Uniswap's real-world assets (RWA) tokenization segment has achieved a record $2.5 billion in volume, dominated primarily by tokenized stocks since the platform's integration with Robinhood Chain last month. As reported by AMBCrypto, Uniswap CEO Hayden Adams expressed surprise at the development, stating "Crazy to see it actually happening after all these years." The platform has responded to this explosive traction by unveiling "permissioned pools" featuring allow-lists for screening against sanctioned persons and organizations, specifically designed to capture regulated U.S. investor access to tokenized products. This RWA boom is expected to significantly improve collected revenue, which directly funds the UNI buyback and burn program that has accelerated since the platform's launch.
Standard Chartered analyst Geoffrey Kendrick has revised his UNI price target upward, stating that his $100 target for 2030 now appears too conservative. According to reports from BeInCrypto, Kendrick made this assessment after six weeks of significant developments on Robinhood Chain, where Uniswap now dominates trading activity. UNI was trading near $3.46 on Thursday, down 25% from its August high of $4.5, as reported by AMBCrypto. The analyst's original June projection had implied a 37x upside based on expansion in decentralized finance assets. Despite the recent pullback, UNI has found support at the 200-day moving average and 50% Fibonacci retracement level, with potential for recovery if bulls defend this support zone.
Robinhood Chain went live on July 2, 2025, and by the time Kendrick updated his analysis 42 days later, Uniswap had established complete control over the platform's trading activity. As reported by BeInCrypto, Uniswap now handles 76.5% of all trading on the chain, with its pools moving $409 million in a single day. The platform collected $1.81 million of the chain's $2.28 million in daily fees, representing 78.8% market share. This dominance has created substantial fee generation that directly benefits Uniswap through its revenue-sharing model, with the recent RWA boom further expanding the platform's utility beyond traditional crypto trading.
The most significant development has been the acceleration of Uniswap's UNI token burn program, which began in December 2025 when the platform started using revenue to purchase and destroy UNI tokens. According to BeInCrypto analysis, burns have doubled since the second switch on July 27, now running at $90 million annually. At the current UNI price of $3.46 per token, this burn rate translates to approximately 25.7 million UNI tokens destroyed, representing a 4.1% annual burn rate. Since Uniswap launched with 1 billion tokens, about 109 million have been destroyed to date. The UNIfication upgrade in late 2025 cut UNI's supply by over 10% and introduced an automated buy-and-burn mechanism fueled by trading fees.
Digital asset manager Bitwise argues that Uniswap is significantly undervalued, with the platform positioned to capture a $600 trillion total addressable market as traditional capital markets become tokenized. As reported by AMBCrypto, Bitwise CIO Matt Hougan emphasized that "Onchain finance" represents a massive opportunity beyond just crypto assets, with gold markets at $30 trillion, stock markets at $150 trillion, and credit markets at $350 trillion. Uniswap CEO Hunter Horsley noted that "The TAM for platforms like Uniswap, Aave, Morpho, etc is expanding beyond just crypto asset volume." The platform's recent RWA boom, combined with its 76.5% market share on Robinhood Chain, positions it well for continued growth as traditional financial markets increasingly adopt tokenization technologies.
