alexander
@wagmialexander
On Aero, token operators will have the ability to direct capital to a markets before they become productive.
This builds deep, anticipatory liquidity that moves faster than what self organizing markets can deliver.
A new primitive for new era. 👇
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Open the hood and kick the tires on Predictive Allocation and our latest DEXOS.
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Slurp. Lock. Vote. Repeat.
1.4M AERO Buyback ✈️
The Aerodrome PGF has acquired and max-locked 1.4M $AERO as part of its market-aware buyback model.
Over 18M $AERO has been acquired and locked this year via the PGF, Flight School, and Relay.
Soon, the Momentum Fund takes flight.
Here's what's next 👇https://x.com/AerodromeFi/status/201477009
Prediction markets are exceptionally good at truth discovery.
Predictive Allocation takes that principle and applies it to a system that is actually productive.
One where individual benefit and efficient resource deployment become the same act.
$PREDICTION MARKETS ARE EXCEPTION
6h vol
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AMMs revolutionized price discovery, but self-organizing marketplaces struggle with capital discovery.
Which is why Aero will launch with Predictive Allocation: capital allocation with the truth-finding power + asymmetric upside of prediction markets.
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We saved the best for last.
See you tomorrow in Cannes.
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In almost every conversation with funds and institutions at DAS they expressed: "we need better tokens".
The last year proved the market is no longer willing to tolerate tokens that don't have a reason to exist.
This year lets put the "fun" back into fundementals.
$IN ALMOST EVERY CONVERSATION WIT
6h vol
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(An Abridged) History of Onchain Markets
First, they were self-organizing.
Then, they were coordinated.
Soon, they’ll be predictive.
A leap from proof of history to proof of foresight.
The purpose of most tokens is to be sold to subsidize the costs of protocols and teams.
Buybacks in this context are at best performative, at worst just more exit liquidity for insiders.
We love buying and locking because the token is useful, not to try to make it look so.
$THE PURPOSE OF MOST TOKENS IS TO
6h vol
$47
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Any predictions? 😏
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An exchange on just one single chain is outrunning the REVs of exchanges that service dozens of chains.
Aero’s expansion can’t come soon enough. 🛫
Lend and borrow is such a brutal business — honestly impressed by founders who take on the overhead.
The question token holders need to ask in light of today is: was I being asked to subsidize an obv recursive upside and now also the obv downside?
Outside of a few non-public investment memos I’ve seen passed around, it seems increasingly clear few if any actually did the math on what we shared in Nov.
This is a big one. 🛫
$THIS IS A BIG ONE. 🛫
6h vol
$47
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