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沉浮若海
Uniswap今天是DeFi里最显眼的大盘。价格约9.7至10.5美元，日内可到双位数。协议费打开后，成交会转化为销毁或回购预期；Robinhood链上的投机流量很大一部分走Uniswap，等于多了一条增量管道。DEX龙头的逻辑很简单：市场越活，手续费越厚。短板是竞争链上的聚合器和订单簿会抢份额，代币解锁与治理波动也会压估值。选UNI，是押“成交回暖时抽水机先涨”，不是押某一个Meme。$UNI
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