We are increasingly interested in Base tokens, and preparing some stats for that.

Base will be big, and some tokens will be big as well. In Vv we chase Revenue Upside opportunities & legit stuff that makes money for holders.

So, what we have on Base besides $AERO which is an obvious play?
Reminder: $0.35 price per 1 $AERO -> it makes $0.09-$0.11 fees/year counting recent periods, and made ~$0.25 fees per 1veAERO in 2025). With upcoming rollout to ETH mainnet and capturing a share of Uniswap market these numbers can grow up event to $0.30-$0.40 per 1veAERO/year.

First of all: these tokens were mentioned in our recent report: https://x.com/twitter/status/2027521090973843717

Below we present some revenue stats and what we think about it.

An announcement on why we will have more detailed stats & ideas here in TG:
• Due to X new policies that are targeting paid shilling KOLs we have much less options to make any straight conclusions regarding assets and their quality for possible investments.
• Valueverse doesn’t promote tokens. We build tools to understand them and sharing findings.
• However, even being an analytical project that plays on investors side unlike some others in this space (probably you know that majority of X crypto research is done to promote tokens and sell them to you), we need to be really careful on what we write there.

1. $HYDX (hydrex.fi) - a new type of MetaDEX, with a token that can be considered as a "diffrent version" of $AERO tokenomics. The project is small but already makes money for holders. The core idea of the token is the same - all swap fees & bribes are going to $HYDX lockers.

The project makes $99.4k per week (fees & bribes, average for past 25 weeks). It means that it is almost $5.2m per year. However, not all tokens have equal weight in fees distributions(there is a earning power metric that makes weighting for that and it is the core thing to investigate further). All of this requires much deeper analysis, but first numbers show that this is (1) a revenue token (2) fees that it generates per year are bigger than its price .

Tokenomic is complex, and it requires a special guide to be used efficiently (optimial locks, optimal voting & compounding, etc). We tested everything with our own hands to understand how this thing ever works.

Keep an eye on it, we investigate it further.

2. BankerBot ($BNKR). The new social trading AI Agent that allows you to buy/sell assets with a text commands. Talking about the token, it has staking option with 8.82% current APR & 11.9% of tokens staked. It makes fees and partly transfers then to token holders with staking rewards (that were bought back from the market, as we found analysing onchain operations). Looks interesting but it didn't convince me to buy it.

3. $CLANKER. The launchpad for agents. It makes money and transfers it to token holders via buybacks. Today, 13.57% of $CLANKER is bought back and the majority of these buybacks were happening during the recent month. Extrapolated yearly buyback from current prices is 39% what means ERM (Effective Revenue Multiplier) is ~2.5x what is quite moderate. During recent pump to $125 it was overheated based on our model but now with $28 and ERM = 2.5x it looks much more interesting. (and here you see that token price means nothing until you know its revenue vs. price?)

What next?

We are finalizing our Effective Multipliers product that will have all the data regarding revenues, revenue-eligible supply, historical multipliers, related charts etc. It is built without any Dune -> now we use our own indexer and get real-time data directly from dRPC nodes. Note that Dune data can be delayed and dashboards there are not so reliable vs. aquiring/processing data directly from blockchain nodes.