The most mysterious of the Base wealth creation events from 2024 was Aero. 2 to 800m in 6 months, eventually to 1.5b. Early on nobody was talking about it on Farcaster though here would be the most obvious place to find alpha about something like that. Feels like everyone missed it but there it was, plain as day, incredibly obvious in retrospect. I wonder if it was more CT people that did well on it. Any early Aero whales here?

icebreaker.xyz/0xen |
https://gallery.so/Oxen/galleries | https://opensea.io/collection/farcats

was maybe a lot of confusion about aero/velo?

Everyone in their discord, many in optimism should have known - as the velodrome guys were omnipresent in governance & also in contact with pretty much all other builders.

I believe many Velo holders bought/got some aero but seemingly no one was super bullish until Coinbase pushed it. Then they got wide buy-in from Twitter, coin/base investors etc.

Prob the Team did very well and rest is very scattered.

I also knew quite a few that were super bullish Velo as top dex on optimism/superchain and didn‘t buy more Velo, later aero too, because they just didn’t like the Teams aggressive behavior in op gov.