清仓了所有的UNI,转头买了AERO
等待明天风气
中文区居然没有人讨论AERO,大为震撼
Uniswap在base上被aero干趴下了,
最近aero计划宣布跨链(之前只在base)
可能这也是uni匆匆忙忙宣布要分协议收入的原因
再不分就要被干死了
在思考要不要一头开多aero,另一头开空uni
还是直接裸多aero
套了大半年的UNI终于解套然后+30%了
反思一下对UNI的交易,基本面投资艺人是领先市场十步吃屎。但当时做出投资决策是明显看到uni的费率开关有进展的,DUNE的草案就是为了后续的批准,所以费率开关一定会打开,只是快和慢的问题。过了半年打开了,赚了30%,还是能上仓位的这种,我认为是完全可以接受的,只不过在阴跌不休中的感受很差。
之后买这种标的应该在大危机中抄一点,而不是想明白了就立刻买点。UNI的另类竞争对手实际上是Hyperliquid,所以对Hype我也是跌了就买点,然后为了对冲hype又买了一些aster,直接赌赛道了。
已经在9.5出了一半的货,
以下是思考的UNI估值模型:
2025年预计总费用15.3亿美金
分配比例如果算10%,15%,25%的话,分别是$2.72亿,$4.08亿,$6.8亿。
做一下和web2公司的comps:
EV/Revenue:
Coinbase 7.7x
Roinbinhood 29x
Visa 25x
P/E:
Coinbase 35x
Robinhood 79x
和web3其他协议比一下:
AAVE是 7x MC/Revenue
MakerDAO是 6x MC/Revenue
我估计UNI协议收入就会放在10%上,很难到15%。
和其他web3协议比起来,uni 10u的话算是5x(按分配比例10%)来算。
现在的状态是准备提案投票阶段,之前有被a16z否决过提案,得再计算上这个风险。提案通过后要看到底LP池会流失多少。
这波炒作情绪下来要是价格能下来的话我会仔补点仓,先sell news一点
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