Maintain patience on entry, avoid chasing spikes, and watch for clean continuation above 0.030 for stronger confirmation. #CanTheDeFiIndustryRecoverQuicklyFromAaveExploit? #AaveAnnouncesDeFiUnitedReliefFund
I think revenue-generating DeFi like $AERO will be one of the fastest horses out of the gate.
So what's a fair valuation for $AERO?
- At $0.385 (83.4% below ATH), $AERO is the cheapest major DEX in DeFi. - It trades at 2.52× P/S, while the peer median sits at 10.4× (That gap alone implies 4–6× upside to reach parity) - Daily fee revenue ~50% since peak (This is key as they need to offset emissions in order for $AERO to make sense)
The Base Case? - Today, fees generated $197K/day ($72M annualized) - - If you plug $72M into the peer median P/S model (10.4×), the implied MCap = $749M → implied price = $0.81
Still 2× upside, but a far cry from $1.59
Either way, you're getting paid to own a deeply discounted asset while you wait for the momentum to flip.
I changed my trading strategy. I won't play short positions any coin under $50Millions Marketcap. even if i know I will win this trade but still do not want to risk my entire portfolio. very very high risk shorting coin with the marketcap below $50Millions. sometimes whales playing the the game so it is impossible to win and beside that it is very high risk could be the marketcap reach Billions $ then boom the unrealized losses will be too much to take it. learned it from $RAVE $SIREN $PIPPIN