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AERO
Aerodrome Finance price

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EricF
Always memecoins go ahead when eth pumps, just look at that pudgy go!
Eth is still the king of alts!
Full disclosure I took some pengu profits yesterday
And why ENS here? Interesting to see what they are doing right now...


EricF
To those still active, I'm gonna write a longer post later 👀
Gonna keep dropping insights from my @0n1Force brain on:
+ Peaq (DePIN infra + real-world rewards)
+ Injective (2018 multi-VM DeFi powerhouse)
+ Somnia (fast L1 for immersive gaming experiences)
+ Kaito + InfoFi (content x capital markets)
And yeah… of course sometimes NFTs I still ape, I’ll explain why.

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kyall
It’s been a long held thesis of mine that Coinbase will continue to push more volume onchain.
First, it was fiat as USDC. Then we got Base L2. Then cbBTC. Then the recent announcement of DeFi access direct to Coinbase wallet.
I expect at Base day today we will get more validation of this thesis. I expect Aerodrome to be the big winner.
Coinbase has accumulated a lot of $AERO which allows them to direct liquidity via bribes. This would allow them to use Aerodrome as a liquidity hub for their incoming perps, via Derebit.
If this thesis plays out, it will be a masterclass by Coinbase. Most companies making billions pa in exchange fees would fall foul to the innovators dilemma. But they will instead disrupt their core business to capture what is likely to be a larger, emerging market.
Disclaimers: Persistence Capital holds $AERO. NFA
Show original1.26K
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Waiting
The only CA sent above


Waiting
I talked to Prison K today, and I plan to slowly shift my focus to non-SOL places
Personally, I am currently the following:
- SOL still has a bit of a position, and the underlying is pinched
- eth/base has fished an old standard, and it is still observing
- The rest of the effort is on Base
==Review SOL==
Because bonk has now walked up a step, superimposed pump coins, and the big mark has been pulled, and those who haven't gotten on the car don't plan to get on, and I can't understand the new disk now
Pump The so-called live storytelling, in my personal opinion, is not very certain, and it is also possible that I have not collected enough information
Believe, I'll steal their @AAARugMaxxing @0xlong_life, and it seems that the B platform is still in a bottleneck period
==Outlook Base==
1. The follow-up main line can be divided into application and hype
The application is to find wallet, farcaster, virtual, clanker, etc., and I have started the wallet line first; For the hype, in addition to the clanker mentioned above, there are actually zora and some of the targets on zora (such as big tomatoes)
- If you hype, there's TBA
0x5aA575Ef240Ff6FfDE8b84565b78e82f4b36590B
2. And after the timeline of all the above starts on 7.16, there is a high probability that there will be a wave of sell the news, short-term pullbacks, and whether to increase positions/buy/hold after the pullback
3. The above 2 is about the application aspect, and for the hype, I think it will happen on zora and clanker, I personally feel that zora > clanker, because zora is more in line with the values of base, but it is also necessary to see step by step; Secondly, I thought that the route of the transaction was aero, and I might also open a long aero at that time
- Possibly long zora & aero
Remaining events:
A: $YNE Grip hair should be cross-chain to Base
b: Base hosted the Onchain Summer, aka hackathon
C: As shown in the figure

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