alexander avatar
alexander
@wagmialexander
CEO @dromoslabs | Core Contributor @aerodrome @velodrome
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Three years ago, I was heading to Denver as a contributor to a scrappy little DEX on @optimism No one knew who we were — and we were (fairly) faded by almost everyone we made our case to. Three years later, I’m on a plane again and we’re on the verge of being… undeniable.
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The State of Fundamentals Remain Strong 🛫
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Come feed your agents on pure 100% uncut sugar. The only fully onchain DEX, fully optimized for AI.
The Sugar SDK is designed to make a dev's life easy: Install via npm→ get up & running in seconds Swaps built in→ fetch data & execute trxs Live data→ onchain metrics w/ just one call JS+TS support→ no need to choose upfront or refactor later Speed + simplicity by default.
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Honestly, blessed that each week the market allows me to vote maximally to accumulate more $AERO. And each week give the PGF fund the opportunity to buy back and lock more $AERO. Already, the highest revenue DEX in the market -- with big plans to 4x its TAM in Q2.
856K AERO Buyback ✈️ The Aerodrome PGF has acquired and max-locked 856K $AERO as part of its programmatic market-aware buyback model. More than 160M $AERO has been acquired and locked to date via the PGF, Flight School, and Relay. For more on market-aware buybacks 👇 https://x.com/AerodromeFi/status/2016935022893089
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Aero will unify @ethereum trading experience. No more chain switchers, no more bridges, no more worrying about gas — just select a token and swap. Coming in Q2. 🛫
Aero is set to simplify swapping, bridging and cross-chain aggregation into a unified, streamlined experience. This week, the team is test-driving the new Metaswaps with support for multiple stablecoins and native ETH bridging.
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An incredible write up on what we think will be one of the biggest crypto stories of 2026: Aero’s launch. The most valuable layer of the onchain economy is up for grabs — and it’s time to shake up the board.
Aero DEX aims to fix liquidity fragmentation and dethrone the incumbents
coindesk.com
Aero DEX aims to fix liquidity fragmentation and dethrone the incumbents
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There is simply no other tokens like $AERO: • 100% of revenue flows to token operators • Buybacks are on top of this and dynamic • No team or investor unlocks as overhead Today, it captures and manages the value created by trading on @base.base.eth In Q2, all @ethereum
The Power of Market-Aware Buybacks: https://x.com/AerodromeFi/status/2016935022893089042?s=20
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More and more, projects are realizing the value of building on top of @aerodrome from day one. Deeper liquidity, better execution, aligned incentives. Today, MetaDEXs are the leading infrastructure for Base and the Superchain — in Q2, all Ethereum.
first kickoff.fun launch is cooking. nearly $1M in veAERO locked already. let’s make @base great again, together.
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Really fascinating analysis.
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Valueverse
@valueverse_ai
25d
https://t.co/gRjJ5TvTiw
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wagmialexander
in
FOR YEARS, WE'VE BEEN EMPHATIC T icon
FOR YEARS, WE'VE BEE...
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For years, we've been emphatic that MetaDEX economics are the best in their category -- now we have the data to prove it. MetaDEXs outperform the category leader by: • ~3x on REVs, despite 1/5 the TAM • ~2.6x on Emissions / REVs • ~1.8x on VOLs + FEEs head-to-head
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$FOR YEARS, WE'VE BEEN EMPHATIC T
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There is no second best. 🛫
Locked Tokens = Locked In ✈️ 🔒 ~50% of $AERO supply locked 📅 Average lock duration: 3.71 years ♾ ~95% of locks are auto-max locked ✅ 40,000+ $veAERO holders 🗳️ $445M+ distributed to voters to date
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Claude Code + Cursor means I've built two application to do things no other app does, one iOS one MacOS. I'm not a dev -- this shit is absolutely insane.
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Every additional buyback and lock today by PGF increases the Momentum Funds warchest for Q2. That means more firepower for buybacks / burns, for mergers and acquisitions, and ofc vamping mainnet.
Another week, another buyback ✈️ 453K $AERO has been acquired and max-locked by the Aerodrome PGF's programmatic market-aware buyback model. For more on buybacks and the coming Momentum Fund 👇 https://paragraph.com/@aerodrome-foundation/aero
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MetaDEX dominance is simple: why LP for just 100% of fees when you can LP for a token that represents 100% of fees, liquidity payments, + launch payments. So what do you think happens when the choice on mainnet because 75% of fees vs all the existing REV streams + new ones?
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DEXs generate more value than almost any other vertical of the onchain economy. And two differing visions of ideal DEX economics are now competing for dominance. MetaDEXs service just 1/5 of EVM, but are leading both in absolute REVs and relative REVs vs Emissions.
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