Intellectual property of a procrastinating guy! (9,5)
Smallsworld
Joined August 2014
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Isn’t this the @40acres_Finance interface? @celey93 pls confirm! ;)
The Relayer at @40acres_Finance is so smooth!!!
It’s bloody murder on the charts and timeline, meanwhile on Discord sAERO holders are absolutely giddy — optimizing their allocations, posting triple digit APRs.
Such early days for Predictive Allocation.
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smallballs.eth retweeted
🚨 If you're holding $UNI, you should be VERY worried about what @aeroxyz is doing.
While everyone is distracted, Aero is quietly eating Uniswap's lunch.
Look at AERO's DEX volume market share:
• Base: 75%
• Ethereum L1: 12%
• Robinhood: 22.4%
• Arbitrum: 26.8%
And those numbers are climbing at Uniswap's expense.
But here's what should REALLY terrify UNI holders.
AERO's revenue generated per $1 of incentives is accelerating:
Oct 15: $0.46
Oct 22: $0.68
Oct 29: $0.76
The gap is closing FAST.
What happens when every $1 of incentives starts generating MORE than $1 in revenue?
What happens when other EVM chains start looking like Base, with trading fees flowing to sAERO holders?
And most importantly, what happens when the market realizes AERO is capturing the growth that UNI holders thought they owned?
The difference in strategy couldn't be clearer.
AERO holders are accepting dilution TODAY to incentivize liquidity, capture market share, and build a dominant network.
UNI is prioritizing holder rewards while potentially sacrificing the very growth needed to sustain them.
One is investing aggressively in tomorrow's dominance.
The other risks distributing yesterday's advantage.
The real danger for UNI holders isn't just losing market share. It's the possibility of a massive capital rotation into AERO once the economics become impossible to ignore.
By the time everyone notices, the market may have already repriced both assets.
$UNI holders: Are you paying attention yet?
smallballs.eth retweeted
This is going around as a funny copy pasta, but a lot of people don't understand why Predictive Allocation is such a game changer for on chain LPs and $AERO.
Let's say you're an on chain LP and you think that oil is about to go crazy over the weekend because of rumours that the US will start bombing Iran.
You hop on to Uniswap and see that OIL/USDC has only been paying 30% APR because very little trading had occurred the week prior. The LP fees are backwards looking. You could deploy some capital now, but then you risk only getting paid higher LP fees briefly before wicking out of range.
Then you go over to @aeroxyz and see that OIL/USDC is paying 100% APR in $AERO emissions. The reason is because sAERO allocators are betting that the OIL pairs will have crazy volatility/volume on the weekend right alongside you, and so they've directed their votes to those pools predictively to capture that fee share.
But markets are efficient, so what ends up happening? LPs from UNI pull their capital and move it over to Aero until the rates normalize.
Aero enables emissions to be directed as a forward looking bet rather than displayed as a backwards looking snapshot. This means Aero will attract more liquidity when organic market forces deem it's actually needed, which means tigher spreads, which means more volume routed through Aero, which means more fees for sAERO stakers.
This advantage only gets magnified by more RWAs coming on chain when there are earnings reports and other pre-defined catalysts for volume. sAERO allocators have an economic incentive to dynamically adjust emissions to attract the deepest liquidity before it's actually needed; this is a mechanic that other AMM designs simply can't replicate.
People are not excited enough about predictive allocation.
If @aeroxyz can get that right, there's not a DEX that can touch them on efficiency.
Hey @AggrendWoW,
Could Natural Instincts grant Spell Power instead of just Spell Healing?
With Thorns scaling off SP, this could create synergy for Feral Druids, especially Bear Tanks.
Would love to see this considered! 🌿
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smallballs.eth retweeted
Blizzard's latest WoW Forever patch notes are on the talent calculator now. 222 class changes across all nine classes. Open Patch notes to walk through every one.
talentsforever.com
smallballs.eth retweeted
Coming soon to 40acres: Fixed fee loans.
• Borrow USDC against your sAERO for a set term
• One fee, known before you borrow
• No liquidations during the term
• sAERO first, more assets to follow
Self-repaying loans stay exactly as they are. More details in the coming days.
smallballs.eth retweeted
Eleven days into the merger, Aero’s combined trading history nears $500 billion
The figure includes the full trading history of Aerodrome and Velodrome, which merged to form Aero on Oct 22. The total stands at about $499.6B per DefiLlama, and with roughly $480M traded in the past 24 hours, @aeroxyz $AERO is on track to pass the mark within a day.
Aero runs on seven networks, including Base, Ethereum, and Arbitrum. Over the past 30 days, Aero handled about $17B in volume and paid around $7.2M to sAERO stakers, who now receive all of its exchange revenue.
smallballs.eth retweeted
october on aeroallocator.app: 2,452 visitors and 4,055 page views 👀
mid month it was basically zero. still building every day
new this week:
- phone quick view, best split + one button
- move sAERO across chains
- "what do these words mean" panel
- agents pay per call via x402, first USDC landed
- 2x lighter load
ty 🫡
smallballs.eth retweeted
Ty @Blockworks
Good guy Uniswap Labs inoculated the market to the Binance hacker dumping; they hit the market with that amount multiple times a year...
smallballs.eth retweeted
BREAKING: World's largest crypto exchange Binance hacked with over $5.6 billion stolen:
• $1.45 billion $BTC
• $875 million $ETH
• $234 million $TRX
• $50 million $XAUT
• $1.57 billion $USDT
• $823 million $USDC
• $75 million $WBETH
• $88.5 million $RLUSD
+ $447.5 million additional cryptocurrencies
This is the largest hack in crypto history.
smallballs.eth retweeted
In less than one week @aeroxyz volume marketshare has grown:
0% -> 19.3% on RH
0% -> 18.9% on Arbitrum
0% -> 13.8% on Ethereum
By next week these will likely be in the mid 30% and a month or two from now likely over 50%
smallballs.eth retweeted
The Uniswap cabal must be in full panic mode right now, considering how quickly @aeroxyz is gaining marketshare just a few days post launch.
