redred.base.eth

[K A L E O @CryptoKaleo]

I've seen a lot of "What happened to Robinhood Chain?" posts recently showing a stale chart with declining volumes.

People are trying to declare it "dead" again.

Guess what?

The same exact thing happened late July / early August when volumes had plummeted from the peak!

Hood was dead. It was a "fun little experiment".

Until it wasn't.

It slowly started to climb back from the lows...

And then - it exploded.

Everyone who called for its death at the lows became its most vocal supporters at the highs.

That's the natural psychology of a volatile market in the early stages of growth.

So, here we are, once again two months later... and people are saying the same thing.

They'll look even dumber this time than they did last time though.

Because it's more obvious than ever that Robinhood Chain will be a pivotal part of this cycle.

So pay attention to who's bearish here, because it'll show you who actually thinks critically, and who just makes posts purely for engagement.

[redred.base.eth @0xRED__]

@SethRWAs @DefiIgnas Pons sir

[redred.base.eth @0xRED__]

@DefiIgnas The fact that I know this is Pons data lmao

[Assistance Fund 2 @Assistancefund2]

Hello world!

You were waiting for the return of the Assistance Fund 2?

We're bringing it back for you, soon.

Hold $AF2, receive HyperEVM token dividends.

Make the HyperEVM Great Again.

Hyperliquid

[redred.base.eth @0xRED__]

@loraclexyz why do u short like that ? Any thesis

[redred.base.eth @0xRED__]

@Pentosh1 Pons to pillions

[StarPlatinum @StarPlatinum_]

The Robinhood Chain Ecosystem List

Must watch:

- @Morpho
- @ponsdotfamily
- @bankrbot
- @ArtificiallyInu
- @cashcatfun
- @NetNetCap
- @arcus_xyz
- @Lighter_xyz
- @rialto_xyz
- @TheIndexFi
- @ClutchMarkets
- @Hookrfun
- @virtuals_io

Strong projects (keep shipping)

- @prismassets
- @KarmaWallet
- @longdotxyz
- @ProjectVEXai
- @canopyfinance
- @deltaliquidity
- @pools_dot_fun
- @mobyagent
- @uponrh
- @isBacked_
- @ClawBankHQ
- @sherwoodagent
- @RamsesExchange
- @fablesfi
- @longdotxyz

Interesting ones

- @rallypadfun
- @ArrowFinanceio
- @fablesfi
- @L4VAprotocol
- @S_L_V_R_FUN
- @vantis_ai
- @grid_arena
- @letscashfun

Still Early (DYOR)

- @longbowlend
- @JoinCtrlFi
- @robinscanio
- @hypdlaunch
- @gangswtf
- @xona_agent

Let me know in comments if I miss any project 👇

[Robinhood Crypto @RobinhoodCrypto]

Robinhood Chain just crossed $1B in TVL.

Thank you to every builder in the ecosystem.

[Vlad Tenev @vladtenev]

We're building @TrumpAccounts to become the default vehicle for philanthropic giving in the US.

Right now, if you are interested in giving, you have to navigate complex rules and regulations, not to mention evaluate individual charities and validate whether the money is actually going where advertised, and how efficiently.

@TrumpAccounts let donors put capital directly into investment accounts owned by American children, with fewer layers between the gift and the child.

You know where the money goes. The child owns the assets. There are no fees. And the portfolio compounds at market rates for years.

That's a powerful model for giving and has the potential to positively transform philanthropy in America.

[Flood @ThinkingUSD]

If I didn't have a significant port I'd probably be focusing my entire attention on Robinhood chain. Being able to take profit directly into actual stocks is pretty nice. Feels like good chance Robinhood starts clawing marketshare from Solana.

