Decentralized exchange Uniswap has launched its first permissioned pools to advance its tokenization effort. The pools will be available on Uniswap V4 in partnership with tokenized asset issuers Securitize, Superstate and Dowgo.
According to Uniswap CEO Hayden Adams, the move aims to “bring regulated assets on-chain.”
Uniswap protocol is the infrastructure of all on-chain trading. Some regulated tokens and use cases require permissioned trading. Uniswap v4 can now more easily support these use cases through this new hook.
The new pool will limit exchanges and liquidity tied to tokenized stocks and ETFs to a whitelist of approved wallets.
Any sanctioned organization will be automatically flagged and blocked. To some extent, this is the centralization of part of the DEX to perform basic compliance checks for trading regulated tokenized assets.
Uniswap’s bet on $11 trillion tokenized market boom
The tokenized market is currently valued at $36 billion, but is expected to reach $11 trillion in the next four years. Since the SEC enforces a technology-neutral stance on tokenized securities, the same traditional disclosure requirements and monitoring will apply to the on-chain market.
In fact, the DeFi industry’s attempts to push for immunity or limited legal liability have failed vehemently opposed by traditional exchanges and operators such as Citadel Securities.
All legal liabilities for TradFi players should apply to anyone using tokenized securities, whether the platform is for custodial purposes or not.
Therefore, permissioned pools are a way for DeFi players like Uniswap to try to ride out the tokenization boom while remaining compliant.
Uniswap could generate more volume and revenue if it can capture some of the expected tokenization boom.
However, the DeFi project has enabled various protocol fees across various versions and chains over the past few months. So far the protocol has generated a cumulative $5.6 billion in fees, mostly to liquidity providers.
In comparison, the protocol’s revenue remained low at approximately $27 million. The push for protocol fees shared with liquidity providers could help generate more revenue. UNI buyback.
So far in 2026, the project has burned approximately 6-8 million UNI; This means that an average of 1 million UNIs are burned per month.
Can UNI extend its rally?
Notably, the recent Uniswap pull on Robinhood Chain fueled the July rally, sending UNI up nearly 61% from June lows.
At press time, the altcoin was valued at $3.84 and was above the 200-day Moving Average (MA, blue line). This meant that the long-term market structure was bullish.
Therefore, UNI could extend the rise to its second-quarter high of $4.17, implying an extra 12% upside potential.
The uptrend will be invalidated if UNI breaks below the 200-day MA, currently at $3.6. Such a move could trigger a potential pullback of the 50-day MA at $3.3.
Final Summary
- Uniswap targets $11 trillion tokenized market with permissioned pools
- UNI is up 60% since June and could extend gains to 70%
