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Uniswap

27 pieces · Jan 2022 to Oct 2026 · 6 flagship

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DeFi21 Ethereum6 L1/L26 Market structure3 Privacy2 ZK2

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No calls on Uniswap yet · show price and coverage

Price and coverage

Uniswap $UNI

Calls: None yet
Since listing: +29%
vs BTC: −69%
Now: $7.16

bullish thesis bearish thesis coverage, no call map, list or mentionShow all 27 piecesCalls onlyWeekly closes in USD, log scale, as of 23 Oct 2026. Call figures turn cyan when the price moved the way the call pointed. Each marker links to its piece.

Start here · the strongest pieces on Uniswap

Explainer23 Aug 2026Standard Reserve TL;DR: an onchain central bank that fixes Olympus designOHM hit >$4B in 2021 then fell 98%; Standard swaps fixed APY for issuance tied to net ETH flow through a v4 hook pool. Inflow buys tokenized gold, outflow buys and burns STANDARD; fees split 70% vault, 15% permanent liquidity, 15% team.Data13 Sep 2026Standard Reserve moon maths part 1: base, bull and moon scenariosScenario model of the mint and 12 months of system behavior: base $7.4M launch FDV to $26M (3.5x), bull $18.1M to $243M (13x), moon $23.9M to $3.2B (135x). A passive whitelist seat is worth 0.42, 4.5 or 111 ETH on a 0.15 ETH cost.Explainer13 Sep 2026Standard Reserve explained: onchain central bank, charters, branches and mintExplains soulbound charters with 1 to 10 branches earning equal issuance shares, net ETH flow through a Uniswap v4 pool setting expansion or contraction, burns from licenses and exit fees, and the 14 Sep mint (0.15 ETH whitelist, Dutch auction from 1.25 ETH).

Timeline · every piece, newest first

2026 5

22 Oct 2026Standard Reserve bull case: reflexive issuance and Robinhood Chain liquidityFive weeks in, 26.4M STANDARD were destroyed vs 18M issued, and the reserve sold 1,318 ETH into SpaceX, Alibaba and SK hynix tokens with pools 12x to 17x deeper than rivals. Open issues: SpaceX volume sits in a cheaper v3 pool and stock-pool fees go to a team multisig.ThesisDeFiTokenized stocks

13 Sep 2026Standard Reserve moon maths part 1: base, bull and moon scenariosScenario model of the mint and 12 months of system behavior: base $7.4M launch FDV to $26M (3.5x), bull $18.1M to $243M (13x), moon $23.9M to $3.2B (135x). A passive whitelist seat is worth 0.42, 4.5 or 111 ETH on a 0.15 ETH cost.DataDeFi

13 Sep 2026Standard Reserve explained: onchain central bank, charters, branches and mintExplains soulbound charters with 1 to 10 branches earning equal issuance shares, net ETH flow through a Uniswap v4 pool setting expansion or contraction, burns from licenses and exit fees, and the 14 Sep mint (0.15 ETH whitelist, Dutch auction from 1.25 ETH).ExplainerDeFi

11 Sep 2026Why he is keeping his Standard Reserve whitelist spotWhitelist spots reportedly trade OTC at $40k to $50k before a token exists. He holds because the genesis cohort owns all issuance on day one, dilution is limited to 100 new branches a day and exits carry congestion-priced fees.ThesisDeFi

23 Aug 2026Standard Reserve TL;DR: an onchain central bank that fixes Olympus designOHM hit >$4B in 2021 then fell 98%; Standard swaps fixed APY for issuance tied to net ETH flow through a v4 hook pool. Inflow buys tokenized gold, outflow buys and burns STANDARD; fees split 70% vault, 15% permanent liquidity, 15% team.ExplainerDeFi

2025 7

28 Dec 2025Why 'cryptocurrencies' is the wrong label: digital assets as an asset classArgues the term implies digital fiat competitors when the sector spans commodity-like assets, reserve assets, equity-like tokens with cash flows, memecoins, stablecoins and RWAs. Institutional capital needs a clear taxonomy.ExplainerMarket structureStablecoinsBitcoin

13 Nov 2025Aztec explained: zk-zk rollup architecture and the CCA token saleBreaks down Aztec's privacy-native zk-zk rollup (PXE plus AVM, Protogalaxy folding, Goblin Plonk, client-side proving in Noir) and the Uniswap-co-built continuous clearing auction with a $350M FDV floor.BreakdownPrivacyZKEthereum

29 Sep 2025From AMMs to CLOBs: why CLOBs matter for onchain TradFi capitalTL;DR of A1's CLOB campaign intro: AMMs solved slow chains but suffer slippage and capital inefficiency, cannot serve the larger perp market, while CLOBs give price discovery and order types institutions need and are now feasible onchain.ExplainerDeFiMarket structurePerps

05 Aug 2025Warden swap stats: 1.4M swaps and 7.7% of Uniswap on BaseReports Warden's campaign numbers: over 1.4M swaps (1M on Solana) and 7.7% of Uniswap swaps on Base. Cautions that airdrop farmers likely inflate the figures and notes 1% of supply is allocated to Kaito campaign seasons.DataAIDeFi

23 Jul 2025Polkadot catalyst checklist: PolkaVM, JAM, agile coretime and DOT ETFLists the pending Polkadot catalysts: smart contracts on the relay chain via PolkaVM, Uniswap on PolkaVM, elastic scaling, agile coretime, XCM v5, JAM and possible DOT ETF approvals. Growth verticals named are DePIN/data, gaming and DeFi.Market takeL1/L2DePIN

