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The structural picture shifted when CEX withdrawal friction started mattering again, aggregators actually become more useful in that environment, not less.
That's a one-quarter thesis, not a multi-year one.
The aggregator layer doesn't get replaced, it gets absorbed into whoever survives the DEX consolidation, and that's a longer runway than one quarter if they still hold the routing share they had during the last cycle.
shorts never learn ser
How much do you set aside weekly for something like this?
Weekly budget assumes you're the one being marketed to, not the one who figured it out first, the team's been sitting on unlock schedules longer than most people remember.
Anyone know if the 1inch LP pools are still worth sitting in or does IL just wreck you the second it moves like this?
Not exactly my usual hunting ground but 1inch has had enough dead periods that even a decent move feels surprising. Dex aggregator narrative might actually be waking back up?
The 1inch team has been around long enough and actually ships updates, so it's not one of those projects where you wonder if anyone is still working on it.
Marked it, walked away, came back to green, not exactly a surprise for something that was already oversold.
Well, sat on my hands waiting for a "cleaner" entry and it just walked away without me.
DEX aggregators had their moment and then got largely ignored, I'm not convinced a 5% day changes that structural picture.