$UNI 7 Months 3.2 to now 9.2, up 185%—not much of a surprise. It matches what I predicted. After all, I kept saying in the livestream for more than two months.
Even last night’s livestream talked about it too. The “idiot-proof” approach is: apart from the primary market, in asset allocation, you should honestly keep a portion of your holdings in solid value coins in the secondary market to earn—slowly, but reliably.
This UNI rally isn’t just because the buyback and burn have been executed and Robinhood Chain’s data has been outstanding. The market has started trading a new expectation too:
AMMs are going to enter the U.S. stock market.
On September 17, the U.S. SEC officially launched the “Innovation Exemption,” allowing eligible platforms to use AMM liquidity pools to trade tokenized stocks that truly represent equity of U.S. listed companies.
Note: this isn’t permission for “paper trading” that merely tracks stock prices. It’s tokenized stocks that genuinely include shareholder rights like dividends and voting.
That means AMMs, which previously mainly served crypto assets, may in the future begin to handle traditional financial assets like U.S. stocks and ETFs.
UNI isn’t the direct target approved under this policy, but Uniswap is the absolute leader in the AMM sector. Once real assets are massively put on-chain, trading, liquidity, and on-chain settlement become necessities—so the market naturally thinks of Uniswap first.
Add to that Robinhood Chain, Arc, and other new chains continuously expanding, plus the value capture generated by UNI’s own buyback and burn—this rally looks more like the market is reassessing Uniswap’s upside and imagination.
Previously, the market only treated Uniswap as a DEX.
Now, it’s being repriced as the liquidity infrastructure for on-chain finance.
#跟着锦鲤学打百倍金狗 $币安人生
Follow the Web3 Kylin Diary—coins you buy can 10x.
Even last night’s livestream talked about it too. The “idiot-proof” approach is: apart from the primary market, in asset allocation, you should honestly keep a portion of your holdings in solid value coins in the secondary market to earn—slowly, but reliably.
This UNI rally isn’t just because the buyback and burn have been executed and Robinhood Chain’s data has been outstanding. The market has started trading a new expectation too:
AMMs are going to enter the U.S. stock market.
On September 17, the U.S. SEC officially launched the “Innovation Exemption,” allowing eligible platforms to use AMM liquidity pools to trade tokenized stocks that truly represent equity of U.S. listed companies.
Note: this isn’t permission for “paper trading” that merely tracks stock prices. It’s tokenized stocks that genuinely include shareholder rights like dividends and voting.
That means AMMs, which previously mainly served crypto assets, may in the future begin to handle traditional financial assets like U.S. stocks and ETFs.
UNI isn’t the direct target approved under this policy, but Uniswap is the absolute leader in the AMM sector. Once real assets are massively put on-chain, trading, liquidity, and on-chain settlement become necessities—so the market naturally thinks of Uniswap first.
Add to that Robinhood Chain, Arc, and other new chains continuously expanding, plus the value capture generated by UNI’s own buyback and burn—this rally looks more like the market is reassessing Uniswap’s upside and imagination.
Previously, the market only treated Uniswap as a DEX.
Now, it’s being repriced as the liquidity infrastructure for on-chain finance.
#跟着锦鲤学打百倍金狗 $币安人生
Follow the Web3 Kylin Diary—coins you buy can 10x.
