This is the $AERO dump I've been waiting for to add more.
A ~1 month delay in the Aero upgrade to allow for better Mythos assisted audits is absolutely bullish unless you're just a tourist hoping for a quick pump on a headline.
Binance spot pair wasn't a huge deal (most exchange listing pumps are fades), but definitely interesting to see them finally list it.
The biggest risk is just execution risk and more delays. When it's live vs Uniswap on mainnet, the vamping of volume and fees is an almost mechanical foregone conclusion.
Loaded up more at $0.44, will continue to add into the high 0.30s if it gets there. I'm more confident in $DRV and $HYPE longer term, but I think the setup for $AERO is probably more asymmetric between now and EOY.
I think a lot of DeFi blue chips are suffering from Clarity chances rerating lower, but I think most of these prices will look extremely attractive in 6-12 months.