$AERO is not only core cashflow asset on Base, but also the most evident recipient of Base native token drop.
There are last two epochs of Flight School that rewards newly-locked veAERO with new AERO (coming from real buybacks not emission)
Current one will end at 11th March and approximately provide +23% to your stake (not “APY”. Instantly)
If you will buy veNFT on Vexy, you will spend 250 days to get a cashflow necessary to buy and lock +23% veAERO to your position
Think about that. If you for some reason are bullish on veAERO future, the best option is to act and get Flight School’s +23% for free.
Instruction:
1. Lock AERO -> veAERO
2. Delegate it to Relay or vote yourself.
DO-NOT USE Autopilot(!!) You wouldn’t be eligible for the Flight School after that!!
3. Wait & check your status at official dashboard
https://dune.com/x_drome_analytics/veaero-rewards-program
4. In the meanwhile check stats on our data hub
https://app.valueverse.ai/tokens/aerodrome-finance
There are last two epochs of Flight School that rewards newly-locked veAERO with new AERO (coming from real buybacks not emission)
Current one will end at 11th March and approximately provide +23% to your stake (not “APY”. Instantly)
If you will buy veNFT on Vexy, you will spend 250 days to get a cashflow necessary to buy and lock +23% veAERO to your position
Think about that. If you for some reason are bullish on veAERO future, the best option is to act and get Flight School’s +23% for free.
Instruction:
1. Lock AERO -> veAERO
2. Delegate it to Relay or vote yourself.
DO-NOT USE Autopilot(!!) You wouldn’t be eligible for the Flight School after that!!
3. Wait & check your status at official dashboard
https://dune.com/x_drome_analytics/veaero-rewards-program
4. In the meanwhile check stats on our data hub
https://app.valueverse.ai/tokens/aerodrome-finance
Dune
veAERO Rewards Program | Dune
The industry standard for onchain data. Structured, institutional-grade blockchain datasets across RWAs, stablecoins, tokens, lending, and more. 130+ chains.
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One of examples why revenue dashboards “powered by Defillama” under the hood make no sense
https://x.com/vasily_sumanov/status/2028914404084043865?s=46
Elite level of data analytics is when you feed AI with correct & deep context data
Otherwise it is not reliable and not worth putting any real money in it.
https://x.com/vasily_sumanov/status/2028914404084043865?s=46
Elite level of data analytics is when you feed AI with correct & deep context data
Otherwise it is not reliable and not worth putting any real money in it.
X (formerly Twitter)
Vasily Sumanov (@vasily_sumanov) on X
@DefiIgnas @DefiIgnas, your table:
- doesn't contain bribe income for $CRV which accounts for ~75% of holders' revenue (Defillama doesn't track bribes for @CurveFinance). Multiplier is much lower in reality
- $AERO revenue is incorrect, it is ~$170m Year…
- doesn't contain bribe income for $CRV which accounts for ~75% of holders' revenue (Defillama doesn't track bribes for @CurveFinance). Multiplier is much lower in reality
- $AERO revenue is incorrect, it is ~$170m Year…
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This weekend one Base token is going UP parabolic📈
Why we write about it here? -> It's not a meme, but an asset with a cashflow.
When this cashflow went parabolic, token price followed. Not vice versa.
Token is $BEAN (https://x.com/minebean_)
It's a lottery-style game:
• You need to select one square from 5x5 field (25 squares in total)
• Every minute, there is a round with placing stakes ($ETH)
• When round ends, the winning square is randomly selected
Mechanics (Win vs. Lose vs Fees)
• Winner(s) receive all $ETH deployed minus fees + 1.3 $BEAN emission on each round (1 Bean could be won by 1 player or split between all winners). Also, there is a BeanPot, that accumulates the remaining 0.3 Bean as a jackpot thing.
• Fees: 1% from all stakes, and 10% from $ETH that lost (remaining 24 squares)
• Protocol revenue is this 10% of $ETH that lost
Token value capture: what happens with protocol revenue?
• $ETH is used to buyback $BEAN
• 90% of purchased $BEAN is burnt
• 10% of purchased $BEAN goes to $BEAN stakers as a staking reward
Stats:
• $263k of fees only today, growing from $32k 3 days ago (token FDV now $16.6M, $6.9 liquid mcap at $293 price)
• 7,626 $BEAN is staked earning 463% APY in $BEAN (not emission, purchased using 10% of fees)
• 1.3 $BEAN issued every round (1 minute) and 1.7-2.5 is burnt, meaning net deflation -0.4-1.2 $BEAN per round with average
Valueverse's favorite part:
• Direct cashflow multiplier is complicated to calculate due to very early situation (revenue & eligible supply too volatile), with 463% APY it is simeting like ~0.22x (super low)
• Taking -0.5 BEAN per minute deflation as a benchmark and 57,046 $BEAN current circulation it means -262,800 $BEAN deflation per year. I don't know yet how to calculate multiplier correctly.
