Uniswap (UNI) has re-emerged with renewed institutional narrative momentum following Standard Chartered’s 15 June 2026 initiation of coverage, targeting $100 by end-2030 (~35–40x from ~$2.50–2.70 base; staged path: $6.50 EOY2026, $20 2027, $40 2028, $65 2029). The thesis hinges on tokenized Real-World Assets (RWAs) driving DeFi TVL to ~$2.7T (37x expansion) and Uniswap capturing dominant…
1. Cadre conceptuel. L’interopérabilité stablecoins-RWA comme condition sine qua non du scaling de la finance parallèle
L’interopérabilité entre stablecoins (USDT/USDC dominance >85 % du marché, MC ~300 Md$ au 27/03/2026) et RWA tokenisés (TVL distribuée ~26,63 Md$ ex-stablecoins, rwa.xyz) constitue le pont programmable entre liquidité fiat-native et actifs réels fractionnables. Elle transforme les stablecoins…