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Uniswap bullish outlook amid market dip

The note highlights a recent sell‑off in AI stocks and broader indices, while asserting that Bitcoin’s structural bull market remains intact. Uniswap (UNI) fell over 30% but posted $730M weekly volume and $92M annualized token burns, supporting a 50x market‑cap‑to‑revenue multiple. Recent SEC Innovation Exemption and upcoming tokenized equity trading venues, including a partnership with SMBC and Nethermind slated for mid‑2027, are seen as tailwinds. Institutional interest and potential Robinhood incentives could further boost Uniswap’s retail and institutional usage.

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