Investor. Active portfolio: Avax, Aave, Aero, Arena, Salvor, Blaze! Feel free to FOLLOW but posts are NFA, DYOR.
Joined April 2020
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I sold my flat in 2015, moved to Japan, lived there for 3y. Joined all tech events in Tokyo btw 2015-2018. I learned a lot about blockchains, i lost money in 2018 dump, I started following @el33th4xor. Sometimes i wondered why i was in Japan anyways. Now i am all in for $Avax ❤️
Avalanche is very quiet.
I've been expecting some great news since the Summit but nothing till now.
And news like below is a bit disappointing as Avalanche is literally the only one talking about tokenization from the very start of the network years ago.
It seems like the lunch is being eaten while we salivate :)
Let's see how things unfold 😓
Maybe I've made a wrong bet after all 👀
It's a possibility, small but yeah still ... 👊
And the Oscar goes to ...
Avalanche’s institutional tokenization ecosystem now supports over $3.4B in tokenized assets, as NYSE evaluates its blockchain infrastructure for tokenized stock trading and settlement.
However, no final chain selection has been announced, while Evergreen Subnets target regulated financial applications with permissioned access and compliance controls. 🏦⚡
tronweekly.com/avalanche-3-4…
This is Aero's share today in largest 6 chains by DEX Volume.
Look at ETH, RH, ARB increase, unbelievable.
Look at the Global share 18.2% 👀, it just keeps increasing.
Well done to AERO team.
I am in $Aero accumulation mode and I want $Aero to give more opportunities on the downside however it's hard not to see how well they are doing after going multichain.
Aero's multichain expansion is off to a pretty impressive start.
Just look at how DEX volume has evolved since October 22:
> Ethereum: $10M → $56M (+460%)
> Robinhood Chain: $24M → $59M (+146%)
> Arbitrum: $3M → $14M (+367%)
Base still dominates in terms of fees, but what's particularly interesting is that Ethereum and Robinhood Chain are already generating more activity than Optimism, where @VelodromeFi has been operating for years.
The chart uses a logarithmic scale, but the growth is still pretty insane.
Really impressive to see how quickly @aeroxyz is gaining traction across multiple chains.
i have to tell you this, i've been using ethereum, base, robinhood lately a lot and realizing once again that user experience on Avalanche is way ahead of all of it.
It's insane how seamless Avalanche is and how irritating all the others are, but somehow the liquidity is with others, i dont get it.
You guys already know that I love $Avax & $Aave and holding heavy bags in both.
I’ve been thinking to add a DEX to my main portfolio for sometime and now I think i know which one 👇🏻
✅$AERO,
✅it’s is THE only legitimate Uniswap competitor trading at ~4.6x lower FDV (~$1.34B vs ~$6.2B),
✅It dominates volume on Base/OP, has the upgraded ve(3,3)/Predictive Allocation + Slipstream tech that routes a high percentage of fees to stakers,
✅It is now multi-chain including ETH,
✅30-day holder revenue is already roughly matching Uniswap’s despite the much smaller size,
✅Team (Dromos) and community are proven,
✅The discount on FDV + fee alignment is the core bull case,
✅Emmisions/dilution remain the main offset to watch but since I hodle mid to long term it actually is an advantage for me to accumulate more.
So my main bags; L1 $Avax, DeFi Global Credit Layer $Aave, DEX Global Liquidity Layer $Aero
Will try to survive the winter and hodle all three into Valhalla 🚀
Not financial advice. DYOR.
“ Aave is a tens of billions $ company “
Easily 👍
$AAVE already has about 30% market share, and Milk Road analyst Martin thinks tokenization hands it a lot more
"The bull case for AAVE is just easy to make"
His logic: as stocks, treasuries, even houses move onchain, people lend them out, and "liquidity begets liquidity"
Revenue isn't there yet. He has Aave around breakeven today
If that future plays out, he sees a "tens of billions company" in no time
FT @m0xt_ @KyleReidhead @BitcoinJesusETH
I am new to Aero community and trying things last few days while also accumulating $Aero which I like better and better everyday.
However I was almost caught up with a scam in below TG channel which looks pretty legitimate with thousands of users. I was trying to simply stake $Aero in brand new staking site.
But since there are old tokens and new tokens in circulation at the moment if you got old ones you need to upgrade them and that’s where I was almost hooked up with a scam.
You should only upgrade from the legacy official site, there is no complicated node fixing or mumbo jumbo which is used to scam people in this TG channel.
Be aware 👋
very important inside info.
dems went too far as it always happen everywhere with complacency.
and here we are everyone is fucked up.
I’m telling you how the democrats took 98% support from the tech/finance/business/media communities and gifted it to the @GOP
Joe Rogan, Elon, Chamath, Larry and Sergey, Zuck and every leader in tech not named Peter Thiel was 100% behind Obama and even Hilary
Then dems vilified anyone who didn’t meet their insane woke standard, and Bernie, Biden, Warren and Kamala started attacking builders instead of working with them.
That’s how we got here, the left kicked us all out of the party and the GOP encouraged everyone to come into their tent ⛺️
I tried my best to keep my friends moderate and independent (like me), but it was impossible because of the lawfare.
This is just an accurate, insiders account from someone who watched it happen
My hope is @RahmEmanuel can be the moderate voice of reason and bring the Democratic Party back to its senses
Aero stocks earning time!!!
MSFT + GOOGL on the 28th and AMZN on the 29th
Staking in these, let's see if volume responds to earnings.
