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Narrative / Rank 10 / Week of Oct 18 – Oct 24 / Back after a break

CME lists Uniswap futures, giving $UNI its first regulated derivatives venue

By NSA Intelligence · Report published

steady$UNI$ENA
Peak / day4tracked accounts
Peak dayTueOct 20 · busiest day in the panel
Rest of X / peak day23distinct accounts outside the panel
Cited claims12source links retained
Market · $UNI-3.1%7-day price · rank #25

Attention

Who was talking, day by day

Oct 18 – Oct 24 UTC
Tracked paneldistinct tracked accounts / day
4
2
1
3
2
1
0
Rest of Xdistinct other accounts / day
14
22
23
18
19
16
19

What happened

CME Group added Uniswap futures, with contracts listed Sunday October 18 for the October 19 trade date, following self-certification with the CFTC, according to a WSX breaking post quoted by @kais3rp, who added 'I expect a $UNI ETF eventually.' The market data shows UNI at roughly $314.9M 24h volume, rank #25 by market cap, and down 3.13% over the last 7 days.

Why it matters

Uniswap is the biggest DEX by revenue and market cap in the story, and this week the CME listing of UNI futures is the first time the tracked crypto-native crowd has a concrete, regulated-market catalyst to react to. It shifts the conversation from valuation comparisons against smaller DEXs to how UNI gets priced once it sits in the same derivatives venue as BTC and ETH. For a content team, the CME contract is the hook that lets you talk about UNI without leaning on price predictions.

Observed reaction

Mostly constructive on the CME news, with @kais3rp linking futures to a possible future ETF and @cryptosteveo1 calling UNI an 'obvious winner' while sharing data that Uniswap is top-2 DEX on 6 of the 8 biggest chains and #1 on Ethereum (68%), Arbitrum (69%) and Robinhood Chain (81%). Skepticism comes from the valuation crowd: @cryptoyieldpro argued Uniswap kept $9.1M revenue in 30 days vs Aerodrome's $8.2M, yet UNI trades at ~40x annualized revenue vs AERO's ~8.5x, and @kais3rp noted $HYPE FDV of $80B vs UNI's $7B against a 7x revenue share difference. @cryptohayes, who is not a tracked account but has 814,760 followers, said he took profits on $ETH, $ENA, $UNI and other altcoins, calling macro and geopolitics 'dicey'.

Spread

Where it started and who carried it

First seen
Oct 18, 00:49 UTC by @that1618guy
Accounts
13 tracked · 25 elsewhere on X
Communities
eth defi (4), memecoins solana (4), general ct (3), ai crypto (1)
Key accounts
@cryptohayes, @cryptorover, @whalefactor, @lookonchain, @kookcapitalllc

Explainability

Evidence register

Every claim links to the posts behind it
01

CME Group added Uniswap futures, contracts listed Sunday October 18 for the October 19 trade date after self-certification with the CFTC.

[1]
02

@kais3rp: 'I expect a $UNI ETF eventually.'

[1]
03

@bootzz expects $UNI to 'double if not more in the next 2-3 weeks.'

[1]
04

@bootzz sees $UNI going 'as high as $28 by eoy' and says he is in spot.

[1]
05

Uniswap is a top-2 DEX on 6 of the 8 biggest chains, #1 on Ethereum (68%), Arbitrum (69%) and Robinhood Chain (81%), and did $15.7B volume on Robinhood Chain vs $14.4B on Ethereum, Oct 1-20 (via @hayekdata, quoted by @cryptosteveo1).

[1]
06

@cryptosteveo1: '$UNI is such an obvious winner in crypto.'

[1]
07

@cryptoyieldpro: last 30 days Uniswap kept $9.1M in revenue, Aerodrome kept $8.2M; UNI market cap $4.46B vs AERO $846M, roughly 40x vs 8.5x annualized revenue.

[1]
08

@kais3rp: $HYPE FDV is $80B vs $UNI FDV $7B, more than 10x, when revenue share is 7x.

[1]
09

@cryptohayes took profits on $ETH, $ENA, $UNI and other altcoins, citing macro and geopolitical conditions.

[1]
10

@tomwiflines: $UNI and $ENA are among assets listed with up to 100x leverage on @try10x.

