Starting to see a few smart traders talk about this one, and I agree it’s one of the best larger-cap r/r on the board right now. - Aero is leading every DEX in tokenized stock volume, this is the meta of the cycle. - Elysium and Kinetiq are the hottest narratives in the market, and we are T-48h till launch. If Elysium smashes it out of the park, Aero is the obvious beneficiary as volume and revenue flow through it. This is the cleanest larger-cap way to play that. Remember the UNI trade for RH? - Just two weeks after the V2 launch, trading fees on the new chains have already 2xed. - Fees across all chains grew 20% on the week, and have bypassed rewards past few days, this is an important flip. - Predictive allocation is the most underrated mechanic in DeFi. Other DEXs pay LPs based on last week’s volume, while sAERO allocators direct emissions to pools before the volume arrives. Liquidity shows up ahead of the catalyst, spreads tighten, and more fees flow to stakers. As more RWAs come onchain with scheduled catalysts, no other AMM can copy this. MOAT, Complex text - opportunity. The bigger picture bet is that, with all of the above, people start to see that Aero can really eat into Uniswap, which trades at more than 5x its market cap. That growth is the real case here, and there are plenty of catalysts lining up to close the gap.