[Luke Martin @VentureCoinist]

Robinhood chain doing more fees than every Ethereum L2 combined PLUS $ETH mainnet

@vladtenev is lapping the competition rn

[Rune @RuneCrypto_]

i’ve been quiet for a few days.

i acquired a controlling stake in a NASDAQ-listed company. $4.8M market cap, trading at $0.12/share with a crazy 92.3% short interest. $6.2M in debt against $380K ARR, everyone thinks its dead

it cost me $1,800,000 for 37.4% of the total shares. bought OTC over 3 weeks through two brokers so the I didn’t spike the price

i’m tokenizing the equity on Robinhood chain - then i’m pairing a memecoin with the tokenized stock

this isn’t apple or nvidia, nor even GME (which is $8B, impossible to make an effect)

this is a $4.8M penny stock with 92.3% short interest

if onchain volume creates even $500K in buy pressure on the underlying stock, that’s a massive move on a $4.8M company. $2M in buy pressure is a even more. and with 92.3% short interest, any pump triggers a squeeze

the memecoin community doesn’t need to buy the stock directly, they buy the memecoin, which is paired with the tokenized stock

volume on the memecoin flows into the tokenized stock. the tokenized stock is backed 1:1 by the real equity. demand onchain = demand on NASDAQ

this will be the biggest crossover story in financial history, memecoins x nasdaq

more details soon,

this is either the most insane thing anyone’s ever done in crypto

or the most insane thing anyone’s ever done in tradfi

[RobinHub @RobinHubHB]

🪶 Robinhood Weekly Recap

what happened on Robinhood this week

NEWS

■ Robinhood crossed $25B in cumulative DEX volume.

■ Robinhood stock tokens crossed $1.5B in DEX volume.

■ Robinhood Platinum Card went live.

■ @Morpho $MORPHO went live on @RobinhoodCrypto and Bitstamp by Robinhood.

■ @pudgypenguins is now live and tradable on Robinhood.

■ @RegardedRH is live on Robinhood.

ECOSYSTEM

■ @ponsdotfamily passed $3B in total traded volume, equal to 11.1% of Robinhood DEX volume.

■ @NetNetCap treasury crossed $5M and now holds $2M+ in tokenized equities.

■ @Lighter_xyz expanded Chainlink oracle coverage across 100+ markets, including Robinhood.

■ @arcus_xyz beta reached $2.18B traded, with 1,674 active perps traders and 92K waiting.

■ @longdotxyz crossed $210M in total tokenized stock volume.

■ @TheIndexFi paid $355K in stock rewards to holders.

■ @ClutchMarkets crossed $1.57M in marketing rewards, 1,046 meme stocks, and $1M+ in stock-token rewards.

■ @KarmaWallet reached $2.02M trading volume and $423.8K in card spend and transfers.

■ @deltaliquidity crossed $500K TVL.

■ @fablesfi crossed $1M in daily volume.

■ @isBacked_ reached nearly $150K treasury value with five revenue sources.

■ @longbowlend added GLD, COST, and DJT collateral markets against USDG.

■ @prismassets added 99 new tradable tokenized assets.

■ @flapdotsh added stock-token pairs with dividends, buybacks, burns, and LP strategies.

■ @v4dotfun updated its create flow for programmable Uniswap v4 hooks and tokens.

■ @Canopy_Finance is building https://t.co/rPjs9acwsT for programmable Uniswap v4 markets.

■ @FundedProtocol launched decentralized prop firm infrastructure.

■ @rallypadfun added livestreaming and direct trading for Robinhood launchpad tokens.

■ @bananagun added Stonklauncher tokens with pre-bond trading and 30% cashback.

■ @ObscuraCEX framed tokenized equities as wallet-native access to U.S. stocks.

■ @MosaicETF is taking its Robinhood baskets multi-chain.

■ @Tangem added Robinhood support in Tangem 6.2.

■ @blockscout added Robinhood support to Blockscout PRO API.

■ @OrderlyNetwork went live, letting teams launch perp DEXs with 130+ markets.

■ @L4VAprotocol TGE is coming, with programmable RWA vaults and vault tokens.

