YEdu(@yashascore):Lately there are also alot of smartmoney buying base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 mentions. It is because the alpha around @aeroxyz is becoming a claim on the liquidity allocation layer for onchain assets. So if/when stocks and FX need liquidity before activity arrives, the allocator who predicts demand earliest gets paid. And that is a much stronger moat than simply having the most pools.

YEdu

@yashascore

v2 | Writing uncomfortable truths about money, systems and what we pretend we believe

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YEdu@yashascore

2026.09.18 08:46

Lately there are also alot of smartmoney buying base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 mentions. It is because the alpha around @aeroxyz is becoming a claim on the liquidity allocation layer for onchain assets. So if/when stocks and FX need liquidity before activity arrives, the allocator who predicts demand earliest gets paid. And that is a much stronger moat than simply having the most pools.