AERO (AERO)

I think $AERO announced its ETH mainnet migration too early. On top of that, it failed to launch on Robinhood Chain while $UNI did. Aerodrome seems too focused on technical development and not enough on business development, partnerships, and broader integrations. Moving forward, those are the things that will separate native crypto projects from the rest. The tokenomics matter, but full execution matters more. In the short term, Uniswap clearly won here, and the market reaction shows it.

Millions burned every month just to stop liquidity from walking out. Every protocol on this list is telling you something it won't say out loud. Top protocols by 30D incentive spend: 1. @AerodromeFi — $9.9M 2. @zinc_cash — $3.91M 3. @ORE — $3.35M 4. @MIM_Spell — $2.06M 5. @CurveFinance — $1.96M 6. @NestExchange — $1.17M 7. @PancakeSwap — $843K ganic liquidity stays without being paid. Everything on this list is rented, not owned.

📺 AERO - MAINNET ETHEREUM LIVE 21h00 ⬇️ ▶️ https://t.co/uKoeUJA5Fn https://t.co/3zDw4eTSRn

LATEST: Binance lists Aerodrome token AERO The addition to the exchange expands access for the DeFi project https://t.co/PFXb1HejMJ

Discussing the new listing of Binance $AERO On 16 Mart I mentioned that it is a good and quality project and that it is in my portfolio. Even in this bad market, the price I shared is still %15-20 higher. But this listing makes me take a step back, requiring me to be cautious.

4/ look at aerodrome USDC-AERO right now, 27.9% APY on $25M TVL. sounds fat until AERO rips 3x vs USDC and IL eats a chunk of that yield. same story on uni v4 ETH-LINK at 18.1% APY, LINK moves independent of ETH and the pool rebalances against you

$AERO Closed at a loss -0.8R

Aerodrome base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 will be listed on the Binance exchange on July 17th https://t.co/fg8Bhqx4YL

Gm web3. Something I've been chewing on this weekend. The market don quietly change its scoring system, and I don't think enough people caught it. Two or three years ago, a Binance listing was the finish line. Announcement drops, chart go vertical, everybody celebrates. Partnerships, exchange listings, big-name backers, these were the catalysts we all traded on. Look at the timeline now. Tokens dey get listed on the biggest exchanges in the world and the chart no even blink. Yesterday I watched a major listing do absolutely nothing to price, and honestly, that no be a tragedy. Na progress. Because wetin the market dey respect now na different: Is anybody using the thing? Does fee flow exist? Would this product matter if the ticker disappeared tomorrow? Those na the questions wey dey price in before any exchange shows up. By the time the listing lands, the market don already do its homework. If you're a builder, this na the best news possible. The game don shift from who you know to wetin you shipped. You no need to chase announcements anymore, you need to chase users. That's a game where a team from Lagos fit compete with a team from San Francisco on equal footing, because usage no dey check your passport. If you're a project surviving on announcement pumps though, this cycle go be a long one for you. Build things people use. Everything else don become decoration. Have a productive weekend. 🐦‍⬛