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

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

Today, 3pm UTC!

https://x.com/AragonProject/status/2041159039569060121?s=20

Set your reminders: https://x.com/i/spaces/1OxwblDNvwNJB?s=20

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 are interested in nerdy stuff about tokens and value, it's exactly that

https://x.com/vasily_sumanov/status/2041971785202122857

Stacy Muur, big Defi KOLs made an overview of our token valuation approach

https://x.com/stacy_muur/status/2042897455671578757?s=20

Some updates:

• We’re heading to Consensus 2026 in Miami to meet liquid funds, hedge funds, and VCs.
• A core Valueverse.ai product is almost done: token revenue & beyond analysis with TradFi-style metrics.
• We received all your requests for alpha access -> excited to hear your feedback soon. Stay tuned.

We also want to know why you are in this group or applied for Alpha:
• Signals?
• Portfolio strategies?
• Or simply understanding which tokens are more investable than others?

https://x.com/valueverse_ai/status/2049461865621684323?

Miami rocks

Bought coffee with $BTC (instantly, no fees, no L2). Just hardcore L1 BTC

https://x.com/vasily_sumanov/status/2051683687230833008?s=46

I never aimed to create a “trading channel”

But, it seems that using Valueverse data to make money from token investments is the best PMF

10+ people <I met personally each of them in Miami> already work with our data to backtest investment strategies; +some whitelist applications came before my trip.

$AERO played out quite well. We made multiple articles about $AERO and have shown that it is undervalued a way before crypto twitter started to push this narrative.

We don’t provide investment advices, we provide stats that you cannot get otherwise.

Next, I want to dig into $VVV that made 15x since Dec 2025 despite all market crashes. My main purpose is check - was it possible to predict such growth from fundamentals or not. Let’s see.

What tokens you want to dig into? Maybe we can add more? We have 80 assets in pipeline but since we are not an “Investor Relations” project (meaning: projects don’t pay us to build metrics and shill them, we do all our data & models spending own resources and money ) so we need to select what is really important to build.

https://x.com/vasily_sumanov/status/2053175423518007745?s=46

https://x.com/vasily_sumanov/status/2053592031033794943?s=20

Some alpha (possibly) coming.

The goal is to predict this next time.

Just see it yourself

Eff.M.Cap (total price of all $VVV staked and receiving revenue) follows the revenue.

Now it seems overvalued (m.cap -> UP, rev -> declining)

Multiplier was 2.5-3.5x when the rally started, now it is 13.6x (30D).

It means that today $VVV is 4x more expensive in terms of future revenue price that it was in Dec-Jan (and 14x more expensive in terms of spot USD-per-token price)

Looks like the answer "Why you build Valueverse, how I can make money on this data?" finally finds an answer.

Thanks to the market.
———
Midnight thought on the Selective Altseason thesis.
Three main pillars:
1. Decentralized "AI stocks": $VVV, $POD, Pearl, a few others; writing research on them now
Strategy: be early on fundamental plays, separate them from narrative-only "AI" noise.

2. Revenue-generating tokens the market forgot (welcome $RAIL, re-pricing today, $WALLET follows)
- Strategy: know the true tokenholder revenue & economics before broader attention arrives.

3. New projects with strong token revenue potential
Built on business models we already understand deeply.
$YB → improved ve-model built on the foundations of $CRV
$NEST → metaDEX playbook highly comparable to
$AERO
- Strategy: analyze what prices/valuations is possible through data of its historical reference:
TVL → protocol revenue → token revenue → revenue multipliers

For most of these strategies, public data is broken:
- Not "TVL" or "protocol revenue". That’s surface-level.
- The real edge is verified token-level attribution: actual token holder revenue, eligible market cap (not generic circulation), revenue pricing / multipliers, dilution, value capture mechanics

Without this, you're often analyzing fiction.
Just midnight thoughts. NFA.

———

X posts:
• https://x.com/vasily_sumanov
• https://x.com/valueverse_ai/status/2058666160569434469

It's interesting that while $HYPE remains strong, it's ecosystem follows.

See $KNTQ, $NEST (this one is unique and is traded 5-6x since just recent times).

We explored NEST early.

📍First feedback on the MVP of Accrual is in.

If you would like to be in the first wave of testing the product, reach out to us. If you’ve already signed up for a preview, an email with access info from team@valueverse.ai should be waiting in your inbox.

https://x.com/lordjorx/status/2064151491624268149?s=20

Some alpha: these tokens will be added next to Valueverse

$NEST $ABX $DRV

All fundamental assets with cashflows. Check our first view on that:

https://x.com/valueverse_ai/status/2064424060692340848

The recent Grayscale report on digital assets valuation highlighted: top-tier market participants recognize tokens as investable asset class that could be analysed via equity-style lens.

In our recent report, we provide additional considerations how to make this analysis more precise: https://x.com/vasily_sumanov/status/2067984839458824454

• Revenue ≠ Holder Cash Flow in most cases. Since protocol revenue often doesn't accrue directly to token holders, identifying holder-captured cash flows is essential for accurate valuation.
• Revenue Eligibility criterias. Staking, locking, and governance requirements often create revenue-eligible and non-eligible subclasses of supply.
• Dilution adjustment. Accounting emissions and unlocks is important piece of analysis to calculate real holders economics

The purpose of this article is not to challenge Grayscale's framework, but rather to expand on it by discussing several important factors that can help investors better evaluate cash-flow-generating crypto assets.

This is exacty the reason why we build Valueverse.

https://x.com/MikeIppolito_/status/2069069423642616030

You can alsways access app.valueverse.ai for correct revenues

Smart people realise how powerful Holder P/FCF is:

https://x.com/yashasedu/status/2069274096421232772?s=46

Release: Yield Basis Protocol Financials

Live accounting for revenues & expenses:
• LP gains (v1/v2/v3) realized/unrealized + veYB fees
• $YB Emissions (Rewards, Curve Licensing)

https://x.com/valueverse_ai/status/2069842516736671818