cryptd.in

另类 LinkedIn 适合加密人才

Uniswap Price Could ‘Go Parabolic’ Due To Supply Shock, Says CryptoQuant CEO

-

由

cryptd.in
于

Uniswap (UNI) ripped higher on Tuesday after Uniswap Labs founder Hayden Adams unveiled “UNIfication,” a sweeping governance proposal that would activate protocol fees and route them into coordinated token burns. The structural shift—combined with a sharp change in how Uniswap’s teams are organized, igniting an extremely bullish sentiment, with CryptoQuant CEO Ki Young Ju arguing that a real supply shock could be incoming.

Uniswap (UNI) Supply Shock Incoming?

“Uniswap could go parabolic if the fee switch is activated. Even just counting v2 and v3, with $1T in YTD volume, that’s about $500M in annual burns if volume holds. Exchanges hold $830M, so even with unlocks, a supply shock seems inevitable. Correct me if I’m wrong,” Ki Young Ju wrote.

UNI exchange reserves in USD

In a thread posted early Tuesday, Adams said he was “incredibly excited to make my first proposal to Uniswap governance,” describing a framework that “turns on protocol fees and aligns incentives across the Uniswap ecosystem.” He framed the move as the culmination of years of legal wrangling that had constrained Labs’ role: “UNI launched in 2020, but for the past 5 years Labs has been unable to meaningfully participate in Uniswap governance […] That ends today,” he wrote, adding that “the regulatory environment has shifted.”

The on-chain economics he outlined are unambiguous. Protocol usage would begin burning UNI; Unichain sequencer revenue would be directed to the same burn sink; and the treasury would immediately destroy 100 million UNI to account for fees that “could have been burned if fees were turned on at token launch.”

Adams also described new “protocol fee discount auctions” to improve LP outcomes and internalize MEV, and an “aggregator hooks” architecture in v4 that would let the protocol capture fees sourced from external liquidity.

In parallel, Uniswap Labs would stop charging fees on its interface, wallet, and API to push distribution and adoption, while Uniswap Foundation staff move to Labs under a growth mandate funded by the treasury. The net effect is a consolidation: Uniswap’s development, growth and fee policy would be operated under a single, explicitly token-aligned structure, with governance retaining control.

Price action reflected Ki Young Ju’s comment. UNI spiked to multi-week highs as coverage spread. In early European trading hours, UNI showed a one-day gain near 30% while many majors treaded water, underscoring UNI’s idiosyncratic governance-driven rally.

Beyond headline burns, the crux is whether the economic flywheel can be sustained without degrading liquidity provider economics. Historically, Uniswap governance has wrestled with “fee switch” design trade-offs and the risk of disintermediating LPs or pushing order flow elsewhere.

Adams argued this blueprint is different because fee proceeds are not distributed as passive yield but are instead destroyed to concentrate value into the remaining float, while discount auctions and MEV internalization are meant to keep LPs competitive on net execution. The full rationale and parameterization—fee rates, split between pools, cadence for auctions, and the exact mechanics of the burn—are laid out in the governance post now in “Requests for Comment,” with implementation subject to the usual forum review and on-chain governance process.

Adams cast the proposal as an existential scaling step: “I believe Uniswap protocol can be the primary place tokens are traded. This proposal sets the stage for the next decade of its growth […] Uniswap will ship relentlessly over the coming years and supercharge the ecosystem of developers, LPs, and traders,” he wrote.

According to estimates by MegaETH Labs member BREAD, if Uniswap were to modify its standard 0.3% trading fee so that 0.25% is allocated to liquidity providers and 0.05% directed toward UNI buybacks, the protocol could channel roughly $38 million into monthly repurchases. This projection is based on an annualized fee revenue of approximately $2.8 billion and would position Uniswap’s buyback capacity slightly above PUMP’s $35 million pace, yet still below HYPE’s $95 million benchmark.

At press time, UNI traded at $8.609.

Uniswap price

评论

发表回复

您的邮箱地址不会被公开。 必填项已用 * 标注

最新信息

热门类别

zh_CN 简体中文
zh_CN 简体中文 en_US English ro_RO Română et Eesti ko_KR 한국어 ja 日本語 ru_RU Русский de_DE Deutsch es_ES Español fr_FR Français zh_TW 繁體中文 pt_PT Português it_IT Italiano pl_PL Polski tr_TR Türkçe nl_NL Nederlands id_ID Bahasa Indonesia el Ελληνικά uk Українська bg_BG Български cs_CZ Čeština fi Suomi hu_HU Magyar lv Latviešu valoda lt_LT Lietuvių kalba nb_NO Norsk bokmål sk_SK Slovenčina sl_SI Slovenščina sv_SE Svenska

搜索网站

热门故事

标签

#AlexeyPertsev (1) #BidenCryptoBan (1) #BidenElection (1) #BinanceVsCoinbase (1) #Bitcoin (435) #BitcoinETF (3) #itcoinFundamentals (1) # 比特币处理 (1) # 比特币价格 (5) # 比特币价格水平 (1) #BitcoinPump (1) #BitcoinReserve (1) #BitcoinSurge (1) #itcoinTop (1) #Bitfinex (1) #Bitwise (1) #BracebridgeCapital (1) #BRC20Tokens (1) #BTC 收购 (1) 1TP5 看涨预测 (1) #BullishSentiment (1) #C 中国矿业 (1) #CPIPreview (1) #CryptoAsset (2) #CryptoBattle (1) #CryptoBoom (1) #CryptoExpert (1) #CryptoInsights (1) #CryptoMania (1) #CryptoMarket (4) #CryptoPrediction (1) #CryptoPredictions (1) #CryptoRegulation (2) #CryptoTakeoff (1) #CryptoTiming (1) #CryptoTips (1) #CryptoTreasury (1) #CryptoUncertainty (1) #DerivativeJump (1) #Dogecoin (73) #ogecoinGains (1) #ogecoinVolume (1) #DutchCourt (2) #ECommerce (1) #El萨尔瓦多比特币 (1) #E以太坊 (69) #EthereumPain (1) #E以太坊价格 (1) #ExpertOpinion (1) #FedRateCut (1) #FiatCurrency (1) #F 财务影响 (1) #F 财务隐私 (1) #FirmShutdown (1) #FrozenAccounts (1) #IllicitFunds (1) #InflationData (1) #Investment (1) #InvestmentLoss (1) #JapaneseFirm (1) #L LegalAction (1) #L 法律影响 (1) #Legislation (1) #LightningNetwork (1) #M 市场分析 (3) #M 市场监测 (1) #M 市场预测 (1) #M 市场预测 (1) #M 市场投影 (1) #M 市场支持 (1) #M 市场波动性 (1) #M 婚姻 (1) #MemeCoin (5) #MemeCoins (2) #Miner 盈利能力 (1) #M 洗钱 (2) #MtGox (4) #朝鲜加密货币 (1) #诺沃格拉茨预测 (1) 1TP5价格里程碑 (1) #P 价格预测 (2) 1TP5价格问题 (1) #PriceSurge (1) #PrisonSentence (1) # 量化分析 (1) #R 监管压力 (1) #SECA Anti-Crypto (1) #ShibaInu (6) #SocialBuzz (1) #T 技术分析 (1) #Toncoin (3) #T 龙卷风现金 (3) #T 龙卷风现金发展项目 (1) #T 龙卷风现金开发者 (1) #UKCrypto (1) #UpsidePotential (1) #USCongress (1) #WyomingLand (1) #XRPPrice (1) #XRPupswing (1)

实用链接

我发现了一些有用的链接，希望与大家分享。