#RobinhoodChainOutflows

🚨SOLANA CO-FOUNDER CRITICIZES ROBINHOOD FOR EARNING OFF CHAIN CONGESTION! Solana co-founder @toly said Robinhood should take fees in the app, not from chain congestion. He said front ends already charge 50 to 80 basis points, and that earning from network-wide gas spikes is a “brain dead” model. That followed his earlier point that Robinhood’s 10% Arbitrum revenue share would have more than covered Solana transaction costs and still left room for a gasless user experience.#HammackBacksHike

Which ve3,3 DEX will become the number 1 liquidity layer / infrastructure for Robinhood Chain?

🚨 Robinhood Chain just hit a revenue record — so why is $21M+ flowing OUT? On September 2, Robinhood Chain’s daily revenue jumped to $4.01M, looking like a major sign of growing on-chain activity. But just two days later, the picture changed. On September 4, the chain saw more than $21M in net outflows, while the on-chain Meme hype also started losing steam. And that raises the real question: #DailyOrbit

Robinhood just turned stocks into DeFi money legos. Not another wrapped RWA token. Standard ERC-20s with onchain price feeds. That means stocks now plug into lending markets, DEXs, vaults, indexes — any smart contract that can read a token balance. They're not shares. They're tokenized debt securities from Robinhood Assets (Jersey) Limited, giving economic exposure to the underlying stock or ETF. Doesn't matter to the contracts. Composability doesn't check custody structure. Builders are already testing what happens when a stock stops being something you just hold. This is the actual RWA unlock. Not another tier list of tokens. Here are some of the projects I'm watching: 1. $INDEX Probably the cleanest example. Every $INDEX trade pays a 3% ETH fee. The protocol uses it to buy a basket of Robinhood Stock Tokens and distributes them to holders. So far, the protocol reports $1.3M+ in Stock Tokens distributed and 676+ ETH collected in fees. Basically, trading a crypto token generates exposure to AAPL, NVDA, TSLA and other stocks. 2. solana:92LKNLj4aU9sjUKkgH5mQCuQTPSr42HwF2QrdWDApump A stranger model. There are 4,444 StonkBroker NFTs, each with its own ERC-6551 wallet that can actually hold Stock Tokens. Brokers were seeded with Stock Tokens, while activated brokers can keep receiving additional stock distributions. solana:92LKNLj4aU9sjUKkgH5mQCuQTPSr42HwF2QrdWDApump is used to trade and activate them, with 50% of activation fees burned. It's closer to a programmable financial account wrapped inside an NFT than a normal NFT collection. 3. $BOW Longbow is building the credit layer. Users can deposit Stock Tokens as collateral and borrow USDG or ETH without selling the position. It already has 50+ lending markets, although TVL is still small relative to the size of the market it is targeting. This is one of the more obvious endgames for tokenized stocks: AAPL sitting in a wallet can suddenly become collateral. 4. $ARROW Another approach to the same credit market. Arrow lets users mint aUSD against crypto, stablecoins, Stock Tokens and ETFs. AAPL is already supported, while markets for NVDA, MSFT, TSLA, SPY, QQQ, SGOV and others are being added. So most of the potential equity collateral universe is still ahead of it. 5. $EARN Instead of borrowing against stocks, EARN tries to make them productive. Users deposit Stock Tokens and USDG into managed liquidity vaults. Trading fees become the source of yield, with 85% of collected LP fees staying inside the vault. Right now there are only two live strategies, NVDA/USDG and GME/USDG. Again, this is still very early. 6. $STATICS Statics is working on another primitive: packaging up to 16 ERC-20 assets into one redeemable basket, then adding liquidity and credit on top. Its testnet stock basket already uses TSLA, PLTR and AMD. Genesis is live on Robinhood Chain mainnet, while the broader basket, Dollar and lending stack is still being rolled out. 7. $MAST Mast is basically trying to move portfolio management onchain. One USDG deposit can be allocated across stock indexes, short-term US government bonds, silver and cash while the user holds one vault position. The product only launched recently, and parts of its Portfolio Boost system are still being activated. 8. $PAIR PAIR takes the idea in a different direction. Instead of pairing a newly launched token with ETH, it lets anyone pair it directly with 1-5 Robinhood Stock Tokens. There are already 24 supported Stock Tokens including AAPL, NVDA, TSLA, SPY, QQQ and SGOV. Its multipool product reported $26M+ volume, 160K+ trades and 1,200+ token launches across protocol versions within days of going live. The $PAIR token itself is paired with SPY. And the timing is interesting. Daily Stock Token volume on Robinhood Chain recently reached around $130M, roughly 10x higher than a month ago. At the same time, the chain hit a record $989M in daily DEX volume, TVL climbed to $708M, almost doubling in August, and stablecoin supply grew 47% to ~$770M. Most of the projects above are still only weeks old, and many haven't even rolled out their full product yet. But Stock Tokens are already moving beyond simple trading: stock-paired tokens now account for roughly 25% of all stock-linked volume on Robinhood Chain. If lending, yield and portfolio products follow the same path, I think this part of the ecosystem still has a lot of room to grow.

🚨SOLANA CO-FOUNDER CRITICIZES ROBINHOOD FOR EARNING OFF CHAIN CONGESTION! Solana co-founder @toly said Robinhood should take fees in the app, not from chain congestion. He said front ends already charge 50 to 80 basis points, and that earning from network-wide gas spikes is a “brain dead” model. That followed his earlier point that Robinhood’s 10% Arbitrum revenue share would have more than covered Solana transaction costs and still left room for a gasless user experience.

A stock trading app created a chain, how could it be more profitable than a pyramid scheme? HOOD surged to $124.72 on Thursday, a 16.57% increase, with its market value stubbornly reaching $112.1 billion. Wall Street institutions have been intensively upgrading their ratings over the past four days, with Morgan Stanley directly raising its target price from $124 to $150. The core of this revaluation is one-Robinhood Chain, which can make too much money. 9 On the first day of the month, the network revenue exceeded 3.8 million US dollars, accounting for 38% of the total network revenue. On September 3rd alone, the on-chain revenue reached 4.01 million US dollars, exceeding the combined revenue of Solana, Ethereum, BSC, and Base, which is 13.9 times the total revenue of the four mainstream public chains. After 14 months of launch, on-chain revenue directly topped the DeFiLlama list. The valuation logic on Wall Street has completely changed—brokerage stocks are now being valued like public blockchains. An internet brokerage firm with over 200 million users has suddenly transformed into a blockchain that can collect gas fees. This strategy is more surreal than the pyramids of the pharaohs. Remember, good opportunities are often a matter of waiting. However, the momentum of Robinhood Chain is indeed worth a closer look. $ETH $ZEC $SOL #HOOD surged to new yearly highs, with on-chain revenue ranking first among public chains. If this trend continues, what may truly be worth watching in the next round is not a particular RWA token, but the revaluation of the entire on-chain financial infrastructure.

The $ARB move isn’t coming out of nowhere 🚀 Robinhood Chain fee activity is accelerating, adding real usage momentum behind the Arbitrum ecosystem narrative. Catch the next move on BingX👇

Everything Beta does is a transaction you can read. β The entire fund runs from one wallet on Robinhood chain, connected to @Lighter_xyz, Robinhood's native perp dex. The account's full positions, sizing, and balance is available here: Fees arrive as $ETH, get swapped to solana:2u1tszSeqZ3qBWF3uNGPFc8TzMk2tdiwknnRMWGWjGWH, deposited into Lighter account: 22627, and sized to the leverage target according to the parameters discovered in the backtesting phase.