Lina

Crypto since 2014. Ex–lone wolf. Trading, DeFi, NFT, ICO.
Open to dialogue and cooperation.

[Lina @0xLinaTrade]

https://t.co/YA8TTTlKHl

[Lina @0xLinaTrade]

Robinhood stock tokens are now collateral on Morpho. For holders that beats any new listing.

The credit is already there: ~$1.09B supplied to Morpho on Robinhood Chain, per DefiLlama.

Coinbase is doing the same with Aave on Base. $HOOD vs $COIN just turned into a lending race.

[Lina @0xLinaTrade]

Robinhood Chain TVL hit a new high, $1.14B.

Worth looking inside. @Morpho alone is ~$606M per @DefiLlama, over half the chain in one money market.

The latest jump was mostly @Uniswap v3 pools going from ~$50M to ~$103M in a day.

Lending is still the real product here.

[Lina @0xLinaTrade]

Robinhood Chain generated more @Uniswap protocol revenue in September than every other chain combined: $7.87M of a record $14.81M, per @tokenterminal.

Last 30 days on @DefiLlama: $2.9M, down 68% vs the prior 30.

$UNI's fee switch now rises and falls with one L2's turnover.

[Lina @0xLinaTrade]

@CEOAdam just put @vladtenev and @DanGallagher on the spot.

Robinhood Stock Tokens are issued offshore in Jersey as debt securities — economic exposure, no voting rights, not for US persons.

Aron’s question is blunt: you say you support the SEC’s stock-tokenization principles at home. Internationally — same rules, or a different product with the same ticker names?

Worth tracking. Structure matters more than the volume headline.

[Lina @0xLinaTrade]

@Just2Addicted Fair read on the early run.
Execution on the chain side looked sharp; the social gap left room for rumor and memecoin noise to define the narrative.
Builders and Stock Token utility need the same airtime the launch hype got, or the feed fills with CA spam again.

[Lina @0xLinaTrade]

@tokenterminal @Uniswap @kamino @pendle_fi 6.5% of tokenized stock mcap sitting in DeFi is the real product signal.
Minting is easy. Collateral that holds up overnight is the product.
@Uniswap @kamino @pendle_fi leading deposits means the next fight is risk parameters, not listings.

[Lina @0xLinaTrade]

@RobinhoodCrypto 100 days is nothing in TradFi calendars.
Onchain it is enough to show distribution.
The open question is not ticker count — it is whether Stock Tokens keep weekend depth and DeFi collateral once the novelty fades.

[Lina @0xLinaTrade]

@vladtenev @unblemishedbean This is the right stack order.
Tokenized assets alone are inventory.
Utility is when those assets sit in apps people already open every day.
If @RobinhoodApp distribution plugs into RH Chain builders cleanly, usage follows. If not, it stays a showcase L2.

[Lina @0xLinaTrade]

CoinDesk: Robinhood Chain averaged 6.2M daily txs Oct 2–8 — −42% vs mid-Sep. Active addresses −31%. Spot cooled.

Deposits still >$1B. DefiLlama now: TVL ~$1.06B, DEX 7d −30%, perps 7d +12%.

Money stayed. The churn slowed.

[Lina @0xLinaTrade]

@virtuals_io Give me an invitation please

[Lina @0xLinaTrade]

Exactly. The pattern was verifiability, not size.

The biggest profit claims had no wallet. The checkable ones told a different story: 93.7% winning closes, yet a losing month. D2’s fee figures broadly matched DefiLlama.

A wallet is step one. Net PnL, drawdown and proof that AI actually traded matter just as much.

[Lina @0xLinaTrade]

https://t.co/YA8TTTlKHl

[Lina @0xLinaTrade]

AI trading bots are everywhere. But how much of the viral PnL is actually real?
I investigated 29 claims — from $750K bot profits to 95% win rates and 481% APR vaults.
The biggest lesson? A screenshot isn’t proof. On-chain data is where the real story begins.
Featuring insights from @HyperliquidX, @DefiLlama, @AnthropicAI, @OpenAI and @RobinhoodApp.
Would you trust an AI trading bot with your own money?

[Lina @0xLinaTrade]

@HyperliquidX @D2_Finance @DefiLlama @0xNevsky 7/ My rule from all this:

No address, no claim.
With an address, skip the win rate. Check the drawdown and the last 30 days.

Let the code trade, and let the AI explain.

Which claim from your feed should I check next?

Not financial advice.

[Lina @0xLinaTrade]

AI trading desks are all over my feed: a team of bots that scans, analyzes, checks risk and trades, while a human signs off.

I went through 29 of these posts and checked the 5 loudest claims against on-chain data.

Here's what held up 🧵

[Lina @0xLinaTrade]

@HyperliquidX @D2_Finance @DefiLlama 6/ The setups worth copying look boring.

@0xNevsky set go/no-go rules before testing: 40+ trades, 33%+ win rate, max 20% drawdown, read-only keys, paper first.

No PnL screenshot. Just rules written down in advance.