Thank you to the Uniswap Growth Program and BOB team for bringing this proposal to the Uniswap DAO, as well as to Zhixi from BOB for joining this week’s community call and sharing valuable additional context.
Overall, we think this is a well-structured proposal from a promising chain that has already demonstrated commitment and traction. Ranking 5th among Uni V3 deployments even before specific UNI incentives is impressive and demonstrates significant organic interest and PMF. Existing traction obviously de-risks the proposal compared to incentivising a brand new, less proven deployment.
Tapping into the Bitcoin ecosystem represents a significant growth vector, and the potential for BOB as a BTC DeFi hub to bridge BTC liquidity and user activity to an EVM environment specifically prioritising Uniswap is certainly a very interesting proposition and aligns well with Uniswap’s goal of being the universal liquidity layer.
We also appreciate BOB’s commitment to establishing Uniswap V3 as the canonical DEX as well as the pledged incentives, and as we understand it, with additional incentives likely to be added to the campaign later on.
Lastly, as a member of the Superchain it’s worth mentioning that the success of BOB would contribute to the overall strength and composability of that ecosystem, which would benefit Unichain and other Uni deployments within it.
Leaving a couple of questions out of interest below, and look forward to see how the proposal progresses!
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The flywheel described between LBTC usage, BOB sequencer fees, Babylon staking, and Uniswap LP yield is very interesting. How mature is this integration, and what are the realistic timelines for LPs to start seeing these compounded yield effects?
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The BOB Gateway for direct BTC L1 → EVM DeFi access is obviously a key innovation. Are there plans for, or how do you see the potential for deeper integrations with Uniswap V3 itself (e.g., custom hooks optimized for intent-based swaps or BTC-specific LP strategies) that could further differentiate the Uniswap experience on BOB?