that1618guy(@that1618guy):sharing a clip on our markets pod from early September - have been bullish $UNI since the $2.80 range and i think that there is chance UNI becomes a staple exposure in allocators portfolios this cycle imo what folks are discounting immediately is a multi-chain wide uptick and persistence in on-chain activity with RH potentially still in its infancy to assume even more flows not saying the current UNI config is the terminal state, but rather the market is underpricing the future path from here - i.e. wider fee coverage / higher take rate / token that starts looking more like a claim on the business

2026.10.02 04:41

sharing a clip on our markets pod from early September - have been bullish $UNI since the $2.80 range and i think that there is chance UNI becomes a staple exposure in allocators portfolios this cycle imo what folks are discounting immediately is a multi-chain wide uptick and persistence in on-chain activity with RH potentially still in its infancy to assume even more flows not saying the current UNI config is the terminal state, but rather the market is underpricing the future path from here - i.e. wider fee coverage / higher take rate / token that starts looking more like a claim on the business

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