Still experimenting with how I allocate my voting power on @aeroxyz. And still learning as I go. At first, I thought I should be more active, moving votes between pools whenever a better APR appeared. But after watching how things move, I’m leaning toward a much calmer approach. I look beyond the headline APR. Do I like the assets? Is there decent TVL? Real trading volume, not just a temporary spike? Are there incentives? I look at the whole picture. Tokenized stocks are especially interesting to me. The NVDA, AMZN and MSTR pools in these screenshots are still where I originally allocated those votes. Their APRs dropped quite a bit at one point. I stayed. Now they've recovered. And honestly, I'm really enjoying what Aero is becoming! It's exciting to see Aero expanding beyond Base into multiple networks. I've been exploring the new Ethereum pools, and I also really like what Robinhood is building. Great to see that network supported too. Even a major USDC/USDT pool on Ethereum is currently showing 16.9% voter APR, with incentives in ETH. Pretty impressive for such a familiar stablecoin pair! Of course, that doesn't mean staying put always wins. I'm still testing other pools with other positions and learning what works. And here's the thing: if these allocations average 8–15% annually over time, I'd already be quite happy. If we see 20–25% or more, even better! But I'm not building my expectations around that. As more stocks, RWAs and other markets move onchain, trading activity could grow significantly. But so could competition for those fees. The new Aero is still young. Too early to draw big conclusions. It's the same philosophy I follow with liquidity provision and long-term DCA: I prefer fewer unnecessary moves. Constantly jumping around takes time and energy. And there's no guarantee the results will be better. For now, I prefer to observe, improve my approach and let the numbers speak over time. No rush. Capital doesn't like unnecessary noise. Neither do I.

The Llamas 🦙 I believe The Llamas have the potential to become some of the most valuable and sought-after financial NFTs in DeFi. With only 1,111 in existence, they’re backed by a treasury generating real yield through established, revenue-sharing protocols. One of these Llamas is actually my CT profile picture!🤗 I bought it months ago, when the floor was even lower and the market was in worse shape. I still think prices are attractive, and I’m happy to be part of this herd! I love accumulating interesting assets through DCA, keeping track of my average cost, and locking or staking them for the long run. Especially when there’s real cash flow behind them. 👀 Looking at the marketplace, I can see just 25 listed for sale right now. Not financial advice. At the moment, treasury distributions are paused while the generated yield is being compounded back into the treasury supporting these NFTs. 🦙 Website – thellamas.io 🦙 Treasury – Around $1 million in productive capital invested across Convex and other DeFi protocols, generating cash flow for the ecosystem: debank.com/profile/0x73Eb240… 🦙 OpenSea collection – opensea.io/collection/the-ll… 🏄‍♂️ And if you ask me what kinds of NFTs I personally love the most, here’s my answer: • NFTs I receive by providing liquidity to various pools (LP NFTs on Uniswap, Aero, and others). • NFTs representing my participation in protocol economies, where I allocate the voting power of my capital (sAERO, veYB, and similar positions). • Owning one (or more) of the 1,111 NFTs in The Llamas collection 🤗 • Buying virtual real estate in metaverses like @decentraland , @TheSandboxGame , and others 👀 I’m also keeping an eye on NFTs that could represent ownership rights to real-world physical property. 🏙️ And just imagine how many more fascinating NFTs we’ll see in the future. Some already represent productive capital and generate cash flow today. Others can represent different forms of ownership, unique assets, collectibles, and so much more. 🖼️❤️

I think one of the biggest stories in crypto is still hiding in plain sight. Everyone is watching tokens. But underneath the tokens, a new machine economy is being built. BlackRock is already talking about a future where AI agents buy their own compute, data, and services. That sounds futuristic, but parts of it already exist. @AskVenice is turning AI compute into a tokenized resource. Stake VVV, mint DIEM, use DIEM for AI inference. In simple terms: VVV is the capital layer, DIEM is the compute layer. @Filecoin is turning storage into a verifiable market. @ArweaveEco is building permanent memory. @NEARProtocol is pushing private AI execution. @dfinity ICP is building applications that can run without a traditional AWS-style backend. Stablecoins give machines money. Blockchains give them settlement. Privacy gives them confidentiality. Now connect the pieces. An AI agent gets a task, buys compute, pays for storage, accesses data, runs privately, stores the result, pays another agent – all 24/7, without waiting for a bank, a human operator, or a centralized cloud provider. That is much bigger than “crypto for crypto’s sake.” For decades, major infrastructure markets were built around oil, electricity, telecom, servers, and cloud. Now compute itself is becoming a financial asset. First it was hardware. Then GPU hours. Then cloud rental. Now compute can be priced, traded, tokenized, financed, and potentially used as collateral. Storage is moving the same way. So are data, payments, identity, privacy, and software. That’s why I think some of the next major crypto winners may not look like “coins” at all. They may be pieces of a new internet infrastructure stack. People still see isolated tickers: VVV, FIL, AR, ICP, NEAR, ZEC. But zoom out far enough and you may be looking at something much bigger: the infrastructure layer for an internet increasingly run by machines. That, to me, is far more interesting than another crypto cycle.