Crypto Scenario Insights

Uniswap's v4 Fee Proposal: A Catalyst for UNI Deflation or Liquidity Risk?

What happened

Uniswap Labs has proposed extending its UNIfication burn program to v4 liquidity pools, introducing protocol fees to fund UNI buybacks and burns.

What we think

Our most likely assessment is that the Uniswap v4 fee proposal will pass, leading to an initial positive but measured price reaction for UNI (40% probability).

Read the analysis

Uniswap's v4 Fee Proposal: A Catalyst for UNI Deflation or Liquidity Risk?

We explain what happened and what could follow. We do not forecast prices.

Read the full analysis