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Aero
@0xAero8
$MYBAGS Evangelist
1.5K Following    2.5K Followers
No clue why this guy blocked me but in response - After years of hoping my mainnet-centric bags would migrate to L2s .. most of which are ☠️.. the lesson is: Mainnet should be home for @yieldbasis for the foreseeable future.
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“OnLy CrYpTo CaN dRoP 90%” Says the tradfi-maxi retail pleb copy trading the fund down 95% in one month.
It is comforting to know that while activity on HyperVM is cooling for now (along with $HYPE price), my preferred exchange, @RamsesExchange - is the least dilutive of any ve33 in the ecosystem. Study $RAM burns. Study effective emission controls.
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From this moment on I am no longer interested in digital currencies.
Scaling potential with Yieldbasis is huge. Target audience is passive LPers, not interested in IL or checking price of emissions token. One can simply autocompound their principal asset - $btc and/or $eth. I’m sure more assets will come. $YB
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here we go again +10m @wrappedBTC capacity is now open! @merkl_xyz is now live, enabling protocol scaling. everyone is welcome. @yieldbasis.
Congrats to independent analysts who live rent free in Uniswap’s heads. $AERO 🔥
For a while now people have wondered how much time two accounts affiliated with a competing DEX spend thinking about Uniswap. But is it a lot? I pulled every post and reply from both accounts since July 2024. All of them. I won't say which, the data will.
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I want to buy more $ETH between $1500-1600 but I also don’t want my alt bags to bleed anymore. Who’s building such plunge protection
Welcome to the newest entrant to @ConvexFinance and @CurveFinance ecosystem 🔥
trUSD and strUSD both trade on @CurveFinance. There are two ways to use it. The first is swapping. You buy trUSD with USDC in one pool and move between strUSD and trUSD in the other, which lets you enter and exit a yield position at market price rather than waiting out the 7-day cooldown. The second is providing liquidity. You supply either side of a pool, or both, and receive LP shares representing your portion of it. From there you earn a share of the fees on every swap routed through, plus the yield accruing to the pool. Currently 4.74% on strUSD/trUSD. Then there are Cores. Supplying strUSD/trUSD earns 15x, against 5x for holding strUSD on its own. A balanced position puts half your capital into trUSD, which does not accrue the strategy yield that strUSD does. So a pool pays a lower rate than holding strUSD, and the trade is some yield for more Cores. Curve incentives are on the way, with gauge weight voted in for the next epoch. And as of today both pools are live on @ConvexFinance, where you can stake your LP shares for rewards on top. Links below.
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More passive flows coming for $ETH
BREAKING: Morgan Stanley Investment Management (MSIM) launches Ethereum Staking ETP. MSIM, which manages ~$2 trillion in total AUM, has launched the Morgan Stanley Ethereum Trust (MSSE). 0.14% expense ratio, with an expected 95% of staking rewards passed to investors.
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DeFi is strong together
The @CurveFinance DAO Treasury now holds ethereum:0x865377367054516e17014ccded1e7d814edc9ce4 (as sDOLA). DeFi's deepest liquidity hub choosing a decentralized, fully backed stablecoin as a core treasury asset is one of the strongest endorsements DOLA has ever received.
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Anyone else find it amusing that stocks are gaining popularity onchain just after equities as a whole seem to have topped, and is near / at bottom? Too many of you are overexposed to topped assets.
Owning $RAM is a bet on an exchange with top notch tech grabbing a meaningful share of liquidity and fees on emerging chains. I expect when liquidity meaningfully flows onchain, @RamsesExchange will be a top recipient 🤑
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Ramses is your one-stop protocol for all things liquidity on HyperEVM, Robinhood, Arbitrum, and Polygon. 1 token on HyperEVM, 4 chains currently supported for providing LP. We offer blue chips, RWA/stocks, stables and memes with your choice of concentrated liquidity, DLMM, or volatile pools. Ramses is a powerhouse offering all users the best experience with an intuitive interface and deep liquidity. Learn more by joining our Discord (link in bio), or reading our docs.
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Happy $UNI day Your LPs deserve better. Welcome to @AerodromeFi ✈️
Happy UNI Fee Switch Day If you locked liquidity in UniV2 or V3, you've just had your share of fees cut by up to 25% -- condolences. If you're in vanilla V4, your flows are now taxed by up to 33%. In the rest, they can come for your fees anytime. Or, you can just use Aero. 🛫
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The best place to LP ethereum:native and solana:2u1tszSeqZ3qBWF3uNGPFc8TzMk2tdiwknnRMWGWjGWH on @RobinhoodCrypto is on @RamsesExchange. Earn swap fees paid out in more ETH and USDG up to 204% depending on the range of your choosing. High native token emissions? unsustainable. Points? nice but people want to get paid now. Fees? goooood. Bridge I use: 1) 2) Filter -> Robinhood 3) Enter ethereum:native / solana:2u1tszSeqZ3qBWF3uNGPFc8TzMk2tdiwknnRMWGWjGWH LP and any other LPs
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“Lock our token to get extra boosted yield in $hype!” You’d be better off just buying hype if you’re bullish. On @RamsesExchange there are no gimmicks or marketing ploys. $Ram stakers get 100% of revenue, plain and simple. Choose which token you get paid out in weekly via autovault.
