Emerging Market to Standalone Market status https://t.co/7foPEnxfLy

[Stockbit @Stockbit]

🚨[BREAKING] MSCI Luncurkan Konsultasi untuk Turunkan Status Indonesia ke Standalone Market.

More👇

[Stockbit @Stockbit]

BEI Terapkan Trading Halt saat Open Usai IHSG Anjlok -8%

[Aero @aeroxyz]

@DefiLlama Aero.

[Paul Atkins @SECPaulSAtkins]

Today, we are taking a significant step forward, within our statutory authority, to bring America’s capital markets into the digital age by facilitating onchain trading of certain tokenized stocks through the "Innovation Exemption." 🇺🇸

[Aero @aeroxyz]

Aero is coming.

In anticipation of the launch, the AerodromeFi account is now @aeroxyz.

The unified liquidity layer for Ethereum will be here soon.

Get on board.

[ethplant @ethplantbaseeth]

https://t.co/i6P9wPwS9n

[Wilson @WilsonSovereign]

Stocks had an average of $4T traded weekly in 2025.

With just 1% of that vol moving onchain and $AERO capturing the same marketshare on EVM than it does on base, that would 4.8x its entire 2025 weekly average DEX volume with tokenized stocks alone.

What if 5%?
Higher

[undertaker melankolis @kemcann_]

@PolymarketDota2 q

[Papaxem @papaxem4]

Many expect $AERO to hit $10–40.

Technically, it’s possible under specific market conditions, but definitely not anytime soon. If we drop the fantasies and look at the numbers, the picture for the next 1–2 years is much more pragmatic.

Let's do the math.

Current Baseline:
Price: $0.46
Fully Diluted Valuation (FDV): ~$430M
Liquid Market Cap (~50% of supply locked): ~$215M
Annual Revenue (Q1 2026 run rate): ~$20–25M

Valuation Scenarios (assuming a normalized revenue of ~$60M/year during a market recovery):
🔹 Current: $0.46
Growth: — | FDV: $430M | Liq. Cap: $215M | P/F: 7x
🔹 Conservative: $1.00
Growth: +2.2x | FDV: $935M | Liq. Cap: $467M | P/F: 15x
🔹 Base: $1.50
Growth: +3.3x | FDV: $1.4B | Liq. Cap: $700M | P/F: 23x
🔹 Bull (ATH): $2.38
Growth: +5.2x | FDV: $2.2B | Liq. Cap: $1.1B | P/F: 37x
🔹 Extreme: $3.00
Growth: +6.5x | FDV: $2.8B | Liq. Cap: $1.4B | P/F: 47x

What these numbers mean for an investor:

1. Historically low valuation
A current P/F multiple of ~7x (based on Liquid Cap) is an anomaly for DeFi. For comparison, Uniswap traded at 40–60x P/F during similar periods. Meanwhile, Aerodrome distributes 100% of its cash flow to holders, operates with almost zero operational loss (-$1.3M in Q1 2026), and has clear drivers like the upcoming Ethereum expansion. The protocol generates real yield while trading at multiples cheaper than traditional businesses.

2. Low capital requirement for a re-rate
To push the price to the base scenario ($1.50), the liquid portion of the supply only needs an inflow of about $250–280M in real capital. For a dominant DEX with these fundamentals, this is a very small amount - literally the size of one or two large institutional positions.

3. Structural price floor
The strongest argument for holding: at the current price of $0.46 and a 50% lock rate (with an average lock of 4 years), the APR for veAERO holders is >20% in pure USD (swap fees + bribes). This creates a hard floor of underlying demand. Any further price drop makes the asset mathematically too attractive in terms of yield to justify selling.

These scenarios are written under the assumption that revenue will be $60 million. A launch on Ethereum and overall market growth could potentially increase revenue and, accordingly, the price of AERO.

$AERO doesn't need to fly to $40 to be a great investment. A simple mean reversion to historical multiples already offers an excellent risk/reward profile.

#Aerodrome #AERO #DeFi #Base #Tokenomics

[Syfa Crypto @syfaeth]

Gue baru aja pindahkan $BTC ke cold wallet ini senilai $200K

[Aero @aeroxyz]

As a reminder, please use the following decentralized domains during the migration process:

https://t.co/cEErJUpEFw
https://t.co/0LUA1oorOT
https://t.co/7U8yRQszAQ
https://t.co/QCVU4AWRvz

For more on the incident:
https://t.co/ChZqmkSTmP

[Aero @aeroxyz]

On November 21st, the centralized domains of both Velodrome and Aerodrome were hijacked and directed to malicious content.

This attack was caught and mitigated quickly with the support of our security partners — and a plan for how to move forward is now ready.

👇

[Aero @aeroxyz]

Update: centralized domains (.finance and .box) remain compromised. Please do not use either domain for now.

Two decentralized mirrors remain safe to use:
https://t.co/46LOgiioTi
https://t.co/SKMjaj8TNd

All smart contracts remain secure.

We’ll provide further updates as the investigation progresses.

[Aero @aeroxyz]

We are investigating a potential DNS hijacking. Please do not use our primary domain as we investigate.

[Aero @aeroxyz]

We’re actively investigating a frontend compromise.

Please do not access the site through any URL — primary domain or decentralized mirrors — until we confirm everything is safe.

All smart contracts appear secure. Updates soon.

[Dromos @DromosLabs]

The best place to trade, earn, and launch.

Hello, Aero.

[ASXN @asxn_r]

1/ Excited to announce the launch of our new @HyperliquidX dashboard!

You can track HyperCore and HyperEVM revenues, activity, volumes and metrics, as well as detailed market, trader and vault analytics all in one, comprehensive dashboard.

Let's dive in:

[undertaker melankolis @kemcann_]

@iloveplut0 hayuuu🏃🏻💨