Standard Chartered set $100 target for UNI by 2030 as tokenized assets dey expand

Standard Chartered reportedly start coverage for Uniswap (UNI) and dem project say UNI fit reach $100 by end- 2030. Di bullish case link UNI upside to tokenized assets wey go scale reach about $4T by 2028 and make the share of tokenized value wey dey actively used for DeFi rise from ~3.5% to ~30% by 2030. For this scenario, Uniswap fit become main liquidity infrastructure, turn fragmented on-chain instruments into composable, 24/7 markets. The earlier note talk about Uniswap UNI economics: the UNIfication upgrade put fee mechanics and UNI burn, later expand by governance. The report talk say about $21M protocol fees don collect since the fee switch and ~5M UNI don burn, and supply don reduce (total from 1B down to ~895M; circulating about ~622M). E also show multi-year price path (e.g. ~$6.50 end-2026, $20 end-2027, $40 end-2028, $65 end-2029, $100 end-2030). The later article add one big institutional risk: plenty tokenized RWA activity na permissioned. E point out say BlackRock’s BUIDL dey trade on UniswapX via RFQ with whitelisted participants—dem dey use Uniswap tech but dem no open access fully. The worry be say tokenized assets fit still settle through controlled bank/broker rails, wey fit limit open-market execution and direct UNI capture. Trader context: UNI dey near ~$3.02 with about $353.9M daily volume; Uniswap TVL near ~$2.89B and 30-day fees above ~$50M. For the UNI bull thesis to work, traders suppose watch whether tokenized RWA activity go become “active on-chain” so e go increase durable Uniswap execution volume and fees, no be only token issuance.