As right as I was on $DRV, I was very wrong on being long base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 vs a much smaller $UNI short these last 1-2 months. Just didn't adjust fast enough to how much RH Chain rerated $UNI. However, I think now is the time to double (or more) down on that trade. Chart courtesy of @pear_protocol, AERO/UNI looks extremely bottomed out here on a very long time horizon. $UNI bullish catalysts are fully priced in, maybe even exceedingly so. $UNI has been traded as pure RH Chain beta, memecoin launchpad exposure, and now as tokenized equity exposure. Any invalidation on any those themes and the floor falls out for $UNI. base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 on the other hand has barely caught any bid with the same tokenized equity tailwind, and the very soon to be $ETH mainnet deployment (maybe more chains? 👀). base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 doesn't need to beat $UNI on mainnet or other chains to rerate dramatically, even just 20-30% of ETH spot volume moving to @aeroxyz would justify a pretty huge surge on the pair considering base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 is trading at 15% of the valuation. The reason I prefer this as a pair trade (or pear trade since I used @pear_protocol) is that there's a very good chance they both move in the same direction from here, I just think base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 has way less bullishness to unwind if we local top, and WAY more upside if their @coinbase tokenized equities or ETH mainnet deployment surprise to the upside.