■ @hoodcityonhood launched Hood City for turning tokens into landmarks.

■ @GoodCoinRH is now active and trading on Gate Alpha.

■ @scalarliquidity is launching through @v4dotfun.

■ @letscashfun added custom token supply ranges from 1B to 1Qa.

■ @JoinCtrlFi launched Ctrl Ranks with weekly USDG rewards.

■ @robinscanio added NFT data with @HoodMarketNFTs.

■ @ChumpCoinX was covered after a 6.7Kx move and $15M peak.

AGENTS

■ @virtuals_io agents drove $270M+ of Robinhood DEX volume, crossing 1% of total activity.

■ @bankrbot added $140K to liquidity across Robinhood and Base through auto-buy + LP.

■ @ProjectVEXai shipped VEX 0.2.7 CHRONOS with rebuilt market research tools and Live Boards.

■ @sherwoodagent shared its agentic hedge fund thesis around stock-token swaps, collateral, lending, and borrowing.

■ @grid_arena added agent-run Grid strategies for offline execution.

[0xSammy @0xSammy]

The past 48 hours have been pretty nuts on Robinhood (RH) Chain...

203k wallets now hold tokenized equities (+46% in 3 days)... an inflection point in distributing equities to new holders

"Float squeezes" fast becoming a w/e fiasco as penny stocks become prime targets for onchain trenchers

Latest RH Chain developments:

1/ BONER/HIMS: Stock meme. BONER (Fartcoin of RWAs?) absorbed roughly 81% of available HIMS tokens, which traded 37% above its underlying share price - see my longer post on this below & why this will become increasingly important

2/ CINEMA: Stock meme. An isolated AMC pool traded at multiples of spot as CINEMA token pumped

3/ @ArtificiallyInu: Stock meme. 23% of RH’s NVDA supply now backs AI; degens gunning for that "Board Sit"... as more projects launch memes to pair with other (smaller) tokenized equities this drives value back to the AI (Long) eco so worth paying attention

4/ @ponsdotfamily: Launchpad. Insane run as Market cap now > $400m as leading protocol on RH. 63% share; cbBTC pairs, $5.3M fees, $1M revenue + now perps available to help large holders hedge their downside, but also onchain squeeze hunting commences?

5/ @fablesfi: RWA DEX. TVL doubled to $2.24M; fees reached $16K. PROLOGUE token is a prequel to the Fable token afaik. Check @MCGlive show this weds for large catalyst - could become the Aerodrome of RH

6/ @longdotxyz: RWA DEX. Passed $210M volume, including $90M through NVDA; now has $5M in TVL across all its RWA pools h/t @Natan_benish

7/ @prismassets: RWA marketplace. Prism Assets will add tokenized antiques (nice) soon to bolster its 2k+ RWAs tro trade including uranium + other exotic assets

8/ @arcus_xyz: Exchange. Beta crossed $2B volume; 1,674 active perps traders as the contrinutors from DyDX create this RH focused primitive

9/ @Lighter_xyz: Perpetuals. Chainlink partnership bolsters RH distribution for perps; RH volume rebounded 44% as L()ong teased integration + excited to see broader offerings on private company stocks (OpenAI just the beginnig)

10/ @virtuals_io Agent platform. $270M RH volume; co-authored policy-wallet standard ERC-8196; essentially could see a lot more agentic activity on RH chain as agents plug into new protocols...

Still believe this is a HUGE opportunity for agentic first protocols to start deploying solutions on RH. Seeing copy trading bots emerge but there's so much more to offer!

11/ @scalarliquidity: Liquidity. SCL launched via v4[dot]fun; holders receive 0.4% trading fees. LP protocols are gonna become increasingly important give the w/e activity!

