ethking
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ethking
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Partly True
ethking
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There are still 11 days left before the new version of $AERO goes live on 7 chains simultaneously.
Most importantly, many media outlets still only understand AERO as a Base Dex. The upcoming multi-chain expansion, and the expected growth in TVL / fees, has not been fully priced in.
In addition, the new version of AERO is not just about multi-chain expansion; MetaSwap will bring cross-chain trading, and the built-in MEV value capture can also drive significant fee growth.
On the other hand, the new ARE engine will suppress token issuance to a lower level.
Increase revenue and reduce costs. What remains unchanged is that 100% of the income is still fully distributed to sAero holders.
Most importantly, many media outlets still only understand AERO as a Base Dex. The upcoming multi-chain expansion, and the expected growth in TVL / fees, has not been fully priced in.
In addition, the new version of AERO is not just about multi-chain expansion; MetaSwap will bring cross-chain trading, and the built-in MEV value capture can also drive significant fee growth.
On the other hand, the new ARE engine will suppress token issuance to a lower level.
Increase revenue and reduce costs. What remains unchanged is that 100% of the income is still fully distributed to sAero holders.
Verified
ethking
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Research institutions #CITRINI latest publication argues: Over the past 15 years, blockchain has been searching for use cases. Now it has found one: AI doesn’t care if wallets are hard to use—it needs a financial system that can transfer funds 24/7.
It also provides two asset portfolios: one covers DeFi and infrastructure, and the other corresponds to US stocks.
In the DeFi portfolio, 7% is allocated to $AERO , at parity with HYPE and higher than UNI. This likely reflects optimism about the tokenized stocks and RWA main theme.
It also provides two asset portfolios: one covers DeFi and infrastructure, and the other corresponds to US stocks.
In the DeFi portfolio, 7% is allocated to $AERO , at parity with HYPE and higher than UNI. This likely reflects optimism about the tokenized stocks and RWA main theme.
Partly True
ethking
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$SUI 's latest challenge achieved over 40 million TPS.
By the numbers alone, it is clearly far ahead.
Visa's theoretical capacity is 65,000, while Mastercard's theoretical peak is 20,000.
In actual use, peak capacity is reached very, very rarely.
The key question now isn't whether the TPS is sufficient, but who will use it?
With performance this high, AI payments are really the only use case with a corresponding need.
By the numbers alone, it is clearly far ahead.
Visa's theoretical capacity is 65,000, while Mastercard's theoretical peak is 20,000.
In actual use, peak capacity is reached very, very rarely.
The key question now isn't whether the TPS is sufficient, but who will use it?
With performance this high, AI payments are really the only use case with a corresponding need.
ethking
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Research institutions #CITRINI latest publication argues: Over the past 15 years, blockchain has been searching for use cases. Now it has found one: AI doesn’t care if wallets are hard to use—it needs a financial system that can transfer funds 24/7.
It also provides two asset portfolios: one covers DeFi and infrastructure, and the other corresponds to US stocks.
In the DeFi portfolio, 7% is allocated to $AERO , at parity with HYPE and higher than UNI. This likely reflects optimism about the tokenized stocks and RWA main theme.
It also provides two asset portfolios: one covers DeFi and infrastructure, and the other corresponds to US stocks.
In the DeFi portfolio, 7% is allocated to $AERO , at parity with HYPE and higher than UNI. This likely reflects optimism about the tokenized stocks and RWA main theme.
ethking
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Research institutions #CITRINI latest publication argues: Over the past 15 years, blockchain has been searching for use cases. Now it has found one: AI doesn’t care if wallets are hard to use—it needs a financial system that can transfer funds 24/7.
It also provides two asset portfolios: one covers DeFi and infrastructure, and the other corresponds to US stocks.
In the DeFi portfolio, 7% is allocated to $AERO , at parity with HYPE and higher than UNI. This likely reflects optimism about the tokenized stocks and RWA main theme.
