Trend Research has liquidated UNI/COMP with a loss of 40.29 million dollars; this isn't just institutions stepping into a pitfall, it's the prelude to the funeral of old DeFi consensus.
Don't brush off this 40 million as small change.
Trend Research is a leading firm that thrives on narrative, and they previously held UNI/COMP as the core foundation of DeFi blue chips.
Now, cutting their losses means they’re openly showing their hand: the money in old DeFi is no longer profitable for them.
The market's reaction is clear: UNI/COMP is likely to see retail investors panic-selling, dragging the entire DeFi altcoin sector down with it. Contract traders should avoid going long; if there’s a rebound to the recent 7-day highs, it's time to short.
Everyone's calculating how much the institutions lost, but no one is paying attention to this crucial point: this isn't just about timing the bottom wrong; they’ve actively ripped apart the consensus that 'DeFi blue chips = value investment targets.'
Previously, everyone assumed UNI was the Maotai of DEXs and COMP was the lending leader, but now institutions are directly cutting their positions, indicating that even DeFi coins with real TVL can’t withstand tightened liquidity. Those air-based altcoins that haven’t landed will die even quicker.
Are you still holding UNI or COMP? Are you following the institutions in cutting losses, or are you betting that DeFi can conjure up a new narrative to pump prices?
#DeFi #Altcoin #cryptocurrency
$UNI $COMP $BTC
Don't brush off this 40 million as small change.
Trend Research is a leading firm that thrives on narrative, and they previously held UNI/COMP as the core foundation of DeFi blue chips.
Now, cutting their losses means they’re openly showing their hand: the money in old DeFi is no longer profitable for them.
The market's reaction is clear: UNI/COMP is likely to see retail investors panic-selling, dragging the entire DeFi altcoin sector down with it. Contract traders should avoid going long; if there’s a rebound to the recent 7-day highs, it's time to short.
Everyone's calculating how much the institutions lost, but no one is paying attention to this crucial point: this isn't just about timing the bottom wrong; they’ve actively ripped apart the consensus that 'DeFi blue chips = value investment targets.'
Previously, everyone assumed UNI was the Maotai of DEXs and COMP was the lending leader, but now institutions are directly cutting their positions, indicating that even DeFi coins with real TVL can’t withstand tightened liquidity. Those air-based altcoins that haven’t landed will die even quicker.
Are you still holding UNI or COMP? Are you following the institutions in cutting losses, or are you betting that DeFi can conjure up a new narrative to pump prices?
#DeFi #Altcoin #cryptocurrency
$UNI $COMP $BTC