$UNI Just asking, who else is there! Told you the information 10 minutes before the pump! Those who listened got on the train!
Post
--Bullish・
Crypto蛋叔-实盘研究
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Bullish$UNI Two months from zero to this scale—this pace is really astonishing.
As of now, Uniswap’s cumulative burn amount has already exceeded 700 million dollars, accounting for about 11.21% of the total supply, ranking third among all protocols in terms of total burn amount, behind only BNB and HYPE.
Looking back at UNI’s move this round, it’s actually quite interesting.
Uncle Dan has been continuously bullish on UNI since May. At that time, the price was still around 3 dollars, and basically no one in the market believed it. Later, UNI even fell back to around 2.3 dollars at its lowest.
And now, it has already surged to as high as 6.5 dollars.
From 2.3 to 6.5, that’s nearly a 3x gain.
The market is always like this: when something is truly cheap, it is often when the fewest people are willing to believe it.
My thinking has always been fairly simple:
If I must bet on a sector, I’d rather bet on the leader.
If Robinhood Chain underperforms expectations later, there is still Circle’s Arc; but no matter which chain ultimately takes off, as long as on-chain trading continues to grow, infrastructure and liquidity protocols will always have value.
Uniswap is more like the long-term "selling shovels" role.
So my focus on UNI is not simply because of some one-time rally, but because of the business logic behind it:
On-chain trading continues → the protocol continues to generate value → the burn mechanism keeps operating → UNI’s supply keeps shrinking.
Of course, burning does not mean the price must rise, and the market will not keep going up forever just because of one mechanism.
But if a leading protocol can simultaneously have real usage scenarios, sustained on-chain trading demand, and a clear supply-reduction mechanism, then it at least deserves long-term attention.
If I have to die, I’ll die on the leader.
In the highly volatile crypto market, that sentence may be more meaningful than chasing the next "new story."
As of now, Uniswap’s cumulative burn amount has already exceeded 700 million dollars, accounting for about 11.21% of the total supply, ranking third among all protocols in terms of total burn amount, behind only BNB and HYPE.
Looking back at UNI’s move this round, it’s actually quite interesting.
Uncle Dan has been continuously bullish on UNI since May. At that time, the price was still around 3 dollars, and basically no one in the market believed it. Later, UNI even fell back to around 2.3 dollars at its lowest.
And now, it has already surged to as high as 6.5 dollars.
From 2.3 to 6.5, that’s nearly a 3x gain.
The market is always like this: when something is truly cheap, it is often when the fewest people are willing to believe it.
My thinking has always been fairly simple:
If I must bet on a sector, I’d rather bet on the leader.
If Robinhood Chain underperforms expectations later, there is still Circle’s Arc; but no matter which chain ultimately takes off, as long as on-chain trading continues to grow, infrastructure and liquidity protocols will always have value.
Uniswap is more like the long-term "selling shovels" role.
So my focus on UNI is not simply because of some one-time rally, but because of the business logic behind it:
On-chain trading continues → the protocol continues to generate value → the burn mechanism keeps operating → UNI’s supply keeps shrinking.
Of course, burning does not mean the price must rise, and the market will not keep going up forever just because of one mechanism.
But if a leading protocol can simultaneously have real usage scenarios, sustained on-chain trading demand, and a clear supply-reduction mechanism, then it at least deserves long-term attention.
If I have to die, I’ll die on the leader.
In the highly volatile crypto market, that sentence may be more meaningful than chasing the next "new story."