It also provides two asset portfolios: one covers DeFi and infrastructure, and the other corresponds to US stocks.
In the DeFi portfolio, 7% is allocated to $AERO , at parity with HYPE and higher than UNI. This likely reflects optimism about the tokenized stocks and RWA main theme.
Partly True
ethking
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While $SUI was going all out at Token2049, someone pulled out SuiPlay and threw it in the trash. The crypto gaming story they told back then—this version looks like it’s been completely abandoned.
ethking
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$AERO This contrarian rally should have been driven by the news that “the aeroxyz audit engine project has already been completed.” Security is the lifeline of DeFi projects. aero has spent quite a long time on auditing, so we hope everything goes smoothly.
ethking
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On October 21, $AERO 10 the new version was released, and it will enter the Ethereum mainnet.
If all goes well, then it’s $UNI as Dragon 1, and $AERO as Dragon 2.
It might be the most striking presence in the next wave of recovery.
If all goes well, then it’s $UNI as Dragon 1, and $AERO as Dragon 2.
It might be the most striking presence in the next wave of recovery.
Verified
ethking
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$AERO and $UNI have some differences in their operating approach. Aero is more inclined to use voting mechanisms to direct liquidity toward more mainstream and durable assets. Tokenized stocks are clearly high-quality assets. Coinbase keeps pushing tokenized stocks, and Aero indirectly benefits.
ethking
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$SUI 's latest challenge achieved over 40 million TPS.
By the numbers alone, it is clearly far ahead.
Visa's theoretical capacity is 65,000, while Mastercard's theoretical peak is 20,000.
In actual use, peak capacity is reached very, very rarely.
The key question now isn't whether the TPS is sufficient, but who will use it?
With performance this high, AI payments are really the only use case with a corresponding need.
By the numbers alone, it is clearly far ahead.
Visa's theoretical capacity is 65,000, while Mastercard's theoretical peak is 20,000.
In actual use, peak capacity is reached very, very rarely.
The key question now isn't whether the TPS is sufficient, but who will use it?
With performance this high, AI payments are really the only use case with a corresponding need.
ethking
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If there’s USDG on the $ARB network, you can deposit it into the $GMX USD vault. The annualized yield looks quite attractive.
With early incentives, it can reach 15%, which is pretty sweet.
Keep in mind the slippage when swapping to USDG.
With early incentives, it can reach 15%, which is pretty sweet.
Keep in mind the slippage when swapping to USDG.
Verified
ethking
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#Arbitrium now supports native USDG on the network. It's expected to generate tens of millions of dollars in annual revenue. However, $ARB is still just a pure governance token, with no clear value-capture mechanism. It's hard to hold a token like this. I also have no idea what the foundation is thinking—is it just going to keep using ARB for subsidies without ever giving it any utility?
ethking
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$SUI 's latest challenge achieved over 40 million TPS.
By the numbers alone, it is clearly far ahead.
Visa's theoretical capacity is 65,000, while Mastercard's theoretical peak is 20,000.
In actual use, peak capacity is reached very, very rarely.
The key question now isn't whether the TPS is sufficient, but who will use it?
With performance this high, AI payments are really the only use case with a corresponding need.
By the numbers alone, it is clearly far ahead.
Visa's theoretical capacity is 65,000, while Mastercard's theoretical peak is 20,000.
In actual use, peak capacity is reached very, very rarely.
The key question now isn't whether the TPS is sufficient, but who will use it?
With performance this high, AI payments are really the only use case with a corresponding need.
ethking
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Recently, a former BlackRock VP has been relentlessly shilling $LINK . Maybe he knows something; maybe #Chainlink just happens to be the kind of boomer asset that appeals to their crowd.
That said, the next bull market really does look like “the institutions are coming in.” It’s only natural that boomer assets—especially boomer DeFi—are getting attention.
That said, the next bull market really does look like “the institutions are coming in.” It’s only natural that boomer assets—especially boomer DeFi—are getting attention.
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