# Robinhood Chain — X 热门讨论 (2026-09-26 03:41 UTC)
## @byTheGentleman (The Gentleman) · 09-25 23:46 · ♥70 ↻15 💬4 $INDEX CAN MAKE MONEY FROM TOKENS IT DIDN'T CREATE.
Most tokens here need their own volume to win.
$INDEX can make money from everyone else's.
The original product already takes trading fees, buys tokenized stocks and distributes them to holders. Around $1.7M worth of stocks has been paid out so far.
Now they’re taking that model outside of $INDEX.
Any coin can open an Index Treasury, choose the stocks it wants to buy, and use its trading fees to pay those stocks to holders.
That changes the bet for me.
$INDEX doesn't need to beat every Robinhood meme or become the biggest token on the chain. If more coins trade, more treasuries can use Index. If Stock Tokens grow, there are more assets for those treasuries to buy.
And Blend pushes it further by letting users build baskets from up to 16 assets, including stocks and memecoins.
All of this is sitting at a ~$29M market cap.
$INDEX has already distributed ~$1.7M in stocks.
Now it's building a way to monetize activity it didn't even create.
That's why I'm still buying the thesis. > 引用 @byTheGentleman: $INDEX Wins If Robinhood Wins.
Most Robinhood plays need their own token to keep winning.
$INDEX can benefit from activity happening around the entire ecosystem.
Every @TheIndexFi trade takes a 3% fee that is used to buy tokenized stocks and distribute them back to holders.
It has already distributed $1.5M+ in RWAs.
But Indices is the part I like more.
Other projects can route their own fees into Index treasuries and turn that revenue into tokenized-stock rewards for holders.
So INDEX does not need to create all the volume itself.
It needs more projects using its rails.
Now $INDEX is also a pairing asset on Pons, putting it directly inside one of the biggest activity hubs on Robinhood Chain.
Then there are baskets, stock rewards and the wider treasury layer being built around it.
Robinhood built this chain around tokenized equities.
$INDEX is one of the few tokens actually building around that market instead of just trading on top of it.
That’s why I still think the upside is being underestimated. https://x.com/byTheGentleman/status/2103632203552878724
## @SSJCurrency (Roy) · 09-25 23:38 · ♥65 ↻4 💬11 I remember a time when I used to fight base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 bears every single day
I lay out the thesis, mention the potential, yet most were aiming for a 10c price per token or less with volume collapsing 40c was indeed the bottom then and I ended being correct
Fast forward to today, @aeroxyz is about to take over EVM and the one am most excited for is Robinhood chain to be honest There isn't a single MetaDEX there that will be able to compete, I removed all of my LPs from the betas and was LPing on Uniswap Now that Aerodrome is coming, I'll finally be able to distribute properly
My timeline is now filled with people that only appear when AERO pumps > 引用 @SSJCurrency: Looking back at the 40c $AERO bottom call, I have to acknowledge that some mistakes were made in terms of factoring in the broader market vs focusing purely on fundamentals
There were two main overlooked factors in my analysis
1 > The price of ETH, which I didn't expect to fall below the market's realized price of 2,397 USD per coin For reference, ETF's average sits around 3.2k while Tom Lee's around 3.8K At current price, the whole market is in losses and that's not something I foresaw so soon
Assuming ETH is at that price today, 1 AERO would be worth around 37-38c
2 > The decoupling from fundamentals @aeroxyz generates around 1.8M in weekly revenue in current market conditions Annualized, that's 94M fully distributed to veAERO lockers at 40c per AERO, that's a 4x P/E ratio with revenue having a 14% premium over emission's dollar value if we loop in the actual net emission's value, that premium goes up massively
So overall, healthy current metrics that would support a 40c price point and that's discounting Ethereum mainnet and Arc integrations
With a 30c AERO price point, fundamentals are heavily outweighing the former Good short-term situation for accumulators and yield chasers
if you're bullish on AERO, now is the time to accumulate and enjoy the elevated veAPR https://x.com/SSJCurrency/status/2103630305391251957
## @byTheGentleman (The Gentleman) · 09-25 20:44 · ♥65 ↻8 💬2 SEC STAFF JUST CLARIFIED TOKEN BUYBACKS.
$PONS was the first Robinhood token I thought of.
Today's FAQ explicitly mentions supply reduction and protocol-funded burns. For a functional crypto system, announcing a buyback does not by itself count as the managerial effort behind an investment contract. :contentReference[oaicite:0]{index=0}
" @ponsdotfamily already runs this model. "
Its current setup routes 80% of protocol fees through an automated TWAP that buys $PONS and sends it to the burn address. :contentReference[oaicite:1]{index=1}
DefiLlama has now tracked roughly $19.1M of protocol revenue going into $PONS buybacks and burns. :contentReference[oaicite:2]{index=2}
So when I look at Robinhood Chain after today's SEC update, $PONS stands out immediately.
The product is live, fees are real, and those fees are already removing supply.
This was one of my main reasons for holding $PONS before today's FAQ.
Now the setup looks even cleaner. https://x.com/byTheGentleman/status/2103586348749709719