Alex's DCA Stack: Jito, Carrot, and Beyond | Ep 424
Goodnow revolutionaries—
Alex and Will continue holding down the fort while Evan visits family. Today we dive deep into Aave V4 and what it means for tokenization of real-world assets—spoiler: it's a direct threat to Ondo's position.
We break down the Aave Labs vs DAO governance drama and why it perfectly illustrates the fundamental tension between centralized and decentralized incentive structures.
Will shares a concerning on-chain metric: long-term Bitcoin holders are selling at record highs, historically a market top signal (though ETFs have broken many patterns).
Alex walks through his…
The skinny
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