Why AERO Could Still 3x from Here

Discussed in today’s video:

• Powell’s Jackson Hole speech on Friday is major market-moving event this week. We expect some volatility into and around this event, but dips remain buyable given the broader constructive setup.
• Small-cap/S&P ratio has strengthened, consistent with a weak-dollar backdrop. ETHBTC stalled at long-term resistance but remains well-positioned medium term.
• AERO continues to deliver ~$200M in annualized revenue with token-holder–friendly design. Current ~11.5x fee multiple is still attractive relative to peers.
• Direct integration of Aerodrome into the Coinbase app reinforces our thesis, with upside potential toward ~$4 if fee growth trends mirror prior cycles.

Tickers in this video: BTC