UNI will be the biggest beneficiary of the SEC allowing tokenized stock trading and is about to become a hot token everyone chases. x.comÂ
kook
Crypto Trader, Creator of KookLetter
Uniswap has the best DEX liquidity, as the Binance hacker's UNI sales there show. UNI looks bullish once the hacker finishes selling. x.comÂ
Uniswap has a real chance at new all-time highs this year as its fundamentals keep improving. Fees rose 129% over 30 days and revenue 165%, and revenue outgrowing fees means the UNI burn mechanism's expanding pool coverage is compounding, not just volume. x.comÂ
Uniswap should keep winning trades as the market heats up, turning more of that activity into UNI burns. It generated $15.6 million in protocol revenue over the last 30 days, $8.9 million of it from Robinhood Chain alone. The loop: trading makes providing liquidity worthwhile, more liquidity gives traders better prices and attracts more trades, and where protocol fees are enabled, those fees feed UNI burns. x.comÂ
Platforms and assets serving compliant token fundraising stand to benefit from the SEC's proposed Reg CA, which pairs light private-placement burdens with public reach and immediate liquidity. Coinbase, which runs Coinbase Token Sales, and Robinhood gain from users, wallets, chains and distribution; Circle from raises in USDC; Ethereum, Solana and Avalanche as leading chains; Hyperliquid and Uniswap as liquidity venues. It is only a proposal and may tighten; back the shovels, not the projects. … Show more
Live CME futures let institutions price Uniswap's DeFi liquidity and fee narrative with regulated hedging. Standard 10,000-UNI and Micro 1,000-UNI cash-settled contracts began trading October 19 after the rumor-driven selloff. Asset managers and market makers can now hedge or run basis trades; deeper secondary liquidity is a multi-month possibility, not guaranteed buying on launch day, and risk-off markets can still overwhelm the event. x.comÂ
Uniswap's revenue to UNI holders is accelerating: September is on track to be its highest holder-revenue month ever, with $15M in UNI buybacks. x.comÂ
Robinhood Chain is where to be right now, as trading between stocks and memes draws DeFi whales and meme traders at the same time, and it is still early. Robinhood-related altcoins are already moving: Uniswap's UNI has doubled and Arbitrum's ARB is up 60%. x.comÂ
Uniswap is becoming the liquidity layer for stablecoins, processing more USDC volume than every other DEX combined. UNI broke out after testing patience for months and ripped through $6. x.comÂ
Stablecoins and tokenization are clearly heading one way, and risk-reward in Coinbase, Robinhood, SECZ and Circle heavily favors buyers. In ten days, the SEC chair said tokenization rules are moving toward a long-term framework, the SEC allowed on-chain trading of tokenized stocks, and the CFTC sent crypto market rules to White House review. IBM linked to Swift's blockchain for 24/7 tokenized deposits, and ARK is tokenizing its venture fund holding OpenAI and Anthropic. x.comÂ
Uniswap owns spot liquidity on the two-week-old Robinhood Chain, making UNI an early winner from the chain's growth. It handled 99.1% of the chain's $5.57B in 30-day DEX volume and generated $26.8M in fees, with no real second place. Tokens benefit mostly through buybacks and burns. Other ways in are Lighter, Robinhood's chosen perpetuals venue; PONS and Flap as the leading launchpads; and Virtuals as the chain's agent layer. x.com x.comÂ