[The most common mistake retail investors make: seeing a coin drop 70% and saying, “It hasn’t fallen enough yet.”]
$UNI is exactly in that state right now. 7D +63.7%, 30D +132.4%, 24H +14.8%. In the eyes of experienced people, this is momentum showing up. But what are retail investors doing? Waiting for a “pullback,” then continuing to stay bearish.
How do I know? In 2018, I made the same mistake and missed Ethereum. Back then, ETH fell from $1,400 to $80, and everyone said it hadn’t hit the bottom. I believed them. What happened afterward?
Let’s talk about UNI. In terms of business logic, Uniswap is still the decentralized exchange with the largest trading volume across the entire DeFi ecosystem. The real trading fees it generates are in the hundreds of millions every month, yet its valuation is down 77% compared to the 2021 peak. You think this is risk; I think it’s an opportunity—on the condition that you understand what you’re actually buying. Not a concept, but a real company that generates cash flow.
On the China side of things, I see something else: the “policy floor” for A-shares has been tested again and again, while institutions are quietly building positions in consumer and technology sectors. Money is looking for an exit; traditional channels are constrained. Smart capital will definitely spill over into the crypto market. This isn’t a prediction—it’s a pattern of cycles.
Back to the main point—what it means to bring UNI down to reality:
First, people holding UNI at this stage are essentially betting that Uniswap Labs will continue to expand its market share, grow fee revenues, and possibly roll out new staking models.
Second, if you’re an institution or large capital, you’re not focused on short-term price swings—you’re looking at the correlation coefficient between this asset and traditional financial assets.
Third, for ordinary retail investors, the worst thing isn’t buying the wrong thing—it’s not even bothering to think through the reasons for buying in the first place.
$UNI is exactly in that state right now. 7D +63.7%, 30D +132.4%, 24H +14.8%. In the eyes of experienced people, this is momentum showing up. But what are retail investors doing? Waiting for a “pullback,” then continuing to stay bearish.
How do I know? In 2018, I made the same mistake and missed Ethereum. Back then, ETH fell from $1,400 to $80, and everyone said it hadn’t hit the bottom. I believed them. What happened afterward?
Let’s talk about UNI. In terms of business logic, Uniswap is still the decentralized exchange with the largest trading volume across the entire DeFi ecosystem. The real trading fees it generates are in the hundreds of millions every month, yet its valuation is down 77% compared to the 2021 peak. You think this is risk; I think it’s an opportunity—on the condition that you understand what you’re actually buying. Not a concept, but a real company that generates cash flow.
On the China side of things, I see something else: the “policy floor” for A-shares has been tested again and again, while institutions are quietly building positions in consumer and technology sectors. Money is looking for an exit; traditional channels are constrained. Smart capital will definitely spill over into the crypto market. This isn’t a prediction—it’s a pattern of cycles.
Back to the main point—what it means to bring UNI down to reality:
First, people holding UNI at this stage are essentially betting that Uniswap Labs will continue to expand its market share, grow fee revenues, and possibly roll out new staking models.
Second, if you’re an institution or large capital, you’re not focused on short-term price swings—you’re looking at the correlation coefficient between this asset and traditional financial assets.
Third, for ordinary retail investors, the worst thing isn’t buying the wrong thing—it’s not even bothering to think through the reasons for buying in the first place.