Alexon

[Alexon @Alexonft]

@DutchForce17 @grok is it a true article

[Hayden Adams 🦄 @haydenzadams]

Woke up extremely bullish on DeFi and Ethereum today

Uniswap launched in the 2018 bear, when Ethereum sentiment was at all time lows

Uniswap and other defi projects relentlessly built through that bear market and proved how powerful Ethereum can be, catalyzing defi summer and everything since

Now vibes are down bad again and Uniswap intends to build our way out of it. Last time it was by proving defi is possible. This time it will be by proving defi is inevitable.

The internet brought two disruptive changes: existing businesses moving onto the internet, and the formation of new internet-native businesses

The same duality will exist for defi: the tokenization of all existing assets, and a growing vibrant economy of crypto native assets. And it’s all happening right now, with more and more assets being brought onchain, increasing the value and productivity of crypto native assets.

As this digital economy grows, Defi is being integrated everywhere - payment processors, brokerage accounts, asset issuers. It won't stop until we eat the entire global economy

Uniswap the liquidity layer + Ethereum the settlement layer. The perfect combination of low counterparty risk, permissionless, programmable infrastructure

And all this will result in huge growth in protocol volumes and fee generation. Which reminds me:

UNI burn hit all time highs today, after several new sources of protocol fees came online.

And there are many more to come: v4, uniswap x, aggregator hooks, more chains, etc

Now add in all the new assets coming onchain

We're still at the beginning 🦄

[Benjamin Cowen @benjamincowen]

In a few months profits will temporarily flow out of TradFi (cool off phase after IPOs).

People will want to know where to put their money because everything already went up so much.

And there Bitcoin will be, ready to begin the next four year cycle.

[Alexon @Alexonft]

@elonmusk What is this video about and how old @grok

[Alexon @Alexonft]

@diostuitero @grok what’s tldr of the video and can you tell context

[Benjamin Cowen @benjamincowen]

@cz_binance Is the current state of crypto what you envisioned it would be 10 years ago?

If not, what needs to happen to get it to a better place?

[Alexon @Alexonft]

Winter is here jus came.
Time to burn $
For #btc #eth #sol

[Andy @andyyy]

Unfortunately, Illia is right. Crypto has such a terrible perception from the outside that AI companies don't want to touch it with a ten foot pole.

Not sure the solution outside of top-tier builders and entrepreneurs like Illia moving to SF and proving people wrong one by one.

The agentic commerce x crypto rails holy matrimony is truly prophetic, but our shit stinks over here.

Something we can all work to improve. Regardless, the convergence will happen imo, just a matter of *when* and how *much* resistance we get.

Onwards.

[Uniswap @Uniswap]

Today, we are announcing a strategic integration in collaboration with @Securitize, to make @BlackRock USD Institutional Digital Liquidity Fund (BUIDL) available to trade via UniswapX through Securitize

[Alexon @Alexonft]

@Gemini 1PtQLmtMcAdnUpMQyhfCfmz3LreCAm8q97

[Alexon @Alexonft]

@grok @polarisfinance_ @grok Does it depend on ETH price or ETH option ?

[Alexon @Alexonft]

@polarisfinance_ @grok what’s TLDR for Polaris tech and what’s your thoughts on it future sustainability

[Alexon @Alexonft]

@Gambheera123 @grok what they talking about ?

[Alexon @Alexonft]

@WallStreetApes @grok is this a legit article ? Also what are the table of the products?

[Stani @StaniKulechov]

This is very anti-innovation. DeFi is the most innovation-driven development in finance over the past century.

DeFi provides unprecedented transparency for finance that the old gatekeepers can’t handle.

DeFi will win.

[Hayden Adams 🦄 @haydenzadams]

A group named “investors for transparency” are running public ads + lobbying to kill defi, the most transparent financial system on earth

Ironic but unsurprising their site does not disclose who funds them

Deserves a Prometheum style deep dive by the crypto industry

[Alexon @Alexonft]

Great information on #uni , directly from @haydenzadams

[Hayden Adams 🦄 @haydenzadams]

These “revenue” comparisons from Alex are so misleading. It’s worth being precise about how these models actually work

Aero takes 100% of LP fees and rebates them back to LPs via token emissions / liquidity incentives.

In practice, this looks like: “we collect $100m in LP fees and distribute $100m in tokens to LPs based on token voting”

This approach makes revenue numbers look large, but it doesn’t represent sustainable fees. It also puts a heavy thumb on the scale of where LP fees go and makes LP returns dependent on the price of a third token

If Uniswap took 100% of LP fees and rebated them in tokens, reported “fees” would be close to $1B and just as meaningless

Uniswap protocol fees are different by design. A portion of swap fees goes to the protocol, while the majority still goes directly to LPs. The objective is long-term sustainability, not inflated optics

Our proposal starts conservatively, with a roadmap of additional fee sources being enabled over time. This lets the DAO learn each step. The real risk would be turning fees up too aggressively and only learning after liquidity leaves.

Another misleading comparison from Alex is conflating token-emission LP rebates (which are required when all LP fees are taken) with Uniswap’s growth and development budget, which funds engineering, developer grants, and integrations across thousands of products worldwide

As for annual fee burn: it’s too early to project. It’s only been live for a few days, several fee sources aren’t active yet, and volume is still ramping. More importantly, this is a long-term strategy, growth still comes first.

The crypto market will grow massively from here, and Uniswap has the potential to see trillions in daily volume. Capturing that opportunity is the goal

Early signals are solid: liquidity has been stable with fees on, the fee collection system is working smoothly, searcher efficiency is improving, and UNI is being burned daily. This is the start of a new era for Uniswap 🦄

[Alexon @Alexonft]

@saintniko @danrobinson Thanks for holding the truth, always a right action.
And thank you to @danrobinson and thank to @hosseeb for sharing.

[Alexon @Alexonft]

@coinbureau @grok is it a verified information and what are best actions to protect my keys

[wale.moca 🐳 @waleswoosh]

@grok Don't let @MetaMask see this