Delivered a 10x return in 18 months; highlights preference for liquid, high-growth opportunities.

Launch of Arrow V3 interoperability and 100% value redistribution model suggests significant valuation growth potential relative to chain market caps.

Given as an example of a 'VE Model' token where the price gets 'crushed' due to dilution of non-locking holders. The model was called a 'disaster' for the token price.

Called a 'favorite' project with 'a lot of upside.' Highlighted as a long position in a pairs trade and a project with real revenue, making it a strong long-term investment.

The future state of Velodrome and Aerodrome, with a bullish thesis centered on the Metadex 0.3 upgrade, which is designed to increase revenue 2.8x, internalize MEV fees, and expand to Ethereum mainnet to 'vampire attack' Uniswap. The goal is to capture 30% of mainnet volume.

This altcoin was reportedly up 17%, which is used as evidence that some investors are beginning to abandon the old four-year cycle theory and invest based on new models.

A bet that AERO has already secured network effects as the leading DEX on the Base L2, which is expected to become the biggest Layer 2 on Ethereum.

Considered a high-conviction, long-term hold due to strong fundamentals, its role as a 'de facto decentralized back end for Coinbase trading', and a business model that accrues value back to token holders.

Fundamentally bullish due to its strong business model, revenue generation, value accrual to token holders, and key integration with Coinbase. The current weak price is seen as a potential long-term buying opportunity.

Mentioned as an example of an altcoin investment the speakers are down on, with advice to consider selling for tax-loss harvesting.