Uniswap's Latest Move Isn’t About Innovation
It’s About Fear of $AERO.
It’s a bold move by @Uniswap to make changes while $AERO is gaining more and more market share.
Reminds me of Blackberry trying to catch up with Apple but we all know how that ended.
There's a great book called The Innovator's Dilemma, which explains how certain first-movers in a technology often fail to improve their business model and get taken over by "smaller" competition (see Apple/Blackberry, Ford/Tesla etc.)
@AerodromeFi is more capital efficient than traditional DEXs, as it ties rewards directly to fees generated and voter alignment, boosting TVL and volume on Base.
Uniswap Labs is lagging behind, even with the recent fee switch that could btw dilute LP yields and potentially is accelerating liquidity migration to @AerodromeFi.
Why?
- @Uniswap has less aggressive incentives for ecosystem growth
- Allowing $AERO ve(3,3) to dominate by focusing on efficient, community-voted emission
An expansion to other EVM Chains would be the final death for $UNI due to the the classic Innovator’s Dilemma.
Comfort kills. $AERO leads.
Why Robinhood Needs Lighter More Than You Think.
Lighter was funded directly by Robinhood, not through their venture arm.
(Robinhood Ventures manages the RVI fund, which is built to make private companies accessible to retail)
Why it matters?
Robinhood's investments follow a clear pattern: strategic bets aren’t passive, they’re integrated into business ops to drive growth and expand the core business.
• Bruce Markets → expands after-hours trading
• GoPuff → enables cash deliveries
Following this pattern, a potential integration with Lighter could be closer than most expect.
→ Consensus on CT is that the integration is still far away, which may be true but many also assume it’s unlikely. In reality, it’s barely priced in and $LIT could capture upside sooner than expected.
Crypto is becoming the infrastructure for the global financial system. Robinhood is proud to support innovation in the ecosystem through a strategic investment in @Lighter_xyz, a dex that’s expanding access to perps, a new class of derivatives.
The value created by all Lighter products and services will fully accrue to LIT holders. We are building in the USA and the token is issued directly from our C-Corp, which will continue to operate the protocol at cost.
Uniswap's Latest Move Isn’t About Innovation
It’s About Fear of $AERO.
It’s a bold move by @Uniswap to make changes while $AERO is gaining more and more market share.
Reminds me of Blackberry trying to catch up with Apple but we all know how that ended.
There's a great book called The Innovator's Dilemma, which explains how certain first-movers in a technology often fail to improve their business model and get taken over by "smaller" competition (see Apple/Blackberry, Ford/Tesla etc.)
@AerodromeFi is more capital efficient than traditional DEXs, as it ties rewards directly to fees generated and voter alignment, boosting TVL and volume on Base.
Uniswap Labs is lagging behind, even with the recent fee switch that could btw dilute LP yields and potentially is accelerating liquidity migration to @AerodromeFi.
Why?
- @Uniswap has less aggressive incentives for ecosystem growth
- Allowing $AERO ve(3,3) to dominate by focusing on efficient, community-voted emission
An expansion to other EVM Chains would be the final death for $UNI due to the the classic Innovator’s Dilemma.
Comfort kills. $AERO leads.
Uniswap's Latest Move Isn’t About Innovation
It’s About Fear of $AERO.
It’s a bold move by @Uniswap to make changes while $AERO is gaining more and more market share.
Reminds me of Blackberry trying to catch up with Apple but we all know how that ended.
There's a great book called The Innovator's Dilemma, which explains how certain first-movers in a technology often fail to improve their business model and get taken over by "smaller" competition (see Apple/Blackberry, Ford/Tesla etc.)
@AerodromeFi is more capital efficient than traditional DEXs, as it ties rewards directly to fees generated and voter alignment, boosting TVL and volume on Base.
Uniswap Labs is lagging behind, even with the recent fee switch that could btw dilute LP yields and potentially is accelerating liquidity migration to @AerodromeFi.
Why?
- @Uniswap has less aggressive incentives for ecosystem growth
- Allowing $AERO ve(3,3) to dominate by focusing on efficient, community-voted emission
An expansion to other EVM Chains would be the final death for $UNI due to the the classic Innovator’s Dilemma.
Comfort kills. $AERO leads.
Uniswap's Latest Move Isn’t About Innovation
It’s About Fear of $AERO.
It’s a bold move by @Uniswap to make changes while $AERO is gaining more and more market share.
Reminds me of Blackberry trying to catch up with Apple but we all know how that ended.
There's a great book called The Innovator's Dilemma, which explains how certain first-movers in a technology often fail to improve their business model and get taken over by "smaller" competition (see Apple/Blackberry, Ford/Tesla etc.)
@AerodromeFi is more capital efficient than traditional DEXs, as it ties rewards directly to fees generated and voter alignment, boosting TVL and volume on Base.
Uniswap Labs is lagging behind, even with the recent fee switch that could btw dilute LP yields and potentially is accelerating liquidity migration to @AerodromeFi.
Why?
- @Uniswap has less aggressive incentives for ecosystem growth
- Allowing $AERO ve(3,3) to dominate by focusing on efficient, community-voted emission
An expansion to other EVM Chains would be the final death for $UNI due to the the classic Innovator’s Dilemma.
Comfort kills. $AERO leads.
Uniswap's Latest Move Isn’t About Innovation
It’s About Fear of $AERO.
It’s a bold move by @Uniswap to make changes while $AERO is gaining more and more market share.
Reminds me of Blackberry trying to catch up with Apple but we all know how that ended.
There's a great book called The Innovator's Dilemma, which explains how certain first-movers in a technology often fail to improve their business model and get taken over by "smaller" competition (see Apple/Blackberry, Ford/Tesla etc.)
@AerodromeFi is more capital efficient than traditional DEXs, as it ties rewards directly to fees generated and voter alignment, boosting TVL and volume on Base.
Uniswap Labs is lagging behind, even with the recent fee switch that could btw dilute LP yields and potentially is accelerating liquidity migration to @AerodromeFi.
Why?
- @Uniswap has less aggressive incentives for ecosystem growth
- Allowing $AERO ve(3,3) to dominate by focusing on efficient, community-voted emission
An expansion to other EVM Chains would be the final death for $UNI due to the the classic Innovator’s Dilemma.
Comfort kills. $AERO leads.