
Uniswap V4 captures 31% of tokenized-stock liquidity – Can UNI benefit?
Uniswap V4 has emerged as a dominant venue for tokenized-stock liquidity, currently holding $59.1 million in total value locked. This figure represents approximately 31% of the total $192.6 million market for tokenized-stock liquidity, outpacing competitors like Kamino and Uniswap V3. The sector has experienced significant growth, with total value locked increasing by 2,218.8% as investors shift toward newer, more efficient infrastructure. This migration of liquidity is critical for the RWA market, as deeper pools facilitate higher trading volumes and institutional participation. Furthermore, the increased activity on Uniswap V4 is beginning to impact the economics of the UNI token, with daily revenues surging toward $600,000. As the protocol prepares to extend fee-swap mechanisms to V4, the potential for accelerated token burns could significantly reduce supply. Large-scale accumulation by notable figures like Arthur Hayes, who recently acquired 244,406 UNI, suggests that market participants are positioning for long-term scarcity. This trend of net absorption, combined with robust revenue generation, highlights the growing integration between decentralized finance infrastructure and real-world asset trading.














