TokenInsight

TokenInsight is the most trusted institution for professional crypto ratings and research. We measure what's real in Crypto & TradFi: assets, exchanges, markets

[TokenInsight @TokenInsight]

https://t.co/szdBXqq6Y0

[TokenInsight @TokenInsight]

. @SECGov just opened a new lane for tokenized U.S. stocks: permissioned AMMs can now run as trading venues, for five years. @haydenzadams
In plain English: when real U.S. stocks go onchain, the trading model regulators just blessed looks a lot like @Uniswap v4 permissioned pools.

On Sept 16, we kept ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 at A | Positive.The reasons were already on the board: burns were accelerating, Robinhood Chain volume was stacking onto Uniswap, and v4 was still shipping new Hooks. We had already updated the infrastructure score.

The next day, the policy dropped.Yeah.
Sometimes the rating gets there a day before the headline. 👀

[TokenInsight @TokenInsight]

.592K ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 burned in 7 days. Yet Token Economics isn’t even Uniswap’s highest-scoring category in our rating.

@Uniswap
✨ Rating: A
🌟 Outlook: Positive

WHY👇:
1️⃣ UNI burns are accelerating.
Roughly 592K UNI was burned over the past 7 days, pushing the 7-day annualized burn rate above $250M.

2️⃣ @RobinhoodCrypto Chain has become one of the biggest engines behind that burn.
On Sep. 4, roughly 150K of the 184K UNI burned that day came from Robinhood Chain, more than 80% of the total.

The reason is simple: Robinhood Chain crossed $3B in daily DEX volume, with Uniswap handling as much as 98% of the flow that day.

3️⃣ Meanwhile, the product is still moving.
On Sep. 10, Uniswap launched StablePair Hook, a new v4 dynamic-fee hook for stable pairs.

StablePair dynamically adjusts fees so LPs capture more value from arbitrage.

And the market is already huge: Uniswap handled $43.4B in stablecoin swaps in Q2 alone, more than the next three onchain venues combined.

That’s why we’re keeping ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 at A | Positive.

What matters more from here: the burn, Robinhood Chain volume, or what v4 Hooks can unlock? 👀

[TokenInsight @TokenInsight]

BlackRock’s report provides a useful framework for understanding how autonomous agents could reshape payments and compute markets. Its strongest argument concerns the growing need for programmable, usage-based transactions across services and platforms.

While the extent to which this activity will rely on blockchain infrastructure remains an empirical question: stablecoins offer advantages for certain micropayment scenarios, while traditional payment systems are also adapting. Similarly, tokenizing compute claims still requires credible standards for performance, delivery, and dispute resolution.

We expect blockchain to play a broader and more significant role in AI, supporting machine-native payments, decentralized compute coordination and other emerging applications.

[BlackRock @BlackRock]

Our latest research paper explores the growing connection between AI and digital assets and explains why broad AI adoption may drive new demand, utility and applications across the digital asset economy. https://t.co/z5T88Orble

[TokenInsight @TokenInsight]

Explore it yourself at https://t.co/woFifsI8aO.

[TokenInsight @TokenInsight]

What can you actually do on @TokenInsight ? 👀
Here’s the 30-second tour.👇

[TokenInsight @TokenInsight]

@cx_00 @arbitrum @RobinhoodCrypto yeah it's the default licence terms for anything built on the stack that settles elsewhere, and @RobinhoodCrypto is just the first one big enough to make people notice.

[TokenInsight @TokenInsight]

Robinhood built its own chain to leave @arbitrum.
But it never stopped paying Arbitrum.

@arbitrum
✨ Rating: AA
🌟 Outlook: Stable

@RobinhoodCrypto still pays rent. Under the Arbitrum Expansion Program, every chain built on Arbitrum's tech that settles elsewhere routes 10% of net protocol revenue back, 8% to the DAO treasury, 2% to the Developer Guild.

On Robinhood Chain's record day, that was about $377,000 into the treasury. In one day.
Arbitrum Foundation's own revenue for the entire 30 days: $3.10M.

The rest holds up. Tokenized funds on Arbitrum One have passed $800M. It was the first chain to reach 5,000 tokenized RWAs and now sits at 5,760, more than Solana and BNB Chain combined.
It also led all chains in RWA growth last week.

So why Stable and not Positive?

Holders revenue reads $0 across every window, because there is no staking and no burn. All of it lands in a treasury that ARB holders govern but never collect from, and no DAO vote has ever changed that.

Which lands first, a DAO vote to pay holders or an L2 that already does? 👀

[TokenInsight @TokenInsight]

@OddlySpecificX @arbitrum @RobinhoodCrypto 377K was a record day, not a daily average

[TokenInsight @TokenInsight]

More info👉: https://t.co/zumd5cyM3c

[TokenInsight @TokenInsight]

TradFi Weekly, right here. 👇
Fresh data on equity perps, 24/7 markets, and where TradFi trading is moving.
New issue every week. For TradFi data, follow us.👀

[TokenInsight @TokenInsight]

https://t.co/KoVd6xJnVp

[TokenInsight @TokenInsight]

@cryptorover short covering removes sell pressure, but it’s not the same as fresh longs entering. The cleaner tell is whether OI falls while price holds.

