Retiring from Unibot: the 2025 UNIBOT bull case
The dust from the bot narrative has settled, competitors have died, rotators have left... but one bot remains.
After the release of Unibot X, I am fully convicted DeFi trading has changed forever and if the
@TeamUnibot continues to deliver, adoption will only bleed further into the hands of normies with each subsequent upgrade.
Why so bullish Louis? Let's find out:
Conviction breakdown:
🦄Stats
🦄Team
🦄Thesis
Stats
The most important stat to any product is users.
Does the market actually want the product? Yes.
Does the market want the product, regardless of token price? Yes.
Even after
$unibot retracing more than 50%, unibot continues to print new ATHs for total users, giving me twofold confidence:
Not only are new users joining, the old ones are staying. In a sea of bots, sticky users are what sets apart long-term holds from short-term shitcoins. You don't get that user chart from being average, you get it from being the best.
Other interesting stats:
- 2,000 daily active users making 8,000 trades a day
- Bot revenue (exclusive of tax) is about to hit $2m
- Lifetime volume is $220m, less than the daily volume of Uniswap v3.
- The annualized APY for holding Unibot is 30%.
Full stats:
dune.com/whale_hunter/unibot…
Team
I've been very vocal about terrible teams in DeFi and their reluctance to communicate. The Unibot team is anything but that.
Shipping at practically lightspeed, externally bullish on their own product with words AND stats, and clear and productive communication from the main account + team members.
You really cannot ask for much more. Shout out to them for nailing it:
@TeamUnibot
@xcurveth
@0xKawz
@MarkHannaWCM
@cryptowhail
@Reethmos
Thesis
Take away the bullish stats from Unibot and what are you left with? A team that understands mass adoption of anything requires simplicity.
Ultimately, I believe this is the team's end goal, to make Unibot the all-in-one DeFi/crypto trading experience, transferable to all platforms, chains, and assets, accessible to absolutely everyone.
Before we jump into my moon boy math, please read this. A humble 5% of Uniswap volume is a $400m valuation. Read that again. Now once more.
@0xKawz
Where do I see this ending up?
- Partnerships with centralized entities to onboard waves of web2 users
- Simplified asset custody with off/on-ramps
- Accounts instead of wallets
(Please remember this is pure speculation from me, I have zero connections to the Unibot team)
We must remember that in peak bulla, most users are likely not DeFi native and frankly, don't care about self-custody.
@FroyoFren
Adoption in numbers:
Catering to what these users actually want, and not what we think they want will mean anyone with a minute interest in a bit of gambling should be able to use Unibot, and in turn generate revenue, stress-free.
Currently, there are:
- 2,000 daily Unibot users
- generating 50k/day in fees (bot)
@whale_hunter
An under-reported stat is that even with over 12,000 unique users, the average fee generated per user is just shy of 0.1 ETH, or $160.
We could consider this the LTV (lifetime value) of 1 user, as it will most likely decrease as users increase.
At 100,000 unique users, that's $16m.
1m users? $160m
10m users? $1.6bn
In the depths of the bear, Unibot is already 12% of the way to 100k unique users, I simply cannot imagine adoption during the bear.
Adoption means volume and revenue, which means fees, which means revenue share, so I buy Unibot to get my share, but now Unibot tokens are in short supply, and finally, you're rich. Did I mention revenue share straight to your wallet, no staking, no risk?
There are a dozen other angles I could have taken this thesis, but I wanted to string a few arguments together in a way I haven't seen before to give you a fresh perspective.
If you've made it this far, go and buy some Unibot and thank me later. 🫡
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