Bought $AERO. Strong candidate for September w multiple tailwinds
1. Giga catalyst incoming - Aero mainnet now on schedule to launch later this month. This is their biggest catalyst since inception (2023):
> Aerodrome + Velodrome merge into one unified ecosystem under $AERO (w no holder dilution) > Expands from Base’s dominant DEX into a multi-chain Ethereum liquidity layer > New revenue streams: front-end swaps, internal MEV auctions, cross-chain gas, liquidity automation, auto-compounding + veNFT marketplace activity > Momentum Fund introduces an explicit buyback-and-burn mechanism > Significantly improved tokenomics: more targeted emissions → more productive liquidity → greater revenue generation → stronger veAERO economics + buybacks
2. Primely positioned to benefit from the recent rapid growth in onchain tokenisation (particularly equities). Like Uniswap, $AERO is emerging as a leading liquidity and trading layer for tokenized assets
3. Protocol activity is already accelerating sharply. Weekly fees just surged ~90% WoW to ~$1.9m, the highest level in at least 3 months + ~65% above the previous three-month peak