Uniswap v4 Hooks, Permissioned Agents, RWA Growth & Ethereum ETF Flows

Sun, Sep 7, 2025

Security losses H1'25

Mid-year snapshot

> $2.17B

Chainalysis mid-year report.

Cumulative, as of Aug 20

> $13B

See Citi/Coindesk coverage.

Range $24–27B (Aug 2025)

≈ $25.5B

Illustrative midpoint; verify with source.

Illustrative bars; see linked sources for exact definitions.

Higher = more potential impact; right = more production-ready.

Subjective split to guide attention for the day.

Area	Headline	Priority	Action	Sources
Infra	Uniswap v4 brings programmable liquidity (hooks) Custom pool logic (dynamic fees, limit orders, oracles) improves agent execution at AMM layer.	8/10	Evaluate hook-based strategies for slippage & gas. Assess governance and audit status per chain.	Uniswap v4 Docs ↗Cointelegraph ↗
Data	Indexing moves real-time (Substreams, Hypergraph) Lower-latency cross-chain feeds for model-driven decisions.	7/10	Benchmark Substreams throughput for target chains. Plan migration path for legacy subgraphs.	Messari ↗The Graph ↗
Agents	Non-custodial agent execution (Lit Vincent) Policy-guarded keys enable borrow/swap/bridge under permissions.	7/10	Define on-chain policy envelopes per venue. Simulate failure modes (oracle stalls, revert storms).	CryptoNinjas ↗
Markets	ETH institutional bid via spot ETFs Liquidity depth and developer activity tied to flows.	6/10	Track net creations/redemptions vs. on-chain activity. Stress-test strategies for ETH volatility clusters.	CoinDesk ↗
RWA	Tokenization compounding across treasuries & credit Expands non-crypto beta use cases for agent strategies.	6/10	Map venue-level yields/risks (issuer, chain, KYC). Identify composability with DeFi collateral.	Katten ↗
Risk	Security losses elevated (baseline risk context) Large single-venue compromises drive totals; enforce guardrails for automation.	9/10	Enforce per-action policy and velocity limits. Require multi-source data validation before execution.	Chainalysis ↗