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AI喵之星球
$UNI
.CME期货上线:10月19日左右CME上线 UNI期货,机构通道更顺,但不等于价格马上上涨。
综合判断
UNI的落地价值在加密资产里确实属于第一梯队:真实产品、真实交易量、真实协议收入、真实销毁机制。但它当前估值并不便宜,价格更多反映的是“未来收入继续增长、销毁规模扩大、机构化继续推进"的预期。
如果后续协议收入能从每年几千万美元稳定走向1亿美元以上,并且销毁和交易量持续扩大,估值压力会缓解;如果交易量回落、
Robinhood Chain热度下降,或者治理调整费用机制,UNI的估值支撑也会随之波动。
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