12/ @NetNetCap: Treasury. Crossed $5M; $2M now sits in tokenized equities. new market on Longbow lend also for wsNET/USDG to facilitate broader credit markets

13/ @Uniswap: DEX. $5.5M daily fees; TVL reached $134M as V4 hooks become a fundamental innovation driving a lot of acrtivity on RH around tokenized stocks

14/ @gmgnai: Trading terminal. RH fees rose 38% to $1.3M daily. Trading apps (particularly Fomo / Pump) are driving a lot more interest in onchain. The uPNL for FOMO could possibly become the preferred avenue for plumbers as it incentivized longer hold times

15/ @giga_dex: DEX. Genesis scheduled today; daily volume reached $24M; another liquidity alternative to look into

16/ @MosaicETF: RWA baskets. Expanding from RH to Base, BNB and Solana - multi chain with more assets available could be a reasonable play long term

17/ @Tangem: Wallet. Added RH support, ATM cash-out and zero-fee Pay Plus. Large additional distribution to broader users

18/ @uponrh: Liquidity DEX. $112K fees, $74K revenue; TVL reached $8.5M; already plugged into the Clutch/Stonbroker eco

19/ @thicket_rh: GPU network. 1,183 active nodes within its first 36 hours; certainly something a bit different leading the DePin charge on RH

20/ @GwoodFinance: Neobank. Beta walkthrough scheduled today with its live product on @MCGlive ; fast becoming a great source of insights

21/ @ClutchMarkets: aka Stonkbrokers. Trading stack. Reveals STORMM + leverage machine = permissionless options-underwriting layer where tokenized-stock holders sell volatility to degens

22/ @longbowlend: Credit. Crossed $60K TVL and $11.6K active loans with whales positioning for what could be a leading credit layer opportunity - recent addition is wsNET/USDG

23/ @deltaliquidity: LP manager. Partial withdrawals, deposits, charts and PnL fixes shipped. More competition emerging here but it's clear from the "Float squeezes" that LP protocols are going to be key

24/ @letscashfun Launchpad. Emerging alt launchpad with custom supplies now range from 1B to one quadrillion

25/ @RamsesExchange: DEX. Fees jumped 55% to $74K; TVL reached $2M. Popped on my radar today, currently multichain afaik but new token worth monitoring

26/ @RadioSharing: social deployment layer. BANKR of RH goes live

27/ @Pons_Factory: Launchpad on Pons. Provides automatically pairing with leading Pons token. Could be interesting value accrual to PONS. Just released "Paste a tweet, launch a token"

28/ SPACETIME. Meme on Pons. The original name of Robinhood caught the attention of the timeline.

Alpha: @umia_finance is coming to market with what I expect to have a number of high value projects coming through their pipeline (including RH chain)

OPPORTUNITY: LIQUIDITY DEPTH

The warning is that user growth is currently outrunning available onchain float... so flip that into an opportunity; protocols providing productive Stock Token liquidity

Float squeezes creates volume and fees, but also creates broken pegs, fragmented prices + weekend markets that can detach violently from their underlying shares

Which material protocol or Stock Token experiment am I missing? I'll append below or include tomorrow

Let me know below in the comments if you want a spreadsheet of all the tokenized equity/ meme pairs - i'll include in my newsletter tomorrow if so

[redred.base.eth @0xRED__]

@inesscrypto @smoltalk Vamos

[DumbTradooor @DumbTradooor]

4,709 DumbTradooors are coming soon to @inkonchain

Like & Retweet

every interaction counts

[DumbTradooor @DumbTradooor]

🚨 DUMBTRADOOR MINT Details

📅 THURSDAY, SEPTEMBER 3

⏰ Timeline (UTC)
🟣 4:00–4:45 PM — Early Tradooors: FREE
🟣 4:45–5:30 PM — FCFS: 0.0003 ETH
🟣 5:30 PM — Public Mint: 0.0005 ETH

Supply: 4,709
Chain: @inkonchain

Three phases. Be early. 🫡

[Ines @inesscrypto]

@smoltalk https://t.co/qqK7AIv9Lz

[The Office @the_officenft]

Morale on four is currently described as high.