alexander
@wagmiAlexander
1.6K Following 21.3K Followers
Liquidity providers are the lifeblood of any exchange: they put their capital at risk to power every swap.
On Aero, they can earn a greater share swap fees than Uniswap or a token that wraps 100% of revenues.
Either way, they earn maximally -- why settle for less?
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No bigger opportunity onchain than winning the layer that generates the most value: exchanges.
Because exchanges are essential infrastructure for every other layer: chains, apps, wallets.
The moment you focus more on competing with them than enabling them, you've already lost.
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One of our greatest strengths as a team is our focus: we don't chase shiny new objects or transient trends.
That how Aero came to dominate two of the most critical / growing onchain markets: $BTC + FX trading.
And why we'll win the next big market: tokenized stocks.
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Wrote this on the DEX Trilemma nearly two years ago.
MetaDEXs have proven that the idea that you must rob one stakeholder to pay another is a false choice.
And how powerful a flywheel you create when you align their incentives and reward each maximally.
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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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Aero is already the top venue for trading the top digital asset in $BTC and a critical category in onchain FX.
The coming launch of Coinbase tokenized stocks will be an opportunity to extend that dominance into RWAs.
Adding another durable REV stream for base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 .
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Per @Blockworks, Base has approximately 3x-ed its share of onchain spot volumes over the last year.
And contrary to popular opinion, it has lost zero relative marketshare over the last two weeks.
It leads in $BTC volumes, FX volumes, and will soon make a big push into equities.
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Aero doesn’t just dominate spot volumes on @Base.
It services more $BTC and FX volume than every other exchange on every other chain combined.
And distributes 100% of revenues to $AERO.
Fun insight from the dash, across the top EVM DEX's, Aero owns about 12% of VOL nearly ~50% of REVs.
A better framework for evaluating tokens is here.
Token Revenue: A token's direct claim on protocol value — distributions, buybacks, and burns.
Token Emissions: The costs token holders subsidize — public (incentives, etc) and private (unlocks, etc).
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It is more clear than ever that everything that can be tokenized will be -- and sooner than many believed.
Onchain exchanges will benefit tremendously, but spot exchanges have yet to have their Hyperliquid moment.
However, Aero's share just hit a ATH as its big expansion looms.
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If you are bidding 3rd derivatives KOL memecoins in the year of our lord 2026 I don't even know what to tell you at this point
Do you think Fable misses us too? 😭😭
It is more clear than ever that everything that can be tokenized will be -- and sooner than many believed.
Onchain exchanges will benefit tremendously, but spot exchanges have yet to have their Hyperliquid moment.
However, Aero's share just hit a ATH as its big expansion looms.
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70% more volume. With <10% of the TVL.
18x the capital efficiency of the next-best pool.
$ETH liquidity goes further on Aerodrome ✈️
Andy says we are fully in the era of valuing tokens based on formulas like this.
"Don't let yourself get offsides on tokens that do not generate you value as a token holder. It's just not worth holding."
"We're looking for actual setups that give us upside in a way that is more than just a good narrative."
"I think the future of the space is firmly heading towards this. That's why we're bullish on Hyperliquid, Lighter, Aerodrome, and many others. But there's not that many others."
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4 charts capture the success of @AerodromeFi's tokenomics
- Inflation rate: 12.7% (down from 100%+)
- $AERO Lock rate: 53.6% (extremely high for ve-tokens)
- Voter participation: consistently 85-95%
- Buybacks: 192.6M $AERO (~10% of current supply)
Bootstrapping community early on paid off, but incentivizing people to stick around by lowering inflation/distributing 100% of revenue has been just as important
The buybacks are a nice touch as well
And $sAERO is next!
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On Aerodrome, LPs can earn swap fees or stake liquidity for AERO rewards.
Deposit and put your liquidity to work today 🛫
CLARITY act hearing July 17th.
