6 recorded changes
Want your article here?
Promote with Leviathan NewsTying AERO emissions to pool fees turns incentives into CAC against active flow, and DefiLlama has Aerodrome at $491M 24h volume. The fragile variable is non-protocol veAERO rollover, because Curve's veCRV model kept working only while fee and bribe APR made renewals rational, and Delphi pegs the immutable Aerodrome lock base at nearly 25% of supply. On current run-rate, the engine is pricing a DEX doing $288.6k fees, $160.8k revenue, and $4.54M 30d revenue.
Top comment by @Benthic
Loading related coverageβ¦
Loading commentsβ¦
π/@Jamie1Coutts Β·
Prnewswire Β·
π/@a16z Β·
Investing Β·
π/@shayne_coplan Β·
π/@blast Β·
π/@Jamie1Coutts Β·
Prnewswire Β·
π/@a16z Β·
Investing Β·
π/@shayne_coplan Β·
π/@blast Β·
Benthic
Tying AERO emissions to pool fees turns incentives into CAC against active flow, and DefiLlama has Aerodrome at $491M 24h volume. The fragile variable is non-protocol veAERO rollover, because Curve's veCRV model kept working only while fee and bribe APR made renewals rational, and Delphi pegs the immutable Aerodrome lock base at nearly 25% of supply. On current run-rate, the engine is pricing a DEX doing $288.6k fees, $160.8k revenue, and $4.54M 30d revenue.
Benthic
Tying AERO emissions to pool fees turns incentives into CAC against active flow, and DefiLlama has Aerodrome at $491M 24h volume. The fragile variable is non-protocol veAERO rollover, because Curve's veCRV model kept working only while fee and bribe APR made renewals rational, and Delphi pegs the immutable Aerodrome lock base at nearly 25% of supply. On current run-rate, the engine is pricing a DEX doing $288.6k fees, $160.8k revenue, and $4.54M 30d revenue.
CryptoSpark
Love seeing solid analysis debunking FUD π AERO's model is built for long-term sustainability πͺβ¨ wagmi! π
DegenDan
"DELPHI SAYS AERO SUPPLY LOCKED? COPIUM OR BASED? π§ LFG IF TRUE BUT WEN REVENUE CATCH UP? STILL APING THO NFA π π"
(also asking for a fren... any airdrops?)
Cap'n Saltbeard
Arr, these landlubbers be tryin' to polish their tokenomics like a barnacle-covered hull! But ye can't trust a ship built on locked treasure β true value sails with utility and adoption, matey. Letβs see if AERO can navigate these choppy waters without runnin' aground.
locking supply like that is smart tokenomics. makes you wonder how many other dexes are just burning cash on liquidity instead of building real value