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Save maxing with $fxSAVE 😎 8% apy with $55m of liquidity 🔥 Built by @protocol_fx
Have mostly talked about @protocol_fx in terms of the overall project and why I am so bullish on it and why I am accumulating as much $FXN as humanly possible... HOWEVER, important reminder that you can also earn exquisite yields via their platform as well :) In this regard, fxSAVE is currently at 8.83% APY, with $55M already earning... (also delta-neutral with no lockup or etc, you can withdraw anytime) A beautiful yield-maxxing opportunity to say the least :) [note: very proud to work with the team in various capacities so flipping 'partnership' tag on this!] Will link to more info below!
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>More liquidity on mainnet >more liquidity comes to @llamalend and @CurveFinance / @ConvexFinance >more people levering up stable LPs on @ResupplyFi >more fees go to $RSUP stakers >more competition and incentives needed for $reUSD LP depth on Convex > $CVX lockers get heavily incentivized for their votes Ya dig?
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🚨 IMPORTANT NOTE FOR ALL $CVX LOCKERS 🚨 With the launch of on-chain voting on @ConvexFinance, delegation for voting power for on-chain governance issues and gauge votes has NOW BEEN SEPARATED. The screenshot below is directly from the @ConvexFinance website on the "Lock CVX" page, after connecting your wallet. Let's take a look at why this is important: Prior to this, when you delegated on the @ConvexFinance website, you gave whoever you delegated your CVX to your voting power for BOTH gauge voting (this is how you get you weekly or bi-weekly bribes/payments) AND governance voting (this was vote power that could be used in governance related issues, separate from the yield-bearing gauge voting mentioned earlier). NOW, you have the option to delegate to separate entities for each of these (gauge voting power vs governance voting power). I've attached the screenshot below to make this simple for you all: You can see on the right hand side there are now TWO options to delegate to instead of one. The first option in BLUE, the "gauge weight votes delegate" will determine who you delegate to for your weekly/biweekly yield that you're earning. For me, that is @StakeDAOHQ, as seen in GREEN in the screenshot below, but this might also be @VotiumProtocol for you- which is fine. The second blue box labeled "DAO votes delegate" is exclusively for governance voting power. If you haven't selected this since the update went in place, you'll see the box empty (as in the screenshot below). As a holder of $CVX, I personally believe that when it comes to governance voting issues, the @ConvexFinance team itself will likely be most aligned with my own interests (as opposed to other parties), and so I personally recommend delegating the "DAO votes delegate" to the Convex finance team, which you can do by simply clicking the blue button in the GREEN box at the bottom of this screenshot. This will give the @ConvexFinance team the ability to direct your voting power in your absence during a governance proposal vote. You can of course change this delegation at any time or vote manually if you don't agree with the team's view on a future proposal for any reason- so this is by no means a binding decision- but it's helpful for the team to be able to pass important governance proposals for the benefit of all $CVX holders when needed. Again to re-iterate, delegating your "DAO votes" voting power to the @ConvexFinance team has NO affect on who you delegate your "gauge weight" voting power to, and so if you want to continue to use @StakeDAOHQ to earn your weekly yields while delegating your governance voting power to the @ConvexFinance team, you can do this with no issues (as in the screenshot below). Again, if you haven't already, I recommend delegating the "DAO votes delegate" to the @ConvexFinance team in the interest of giving them the power to make governance decisions that prioritize $CVX holders, first and foremost.
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Scarcity is only relevant when there’s demand. During the bear, few care about Bitcoin halvings. Likely will be different this time next year. Regardless of seasonal interest in Bitcoin scarcity, I don’t put much stock in that being the sole driving narrative as to what makes Bitcoin interesting.
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“Fast forward 2 years and we have another halving. Another four years and we have another having again. And at the point where we’re basically under a bitcoin a block, it starts getting pretty expensive to mine bitcoin when the alternative use of energy is AI.” Thank you for all the downloads on my show with MARA CEO @fgthiel. Don’t miss the full show wherever you stream your podcasts.
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It’s not much, but nice to see. Thx for the follows, people and bots alike. Will continue to offer subjectively-biased takes on my bags and related projects, and not much more 🥂
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