Saw the update about Hayden right after I was “shuffling”: Uniswap’s annualized burn pace has already topped 250 million dollars—just a few days ago it was hovering around 200 million. This isn’t “another PPT.” The fee switch really has replaced the protocol fee with continuous buying $UNI and then burning it away.
In the public narrative, UNIfication has turned on a dormant protocol-fee switch that’s been off for years—carving out trading fees to sweep coins and send them to an address nobody can spend. When the volume exploded on the Robinhood Chain side, most of the daily burn could match its flow; within a thirty-day window, protocol fees briefly surged to around 140 million, and almost all the income went back into buybacks and burns. Earlier, the treasury also carried out a retroactive burn of roughly 100 million tokens—on the supply side, this string is really being pulled.
Right now, the order book is bouncing around 6.2–6.4. The seven-day increase looks pretty aggressive; the heat is still there, but it’s already actionable. My own rhythm: accumulate in batches from 5.8 to 6.1. If I can’t hold 5.4, I’ll withdraw first. First, see if it can move up and stand above 6.8—once it’s stable, then look toward 7.2–7.8. Only farther out do we talk about 8.5–9. I’m playing the line of “fees really flowing back + accelerated deflation.” Don’t treat the annualized pace as already-realized profit. Watch the burn data and whether the Robinhood flow is dropping—if the flow shrinks, cut leverage first.
In the public narrative, UNIfication has turned on a dormant protocol-fee switch that’s been off for years—carving out trading fees to sweep coins and send them to an address nobody can spend. When the volume exploded on the Robinhood Chain side, most of the daily burn could match its flow; within a thirty-day window, protocol fees briefly surged to around 140 million, and almost all the income went back into buybacks and burns. Earlier, the treasury also carried out a retroactive burn of roughly 100 million tokens—on the supply side, this string is really being pulled.
Right now, the order book is bouncing around 6.2–6.4. The seven-day increase looks pretty aggressive; the heat is still there, but it’s already actionable. My own rhythm: accumulate in batches from 5.8 to 6.1. If I can’t hold 5.4, I’ll withdraw first. First, see if it can move up and stand above 6.8—once it’s stable, then look toward 7.2–7.8. Only farther out do we talk about 8.5–9. I’m playing the line of “fees really flowing back + accelerated deflation.” Don’t treat the annualized pace as already-realized profit. Watch the burn data and whether the Robinhood flow is dropping—if the flow shrinks, cut leverage first.
