【UNI at this point—kind of interesting】
Right now I’m holding UNI, looking at this bullish candle, and I’m really torn up inside.
It jumped 8% yesterday, up 21% over the week. Honestly, I’ve only seen moves like this in 2017—and again in 2021. When it rises, everyone starts finding reasons: ecosystem progress, TVL growth, improvements in fundamentals. But if you really make them say something concrete, nine out of ten just stammer.
I’m different. I don’t talk about the fluff. I talk about volume.
UNI’s trading volume is now over 5% of its market cap. That kind of volume isn’t something retail can push. Retail chasing tends to work like this: the price goes up before they dare to enter, then they buy—and once they’re in, they just wait. If it drops, they panic.
Institutions are different. They get in first, before the price moves. By the time you notice, they’ve already eaten their fill.
So the question is: who’s buying?
I don’t know. I’m not an insider. But I do know one thing—UNI is down 90% from its peak, and its valuation is sitting on the floor. If big funds want to allocate to UNI, this level is comfortable: not overpriced enough to have no upside, and not so cheap that there’s no story to tell.
That’s the Alpha I can see. It’s not that UNI itself is necessarily so great—it’s that its position makes it easier to get selected.
What about the risk? I was cut in 2017, and in 2021 I even lost my way back down. I know “undervaluation” isn’t a reason for a rally. Undervaluation plus money flowing in—that’s the real catalyst. Whether this breakout with increased volume is truly backed by real cash and real buying power—I can’t guarantee.
So what’s your mindset right now? Will you dare to follow this UNI move? Or are you like me—watching it go up makes you itch, but you’re afraid to pull the trigger?
Right now I’m holding UNI, looking at this bullish candle, and I’m really torn up inside.
It jumped 8% yesterday, up 21% over the week. Honestly, I’ve only seen moves like this in 2017—and again in 2021. When it rises, everyone starts finding reasons: ecosystem progress, TVL growth, improvements in fundamentals. But if you really make them say something concrete, nine out of ten just stammer.
I’m different. I don’t talk about the fluff. I talk about volume.
UNI’s trading volume is now over 5% of its market cap. That kind of volume isn’t something retail can push. Retail chasing tends to work like this: the price goes up before they dare to enter, then they buy—and once they’re in, they just wait. If it drops, they panic.
Institutions are different. They get in first, before the price moves. By the time you notice, they’ve already eaten their fill.
So the question is: who’s buying?
I don’t know. I’m not an insider. But I do know one thing—UNI is down 90% from its peak, and its valuation is sitting on the floor. If big funds want to allocate to UNI, this level is comfortable: not overpriced enough to have no upside, and not so cheap that there’s no story to tell.
That’s the Alpha I can see. It’s not that UNI itself is necessarily so great—it’s that its position makes it easier to get selected.
What about the risk? I was cut in 2017, and in 2021 I even lost my way back down. I know “undervaluation” isn’t a reason for a rally. Undervaluation plus money flowing in—that’s the real catalyst. Whether this breakout with increased volume is truly backed by real cash and real buying power—I can’t guarantee.
So what’s your mindset right now? Will you dare to follow this UNI move? Or are you like me—watching it go up makes you itch, but you’re afraid to pull the trigger?