[TokenInsight @TokenInsight]

@blknoiz06 crypto is wild again

[TokenInsight @TokenInsight]

https://t.co/KoVd6xJnVp

[TokenInsight @TokenInsight]

A 25bp hike was largely priced in. The real call was the 2026 year-end median: up from 3.8% to 4.1%, exactly where we had it before the decision.👀

One hike or a hiking cycle? Now we hear what Warsh has to say.
#FOMC #Fed #RateHike

[TokenInsight @TokenInsight]

The Fed decides at 2pm ET. Some context first.

On Aug 14, odds of a September hike:
- @Polymarket : ~53%
- CME futures: ~33%
Today:
- @Polymarket: ~89%
- CME futures: ~93%
Polymarket was pricing the September hike much earlier than Fed funds futures.

September is basically settled. October isn't:
· Polymarket: ~36%
· CME futures: ~47% (implied from CME's rate-range probabilities)
The side that was more hawkish🦅 in August is now the more dovish🕊️ one?

The number that actually matters today is the new median 2026 year-end dot.
In June the Fed printed 3.8%. If they hike this afternoon, 3.8% stops being possible.

3.9% → one and done
4.1% → one more before year-end
4.4% → two more before year-end

Our call: 4.1%.

The question is whether this is a hike, or the start of a hiking cycle. What's your call? 🤔

[TokenInsight @TokenInsight]

The Fed decides at 2pm ET. Some context first.

On Aug 14, odds of a September hike:
- @Polymarket : ~53%
- CME futures: ~33%
Today:
- @Polymarket: ~89%
- CME futures: ~93%
Polymarket was pricing the September hike much earlier than Fed funds futures.

September is basically settled. October isn't:
· Polymarket: ~36%
· CME futures: ~47% (implied from CME's rate-range probabilities)
The side that was more hawkish🦅 in August is now the more dovish🕊️ one?

The number that actually matters today is the new median 2026 year-end dot.
In June the Fed printed 3.8%. If they hike this afternoon, 3.8% stops being possible.

3.9% → one and done
4.1% → one more before year-end
4.4% → two more before year-end

Our call: 4.1%.

The question is whether this is a hike, or the start of a hiking cycle. What's your call? 🤔

[TokenInsight @TokenInsight]

@saylor expanded custody is a lower-friction step than loans against BTC. Same policy backdrop, very different balance-sheet and risk requirements.

[TokenInsight @TokenInsight]

@cryptorover “buy the dip” behaves very differently by drawdown size. In BTC history, shallow pullbacks and deep flushes don’t share the same 30D recovery profile.

[TokenInsight @TokenInsight]

@cryptorover first hike since 2023 would be headline-heavy, but crypto’s larger moves around Fed days often come from repricing after the release, not the decision line alone.

[TokenInsight @TokenInsight]

@WatcherGuru institutional adoption usually shows up in plumbing first. Custody tends to precede prime brokerage/trading by years, not months.

[TokenInsight @TokenInsight]

.592K ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 burned in 7 days. Yet Token Economics isn’t even Uniswap’s highest-scoring category in our rating.

@Uniswap
✨ Rating: A
🌟 Outlook: Positive

WHY👇:
1️⃣ UNI burns are accelerating.
Roughly 592K UNI was burned over the past 7 days, pushing the 7-day annualized burn rate above $250M.

2️⃣ @RobinhoodCrypto Chain has become one of the biggest engines behind that burn.
On Sep. 4, roughly 150K of the 184K UNI burned that day came from Robinhood Chain, more than 80% of the total.

The reason is simple: Robinhood Chain crossed $3B in daily DEX volume, with Uniswap handling as much as 98% of the flow that day.

3️⃣ Meanwhile, the product is still moving.
On Sep. 10, Uniswap launched StablePair Hook, a new v4 dynamic-fee hook for stable pairs.

StablePair dynamically adjusts fees so LPs capture more value from arbitrage.

And the market is already huge: Uniswap handled $43.4B in stablecoin swaps in Q2 alone, more than the next three onchain venues combined.

That’s why we’re keeping ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 at A | Positive.

What matters more from here: the burn, Robinhood Chain volume, or what v4 Hooks can unlock? 👀

[TokenInsight @TokenInsight]

Memecoins priced in tokenized stocks are everywhere right now. To actually make money on one, you have to be in within 10 seconds of its first trade.🤨

@Bitquery_io read all 43.3 million trades in that market over 31 days.
Those 10 seconds are the only window with a positive return (+18.4%). After that it just decays. Show up a day late and you're down 20.3% of what you put in.

What does 10 seconds actually look like? The busiest seller wallet in their data shows up in 9,647 different coins over 31 days. That's one every 4.6 minutes, around the clock.
That's not quick fingers. That's a bot.🤖

Across 950k buyers, the median loss is $11.46. The average loss is $302.
That gap is the whole design. Take $302 off someone and you lose a customer. Take $11 and you keep one.

How would you play this? 😶