robinhood:0x18e674231a58c239dc7daedcffe15ec3a24cff5c is building a value capture model around the activity happening across its launchpad...
Rather than burden builders with permanent royalties from day one, @Hookrfun focuses on becoming the infrastructure powering new experiments
Revenue comes from custom fee-sharing agreements and hook add-ons, with fee splits ranging from 80/20 to 50/50
“As long as we are the plumbing for a lot of these cool experiments, I think the value will end up accruing regardless"
🥩 Staking Campaign 3 is live.
3 months. As usual 100% of 0xZaps trading fees at work:
→ 50% streams to 0xZAPS stakers in WETH.
→ 50% market-buys robinhood:0x18e674231a58c239dc7daedcffe15ec3a24cff5c, burns to 0x…dEaD - every buy n burn is an immutable onchain Hookr Hook Block.
~12% of total robinhood:0xdd90bfa4adc7f4401e611abac692d939f9f4cb07 supply staked already.
https://t.co/jAuN2iNZPx
$HOOKR just broke out of its multi-week downtrend.
Clean breakout, strong momentum, and now pushing toward $40M market cap.
Price discovery could get interesting from here.
robinhood:0x18e674231a58c239dc7daedcffe15ec3a24cff5c JUST HIT A NEW ATH AT $32M. 🪝🔥
AND I THINK PEOPLE ARE ABOUT TO START CONNECTING THE DOTS WITH #0xZAPS. ⚡️
Look at this chart.
#0xZAPS is sitting around $1.45M market cap, breaking out of a multiweek consolidation triangle after reaching a previous ATH of $2.24M.
Meanwhile, robinhood:0x18e674231a58c239dc7daedcffe15ec3a24cff5c is getting repriced as the market discovers its programmable DeFi infrastructure.
BUT HERE'S WHAT MOST PEOPLE STILL DON'T UNDERSTAND:
robinhood:0x18e674231a58c239dc7daedcffe15ec3a24cff5c makes financial markets programmable.
#0xZAPS makes financial execution programmable.
Hookr is building an ecosystem of composable markets, Hook Blocks, connected liquidity pools and new financial primitives.
And the more sophisticated those markets become, the more valuable simple execution and automation could become.
One-click liquidity management.
Automated rebalancing.
Recurring strategies.
AI-agent execution.
And potentially workflows across MANY DeFi protocols, not just Hookr.
HOOKR COULD BE THE FIRST MAJOR DISTRIBUTION OPPORTUNITY FOR ZAP TECHNOLOGY.
But the long-term #0xZAPS thesis goes far beyond a single ecosystem.
We've already seen Nodar's Zap technology referenced in real Hookr ecosystem integrations.
Now imagine what happens if that technology becomes a widely adopted execution layer across DeFi.
$32M robinhood:0x18e674231a58c239dc7daedcffe15ec3a24cff5c.
$1.45M #0xZAPS.
I'm not saying they deserve the same valuation or that one automatically follows the other.
I'm saying the market is starting to recognize ONE piece of this infrastructure story.
AND I THINK THE OTHER PIECE IS STILL MASSIVELY UNDERDISCOVERED.
Previous #0xZAPS ATH: $2.24M.
My thesis? If real integrations, automation adoption and token utility keep developing, reclaiming that level could be just the beginning.
THE PROGRAMMABLE FINANCE NARRATIVE IS ONLY GETTING STARTED. 🪝⚡️🔥
$HOOKR is knocking on the door of a major breakout.
The daily chart is pressing against long-term descending resistance, with higher lows building underneath.
This is exactly the kind of compression I watch before a potential explosive move.
A clean breakout above $30M could open the door for the next major expansion.
$HOOKR looks ready to challenge its previous highs.
Excited to be working with @MCDAOio and keep expanding the Hookr ecosystem in all verticals.
This Hookr pool pays LPs 3 ways:
📈 0.1% - 1% dynamic swap fee.
🔄 50% of all arbitrage recaptured powered by @whatthehookv4.