• It evolves so fast that it is complicated to assess these metrics in traditional ERM multipliers style
Disclaimer: we are not affilated with this project, just sharing what we found in X and checked out since it looks really interesting -> adding revenue-focused token design to lottery apps, instead of doing useless memecoins. This post is for education purposes only.
NFA, DYOR, as usual.
Why we write about it here? -> It's not a meme, but an asset with a cashflow.
When this cashflow went parabolic, token price followed. Not vice versa.
Token is $BEAN (https://x.com/minebean_)
It's a lottery-style game:
• You need to select one square from 5x5 field (25 squares in total)
• Every minute, there is a round with placing stakes ($ETH)
• When round ends, the winning square is randomly selected
Mechanics (Win vs. Lose vs Fees)
• Winner(s) receive all $ETH deployed minus fees + 1.3 $BEAN emission on each round (1 Bean could be won by 1 player or split between all winners). Also, there is a BeanPot, that accumulates the remaining 0.3 Bean as a jackpot thing.
• Fees: 1% from all stakes, and 10% from $ETH that lost (remaining 24 squares)
• Protocol revenue is this 10% of $ETH that lost
Token value capture: what happens with protocol revenue?
• $ETH is used to buyback $BEAN
• 90% of purchased $BEAN is burnt
• 10% of purchased $BEAN goes to $BEAN stakers as a staking reward
Stats:
• $263k of fees only today, growing from $32k 3 days ago (token FDV now $16.6M, $6.9 liquid mcap at $293 price)
• 7,626 $BEAN is staked earning 463% APY in $BEAN (not emission, purchased using 10% of fees)
• 1.3 $BEAN issued every round (1 minute) and 1.7-2.5 is burnt, meaning net deflation -0.4-1.2 $BEAN per round with average
Valueverse's favorite part:
• Direct cashflow multiplier is complicated to calculate due to very early situation (revenue & eligible supply too volatile), with 463% APY it is simeting like ~0.22x (super low)
• Taking -0.5 BEAN per minute deflation as a benchmark and 57,046 $BEAN current circulation it means -262,800 $BEAN deflation per year. I don't know yet how to calculate multiplier correctly.
• It evolves so fast that it is complicated to assess these metrics in traditional ERM multipliers style
Disclaimer: we are not affilated with this project, just sharing what we found in X and checked out since it looks really interesting -> adding revenue-focused token design to lottery apps, instead of doing useless memecoins. This post is for education purposes only.
NFA, DYOR, as usual.
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For the avoidance of doubt: any posts here are for informational and educational purposes only and does not constitute financial or investment advices.
In Valueverse, we analyse data, token design, and revenue tendencies in onchain world.
Any token may rise or fall in value, and all decisions, profits, and losses remain solely the responsibility of each participant.
In Valueverse, we analyse data, token design, and revenue tendencies in onchain world.
Any token may rise or fall in value, and all decisions, profits, and losses remain solely the responsibility of each participant.
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VV Research: Deep Context is the last bottleneck for hedge-fund-grade AI.
Unlocking LvL 2 (Deep Context Metrics) -> we can utilize AI Productivity gap for capital allocation
https://x.com/valueverse_ai/status/2031064091507224833
Valueverse works on Attribution Models/Deep Context Metrics for web3 protocols and assets
Unlocking LvL 2 (Deep Context Metrics) -> we can utilize AI Productivity gap for capital allocation
https://x.com/valueverse_ai/status/2031064091507224833
Valueverse works on Attribution Models/Deep Context Metrics for web3 protocols and assets
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a16z published the same vision that we in our recent article
Valueverse vision & track is validated by best of the best.
https://x.com/a16z/status/2031373088110370938?s=20
Valueverse vision & track is validated by best of the best.
https://x.com/a16z/status/2031373088110370938?s=20
X (formerly Twitter)
a16z (@a16z) on X
Frontier models are exceptionally efficient, intelligent, and useful. For agents, context is now the bottleneck.
Enter the context layer, which bridges the gap from an enterprise's messy data to actionable context, packaged for agents.
We're seeing three…
Enter the context layer, which bridges the gap from an enterprise's messy data to actionable context, packaged for agents.
