This Week’s Alpha Allocation: @Uniswap • Sector: DeFi (DEX infrastructure) • Token: $UNI → Project Insight Uniswap remains the liquidity backbone of DeFi, having settled $2.75 trillion+ in lifetime volume with zero protocol-level exploits. The January-launched v4 upgrade slashed pool-creation gas costs by 99 % and introduced Hooks; plug-in smart-contract modules that let builders add dynamic fees, MEV-resistant curves and on-chain limit orders to any pool, turning Uniswap into a “DEX operating system.” → Catalyst 1. Fee-Switch Countdown: The Uniswap Foundation won community approval for a $165 million Unichain & v4 growth fund, reviving plans to route a slice of protocol fees to $UNI holders. Yield-bearing UNI would be a game-changer. 2. Hook Ecosystem Snowball: 150+ hooks (Aegis, Bunni, Dynamo) are live or in audit, expanding Uniswap’s moat with custom liquidity curves and automated LP strategies. 3. On-Chain Demand Rising: $UNI transaction count has climbed steadily since mid-April, signalling growing spot demand. 4. Bullish Spot vs. Cautious Futures: Spot-taker CVD has been positive and rising since May (aggressive buys), even as retail futures activity flashes “overheated.” Mixed flows = fertile ground for breakout volatility. → Why You Should Buy Now • Asymmetric Re-rating: $UNI still trades ~63 % below the December ’24 high despite v4 going live and the fee switch on deck. • Token-to-Revenue Alignment: Once fees stream to stakers, UNI becomes a cash-flow asset, not just governance fluff. • Modular Network Effect: Hooks lock builders, and their liquidity-in, turning Uniswap into the default router across 10+ chains. Gas savings deepen LP depth and swap volume, reinforcing the loop. → My Price Prediction $UNI is consolidating around $7.20–7.50. A daily close above $8 flips December resistance to support and opens a run toward $12–14 (≈ +90 %). Failure to reclaim $8 likely leads to a liquidity sweep toward the 50-day MA near $6.20 before another attempt. → Rotation Narrative The market is rotating from ultra-spec L2 memes back into cash-flow DeFi. With fee income pending and modular DEX innovation exploding, $UNI is the “dividend stock” of on-chain liquidity; a markedly different risk-reward than high-FDV, no-revenue L2 tokens. If you want exposure to sustainable DeFi yield plus upside from a token-model overhaul, $UNI is the clearest bet on the board right now.