🆕 Locked LP (LLP) rewards: 250,000 HOOKRs streaming to LPs for the next 9 weeks. Earn every second, up to 3x boost the longer you lock.
The PAIR ETF is live, powered by @ClutchMarkets × @Hookrfun tech.
One ETF holding multiple Uniswap v4 LPs, giving you exposure to 9 assets while earning yield.
Deposit in one click to access an entirely new layer of RWA DeFi.
https://t.co/mc1sWHxBFe
THIS IS ANOTHER BIG PIECE OF THE $HOOKR THESIS FALLING INTO PLACE. 🪝🔥
Look at what Hookr just announced with @ClutchMarkets / StonkBrokers.
Four primitives are now live and tradable directly through Hookr's swap interface: Battle, Strategy, Fractional 404 and Smart LP.
Plus, the StonkBroker Hook is available as a Hook Blocks preset, combining LP rewards, auto burn and full-range ETH liquidity.
But here's the part I find most interesting:
Hookr is becoming a distribution and integration layer for financial products built by OTHER teams.
That's a different business proposition from simply launching tokens.
The progression is becoming clearer:
Hook Blocks: Build programmable markets.
External integrations: Bring other teams' financial primitives into the ecosystem.
Hook Blocks Marketplace: Let builders publish reusable innovations.
Usage Fee model: Potentially reward builders, backers and Hookr whenever those marketplace blocks are used.
The first two are already taking shape. The marketplace fee mechanisms are still deploying soon.
The real AHA moment could arrive when people realize that Hookr doesn't need to invent every financial product itself.
It needs to become the place where financial products can be built, combined, discovered and traded.
And with more teams integrating, that vision is starting to look much more tangible.
The hook stack is compounding.
The ecosystem is expanding.
And the infrastructure thesis is getting stronger. 🪝⚡
MTFDragon has had a strong 30D run. 👀
+23.29% PnL
69.13% win rate
554 trades
11.89% max drawdown
The test is still running, so we’ll see how the numbers develop from here.
This weekend I invented something new, a new type of token using Uniswap v4 hooks that I call a Pair Token.
A Pair Token is a new type of ERC-20. It is a fused, auto-compounding asset, a fusion of two tokens.
For example, the stock tokens NVDA and SPCX fused into a single tokenized version of the two, with the ticker NVDASPCX, or ETH with NVDA, creating ETHNVDA.
Each Pair Token represents a full-range Uniswap v4 liquidity pool.
So why mint these tokens?
These tokens are self-multiplying in terms of value, as at any moment anyone can call the compound function to compound the LP fees generated by the pair’s trading activity back into the asset.
The token represents a new financial primitive, as it represents a proportional value and moves as an LP position NFT would, except that it is auto-compounding and, thanks to its v4 hook, allows for compounding and self-growth.
Since it is an ERC-20, this token can be freely traded onchain, LPed, or even paired with a launchpad.
A new type of token for a new type of exposure and strategy.
Starting tonight, you’ll be able to mint or redeem Pair Tokens for any pair on Robinhood Chain via the StonkBrokers website.
Minting and redeeming are free, and the compounding process on the tokens incurs a 10% fee on the LP fees generated, which is used for $STONKBROKER buybacks.
I look forward to a new line of products and protocols on Robinhood Chain using this new financial primitive.
Only on Robinhood Chain, powered by Uniswap. @Hookrfun
Excited to see robinhood:0x18e674231a58c239dc7daedcffe15ec3a24cff5c is now integrated with https://t.co/iG7NP6nwNc -> More custom @Hookrfun data coming soon. Thanks @NodarJ for the support!
Use signal to generate a @fomo thesis, do research, find alpha, track upcoming catalysts, write your Substack's (Shoutout to @0xSammy) or train your research models.
https://t.co/sQ5MOvOq01
Stonkbrokers builds its own Uniswap v4 hooks — and just made @Hookrfun its launch rail
6 products, robinhood:0x18e674231a58c239dc7daedcffe15ec3a24cff5c earning a fee on every taxed swap. New revenue for the flywheel, not just a logo
To other protocols: when builders pick your infra over their own, the build-vs-buy debate is over