| 00:00 - 00:03 | Aerodrome reached $750M in TVL |
| 00:04 - 00:05 | and Coinbase is rolling out its smart wallet |
| 00:05 - 00:07 | The superchain continues to grow |
| 00:08 - 00:12 | and Velodrome announced its 4th chain partnership |
| 00:12 - 00:15 | veAERO and veVELO remain the most profitable assets in defi |
| 00:17 - 00:19 | They've never been capital efficient |
| 00:19 - 00:21 | we'll always have an edge on swaps |
| 00:24 - 00:26 | My Fuher.... |
| 00:27 - 00:28 | They |
| 00:31 - 00:33 | Velodrome and Aerodrome have concentrated liquidity |
| 00:34 - 00:36 | We'll lose our volume advantage soon |
| 00:53 - 00:58 | Everyone leave except Hayzen, Mich, Martinelli and Nomi |
| 01:13 - 01:15 | I told you Layer 2s were going to be a thing |
| 01:15 - 01:17 | Vitalik said it for fuck's sake |
| 01:18 - 01:23 | And now you let these yokels forking a protocol from Fantom get traction |
| 01:25 - 01:28 | you said they were all hype and marketing |
| 01:29 - 01:31 | That it was just the OP grants |
| 01:31 - 01:34 | That they blew the opportunity to be on Base day one |
| 01:34 - 01:37 | Let's find their teams lending positions and liquidate them |
| 01:37 - 01:40 | How else can they afford to pay these overly aggresive biz dev people |
| 01:40 - 01:42 | Team tokens are locked for 4 years they earn revenue just like all the other holders |
| 01:42 - 01:46 | The VC's then, cut off their funding |
| 01:46 - 01:48 | My Fuher, they've never sold a token |
| 01:48 - 01:52 | It's an inflationary token, it can't work |
| 01:53 - 01:54 | Defi Made Here made that clear |
| 01:56 - 01:57 | It's an unsustainable ponzi |
| 01:57 - 02:00 | Both projects should have been dead at 1 cent |
| 02:00 - 02:03 | But your telling me they managed to come back? |
| 02:04 - 02:08 | 100% of revenue to holders... They should want to get rich and lazy |
| 02:08 - 02:13 | Low float, high FDV, massive liquid unlocks, thats how its supposed to work |
| 02:14 - 02:16 | It makes the rest of us look bad |
| 02:17 - 02:21 | And that Alexander won't let us forget it with his incessant tweeting |
| 02:27 - 02:29 | They'll never beat us in volume |
| 02:30 - 02:34 | We own all the bots and professional market market makers |
| 02:34 - 02:36 | They think they can do it with retail LPs! |
| 02:41 - 02:42 | Media doesn't cover them |
| 02:43 - 02:47 | Bankless talks about BASE and Optimism all the time |
| 02:48 - 02:53 | But they never mention Aerodrome or Velodrome |
| 02:54 - 02:56 | I told you to have Defi Moon take them down |
| 02:56 - 02:59 | Don't people listen to him anymore? |
| 03:00 - 03:02 | Adam Cochran can't speak about them without hell freezing over |
| 03:04 - 03:07 | It's okay Solidly v3 has better tech |
| 03:14 - 03:16 | Kain told me these guys were jokers |
| 03:19 - 03:23 | We were very mean to them in degen trading |
| 03:25 - 03:26 | They were supposed to quit |
| 03:31 - 03:33 | Velodrome... grindset |
| 03:40 - 03:46 | I can't believe Token Brice might be right, he's going to be insufferable |
| 03:46 - 03:49 | They'll keep posting those stupid revenue charts |
| 03:53 - 03:56 | We'll never hear the end of it |
