0x_DanW
@0x_DanW
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CFO @ ****** Labs | @aerodromefi | @velodromefi
Joined February 2022
The sheer amount of cooking at ****** labs right now… The market just caught up to things like “value to the token.” That’s table stakes, built in our DNA. We’ve spent the last year thinking about what’s next. Keep yapping about fees < “infinite”emissions. See what happens.
The first Community Launch made Aerodrome the #1 revenue DeFi protocol in its debut. ...maybe it's time for Round 2.
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Trad Fi must be so excited to be trading crypto. On a standard seasonal retrace to the 90 day MA on ETH and SOL crypto natives not only puke our bags but get leveraged short because the meta is farming perp dexes. Just stop buying for a couple weeks and get everything on sale.
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Most dexes are built around the idea that the daily whim of crypto traders is the best way to fund liquidity to build long-term value for their ecosystem. Seems like long-term, capital- committed, incentive-aligned users would be better at that. Metadexes built different.
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Imagine a network token that doesn’t need to unlock 50-70% of the supply to early investors and doesn’t need inflation to fund L1 validators. 🔥
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Builders 🤝 builders DeFi is a team effort. Everything we've built, we've done with the help of others. As a small token of our appreciation we are donating $450k to the following teams for their help in making Aerodrome what it is today:
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I think there are more mental gymnastics involved in being okay that most tokens are just mascots for a protocol. Their economics are completely independent other than granting the ability to argue in DAOs about how much sell pressure to absorb. https://t.co/yPMCjCKmsS
The mental gymnastics in Aerodrome revenue accounting is legendary Please don’t fall for it
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By contrast, AERO the protocol and AERO the token have the same economics. Holders/lockers face dilution priced by the market for a useful service (LPs) in exchange for all of the revenue from that service in rewards/buybacks. REV/Dilution is the best way to compare tokens.
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Good convo about accounting comps. Our frame is the token holder runs the business. As a protocol, Uniswap generates fees with 0 expenses, an infinitely profitable business. If you center the token, UNI holders have dilution/unlock costs but 0 revenue, infinitely unprofitable.
@jack_anorak Idk why you’re talking about REV Comp is failing when I keep seeing people show in isolation “AERO has a bunch of revenue and UNI has 0, so AERO is better”, my point is its an insufficient comp bc of accounting differences Also I don’t own either token https://t.co/8NL1IIm2i9
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Wonder if the highest volume assets traded via the coinbase dex integration are things no one is talking about yet.
A First of Its Kind Launch: $deJAAA ✈️ Until now, we've only seen DeFi, stables, FX, memes, creator coins, launch on @base Today, all that changes: Introducing the de Range by @Centrifuge, offering the first, freely transferable real-world asset tokenized on @base
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I just think people should read this
While I fully believe in the benefits of crypto (now more than ever) I am increasingly wary and skeptical of the shenanigans of the crypto industry and am compiling a running list of behavior to be wary of. Here are a few: 1. The most likely motivation of a central player
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Welcome to building where people do things like make shit up about your protocol and then shill the same dex model in their paid newsletter. Its tough out there.
"It does not cost anything to lie on the internet." Let me address some of the points raised about the ETH-USDC pool on Fluid DEX. First of all, it's important to note that there is nothing wrong with the DEX's functionality - it is working as expected and like any other DEX.
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I just want to emphasize that the way in which @JackDishman + @clankeronbase / @jessepollak + @base took action is absolutely inspiring. I've been in ecosystems where shit like this swept under the rug or met with indifference. We're building something better on Base.
TL;DR - It turns out that @_proxystudio is our disgraced former teammate @gabagooldoteth. I can personally vouch that @JackDishman had absolutely no idea and handled the situation perfectly. The @clankeronbase team has the full support of myself and the @AerodromeFi team.
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I'm glad on January 20th, 2025 I converted my entire portfolio into EURC and shorted everything against it. Obvious move, really.
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If you launch on @AerodromeFi, it will serve as your tokens primary liquidity and trading hub. If you launch on another DEX, @AerodromeFi will still become your tokens liquidity and trading hub. Might as well just launch on @AerodromeFi.
This week saw 2 major launches on Base: $ZORA & $HYPER. In the last 24 hours, Aerodrome has captured: ~4x the volume on $ZORA ~10x the volume on $HYPER Compared to the competition. Aerodrome—the ideal place to launch on @base.
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Love this view. Shows how insanely tight the margins are.
Verstappen 🆚 Piastri ⚔️ Watch how Max and Oscar's qualifying laps stack up with our ghost car comparison! 👀 #F1 #SaudiArabianGP
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My thanks to @jack_anorak and @wagmiAlexander for coming to class and telling us all about @AerodromeFi, some really cool stuff happening on Base.
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For example, if you want to be taken seriously. Don't claim "exponentially growing 50%+ control" and then post a screenshot showing "45% that has been diluted since TGE". But who wants to do basic arithmetic and understand basic math concepts?
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