Jose Maria Macedo

Jose Maria Macedo


Delphi Digital

Report snippet

"h UniswapX."

Where does CCTP + Uniswap leave existing bridge protocols?

Most bridge transfers are stablecoins. CCTP will take over this market, at least for USDC

For the remaining non-stablecoin bridge transfers, it seems like most users will just go through Uniswap X.

Fillers/solvers might make use of bridges to move capital around. But even in this scenario they may just use CCTP or even CEXes since these entities already hold capital there for arbitrage/hedging.

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