The analyst posited that Uniswap is "uniquely positioned to scale" as tokenized assets in DeFi surge, with its neutral, rules-based automated market maker set to become the liquidity layer institutions plug into.
Standard Chartered expects DeFi to hold $2.7 trillion in assets by 2030, potentially giving Uniswap pools 37x more to trade. A late-2025 "UNIfication" fee-switch upgrade has also been burning roughly 1% of supply a year, trimming total supply to about 895 million from 1 billion.
