Lately, I’ve increasingly felt that what’s really interesting about $UNI right now may not be another piece of good news.
It’s that more and more people are starting to put Uniswap to work.
I took a close look at yesterday’s news about OKX and ICE.
They plan to offer tokenized U.S. stock trading on X Layer, using Uniswap v4 directly for the underlying liquidity pools, with Hooks to implement whitelisting and compliance restrictions. The plan covers more than 60 U.S. stocks and is still in progress.
That’s really interesting.
In the past, when we talked about tokenized stocks, a lot of people’s first reaction was: “Another RWA project.”
But what’s really worth paying attention to now is who provides the trading and liquidity infrastructure.
And you’ll find that Uniswap v4 keeps showing up in that role.
It’s being used by Robinhood Chain, studied for Japan’s financial institutions’ DeFi Gateway, and now it’s also part of the plans from OKX and ICE.
This is no longer just one project telling a story.
More and more different chains and institutions are trying to make Uniswap v4 their underlying trading infrastructure.
That’s why I’m still bullish on $UNI .
Because if on-chain stocks, bonds, funds, and other assets really do become more widespread in the future, the most valuable thing won’t be which stock token goes up.
It’ll be whoever becomes the liquidity infrastructure behind these assets.
If this trend continues, UNI won’t just benefit from a single market rally—it’ll capture the growth in trading activity across an entirely new market.
Of course, don’t take this to mean that tokenized stocks = UNI is guaranteed to go up. The projects are still in progress.
But honestly:
It’s hard for me to ignore the signal when one traditional finance player after another starts including Uniswap v4 in their plans.
$UNI is still hovering around $9.
When everyone thinks it’s boring, that’s when it may be worth paying closer attention.
Because what really makes the market FOMO has never been someone saying UNI is great.
It’s the day everyone suddenly realizes: “Damn, all these new assets are starting to use Uniswap.”
By the time people chase it then, they’ll be in a completely different frame of mind than those looking at it now.
#UNI #Uniswap #RWA #DeFi #ETH
It’s that more and more people are starting to put Uniswap to work.
I took a close look at yesterday’s news about OKX and ICE.
They plan to offer tokenized U.S. stock trading on X Layer, using Uniswap v4 directly for the underlying liquidity pools, with Hooks to implement whitelisting and compliance restrictions. The plan covers more than 60 U.S. stocks and is still in progress.
That’s really interesting.
In the past, when we talked about tokenized stocks, a lot of people’s first reaction was: “Another RWA project.”
But what’s really worth paying attention to now is who provides the trading and liquidity infrastructure.
And you’ll find that Uniswap v4 keeps showing up in that role.
It’s being used by Robinhood Chain, studied for Japan’s financial institutions’ DeFi Gateway, and now it’s also part of the plans from OKX and ICE.
This is no longer just one project telling a story.
More and more different chains and institutions are trying to make Uniswap v4 their underlying trading infrastructure.
That’s why I’m still bullish on $UNI .
Because if on-chain stocks, bonds, funds, and other assets really do become more widespread in the future, the most valuable thing won’t be which stock token goes up.
It’ll be whoever becomes the liquidity infrastructure behind these assets.
If this trend continues, UNI won’t just benefit from a single market rally—it’ll capture the growth in trading activity across an entirely new market.
Of course, don’t take this to mean that tokenized stocks = UNI is guaranteed to go up. The projects are still in progress.
But honestly:
It’s hard for me to ignore the signal when one traditional finance player after another starts including Uniswap v4 in their plans.
$UNI is still hovering around $9.
When everyone thinks it’s boring, that’s when it may be worth paying closer attention.
Because what really makes the market FOMO has never been someone saying UNI is great.
It’s the day everyone suddenly realizes: “Damn, all these new assets are starting to use Uniswap.”
By the time people chase it then, they’ll be in a completely different frame of mind than those looking at it now.
#UNI #Uniswap #RWA #DeFi #ETH