$AERO thesis at a glance: >@AerodromeFi generates $85–98M/year in organic fees with 100% flowing to $veAERO lockers, making it one of the few DeFi protocols where token value accrual is direct and verifiable across 128 epochs. > Coinbase's involvement goes beyond investment: $20M bought, active governance participation, cbBTC liquidity steering, and Coinbase One integration make this a de facto strategic relationship. > At $0.30 (4–5x dilution-adjusted P/E on trough volume), a return to 2025 average Base DEX volume implies 1.6–1.9x with no multiple expansion needed. > Though $AERO-denominated emissions mean dilution scales linearly with price, eating 38% of revenue at 5x P/E and 55% at 10x, which caps upside unless volume growth outpaces price appreciation. > Even when $BASE launches, $AERO is still the better trade.

Name & Symbol: Aerodrome ($AERO)
Address: 0x940181a94a35a4569e4529a3cdfb74e38fd98631

I just finished reading the Four Pillars Research thesis on Pump Fun, and I must say I'm really convinced, $PUMP is undervalued atm. Considering the P/E ratio (MC/Rev), which is currently at 1.36x. To date, over 82B Pump worth $284M have been bought back from the open market, with a total supply of 1T, putting the total supply offset at 8.24% and the circulating supply offset at 23.28% The flywheel is simple. More revenue, More buybacks. Pump fun keeps generating revenue to buyback PUMP and you know what happens when buying pressure exceeds selling pressure. More buys keep pushing the Circ. Supply offset, off the market and keeping a low float in the supply. What about High FDV? Already, the Market Cap / FDV ratio is 0.59% with about 590B being in the market. Revenue keeps coming in. Gambling is inevitable for humans, and buybacks keep happening, which will continue to increase the Total supply offset. There will come a point where the price action will have to follow, regardless of sentiment. This is indeed a long-term thesis that will eventually play out. IMO, the only risk here is regulation; otherwise, Pump long-term is worth considering.

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

: : [Report] Huma Finance: Leading PayFi on the Stablecoin Frontier Written by @13300RPM --- https://t.co/jEcdg9slZL --- Stablecoins are transforming global payments, and Huma provides the liquidity layer that enables instant settlement. PayFi links payments and credit by using stablecoin liquidity to finance short‑term receivables for regulated institutions. Huma 2.0 opens PayFi yields to retail users, while Huma Institutional delivers structured credit for professional investors. Over $6 billion in volume, 74k depositors, and zero credit defaults show Huma’s product‑market fit. Backed by Circle and Superstate, Huma is building the bridge between stablecoin liquidity and tokenised credit. ▫️ The Broken Rails of Global Payments ▫️ From Vision to Market Fit ▫️ How PayFi Generates Value ▫️ System Architecture ▫️ Tokenomics and staking ▫️ Scale and Traction ▫️ Riding the Stablecoin Wave ▫️ Looking Forward

Name & Symbol: Huma Finance ($HUMA)
Address: 0x92516e0ddf1ddbf7fab1b79cac26689fdc5ba8e6

1/ Despite financial institutions rapidly embracing tokenization, just 0.03% of US Treasuries outstanding today are tokenized. @FourPillarsFP's new research explores why RWA adoption remains limited and why Theo's "Full Stack" approach is so novel https://t.co/jtnbv7hz5b

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

Four Pillars is Joining the Tokenized Asset Coalition (TAC) Real-world assets (RWA) have seen rapid growth over the past year, reaching a market size of approximately $300 billion. As Asian countries follow the United States in adopting more crypto-friendly policies, the RWA market is expected to accelerate further. RWA offers clear advantages in seamlessly connecting and efficiently mobilizing assets globally. In this evolving landscape, it's crucial for a single organization to provide consistent messaging and in-depth research. The Tokenized Asset Coalition (TAC) has taken on this essential role. Its members include Circle, Coinbase, https://t.co/ayXvVBBDMA, AAVE as well as prominent firms like a16z, and Galaxy Digital. Four Pillars has joined TAC's latest cohort alongside institutions such as S&P Global and Fidelity. As part of TAC's initiative to expand its reach in the Asian market, Four Pillars aims to provide valuable insights into Asia's growing RWA landscape.

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e