11 Jul 2025Polkadot ecosystem status: Hydration, Mythos, peaq, PolkaVM, JAM and DOT ETFsSnapshot of Polkadot catalysts: Hydration >$290M TVL, Mythos wallet growth, peaq with 2M users and 3M machine accounts, PolkaVM mainnet expected October, elastic scaling, JAM, and DOT ETF decisions in Nov 2025.Market takeL1/L2DeFiDePIN

03 Jun 2025INFINIT Intelligence: supported protocols and DeFAI agent featuresDescribes INFINIT Intelligence as automated, personalized DeFi management through agents across more than 10 SVM and EVM chains, and lists the supported exchanges, lending, yield, liquidity, staking and bridging protocols.BreakdownDeFiAI

2024 2

10 Oct 2024Unichain: OP Stack L2 with 250ms blocks and decentralized validationSummarizes Unichain as an OP-stack Superchain rollup with a fast provable block builder for 250ms finality, a decentralized validator network to reduce MEV, and work on ERC7683 interop.BreakdownL1/L2DeFi

22 Jul 2024Chain abstraction is the modular endgame: ERC-3770, ERC-7683, based rollupsSurveys Vitalik's proposed fixes for L2 fragmentation (ERC-3770 chain-specific addresses, ERC-7683 cross-chain intents, based rollups) and argues account-level chain abstraction via NEAR and Particle is closest to market.ExplainerL1/L2Ethereum

2023 7

11 Oct 2023Aperture Finance on Manta Pacific: concentrated liquidity DEX and LM programProfiles Aperture, the leading DEX on Manta Pacific with USD 5.5m TVL, its Uniswap V3 automation features and LM program of 5,000,000 APTR. Estimates APR at 130% at USD 5m TVL and a USD 50m FDV.BreakdownDeFiL1/L2

23 Sep 2023Bifrost Stable Swap: correlated StableSwap pools for vToken/Token pairsExplains Bifrost's StableSwap pool for yield-bearing vTokens and their base tokens, using a correlated rather than pegged curve. Example: 100 vDOT swap gives 90.8539 DOT on Uniswap V2 (9.146% slippage) versus 99.9958 DOT (0.004%) with A=5,000.ExplainerDeFi

31 Aug 2023AERO pump to $300M mcap: why thin liquidity and 10% float matterNotes AERO hit about $300M mcap within 9 hours with only $24k of Uniswap liquidity (0.008% of mcap) and 88% of supply locked, so little volume moves price. Corrects that Aerodrome's own pool holds about $1.8M.DataDeFiMarket structure

10 Jul 2023Uniswap v4 explained: hooks, singleton contract and flash accountingExplains Uniswap v4 design: hooks for custom pool logic such as dynamic fees, limit orders and TWAMM, a singleton contract, flash accounting with EIP-1153 transient storage, native ETH and the Business Source License.ExplainerDeFiEthereum

24 May 2023GasPay: paying gas in any token without new walletsIntroduces GasPay, an ETHDenver 2023 DeFi track winner that lets users pay gas in any token from existing wallets via a browser extension and gasless signed message, as an alternative route to account abstraction. Walks through a Uniswap swap on Polygon.BreakdownToolingEthereum

08 Apr 2023Top 15 protocol treasuries: Arbitrum, Uniswap and BitDAO leadRanking of the top 15 protocol treasuries from DefiLlama, led by Arbitrum, Uniswap and BitDAO. Flags BitDAO and its upcoming Mantle L2 as a 2023 watchlist name given strong funding and tech.DataDeFiL1/L2

11 Jan 2023Aztec deep dive: private ERC-20 transfers and Aztec Connect for private DeFiExplains Aztec as an app-specific ZK rollup using a UTXO note model and join-split proofs for shielded transfers, and Aztec Connect, which batches calls to L1 DeFi protocols via bridge contracts to deliver cheap privacy with L1 liquidity.BreakdownPrivacyZKEthereum

2022 6

23 Sep 2022Index: AMM, impermanent loss, DeFi profitability and liquid staking threadsThread of threads linking five DeFi analyses: constant product AMM explainer, impermanent loss, DeFi profitability, DEX capital efficiency and ETH liquid staking protocols.MapDeFi

12 Sep 2022DEX capital efficiency: revenue to TVL across Uniswap, Sushi, Joe and peersArgues TVL alone misleads and ranks DEXs by 365-day revenue divided by average TVL. Trader Joe and SpookySwap lead while Sushi is lowest, with caveats on the simplified method.DataDeFi

12 Sep 2022DeFi profitability: protocol revenue vs token emissions for DEXs and lendersApplies TradFi-style profitability analysis to DeFi, comparing protocol revenue to token emission costs. Sushi comes out profitable, Curve pays far more in emissions than it earns, and Uniswap is a special case with no protocol fee.DataDeFi

12 Sep 2022Impermanent loss explained: derivation, formula and mitigationDerives impermanent loss for a 50/50 constant product pool: LP return scales with sqrt of the price change while holding returns the average, giving divergence loss 2*sqrt(dP)/(1+dP) minus 1. Lists mitigation via stable pools and IL insurance.ExplainerDeFi

11 Sep 2022How constant product AMMs work: pricing, price impact and slippage mathDerives the xy=k pricing model step by step, separating quoted from transaction price, showing price impact as dx/(dx+x), and comparing a 1k ETH to wBTC trade on Uniswap versus Bitfinex.ExplainerDeFiEthereum

22 Jan 2022Solidly ve(3,3) on Fantom: protocol-owned AMM and NFT-based launchExplains Solidly's ve(3,3) design where emissions flow to the pools with the highest fees and lockers earn fees only on pools they vote for. Covers the launch via ve lock NFTs airdropped to the top 20 Fantom TVL teams and the resulting wrapper DAOs.BreakdownDeFi

Often covered with

The Standard Reserve12 Curve11 Aave14 Lido16 Ethereum36 Aztec28 Polkadot36 Robinhood Chain7

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