When looking at $UNI now, don’t just think about when it’ll climb back to $9.
Instead, ask: if bringing U.S. stocks onchain really takes off over the next few years, who’s best positioned to benefit?

Why haven’t I taken UNI off my list of assets to accumulate?
First, consider a very real development: the SEC has established a temporary, conditional exemption framework for qualifying tokenized securities trading venues.
The OKX and ICE joint venture has also filed an application with the SEC for a tokenized stock trading platform. The proposal involves permissioned pools built on Uniswap v4.
This isn’t just the crypto world telling itself a story anymore. Traditional financial institutions are already exploring how to move stock trading onchain.
Of course, this doesn’t mean every TSV will use Uniswap, nor does it mean the platform has officially launched at full scale. But it does show that Uniswap’s technology is entering real-world financial use cases.

Now let’s look at $UNI itself.
The protocol fee-burning mechanism is already in operation.
If trading activity continues to grow and protocol fees keep accumulating, demand for UNI burns will be worth watching over the long term.

On one side, traditional assets are moving onchain; on the other, there are protocol fees and the UNI burn mechanism. If both of these developments gain traction, UNI’s long-term potential will be about more than simply following the market up and down.
Right now, the market is focused on short-term price moves. When UNI falls, nobody talks about it; after a few rebound candles, everyone starts chasing it again.
What matters more to me is where UNI will stand when we look back a few years from now, once onchain financial infrastructure has really taken off!

I can’t say it’s guaranteed to be the highest-returning coin, and I don’t think buying now means you’ll make money right away. But if you’re already bullish on DeFi and bringing real-world assets onchain, this is at least worth taking the time to research.
The biggest risk isn’t that it hasn’t gone up yet. It’s waiting until the trend is fully established and everyone is rushing to get in, only to realize you’d been watching it all along.
$UNI —I’m still keeping an eye on it. Short-term volatility is one thing; the long-term thesis is still worth studying. 🦄
#UNI #Uniswap #RWA #DeFi #Tokenization