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Quietly brewing beneath the headlines, Aerodrome Finance may be the most undervalued project on the Base blockchain. While JPMorgan analysts have valued Base’s token ecosystem at $34 billion, Aerodrome, its native decentralized exchange, sits at just $1.2 billion. On paper, it processes more than $1.8 billion daily in trading volume, meaning it facilitates over 1.5x its market cap every day. If Base launches even a moderately conservative token valuation at $15 billion, simple ratio math implies Aerodrome could reprice instantly to between $3 billion and $5 billion. To put that in context, Aerodrome captures real sequencer value. It deals with the transactional layer of Base’s liquidity and serves as the financial router for nearly every major operation on the chain. Yet, because Base’s own native token hasn’t launched, every ecosystem token is currently priced as if the main economic engine doesn’t exist. That distortion has left Aerodrome dramatically undervalued relative to the infrastructure it supports. Insiders point to Coinbase engineers writing allocation interfaces between early Base liquidity pools and exchange APIs, meaning capital efficiency across the chain could soon unfold. Once Base deploys its official token, Aerodrome’s economics become clearer — its role as a fee collector at the network level ties directly into the underlying transaction value. If JPMorgan’s numbers prove directionally right, AERO’s market-to-network ratio would suddenly make it one of DeFi’s most productive assets. Institutional activity is the accelerant. JPMorgan’s pilot of its deposit token on Base signals a floodgate moment. It legitimizes public blockchain infrastructure for real institutional payment rails. The Base ecosystem is, functionally, becoming the Coinbase-native chain of choice for corporate DeFi, the place where institutional assets meet retail settlement. In that setup, Aerodrome isn’t just another DEX. It’s the market spine. When you combine regulatory clarity, Coinbase integration, and JPMorgan’s presence, Aerodrome’s valuation gap looks unsustainable. Once Base’s token markets open, DeFi watchers expect AERO to lead a repricing frenzy. For anyone paying attention, the math already adds up — and the revaluation train hasn’t left the station yet. Why JPMorgan’s $34B Valuation Makes Aerodrome the Sleeping Giant of DeFi was originally published in Coinmonks on Medium, where people are continuing the conversation by highlighting and responding to this storyQuietly brewing beneath the headlines, Aerodrome Finance may be the most undervalued project on the Base blockchain. While JPMorgan analysts have valued Base’s token ecosystem at $34 billion, Aerodrome, its native decentralized exchange, sits at just $1.2 billion. On paper, it processes more than $1.8 billion daily in trading volume, meaning it facilitates over 1.5x its market cap every day. If Base launches even a moderately conservative token valuation at $15 billion, simple ratio math implies Aerodrome could reprice instantly to between $3 billion and $5 billion. To put that in context, Aerodrome captures real sequencer value. It deals with the transactional layer of Base’s liquidity and serves as the financial router for nearly every major operation on the chain. Yet, because Base’s own native token hasn’t launched, every ecosystem token is currently priced as if the main economic engine doesn’t exist. That distortion has left Aerodrome dramatically undervalued relative to the infrastructure it supports. Insiders point to Coinbase engineers writing allocation interfaces between early Base liquidity pools and exchange APIs, meaning capital efficiency across the chain could soon unfold. Once Base deploys its official token, Aerodrome’s economics become clearer — its role as a fee collector at the network level ties directly into the underlying transaction value. If JPMorgan’s numbers prove directionally right, AERO’s market-to-network ratio would suddenly make it one of DeFi’s most productive assets. Institutional activity is the accelerant. JPMorgan’s pilot of its deposit token on Base signals a floodgate moment. It legitimizes public blockchain infrastructure for real institutional payment rails. The Base ecosystem is, functionally, becoming the Coinbase-native chain of choice for corporate DeFi, the place where institutional assets meet retail settlement. In that setup, Aerodrome isn’t just another DEX. It’s the market spine. When you combine regulatory clarity, Coinbase integration, and JPMorgan’s presence, Aerodrome’s valuation gap looks unsustainable. Once Base’s token markets open, DeFi watchers expect AERO to lead a repricing frenzy. For anyone paying attention, the math already adds up — and the revaluation train hasn’t left the station yet. Why JPMorgan’s $34B Valuation Makes Aerodrome the Sleeping Giant of DeFi was originally published in Coinmonks on Medium, where people are continuing the conversation by highlighting and responding to this story

Why JPMorgan’s $34B Valuation Makes Aerodrome the Sleeping Giant of DeFi

Author: Medium

Source: Medium

2025/10/28 22:04

DEFI$0.000393--%

To put that in context, Aerodrome captures real sequencer value. It deals with the transactional layer of Base’s liquidity and serves as the financial router for nearly every major operation on the chain. Yet, because Base’s own native token hasn’t launched, every ecosystem token is currently priced as if the main economic engine doesn’t exist. That distortion has left Aerodrome dramatically undervalued relative to the infrastructure it supports.

Insiders point to Coinbase engineers writing allocation interfaces between early Base liquidity pools and exchange APIs, meaning capital efficiency across the chain could soon unfold. Once Base deploys its official token, Aerodrome’s economics become clearer — its role as a fee collector at the network level ties directly into the underlying transaction value. If JPMorgan’s numbers prove directionally right, AERO’s market-to-network ratio would suddenly make it one of DeFi’s most productive assets.

Institutional activity is the accelerant. JPMorgan’s pilot of its deposit token on Base signals a floodgate moment. It legitimizes public blockchain infrastructure for real institutional payment rails. The Base ecosystem is, functionally, becoming the Coinbase-native chain of choice for corporate DeFi, the place where institutional assets meet retail settlement. In that setup, Aerodrome isn’t just another DEX. It’s the market spine.

When you combine regulatory clarity, Coinbase integration, and JPMorgan’s presence, Aerodrome’s valuation gap looks unsustainable. Once Base’s token markets open, DeFi watchers expect AERO to lead a repricing frenzy. For anyone paying attention, the math already adds up — and the revaluation train hasn’t left the station yet.

Why JPMorgan’s $34B Valuation Makes Aerodrome the Sleeping Giant of DeFi was originally published in Coinmonks on Medium, where people are continuing the conversation by highlighting and responding to this story.

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