Uniswap Fee Dynamics and Value Capture

Crypto is maturing while attention moves elsewhere. In this Weekly Rollup, David Hoffman and Anthony Sassano break down silver, gold, and the S&P hitting new highs, the Aave civil war over control and fees, Uniswap’s unification win, a new pro crypto CFTC chair, and why quantum computing may be Bitcoin’s biggest long term risk.

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TIMESTAMPS & RESOURCES

0:00 Intro

1:25 2025 & 2026 

6:47 Markets 

https://finance.yahoo.com/news/silver-10x-d-p-500-145100823.html

https://x.com/KobeissiLetter/status/2003514479649390697

https://x.com/WatcherGuru/status/2003611075116433413

https://x.com/WatcherGuru/status/2003573927407440012

https://x.com/PeterSchiff/status/2004364997401760040

https://x.com/matthew_sigel/status/2006002866507690243

https://x.com/Cointelegraph/status/2006078375924793591

https://x.com/Mrcryptoxwhale/status/2005388225482031317

16:50 Is Aave in a civil war?

https://x.com/obsrvgmi/status/2003089533995471074

https://x.com/aave/status/1996591393817473247

https://governance.aave.com/t/aave-cowswap-integration-tokenholder-questions/23530

https://governance.aave.com/t/arfc-aave-token-alignment-phase-1-ownership/23616

https://x.com/StaniKulechov/status/2002933974969315561

https://snapshot.org/#/s:aavedao.eth/proposal/0xbc606159ddeae0184c2086055637d3f357351ec0adc4c9f4150751bc41918eba

https://x.com/Marczeller/status/2004494332359741859

https://x.com/StaniKulechov/status/2004503414705643866

https://www.coingecko.com/en/coins/aave

29:55 Uniswap UNIfication 

https://x.com/haydenzadams/status/2005306028506923234

https://vote.uniswapfoundation.org/proposals/93

41:36 Michael Selig is the new CFTC Chairman

https://x.com/cointelegraph/status/2001834127696249077

https://x.com/MichaelSelig/status/2003090594508214534

https://youtube.com/live/fPdqwebmJzE

https://youtube.com/live/yIKRSDhAf4A

48:39 Nic Carter says, Quantum is the biggest risk to Bitcoin

https://murmurationstwo.substack.com/p/bitcoin-and-the-quantum-problem-part

https://x.com/adam3us/status/2002049157662753197

https://x.com/Pledditor/status/2001896737775194208

https://x.com/Fiskantes/status/2002005763343184156

https://x.com/caprioleio/status/2001990974940274921

https://larryswedroe.substack.com/p/the-quantum-computing-threat-to-financial

1:02:11 Anthony’s 2026 Excitement

1:03:31 Closing & Disclaimers

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