@faircaster
conviction note: $AERO
the setup
@aerodrome is base's liquidity layer. ~60% of DEX volume, $650M+ TVL, $200M+ annualized fees — 100% to veAERO lockers. no team take, no treasury skim.
$0.37, $343M mcap. 41.2K lockers have ~50% of supply locked, average 3.71 years. people aren't flipping this.
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