Decentralized exchange Uniswap has launched its first authorized pools to further its tokenization push. The pools will be available on Uniswap V4 in partnership with tokenized asset issuers Securitize, Superstate and Dowgo.
According to Hayden Adams, CEO of Uniswap, this move is intended to bring “regulated assets onchain.”
The Uniswap protocol is an infrastructure for all onchain trading. Some regulated tokens and use cases require authorized trading. Uniswap v4 can now support these use cases more easily through this new hook.
The new pool will restrict swaps and liquidity linked to tokenized stocks and ETFs to an allowlist of approved wallets.
Any sanctioned entity is automatically flagged and blocked. To some extent, this is the centralization of part of the DEX to achieve important compliance controls for trading regulated tokenized assets.
Uniswap’s bet on $11 trillion tokenized market growth
The tokenized market is currently valued at $36 billion, but is expected to reach $11 trillion in the next four years. Because the SEC takes a technology-neutral stance on tokenized securities, the same traditional disclosure requirements and monitoring will also apply to the onchain market.
In fact, there have been attempts by the DeFi industry to push for exemption or limited legal liability strongly against by traditional exchanges and operators such as Citadel Securities.
For the TradFi players, all legal responsibilities should apply to anyone dealing with tokenized securities, regardless of whether the platform is out of custody or not.
As such, permissioned pools are one way DeFi players like Uniswap are trying to leverage the tokenization boom while remaining compliant.
If Uniswap manages to capture a fraction of the expected tokenization boom, it could drive more volume and revenue.
That said, the DeFi project has activated several protocol fees in different versions and chains in recent months. To date, the protocol has generated a total of $5.6 billion in fees, the majority of which goes to liquidity providers.
In contrast, revenues from the protocol have remained low at around $27 million. The pursuit of protocol fees shared with the liquidity providers could contribute to more revenue for the $UNI repurchase.
So far, the project has burned about 6 to 8 million people in 2026 $UNIwhich translates to an average of 1 million $UNI burned per month.
Can $UNI extend his rally?
In particular, the recent Uniswap traction on Robinhood Chain fueled and boosted the July rally $UNI will rise almost 61% from the June low.
The altcoin was valued at $3.84 at the time of writing, above the 200-day moving average (MA, blue line). This meant that the long-term market structure was bullish.
As such, $UNI could extend the rally to the second-quarter peak level of $4.17, implying an additional 12% upside potential.
The bullish setup would be invalid if $UNI falls below the 200-day MA, currently at $3.6. Such a move would trigger a potential pullback to the 50-day MA at $3.3.
Final summary
- Uniswap is targeting the $11 trillion token market with permissioned pools
- $UNI is up 60% since June and could extend gains to 70%