$UNI Recently, more and more people on the internet have been discussing UNI, and many of the views are finally starting to align with the judgment I made two years ago.
Why has it taken two years?
Because most people who look at the crypto market still stay at prices, emotions, and short-term narratives. Not many truly look at projects from an industry and business logic perspective.
What I’ve been looking at is an entirely different set of things: the ecosystem, user mindshare, usage habits, and long-term competitive barriers.
Once a product establishes these, many outcomes are actually just a matter of time.
That’s also why I’ve always focused on ETH—and currently hold a heavy position in UNI.
Crypto is moving from “trading narratives” to “competing on business.” This phase will be painful, but the real big opportunities often show up exactly in such transition periods.
Why has it taken two years?
Because most people who look at the crypto market still stay at prices, emotions, and short-term narratives. Not many truly look at projects from an industry and business logic perspective.
What I’ve been looking at is an entirely different set of things: the ecosystem, user mindshare, usage habits, and long-term competitive barriers.
Once a product establishes these, many outcomes are actually just a matter of time.
That’s also why I’ve always focused on ETH—and currently hold a heavy position in UNI.
Crypto is moving from “trading narratives” to “competing on business.” This phase will be painful, but the real big opportunities often show up exactly in such transition periods.