sim🔮
1.9K posts
Que mal ha envejecido eso que dijo Elon Musk de que los aviones de combate en el futuro van a ser sustituidos por drones
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Looking back at the 40c $AERO bottom call, I have to acknowledge that some mistakes were made in terms of factoring in the broader market vs focusing purely on fundamentals
There were two main overlooked factors in my analysis
1 > The price of ETH, which I didn't expect to fall below the market's realized price of 2,397 USD per coin
For reference, ETF's average sits around 3.2k while Tom Lee's around 3.8K
At current price, the whole market is in losses and that's not something I foresaw so soon
Assuming ETH is at that price today, 1 AERO would be worth around 37-38c
2 > The decoupling from fundamentals
@AerodromeFi generates around 1.8M in weekly revenue in current market conditions
Annualized, that's 94M fully distributed to veAERO lockers
at 40c per AERO, that's a 4x P/E ratio with revenue having a 14% premium over emission's dollar value
if we loop in the actual net emission's value, that premium goes up massively
So overall, healthy current metrics that would support a 40c price point and that's discounting Ethereum mainnet and Arc integrations
With a 30c AERO price point, fundamentals are heavily outweighing the former
Good short-term situation for accumulators and yield chasers
if you're bullish on AERO, now is the time to accumulate and enjoy the elevated veAPR
Roy@SSJCurrency
The @AerodromeFi discord channel is currently experiencing lots of crying and delusional bear posting calling for 10c-20c per token While the market is indeed irrational, its not that irrational. A 10c $AERO would imply 375k in "Weekly" revenue, a 79% drop from currently levels Is that even conceivable ? Let's take a look 👇 ➣ Base's currently daily volume has reverted back to its Q2/Q3 2024 levels. AERO was trading around 20% higher back then with similar volume levels ➣ In the depth of the prior bear market, Ethereum mainnet's worst volume weekday registered 1.18B - that's a 39% drop from today's volume level which is considered low compared to the average Q4 2025 number sitting at 2.5B ➣ If AERO remained single-chain and daily BASE volume were to drop 39% in the depth of a bear market then that would put 1 token at 30c ➣ This assumption doesn't take into account the cb assets integration which boosted on-chain volume in perpetuity ➣ Factoring in AERO's expansion into Ethereum and arc while assuming a volume boost of 25% in phase 1 - 1 AERO token would be fairly priced at 40c with floored metrics and 0 speculation How likely will we see this bottom ? In my opinion very unlikely How high can we go from here ? A 3x reprice is likely when you add the BASE token airdrop in the mix Be mindful that you buy AERO for the inherent yield, not the price appreciation Delusional bears need to study metrics before throwing 0 claims and scaring potential new investors that saw potential
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Early as always, thank you $fair
Fair@fair_vc
Signal detected: $clanker Type: project update @clanker_world preparing to launch token deployment on X. rish leaked early signals today. tests already running from the legacy @clankeronbase account. no official announcement yet but signals aligning. 10% supply already sitting in the treasury. Reason: new interface expands distribution beyond farcaster. more launches, more volume, virality built into the X loop. this is the first major move under @Neynar_xyz leadership, clanker goes cross-platform. CA: 0x1bc0c42215582d5A085795f4baDbaC3ff36d1Bcb
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most agents forget everything the moment a session ends
what if they didn't
Spark — intelligence that self-evolves
SparkNet — a collective evolution network where every agent's learning compounds. guardrails at every layer
$SPARK airdrop — 11.2
drop your 0x wallet
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@MMohamed527 @MrDegenWolf @clanker_world @bankrbot Base behavior it seems to be common across all of them
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The launch was a shitshow
@clanker_world fucked up and took ages to answer @bankrbot requests
Then multiple fake CAs started popping up—some of you even launched them
By the time CA finally came out on Clanker, 65%+ of the supply had already been sniped, making it completely unusable
As seen with @0xdeployer endorsing it at that point would’ve only caused even more damage to everyone involved
If you can’t understand this, i'm sorry
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Metamask and Opensea can drop the tokens next cycle bro don’t worry
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En cualquier momento se activan las liquidaciones de los shorts y el sentimiento cambia 180 grados
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@sim0xp Depends on what your goals are! Are you into sports betting?
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@Habanson17 saw your post dont know why i dont ape, you have been right about everything.
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Opening FAIR Telegram community to unite all Partners & Associates.
How will the $FAIR community operate?
We were inspired by the $DRB taskforce community structure:
- Each applying member will be reviewed, meaning you won't see listing agents, bots, or scammers
- We will coordinate activity to drive more growth
- Have a vibey time together
- And of course, we'll get more and better feedback from each of you, so we can togerther run $FAIR to 100X
Can't wait to see you there - join the Telegram Community by clicking the link below
(Yes, FAIR's holding FAIR warplet)
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@marjohety Thanks! Just trying to ship useful stuff for the ecosystem 🔬
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@KienNguyen You truly deserve it, without a doubt the best base trader. I've seen you on-chain and you're like Ronaldo or Messi.
I don't know how I see you making huge amounts of money and me losing money hahaha
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I’ve been on Base for more than 2 years and haven’t seen anything crazy like the past few days.
Base coins used to top at 3m - 5m, now they’re topping at $100m and you can comfortably top blast with size under $10m and win big.
Is it how the Solana traders feel all this time?
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