According to Matt Hougan, the current pullback is obscuring a key trend: tokens like UNI, ETH, and XRP are improving value capture, creating alpha opportunities as fundamentals link more directly to cash flows or supply burn, source: Matt Hougan on X. For UNI, Uniswap v3 includes a governance-controlled protocol fee that can redirect a portion of trading fees to the protocol, and a 2024 Uniswap Foundation proposal sought to distribute protocol revenues to stakers and delegates, increasing direct tokenholder yield potential, source: Uniswap v3 documentation and Uniswap Foundation governance forum. For ETH, EIP-1559 burns the base fee from every transaction and the post-Merge issuance reduction ties network activity to net ETH supply, periodically rendering ETH deflationary and strengthening value accrual to holders, source: Ethereum Foundation and EIP-1559 specification. For XRP, the XRP Ledger destroys transaction fees and enabled the XLS-30 AMM in 2024 to deepen on-chain liquidity, so higher usage can increase fee burn and utility while mechanically reducing circulating XRP, source: XRPL Foundation documentation and RippleX Dev announcement. Trading takeaway: monitor Uniswap fee-switch governance milestones, Ethereum gas-burn intensity, and XRPL AMM volume and TVL because rising protocol revenue or burn rates can support rerating in UNI, ETH, and XRP during risk-off periods, source: Matt Hougan on X and the respective protocol documents.

According to @ai_9684xtpa, the mid-term altcoin selloff appears finished after five consecutive weekly declines, setting up potential strength for UNI if altcoins rebound, with the view explicitly sourced to @ai_9684xtpa. According to @ai_9684xtpa, UNI is in focus due to the Uniswap fee switch proposal and is not facing historical supply overhang, positioning it as a fundamentally supported outperformer, as stated by @ai_9684xtpa. According to @ai_9684xtpa, UNI has retraced to pre–fee switch proposal price levels, creating a perceived entry advantage, per @ai_9684xtpa. According to @ai_9684xtpa, the bullish thesis is invalidated if UNI breaks below 6.5 USD, offering a clear risk level for traders, as cited from @ai_9684xtpa.

According to @CoinMarketCap, BTC fell 5.38% and ETH dropped 5.89% this week as the total crypto market cap slid to $3.44 trillion, marking a clear risk-off shift for traders (source: @CoinMarketCap). Multiple $400–500 million long liquidations hit derivatives markets, signaling heavy deleveraging across majors and heightened volatility risk for momentum strategies (source: @CoinMarketCap). Funding rates turned negative on top pairs, indicating bearish pressure in perpetual swaps and a tilt toward short positioning across majors (source: @CoinMarketCap). In DeFi, Uniswap triggered a market jolt with a fee switch proposal alongside a 100 million UNI token burn, a combination that can materially alter UNI’s supply-demand dynamics and protocol revenue flows (source: @CoinMarketCap). The post also flags controversy around Monad’s token sale, adding headline risk to newer L1 narratives during a risk-averse tape (source: @CoinMarketCap).

According to @Matt_Hougan, Coinbase has relaunched ICOs while Uniswap has activated its fee switch, marking what he describes as a major new era of on-chain capital formation in crypto, which places issuance and protocol fees at the center of market structure changes. Source: @Matt_Hougan on X, Nov 11, 2025. According to @Matt_Hougan, traders should focus on UNI for any market response tied to protocol fee accrual narratives and on COIN and Coinbase-listed ICO assets for shifts in primary issuance and liquidity, given the developments he highlights. Source: @Matt_Hougan on X, Nov 11, 2025.

According to @santimentfeed, Uniswap’s UNIfication proposal would activate protocol fees, route revenue to UNI burns, introduce MEV auctions, and burn 100 million UNI from the treasury, creating direct value capture for the token. source: @santimentfeed. UNI has rallied roughly 38–50% alongside growing community support, with a pivotal governance vote expected to determine fee activation and token burn mechanics that could reshape DEX tokenomics and UNI liquidity dynamics. source: @santimentfeed. Meme coins dominate social chatter as DOGE gains 3.94% and shows constructive technicals, while privacy coins like ZEC and XMR lag amid regulatory pressure, tilting momentum toward high-beta assets over privacy plays. source: @santimentfeed. Traders are tracking a social sentiment correlation where prior McRib menu returns coincided with major BTC rallies since 2017, using it as a potential sentiment-driven tailwind in Bitcoin positioning. source: @santimentfeed. Policy flow includes a Senate-passed bill to end a 41-day shutdown, a bipartisan Agriculture Committee draft to classify BTC and major tokens as commodities under CFTC oversight, and Treasury/IRS guidance enabling crypto ETFs to stake and distribute rewards, collectively improving perceived regulatory clarity and institutional participation outlook. source: @santimentfeed. On Solana, Wallchain’s Quack Heads Genesis mint is live at 2.5 SOL with rapid sell-through and strong community anticipation for potential $QUACK airdrops, adding near-term NFT liquidity catalysts to SOL ecosystems. source: @santimentfeed.

According to @ki_young_ju, Uniswap (UNI) could go parabolic if the protocol fee switch is activated, citing roughly $1T in year-to-date volume for v2 and v3 and estimating about $500M in annual burns if volume holds (source: @ki_young_ju on X, Nov 11, 2025). He adds that exchanges hold about $830M worth of UNI, implying a potential supply shock even with unlocks if the burn mechanism turns on (source: @ki_young_ju on X, Nov 11, 2025).

According to @CoinMarketCap, Uniswap’s new fee switch proposal is live and is driving community analysis of potential impacts for holders and the broader DeFi market. Source: CoinMarketCap. In Uniswap v3, enabling the protocol fee diverts a portion of LP fees to the protocol treasury governed by UNI holders, mechanically reducing LP fee yields while establishing protocol revenue. Source: Uniswap v3 Documentation. Execution depends on governance stages including Snapshot signaling and an on-chain vote that must meet quorum and threshold requirements, so traders should track the vote timeline and parameters. Source: Uniswap Governance Documentation. Any fee activation is configured per pool and can alter liquidity depth and trading costs, which may shift volumes across DEXs and impact UNI-related market flows. Source: Uniswap v3 Documentation.

According to @ai_9684xtpa, Amber Group built a 358,000 UNI position earlier in the day and later Uniswap fee switch news was released, with the position now showing about $200,000 unrealized profit at a current price of $11.2 versus an entry of $10.64, source: @ai_9684xtpa. The author provides the holding address link via Arkham Intel explorer and notes the post is sponsored by Gate.io zh, source: @ai_9684xtpa.