Reports citing Standard Chartered research say Uniswap’s UNI token could reach $100 by 2030, with the forecast built around a much larger market for tokenized real-world assets and on-chain trading infrastructure.

TL;DR

• Published reports citing Standard Chartered research point to a long-term $100 UNI target by 2030.
• The original research note is not publicly available, so this story should be treated carefully.
• The reported thesis centres on tokenized assets moving on-chain and Uniswap capturing a share of that trading activity.
• This is an analyst forecast, not a guarantee, partnership announcement or bank investment in UNI.

This is one of those stories where the headline number is eye-catching, but the sourcing needs careful handling. The reported forecast comes from media reports citing research attributed to Standard Chartered’s digital assets team. The underlying note is not available as a public primary document, which means the cleanest way to frame the story is not “Standard Chartered announced” or “confirmed,” but rather “reports citing Standard Chartered research say.”

That caution does not make the thesis irrelevant. It simply means the article needs to separate the idea from the certainty. The idea itself is interesting: if tokenized real-world assets grow into a multi-trillion-dollar market, decentralized exchanges could become an important layer for trading, liquidity and price discovery. Uniswap, as one of the most established DeFi trading protocols, is an obvious name for analysts to model in that scenario.

The RWA link

The reported projection is tied to the belief that assets such as tokenized Treasuries, funds, credit instruments and equities will increasingly move onto public or permissioned blockchain rails. If that happens, the value may not only accrue to issuers. It could also flow toward the trading venues, routing systems and liquidity layers that help those assets move.

That is where Uniswap enters the conversation. UNI has long been difficult to value using traditional equity-style metrics because token economics, governance and protocol revenue capture remain debated. A bullish RWA thesis tries to solve part of that problem by imagining a much larger pool of assets using DeFi rails over time.

Still, there is a big gap between “tokenized assets will grow” and “UNI will reach $100.” The first can be a broad market trend. The second depends on protocol usage, fee structures, governance decisions, regulatory treatment and whether token holders capture enough economic value from the system.

Why traders will still watch it

Even with those caveats, institutional price targets can move sentiment. UNI is a well-known DeFi asset, but it has often struggled to trade with the same narrative force as Bitcoin, Ethereum or Solana. A high-profile long-term target gives the market a new framework: Uniswap as infrastructure for tokenized finance rather than just a crypto swap protocol.

That framing could matter if RWA activity keeps growing. Tokenized funds, stablecoin collateral products and on-chain credit are already becoming part of the daily institutional crypto conversation. If more of that activity requires exchange infrastructure, Uniswap’s role could become easier for traditional analysts to explain.

The sensible read

The sensible read is not to treat $100 as a near-term trading target. It is a long-range scenario based on a large structural assumption: that tokenized assets become a major on-chain market and that Uniswap captures meaningful value from that shift.

For traders, the useful question is not whether UNI immediately reprices to match the forecast. It is whether the market starts to value DeFi infrastructure differently as real-world assets move on-chain. That is the part of the story worth watching.

This article was written by the News Desk and edited by Samuel Rae.

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BlackRock chief investment officer Rick Rieder believes that the bull run in US equities will continue, driven by higher earnings estimates.

In a new interview at the CNBC CEO Council Summit, Rieder says the market is in the midst of an “extraordinary period of time” as stock prices rise while earnings multiples fall.

While Rieder mentions a few market risks, he says the earnings growth story is fueling the market’s ascent to new all-time high levels.

“I don’t think we’ve ever seen anything like this in terms of you’ve got a market that’s doing extremely well. The cash keeps coming into these markets. And the multiples, though, when you actually look at it relative to where you were, particularly in tech and semis, are actually lower than where we were if you go back to October.

The earnings growth, I was looking this morning at the projected [one-year forward] earnings growth, talking about 20%-plus earnings growth. That is incredible. So yes, there’s a lot of uncertainty. Yes, there are things to be careful about. I worry about crowding in different markets, not just in overall markets, but in single-name stocks where you see more crowding, more momentum trading than I’ve ever seen before.”

The BlackRock CIO says he’s keeping a close watch on the Magnificent 7 names, highlighting that their valuations are justified due to exceptional earnings growth.

“I was looking at the Mag 7. I mean, you’re talking about a 26x multiple for companies that are throwing off earnings growth of 30%-40%.

So yes, there’s a lot of uncertainty. There’s a tremendous amount of cash. There’s a tremendous amount, even with the IPO calendar, which is large. There is still a tremendous amount of buyback going on. So I think the technicals are good. Listen, I think you’ve got to stay in it. And I think the equity market will probably continue to do okay.”

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Hedge fund veteran Dan Ives believes one Mag 7 tech stock is undervalued and will soon print massive gains.

In a new CNBC interview, Ives says that Microsoft (MSFT) could surge by more than 30% from its current value as he expects artificial intelligence (AI) to start generating revenue for the company after large-scale investments in the technology.

“[Microsoft’s] defending their turf. They’re going after developers, and that’s really front and center in this arms race that we’re seeing play out, and I think these are the important steps, not just on Copilot and build, but what ultimately will be Azure, and that’s why I think right now the market is mispricing Microsoft to what I believe is still going to be the monetization phase that’s going to happen in the next six to 12 months.”

Ives believes Microsoft will hit $575, a more than 34% increase from its $427 price per share at time of writing.

Ives also says that AI technology still remains in its early stages and will be transformative for civilization in the coming years.

“It’s my view we’re still in the third inning of AI revolution relative to where this nine inning game is going. We could definitely have ebbs and flows in this market, but when you look where Alphabet’s positioned, they’re front and center, they’re top of the mountain right now. Amazon clearly has narrowed the gap. Microsoft obviously is doing a lot of great things in terms of Azure…

We’re talking about years, we’re talking about fourth industrial revolution in terms of what they’re going after.”

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