We're seeing three…
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Valueverse research is also covered by Blockmedia, the leading crypto media South Korea. Thanks for supporting our research!
Truly amazing distribution to one of the most active markets in crypto:
- https://t.me/blockmedia/105798
- https://www.blockmedia.co.kr/archives/1057790?utm_source=telegram&utm_medium=social
All research articles since late 2025 are available for Korean audience: native language & direct distribution
Truly amazing distribution to one of the most active markets in crypto:
- https://t.me/blockmedia/105798
- https://www.blockmedia.co.kr/archives/1057790?utm_source=telegram&utm_medium=social
All research articles since late 2025 are available for Korean audience: native language & direct distribution
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Catch Vasily Sumanov in the discussion L1 Chains vs L2 Solutions: Tools for Trading During Volatility happening right now on Genzio!
https://x.com/i/spaces/1pJkOyOkPLdJj
https://x.com/i/spaces/1pJkOyOkPLdJj
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Yesterday we released $YB Hub -> the deep context dataset for Yield Basis.
Today: featured in Shoal
Research
Today: featured in Shoal
Research
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Forwarded from Shoal Research Hub
Valueverse Launches Analytics Dashboard for YieldBasis Protocol Metrics
> The dashboard tracks $YB token performance, TVL, APR, cost of mining $YB, revenue multipliers, staking, admin fees, governance metrics, and more
👉 https://yb.valueverse.ai/
Source: https://x.com/valueverse_ai/status/2032130840340111602
> The dashboard tracks $YB token performance, TVL, APR, cost of mining $YB, revenue multipliers, staking, admin fees, governance metrics, and more
👉 https://yb.valueverse.ai/
Source: https://x.com/valueverse_ai/status/2032130840340111602
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We are going to DAS in New York, 24-26 March
Ping if you want to set up a meeting there
https://x.com/valueverse_ai/status/2035004169027764442
Ping if you want to set up a meeting there
https://x.com/valueverse_ai/status/2035004169027764442
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It’s really crazy that this is the real “level” of our industry:
https://x.com/omeragoldberg/status/2035817795791810733
If these are the “best risk curators”, we definitely need something new here
Will see what tradFI professionals at DAS think about that
https://x.com/omeragoldberg/status/2035817795791810733
If these are the “best risk curators”, we definitely need something new here
Will see what tradFI professionals at DAS think about that
X (formerly Twitter)
Omer Goldberg (@omeragoldberg) on X
3/ Autoallocations are based on pre-configured and approved caps and credit lines.
Multiple curators, including Gauntlet, re7, kpk, and 9summits, had enabled automatic supply to Resolv markets.
Notably, Steakhouse, despite being Resolv’s risk manager, had…
Multiple curators, including Gauntlet, re7, kpk, and 9summits, had enabled automatic supply to Resolv markets.
Notably, Steakhouse, despite being Resolv’s risk manager, had…
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DAS in New York is really hot
Top speakers & great people here
Effective Multipliers is definitely a product that liquid funds are interested in
https://x.com/vasily_sumanov/status/2036485793557168250
Top speakers & great people here
Effective Multipliers is definitely a product that liquid funds are interested in
https://x.com/vasily_sumanov/status/2036485793557168250
X (formerly Twitter)
Vasily Sumanov (@vasily_sumanov) on X
@blockworksDAS in NYC looks smaller than average crypto conference
But quality of people is 10x
I am taking about attendees first of all, people that you can meet & talk
Speakers are great as well
But quality of people is 10x
I am taking about attendees first of all, people that you can meet & talk
Speakers are great as well
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Some alpha on what we already built: https://valueverse.ai
Release soon.
VCs/Liquid Funds say that we need to keep it private-use only, no retail access. Need to decide.
Release soon.
VCs/Liquid Funds say that we need to keep it private-use only, no retail access. Need to decide.
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https://x.com/vasily_sumanov/status/2038147876077945081
The New York [Digital Assets Summit] conference confrimed that we are not only on the right track, but also quite early.
While data platforms sell simple data and compete on who covered more "stablecoin metrics" (what these metrics could say to YOU, nobody knows, as well as nobody knows how to make money using one more stablecoin dashboard), we work on something that actually helps making money more efficiently than before. And it is not a data-selling business in pure form.
We already tested some things with AI using verified deep context datasets and results are even better than we thought.
More stuff soon.
The New York [Digital Assets Summit] conference confrimed that we are not only on the right track, but also quite early.
