Fun fact:
$PUMP has made more in fees than $HYPE for 8 out of the last 12 months.
So far in January, Pump has generated $94m in fees vs Hyperliquid at $62m
At $1b marketcap vs $9.5b, $PUMP is undervalued imo
Longed $PUMP here.
Thesis:
- Pump reclaimed range low
- Pump avg weekly buybacks rival Hype's while trading at 1/7th the market cap
- In the last month, buybacks have increased steadily each week from 5.9m - 9.6m
gl to me
Next good new thing??
ref to join: trade.xyz/?ref=ZEOROZIMB
![Trade[XYZ]](https://pbs.twimg.com/card_img/2112816609152630785/Dw2CluSY?format=jpg&name=800x419)
2x from entry. coinbase announcement sent it up 20% today :) nice to see a thesis play out
$AERO chart looks nice. reclaimed range low and bouncing.
thesis: eth outperformance over next 6 months starts a base szn and more wrapped assets causing trading volume/fee surge
xitter.gq/jessepollak/status/193…
$AERO almost 3x from entry
30% increase in fees from coinbase allowing only 5% of users to trade directly on-chain
job's not finished
xitter.gq/AerodromeFi/status/196…
Coinbase DEX Integration went live on 8/8
Aerodrome volume 2 weeks before: 8.7B
Aerodrome volume 2 weeks after: 11.3B
A 30% increase in a matter of weeks––with DEX trading only available to 5% of @coinbase users
Buckle up.
vibe coded an impermanent loss tracker for my hyperswap pools with Cursor in about 45 min tonight
pretty amazing how good these ai tools are getting
realized i need to be way more on top of the new shit coming out
$AERO chart looks nice. reclaimed range low and bouncing.
thesis: eth outperformance over next 6 months starts a base szn and more wrapped assets causing trading volume/fee surge
xitter.gq/jessepollak/status/193…
feel free to trade the war, but no need to gloat about entries or make jokes in bad taste.
it's more than just numbers ppl
$AERO thesis becoming clearer. up 18% today.
"We will be integrating DEXs from @base directly into the main @coinbase app, enabling Coinbase users to access and trade millions of assets onchain."
xitter.gq/AerodromeFi/status/193…
$AERO chart looks nice. reclaimed range low and bouncing.
thesis: eth outperformance over next 6 months starts a base szn and more wrapped assets causing trading volume/fee surge
xitter.gq/jessepollak/status/193…
