#UNI - is new #BNB ?Greetings dear investors & traders.
The latest news this week confirms the correctness of our core business strategy.
Overall, the chosen strategy is in line with our expectations. The widespread transfer of investment from the real sector
is just beginning in the crypto industry (RWA), as is the tokenization of stocks and bonds. DEX exchanges will be unpredictable
for the beneficiaries of these views.
Furthermore, unlike projects in L1 or the even more competitive L2, exchanges have a well-proven business model.
This type of entrepreneurship always has a plan B if a management team ceases to exist.
DEX can move to another network or even have multiple networks—one such project is UNISWAP.
Key financial indicators of the company:
- Number of active daily users:
2022) 51k, 2023) 105k, 2024) 436k, 2025) 713k.
- Cumulative commission volume: over $5 billion
- Cumulative trading volume: over $3 trillion
- Treasury balance: $2.9 billion
- Estimated profit for 2025: $141 million
Positive expectations, reflected in revenue or the project's tokenomics.
1) Launch of proprietary L2 solutions based on Optimism. This will allow UNI token holders to participate as validators.
Taking into account additional costs, this step will bring the company approximately $500 million, even if these figures are two-thirds lower – this is still relative to the platform's revenue growth. Optimism should receive a share of this income. The main losers
will be Ethereum, Arbitrum, and Base.
2) A program to withdraw and burn UNI tokens from the market. UNISWAP proposes to burn 10% of all tokens, approximately 100 million coins
out of 1 billion. The company will then continue to allocate a portion of its proceeds to buybacks and burns, making UNI deflationary.
An asset with a clear business model and a growing market.
3) Most recently, the company added support for Solana. As is known, it has been actively used for trading this year.
tokenized stocks, thanks to its low asset value. According to our requirements and continuing expectations, at this stage,
this is not a coincidence. This is worth keeping an eye on – UNISWAP is expected to introduce an exchange of tokenized stocks and
other financial instruments. This should increase trading volume and DEX revenue.
Based on technical analysis and the visual presentation described above,
we believe good levels for position formation are: $6/$4.75/$4.
With best regards,
VokCapital AG.
!Attention: This information does not constitute investment advice.
