Why AERO Could Still 3x from Here

Aug 18, 2025

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...

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