# AI infrastructure stocks — X 热门讨论 (2026-09-22 09:54 UTC)
## @Clarissa_Krypto (Clarissa Krypto 🔶🔸) · 09-22 08:54 · ♥30 ↻0 💬43 Robinhood Chain is only ~83 days old.
But the activity already looks like a chain that has been around much longer. 👀
Launched July 1, and the latest snapshot shows:
• ~9.3M daily transactions • ~405K daily active addresses • ~$1.07B stablecoins — ATH • ~$1.8B 24h DEX volume • ~$60B cumulative DEX volume • 750M+ lifetime transactions • ~194 Stock Tokens live
Fees cooled hard after the early-September spike.
Traffic didn’t.
And that’s the part I find interesting.
Robinhood Chain isn’t just another L2 chasing DeFi volume.
A stack is forming around tokenized stocks + DeFi + memes.
Here are 10 projects I’m watching:
@Uniswap — the main public AMM, with liquidity routing through v2/v3/v4.
@ponsdotfamily — native launchpad that rode the memecoin wave and captured a huge share of chain fees.
@morpho — lending infrastructure behind Robinhood Earn / USDG vaults and currently the largest TVL on the chain.
@Lighter_xyz — perps infrastructure connected to Robinhood Wallet. Robinhood Stock Tokens — arguably the core product. NVDA, AAPL, TSLA and others are becoming usable assets inside the onchain economy.
@chainlink — oracle infrastructure supporting stock-token and DeFi pricing.
@arcus_xyz — spot/perps venue connected to the dYdX orbit.
$CASHCAT — the first major breakout meme on the chain and now listed in the Robinhood app.
$AI / Artificial Inu — one of the larger native memes, including trading pairs against tokenized NVDA.
@longdotxyz / $BOW — experimenting with credit and token launches directly around Stock Tokens.
And a few others worth keeping on the radar:
Twofold Rialto The Index SLVR SHROOM
The bigger question isn’t whether Robinhood Chain can generate transactions.
It already can.
The interesting question is whether these three pieces start reinforcing each other:
Stocks bring users. DeFi gives those assets utility. Memes bring speculation and liquidity.
If that flywheel keeps developing, the chain becomes more than a settlement layer for Robinhood products.
It starts looking like an onchain financial ecosystem.
Still early, though.
The sequencer remains centralized, activity has been heavily speculative, and Robinhood Wallet’s gas subsidy is scheduled to end Sept. 29.
Definitely one to watch. 👀
NFA. https://x.com/Clarissa_Krypto/status/2102320523808039256
## @Mihawk_Research (Dracule Mihawk) · 09-22 07:56 · ♥33 ↻0 💬28 RECAP: @virtuals_io Ecosystem in Q3/2026
During Q3 2026, @Virtuals_io evolved far beyond its original identity as an AI agent launchpad on Base.
It is now expanding into a multichain economic infrastructure layer across @Base, @RobinhoodCrypto and @Solana.
This is a massive and strategically logical evolution for Virtuals:
– @Base remains the identity and ACP layer – @RobinhoodCrypto becomes the retail distribution and volume engine – @Solana reopens the ownership layer for agents
Some impressive $VIRTUAL metrics from Q3/2026:
– Agentic GDP: ~$485M – ACP jobs: ~2.05M to 2.51M – Unique wallets: ~28K to 37K – Total revenue: ~$4.5M
Looking across the three chains where Virtuals currently operates, @Base still dominates the majority of ecosystem activity.
1/ Virtuals on @Base
– 18,000+ agents deployed on Base – 47.3% of agentic transactions on Base flow through Virtuals
@Virtuals_io also launched Occupy on Base, a token tied to tokenized stocks.
Under its model, 40% of fees are used to purchase equities for the treasury, while holders vote through an AI Senate to determine how capital is allocated.
Base remains the core identity, coordination and economic layer of the Virtuals ecosystem.
2/ Virtuals on @RobinhoodCrypto
Robinhood has activated Agentic Trading for 100% of eligible users, while @Virtuals_io provides the on-chain layer for users to launch, trade and own AI agents.
This turns Robinhood into a powerful new retail distribution channel and fee venue for Virtuals.
– 30D fees: ~$391K – 30D bonding volume: ~$4.54M – All-time fees: ~$2.76M
Some notable Virtuals ecosystem projects on Robinhood include:
– @ProjectVEXai – @axol_io – @Wall3_RL
3/ Virtuals on @Solana
Virtuals only introduced true agent ownership on Solana near the end of August.
Agents can raise capital, set their own taxes, trade through autonomous wallets and share revenue with owners.
As a result, current activity remains relatively small compared with Base and Robinhood:
– Fees: ~$3.3K – 30D bonding volume: ~$22K
However, Solana’s massive retail liquidity and memecoin culture could become the perfect environment for Virtuals powered AI agents to explode.
The leading representative of Virtuals on Solana is currently @commonsmade.
Overall, the biggest developments across the @Virtuals_io ecosystem in Q3 2026 can be summarized as follows:
– Multichain expansion: Base, Robinhood, Solana ownership relaunch and Arc tokenization
– Consumer distribution: Agentic Trading integrated into the Robinhood App
– New capital formation: Occupy and AI Senate allocating capital toward real equities
– Embodied AI: Eastworlds becoming a data and deployment partner for Unitree, alongside xMAQUINA, Strike Robot and OpenMind
– Robot labor narrative: Positioning autonomous robots as a new asset class following the Unitree IPO
– Agent wallet standard: ERC-8196 finalized, embedding spending limits directly into wallets instead of applications
– Hyperboost: 14 days of trading and social rewards following graduation
– Supporting infrastructure: x402 endpoints, private inference through OpenGradient and HALO, tokenized stocks and skill markets through OVER
From a TA perspective, I believe $VIRTUAL is preparing for a major expansion in Q4 2026.
The infrastructure has been built. Distribution is expanding. The ecosystem is becoming increasingly multichain.
Q4 could be the moment when the Virtuals ecosystem delivers its biggest breakthrough yet.
Keep watching. https://x.com/Mihawk_Research/status/2102306137643319438