AERO (AERO)

• 46% of DeFi on Base goes through $AERO • Approximately $200 bn of annual volume • 100% of fees redistributed to veAERO holders • Coinbase’s DEX feature relies directly on their pools 📊 Valuation vs actual yield: • Market cap ≈ 2.4x revenue • Lock $10,000 in veAERO → ~ $4,167 annual yield (~41%/yr) • Comparison: Uniswap trades at 179x its revenue, with lower volume → for $10,000 deposited, ~ $56 annual yield (~0.56%/yr) • Same activity, valuation gap x74 • The market pays huge premiums for governance tokens without real redistribution

If you invest $10,000 in AERO, you get $4,167/year in actual yield. If you invest $10,000 in UNI, you get $56/year. @valueverse_ai research compares revenue efficiency across major DeFi tokens ↓ Two types of DeFi revenue models: • Fee-sharing: You lock tokens, get paid USDC/ETH directly • Buybacks: Protocol burns tokens, you hope price goes up The results (lower = better value): Fee-sharing tokens: • AERO: 2.41x multiplier • PENDLE: 3.77x • CRV: 6.41x Buyback tokens: • PUMP: 4.31x • HYPE: 15.37x • AAVE: 75x • UNI: 179x What the multiplier means: 2.41x = pay $2.41 today, get $1/year in revenue 179x = pay $179 today, get $1/year in revenue The efficiency gap can be as high as 74x between protocols. The data shows: Fee-sharing protocols like AERO delivered $184M in claimable fees to holders while spending only $26.5M on buybacks. Yet buyback-focused tokens consistently trade at higher multipliers. The thesis: The market overpays for buyback narratives while undervaluing tokens that deliver actual cash w

Added some $AERO too because I heard it goes supersonic this year. https://t.co/Vg8u6ESYXR

according to @DefiLlama base revenue charts, @AerodromeFi and @virtuals_io are sitting in the top 2 for revenue on the @base chain right now a strong showing for @base native DeFi https://t.co/44nmdHdQBq

When I can customize the trading button on @coinbase advanced trading? Need a -10% for altcoins. (-5% won’t do it for me) https://t.co/9McFThbtFl

Good correction for $AERO During bear market, only good team continues to build and thrive when market condition turns favorable. Just like $ETH, $AERO will also go thru detox period when some teams have been leeching off $AERO will be out during bear market. via each iteration, $AERO holders base become much stronger. The thesis hasn’t changed - better dex design than other existing players. - proven to take market share - soon multichain, velo+aero unity. - battle tested and earned trust from CEX and larger community. $AERO is actually useful. Eye on $MORPHO too, i couldn’t been more bullish on @Morpho, multichain expansion not solely relying on @base, loved by Coinbase and defi fund manager.

Looks like some life is coming back into the Base ecosystem👀 We can see this in the 2 biggest players on Base via $AERO & $MORPHO 📊Chart 1 = Daily Active Users on Aerodrome 📊Chart 2 = Active Open Loans on Morpho Here's to seeing some life back in the markets! https://t.co/lyPFZfNvCN

More $AERO filled. When @AerodromeFi ecosystem buyback, I follow along. My fee was $3 - 25% rebate = $2.25 $2.25/5000=4.5 bps lowest in the industry ever. https://t.co/vxEjDlvgng