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数字Catalyst

06/17 15:30

UNI Rockets 19% after Standard Chartered's $100 Call as Uniswap Rolls Out Tokenized Stocks

Uniswap’s governance token UNI popped into the spotlight this week, climbing double digits in 24 hours to a one-month high and handing DeFi bulls fresh ammunition. Quick snapshot - UNI hit a local peak of $3.70 and was trading at $3.63 at publication, up 19.8% on the day and 48.4% over the week, per CoinGecko — outpacing Bitcoin and Ethereum. - Market cap rose to roughly $2.26 billion with 24-hour volume near $864 million. - The jump follows a flurry of bullish commentary from institutions and fresh product rollouts from Uniswap itself. What kicked this off The immediate catalyst was a research note from Standard Chartered’s Geoff Kendrick, the bank’s global head of digital assets. Kendrick set an eye-catching $100 target for UNI by 2030 (about a 40x move from current levels) and a nearer-term $6.50 target by year-end. He urged TradFi to view Uniswap “less as a retail DEX app and more as market infrastructure,” comparing Uniswap to YouTube while likening Coinbase to Netflix — a framing that positions Uniswap’s automated market maker (AMM) as a neutral liquidity layer institutions will plug into as tokenized assets scale. Standard Chartered’s longer-term case rests on a big DeFi growth assumption: roughly $2.7 trillion in DeFi assets by 2030, which could leave Uniswap pools with up to 37x more to trade. Product moves and token mechanics - Fee-switch burns: Uniswap’s late-2025 “UNIfication” upgrade introduced a fee-switch that’s been burning roughly 1% of supply per year, reducing total supply to about 895 million from 1 billion. Recent burn rates have increased the token’s deflationary narrative. - Tokenized securities: On June 12 Uniswap launched tokenized securities trading, adding tokenized stocks such as SpaceX, Apple, Tesla and NVIDIA across its app, wallet and API. Uniswap said this debut is only “a small fraction of what’s coming,” and noted more than $9.1 billion had already been swapped in its real-world-asset pools ahead of the launch. Support from other research and ecosystem moves Researchers are backing the fundamentals too. ARK Invest’s Lorenzo Valente highlighted Uniswap’s record $125 billion monthly trading volume in October 2025, saying the protocol has reclaimed the top spot among DEXs with a 25–30% share of total volume and captures “close to half of all gross spot trading fees in the space.” Valente also estimated the protocol was on pace to burn about 2% of supply annualized over the past 30 days, arguing UNI is “fully aligned with the protocol as the single source of value accrual.” Momentum also builds on earlier institutional engagement: BlackRock in February made its BUIDL tokenized money market fund available via UniswapX, and Uniswap Labs said BlackRock has “made a strategic investment within the Uniswap ecosystem.” Risks and perspective Despite the recent pop, UNI remains far below its all-time high of $44.92 from May 2021. Kendrick cautioned that niche competitors and the eventual standardization of compliance rules could blunt upside as TradFi moves into tokenization. So while the institutional narrative and product launches have brightened UNI’s outlook, meaningful execution and regulatory clarity will be key to realizing the more aggressive forecasts. Bottom line Uniswap’s price action this week reflects a convergence of institutional research, product expansion into tokenized securities, and tokenomics that increasingly favor supply discipline. Whether that’s enough to justify targets like $100 by 2030 is a longer-term question — but for now UNI has re-emerged as one of DeFi’s most closely watched tokens. Read more AI-generated news on: undefined/news
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