[1]
11

@cryptoglennimal compares $UNI 2020-2021 to $JUP 2026, arguing Jupiter is the dominant DEX aggregator on Solana.

[1]
12

@cryptosteveo1 shared Grayscale's top-10 tokenholder yield list which includes $UNI and $AERO.

[1]

Angles

  • News explainer: what CME Uniswap futures are, how self-certification works, and what it means for UNI liquidity.
  • Data card: Uniswap's chain-by-chain volume share (Ethereum 68%, Arbitrum 69%, Robinhood Chain 81%) vs its revenue multiple.
  • Comparison card: UNI's revenue vs AERO and HYPE FDV, using the numbers from @cryptoyieldpro and @kais3rp.
  • Watchlist card: other assets that got listed alongside UNI on @try10x ($ENA, $ONDO, $ZRO) and why that matters for retail access.

Formats in use

  • News reaction / quote-tweet
  • Single-tweet bull thesis
  • Chart / data share
  • Portfolio update

Risks

  • CME listing details come from a single quoted post (@wallstreetxhq via @kais3rp) and have not been independently verified here.
  • Several posts are directional calls (e.g. @bootzz expecting UNI to double in 2-3 weeks, or to hit $28 by EOY), which is not financial advice and should not be repeated as such.
  • Valuation comparisons from @cryptoyieldpro and @kais3rp are the posters' own figures and framing, not confirmed by the market block.
  • @cryptohayes' decision to exit $UNI is one large account's positioning and does not reflect the whole market.
  • $ENA appeared alongside $UNI in several posts (e.g. @tomwiflines listing $ENA and $UNI for up to 100x leverage on @try10x, @yichuan_drive noting ENA positions), so some of the UNI chatter is bundled with ENA rather than being UNI-specific.

Observed content

Most-engaged posts

8 posts on X
CR@cryptoglennimal117 likes
👀 $JUP READ THIS. $UNI 2020-2021 vs $JUP 2026. When Uniswap locked the aggregator position on Ethereum, $UNI ran significantly harder than $ETH. > Volume share dominance > Fee capture > Price action followed Same thing is happening on @solana right now. @JupiterExchange is
Open on X →
BO@bootzz71 likes
$UNI - expecting this to double if not more in the next 2-3 weeks https://t.co/RDaWOexfjt
Open on X →
RI@richardnhsu50 likes
I think $UP feels really undervalued here. UP earned 16.55% of $PONS' holders revenue, and 30.19% of $UNI's holders revenue on robinhood chain for the last 30 days. All while the mcap is $4.35m with a $55.20m FDV. Mcap will never be as high as FDV because a lot of the FDV is
Open on X →
ET@ethandefi_45 likes
$ENA is up 14.3% in the past 24h with a monster green candle. The investor supply overhang is mostly gone and Ethena team has done an incredible job on the product side. Feels good. Higher. https://t.co/Uy9tjI8apL
Open on X →
BO@bootzz43 likes
don't quote me on this (unless I'm right ofc) , but I can see $UNI going as high as $28 by eoy if we see a little more of chop & correction , cool. that's why I'm in spot one thing I'm certain abt is when ETH breaks aths - UNI should too. https://t.co/G3QP68g5Xw
Open on X →
YI@yichuan_drive30 likes
And market is kinda frozen again. Time to overview, re-balance n find nice entry points for all: DeFi, Intra-day trades n NFTs 📁 Perps: - Lighter gonna distribute weekly pts today. Don't expect to get much, as my $NVDA n $SDNK still sucks. However, I opened another SDNK long on
Open on X →
TO@tomwiflines21 likes
the following assets have been listed with up to 100x leverage: $ZRO $QNT $STRK $RAY $CHIP $ENA $ONDO $MET $GRASS $WLD $UNI $CARDS $BP long, short, and collateralize - all on @try10x.
Open on X →

History

Weeks this story made the report

3 weeks
  1. #10steadyBinance hot wallet drained for ~$2.5B; Aave freezes DAO-operated V3 and V4 markets to stop the attacker borrowing
  2. #10steadyCME lists Uniswap futures, giving $UNI its first regulated derivatives venue
  3. #17steadyRival DEX Advocates Benchmark Revenue and Multiples Against Uniswap