While data platforms sell simple data and compete on who covered more "stablecoin metrics" (what these metrics could say to YOU, nobody knows, as well as nobody knows how to make money using one more stablecoin dashboard), we work on something that actually helps making money more efficiently than before. And it is not a data-selling business in pure form.
We already tested some things with AI using verified deep context datasets and results are even better than we thought.
More stuff soon.
X (formerly Twitter)
Vasily Sumanov (@vasily_sumanov) on X
Flying back from @blockworksDAS in New York
Awesome conference. A lot of meetings with capital allocators, institutions, and liquid funds.
Everybody wants AI, but AI doesn't want everybody:
• AI needs next-gen quality datasets to work well in crypto
• The…
Awesome conference. A lot of meetings with capital allocators, institutions, and liquid funds.
Everybody wants AI, but AI doesn't want everybody:
• AI needs next-gen quality datasets to work well in crypto
• The…
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New $AERO tokenomics is a blast.
KEY TAKEAWAYS:
• sAERO means just a new naming of veAERO, so holders lock for a long time as before
TL;DR: It's different naming with the same expected outcome (the majority of tokens will be staked for a long time)
• Prediction allocation: the real innovation. sAERO holders will vote on pools and receive the fees accumulated over time while votes were allocated for the particular pool. It will act as a predictions for future fees and improve efficiency of emissions and votes in real time. The initial re-voting time will be set for 48 hours and reduced further. As a result, much more efficient emissions allocation
• LPs now will decide what they want: receive fees from the pool or $AERO rewards. It means that token will have intrinsic price (as previously) but now market will be more efficient for that. $YB was using this for a while and it works pretty well.
It opens a new market for sAERO votes allocators on top of Aerodrome. It looks like a great design space for AI Agents competing for best strategies on sAERO continious voting.
Further reading:
• https://aero.xyz/articles/aero-economic-case/
• https://aero.xyz/articles/aero-terminology/
• https://x.com/valueverse_ai/status/2038947103603327306
KEY TAKEAWAYS:
• sAERO means just a new naming of veAERO, so holders lock for a long time as before
TL;DR: It's different naming with the same expected outcome (the majority of tokens will be staked for a long time)
• Prediction allocation: the real innovation. sAERO holders will vote on pools and receive the fees accumulated over time while votes were allocated for the particular pool. It will act as a predictions for future fees and improve efficiency of emissions and votes in real time. The initial re-voting time will be set for 48 hours and reduced further. As a result, much more efficient emissions allocation
• LPs now will decide what they want: receive fees from the pool or $AERO rewards. It means that token will have intrinsic price (as previously) but now market will be more efficient for that. $YB was using this for a while and it works pretty well.
It opens a new market for sAERO votes allocators on top of Aerodrome. It looks like a great design space for AI Agents competing for best strategies on sAERO continious voting.
Further reading:
• https://aero.xyz/articles/aero-economic-case/
• https://aero.xyz/articles/aero-terminology/
• https://x.com/valueverse_ai/status/2038947103603327306
Aero
Aero Dynamics: The Economics of Ethereum’s Unified Liquidity Layer — Aero
The economic rationale behind Aero as the unified liquidity layer for Ethereum.
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Tomorrow we will participate the X Space organized by Aragon.
Guests:
• Robert Burkhart (Blockworks, Token Transparency Framework)
• Joel John (founder of Decentralised Co)
• Vasily Sumanov (founder of Valueverse)
The topic will be valuation of investable crypto assets.
Link to announcement and space link will be sent once published by organizers
Guests:
• Robert Burkhart (Blockworks, Token Transparency Framework)
• Joel John (founder of Decentralised Co)
• Vasily Sumanov (founder of Valueverse)
The topic will be valuation of investable crypto assets.
Link to announcement and space link will be sent once published by organizers
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Some alpha from Valueverse Alpha - backtest of investing in revenue tokens. We have many tools now to operate on top of our proprietary datasets
If you bought $1k of $AERO at 7th of April, lock and reinvest all yield -> you are +33% profits rn, even taking into account that token doesn't grow in value since then
If you didn't reinvest it is +61%
If you bought $1k of $AERO at 7th of April, lock and reinvest all yield -> you are +33% profits rn, even taking into account that token doesn't grow in value since then
If you didn't reinvest it is +61%
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If you are interested in nerdy stuff about tokens and value, it's exactly that
https://x.com/vasily_sumanov/status/2041971785202122857
https://x.com/vasily_sumanov/status/2041971785202122857
X (formerly Twitter)
Vasily Sumanov (@vasily_sumanov) on X
How I built my own system for token valuation
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