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$UNI

7 pieces · Sep 2022 to Dec 2025 · 1 flagship

Sectors

DeFi6 Ethereum2 Market structure1 Stablecoins1 Bitcoin1 L1/L21

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Coverage per year

42022

12023

12024

12025

Price and coverage

Uniswap $UNI

Calls: None yet
Since first piece: +8.2%
vs BTC: −71%
Now: $7.23

bullish thesis bearish thesis coverage, no call map, list or mentionWeekly 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 $UNI

Explainer11 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.Thesis28 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.Explainer10 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.

Timeline · every piece, newest first

2025 1

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.ThesisMarket structureStablecoinsBitcoin

2024 1

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

2023 1

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

2022 4

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

Often covered with

Uniswap27 Curve11 Bitcoin6 Hyperliquid113 Ethereum36 Solana60 Aave14 Lido16

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