ethking

Verified

#Arbitrium now supports native USDG on the network. It's expected to generate tens of millions of dollars in annual revenue. However, $ARB is still just a pure governance token, with no clear value-capture mechanism. It's hard to hold a token like this. I also have no idea what the foundation is thinking—is it just going to keep using ARB for subsidies without ever giving it any utility?

ARB-8.33%

Verified

$SUI Partnerships keep coming one after another, but the market is a different story. The SUI Foundation #MystenLabs and #googlecloud officially announced a partnership to build VAA, an evidence layer for enterprises.

GOOGLB-0.72%

The dominant force in the next bull market will be institutions. The narratives that seem most certain right now are stablecoins, tokenized stocks, RWA, and AI. By this logic, those likely to benefit include market-tested DeFi and infrastructure essential to decentralization, such as $UNI $AAVE .

ethking

Recently, a former BlackRock VP has been relentlessly shilling $LINK . Maybe he knows something; maybe #Chainlink just happens to be the kind of boomer asset that appeals to their crowd.

That said, the next bull market really does look like “the institutions are coming in.” It’s only natural that boomer assets—especially boomer DeFi—are getting attention.

AAVE-5.30%

UNI-10.72%

$SUI #basecamp They've made the scene look like a blockbuster movie. I hope it's a comedy, not a thriller.

ethking

$SUI I don't know whether they'll pump the market, but they're definitely willing to spend big on the event. Whether they can attract any suckers is another matter.

$SUI I don't know whether they'll pump the market, but they're definitely willing to spend big on the event. Whether they can attract any suckers is another matter.

ethking

$SUI is said to be Sui #basecamp ’s conference venue? So wealthy? At least pump it then 😅

Partly True

Since $AERO launched 3 years ago, it has distributed a total of $500 million in revenue. It's worth noting that Aero's revenue is distributed only to participants who lock their tokens and vote, making it less friendly to short-term players.

$LINK AI really knows a lot now.

ethking

$LINK In front of BlackRock VP said, “Your $LINK isn’t enough!” Although he refused to explain further, maybe he knew something.

LINK-4.37%

$LOFI is one of the few #meme projects that continues to build in the $SUI ecosystem. Although it has surged recently, Sui memes are just not popular enough. Hard to pull the trigger.

Bullish

Verified

$LINK is doing better too. Recently, #Chainlink has been repeatedly reported to be cooperating with U.S. regulators in various ways.

LINK-4.37%

$LINK In front of BlackRock VP said, “Your $LINK isn’t enough!” Although he refused to explain further, maybe he knew something.

LINK-4.37%

There is no doubt that $AERO and $UNI have a competitive relationship, but in fact each also has its own outstanding advantages. For new coins, especially memes, Uniswap’s price discovery mechanism is clearly superior. But for long-lasting, high-quality altcoin-turned-stocks, Aero has many advantages.

ethking

$AERO and $UNI have some differences in their operating approach. Aero is more inclined to use voting mechanisms to direct liquidity toward more mainstream and durable assets. Tokenized stocks are clearly high-quality assets. Coinbase keeps pushing tokenized stocks, and Aero indirectly benefits.

$AERO The tokenized stock trading volume has reached $1.5 billion—about a little over a month. This figure isn’t particularly large, but tokenized stocks are the trend, and there is still a lot of room for growth ahead.

$SUI is said to be Sui #basecamp ’s conference venue? So wealthy? At least pump it then 😅

Citi and Coinbase news actually has a fairly big connection to $AERO . Citi uses Coinbase’s stablecoin, and has a strong relationship with the Base chain. And Aero is the largest DEX on Base. Of course, these kinds of benefits are indirect and huge—they won’t show up immediately in the coin price.

COINB-4.92%

Does $AERO also count as a buyback narrative? Buybacks are truly happening, but at the same time there has also been continuous share issuance. This kind of economic model is quite mentally taxing. You need to do deep calculations and constantly track and calibrate the trend of the data.

$AERO ranks near the top on the gainers list, but the 24-hour spot increase is still quite small. It seems the main battlefield isn’t here. From another angle, is there a huge information gap here?

ethking

$AERO new official announcement: it will be fully launched on October 21. The surprise is that the launch adds two hot chains, #Robinhood and #Arbitrium , for two days. According to official expectations, after the new version goes live, it will take up a larger share of EVM transactions.

Verified

ethking

$AERO official has started posting and laying the groundwork.
What’s奇妙 is that in this teaser video there are a few frames with a green background. Even though it flashes by, the color feels all too familiar.
Could this be hinting at something?

ARB-8.33%

Partly True

ethking

$AERO The next actions will be a bit bigger.
A new code release; expansion to the Ethereum mainnet; a new voting mechanism; cross-chain swaps. In theory, on one hand, it will expand the market share across the entire #EVM chain (thereby capturing more fees). On the other hand, the new voting mechanism and the issuance mechanism will also bring better cost-effectiveness.