Wilson

@CryptoCypherNow 🤫

$Aero's internalized MEV auctions means more 💰 for holders. 🧵 MEV Leakage on Base is likely 👉 ~5–12% of fees. After expanding to Ethereum mainnet: 👉 that MEV layer likely grows to: 👉 ~15–30% on top of fees Key point: this isn’t replacing fees, it’s adding a second revenue stream that scales with execution complexity. There's talk of a @blockworksres estimate that MEV revenue could be as much as 100m-200m in a year! Thats 30%-60% of @AerodromeFi current market cap 🤯

I feel intensely our industry is about to have its “product moment”, but you won’t recognize it. At @Apple, I learned how “we” conquered the world making complex tech accessible. At @DromosLabs, we get to make complex economic systems accessible. Shared systems, shared value.

Bold prediction: DEXs will over take the majority of trading volume in crypto by 2028.

In the last week, Aerodrome was the #1 revenue generating DEX onchain. Distributing as much to holders as the next 4 DEXs combined. And with Aero, more revenue streams are coming.

aerodrome generated $6.58m in fees over 30 days, ranked #1 DEX by revenue, and the token is down 29% since january. protocol growth fund bought back and max-locked 180m+ AERO for 4 years in march. momentum fund goes live Q2 shifting from lock to outright burn. the velodrome merger details drop april 1 and the market is pricing this like execution risk when the supply removal already happened and can't be reversed. $300m market cap on a protocol doing $80m+ annualized revenue with deflationary supply mechanics kicking in next quarter. bear case is 1 billion. believe in something

@MargincalledG @CryptoCypherNow @wagmiAlexander

@CryptoCypherNow @wagmiAlexander Everything Alex drops is a tease in our heads lmfao

Super interesting read on PropAMMs. 0x.org/post/propamm-s…

If executed as planned, the deep value zone we had for months will hurt when looking back for those not positioned. $AERO

All liquidity across Ethereum Routed through One place Soon.

@MilkRoad x.com/WilsonSovereig…

Saylor and Chamath just had a very public fight about what AI does to capital markets. Worth understanding the full argument. Chamath's thesis: AI destroys corporate moats. If any competitive advantage can be replicated or eroded by AI, companies deserve lower multiples - he's talking 2-7x free cash flows instead of the sky-high premiums tech has commanded for years. Capital rotates toward durable physical assets that AI can't touch. Things like farmland. Saylor's counter: If moats are temporary, the ultimate safe haven is an asset that has no moat to destroy. Bitcoin is scarce, neutral, and immune to AI disruption. Fixed supply of 21 million coins. It can't be replicated, trained away, or made obsolete. His thesis (surprise, surprise): $BTC is the primary beneficiary of this rotation. Then Chamath threw a wrench in it. He said Bitcoin would need to be quantum resistant first. Saylor's response here was actually pretty sharp: Quantum computing doesn't just threaten Bitcoin - it threatens the entire digital stack. AI systems. Cloud infrastructure. Banks. The internet. If quantum breaks cryptography, everything upgrades together. Bitcoin isn't a special target. Chamath didn't move. A store of value has to be 100% hack-resistant. Binary requirement. Not negotiable for that use case. Where it all shakes out? Chamath's AI-compresses-multiples thesis is probably correct. Saylor's digital capital argument likely gets stronger if that thesis plays out. The quantum debate is a distraction for now - we're years from it mattering. $BTC just hit ~$76k. The market's already voted.

As @jvisserlabs says, Bitcoin is the purest AI play

Aerodrome's FX spot volume surpassed all other chains combined, accounting for nearly two-thirds of total volume. It was just for two days, yes, but Aero consistently accounts for 40-50% of all onchain FX spot volume. Absolute numbers are still lacking (<$1B in monthly volume over the last 4 months across all chains), but that's more a function of the limited number of non-USD stablecoins.

Everyone is bullish Stablecoins and RWA adoption but few own the obvious picks and shovels play. $AERO

The world is coming onchain. And we're building the infrastructure to lead it.

Bears sound smart, bulls make money

@Kaloh_xyz @indexy_xyz Thanks for the transparency Kaloh

Hello Quants, I want to share an important update about @indexy_xyz and where things stand. Over the past months, we moved fast: - Opened Closed Beta for index exposure in November - Revamped UI and token pages in December - Launched Ports wallet tracking in January - Introduced Premium subscription in January - Released the first agentic index via our agent i in February - Shipped agent infra (MCP, skill, API) in February - Added support for ERC 8004 and x402 in February We launched and tested many features. After running the Beta, reviewing usage data, and speaking with many of you, it is clear that the current structure is not sustainable for a bootstrapped team. Revenue has not been enough to support the infrastructure and operational complexity required to maintain the data pipeline, trading, wallet infrastructure, and everything around it. Rather than slowly running out of resources, we are resizing the project. New Structure Indexy will continue as an analytics and intelligence platform focused on: - Supporting agents with high signal strategies and providing the right skills for their use - Curating high quality indexes, with emphasis in RWA segments (xStocks / Ondo) - Tracking and discovering onchain segments and ecosystems Over the past months, this has already been the main focus. We are removing traditional execution heavy components and concentrating on what the space demands. The future is agentic, it is an exciting new area. What We Are Sunsetting To reduce costs, we will sunset: - Indexy Wallet - Beta UI trading - Ports If you have Beta access, you will have time to withdraw. We will communicate clearly via email and inside the UI over the coming weeks. What Does Not Change - Agentic infra to create, manage and access (MCP, skills, and API) - Manual index creation - Indexes Analytics - All existing indexes - Premium subscription and the $i burn mechanism About $i The current state is not what we originally hoped for. Market conditions have been difficult across the board, which makes it extremely hard to bootstrap Indexy. Two important reminders: - I have never sold $i. - The original 30% locked allocation remains untouched. This restructuring isn't about giving up, it's about reducing costs so the project can continue to add value rather than shutting down completely. The token remains tied to subscriptions and the burn mechanism. Over the past year, I have worked on Indexy almost daily. @LopezOnchain and Erick have also put tremendous effort and passion into building through a difficult market and limited resources. I am proud of what we have built and the value Indexy adds. Thanks to all of you who have supported the project with your feedback and are still here. That means a lot. As always, I am available for constructive conversations. Feel free to DM for index ideas, suggestions, or if you need help setting up an agent / understanding the agentic space.

Liquidity can't be vibe coded or printed. If you share 100% of the total value accrued by a scarce resource in the era of AI abundance, there's no attack vector and you will thrive. That's #AERO

Q2

@MargincalledG @jack_anorak they are this guy

@jack_anorak It is actually crazy when I see people celebrate revenue of a project but the project does not share that revenue. What are you even celebrating lol?

in many cases, crypto IR is kinda larp, like -- why do i care about your operating performance when the thing I can invest in doesn't see any value? it's great that you're getting growth. i'm sure it must feel fantastic as you continue to dump your tokens on my head

Gunpowder was created as medicine and then used for fireworks. 500 years later someone put it into a canon and demolished the best fortification of the time, the fall of Constantinople. The tech was there, but not used in a revolutionary way. That's the state of tokens today.