Here's your Crypto Watchlist for the Week:
The main theme I’m watching this week is that switch-and-holder revenue trades are starting to matter again.
$JTO +39% this week and +83% on the month. It's generated $6.25M in fees over the last 30 days, with $0 going to holders. If the fee switch conversation keeps moving, JTO probably stays on watch.
$AERO +36% this week and still controls 52.6% of Base DEX volume. The holder yield is already at 14.6% with 100% distribution, and mainnet expansion is about to provide another catalyst.
$VELO is up 32% this week, but I don’t really view this as a standalone trade anymore. The real setup is the $AERO merger in July 2026. VELO holders are set to receive 5.5% of the new AERO supply, so this is more of a merger arb than a long‑term VELO thesis.
The window closes once Aero launches, and price still looks like it’s catching up to the conversion.
$UNI +21.3% this week, $43.4B in 30d volume, and $53.7M in fees over the last month. The fee‑switch debate is back on CT, s