# Robinhood Chain liquidity — X 热门讨论 (2026-09-15 09:32 UTC)
## @Nick_Researcher (Nick Research) · 09-15 04:58 · ♥178 ↻25 💬42 Unpopular opinion: @arc is hot, but its eco looks like a copycat of Robinhood
as you might know, i’ve spent the past few days digging through Arc projects before public mainnet
the clearest signal: 50+ launchpads already exist
well you know Robinhood started the tokenized stock + memecoin launchpad war with @ponsdotfamily, @longdotxyz and others
then the same model then expanded to: - Solana: $STONK, $EMBER - BNB Chain: $BREW - Now Arc: dozens of similar platforms
imho, launchpads are EAST TO FORK
and there is a reason devs keep choosing this model → it generates REAL FEES only with a “low” effort
current launchpad sector metrics:
- $241.4M TVL - $77.3M fees in 7D - $25.2M revenue in 7D
$PONS alone generated $45.9M in 7D fees and $7.5M in revenue
on a new chain, a launchpad is one of the fastest ways to attract liquidity, create assets and capture trading fees
i see the same pattern with gamified NFTs
the narrative gained traction on Robinhood → now devs are bringing similar concepts to Arc and Ink
my concern is the lack of native, differentiated protocols on Arc
i’ve tried to find projects that could create a new category or narrative, but there are only a few
most major Day-1 deployments are established DeFi protocols such as Uniswap, Aave and Fluid
strong infra, but they are not uniquely Arc
for now, my main Arc thesis is the LAUNCHPAD WAR
i expect it to be brutal from the first day of public mainnet
there may be more 50+ competitors, but I believe only 1-2 will survive and eventually control most of the volume
that's why i worked hard to filter out the real leader this week
S-tier rank projects are those i believe have a real edge before launch - @liftdotfun - @minarafun - @TradePools - @akadotfun - @Arguspad - @TollyLabs
still to much, but i think at least one of them will outperform and thrive
i could be completely wrong if Arc mainnet launches with several strong native protocols that are still under wraps
@jerallaire might already notice this situation, real founder keeps building iykyk
but i’d rather plan around the facts & signals available today than speculate about products i haven’t seen
Arc will receive major attention at launch
i wonder how quickly that attention converts into sustainable liquidity and how long it stays there
hype may come and go very quickly
be ready, be wise fam! > 引用 @Nick_Researcher: well, that @arc launchpad ranking aged fast 😭
since my first post went live, 10+ new launchpads have appeared in my notifications
i went through every one, did more DD and spoke directly with several dev teams
a few are run by solo devs, but they’ve been extremely active and are shipping upgrades fast
so here’s the updated ranking:
• 10+ new platforms added • several launchpads re-ranked after deeper research • added "X Alpha" feature scanning major news/project • more changes likely as new teams keep appearing
now S-tier includes: - @liftdotfun - $DEPEG = first-mover - @akadotfun - AKA - @Arguspad - ARGUS - @minarafun - N/A
i'm looking into @TollyLabs | TOLLY as they are working smoothly, might be in S-tier
LONG has a RED FLAG because of the FUD + website is not working properly atm
Arc is moving way faster than i expected
this ranking will keep evolving with the eco https://x.com/Nick_Researcher/status/2099724515941155273
## @Tanaka_L2 (Tanaka) · 09-15 07:33 · ♥127 ↻5 💬34 Arc mainnet goes public on September 16.
I’m asking is @arc actually a blockchain, or is Circle trying to become the settlement OS for tokenized finance?
I lean toward the second.
The first thing that caught my attention is something extremely simple = USDC is the gas token.
No separate L1 token you need to hold just to transact.
Fees are denominated in dollars, settlement is deterministic and sub-second, and the chain has native infra for stablecoins, FX and tokenized assets.
For retail this is mostly better UX.
For institutions, it matters much more.
If you are settling payments, moving collateral or running an FX book, predictable dollar costs are much easier to model than paying fees in a volatile asset.
But the validator set is where Arc becomes more interesting to me.
Founding validators include:
– BlackRock, DTCC, ICE, Visa, Mastercard, Standard Chartered
– Global Payments, MoneyGram, SBI Group, Galaxy
And there is an important tradeoff here.
Arc is permissionless at the application/user layer, but validation is permissioned.
That sounds less crypto-native, but it is intentional.
Banks care about who controls critical infra, operational accountability, deterministic settlement and whether their risk teams can actually explain the network to regulators.
Arc is optimizing for exactly that.
Then look at what these institutions are actually doing.
BlackRock is expected to bring BUIDL onto Arc
– Allowing institutional capital to subscribe.
– Redeem and use tokenized fund assets inside the same environment as USDC.
DTCC is working toward bringing DTC-custodied tokenized assets onto Arc, with integration planned from H2 2027.
That could eventually put tokenized securities + stablecoin cash + DeFi liquidity inside one settlement environment.
This is where I think Arc becomes much more interesting than Circle made a chain.
And then comes the crypto side.
@aave . @Uniswap . @Morpho . @aeroxyz .
They are among the protocols Circle expects around the day-1 eco.
So institutional rails are arriving together with the exact DeFi infra crypto users already understand.
This creates a setup I’ve seen before:
institutions provide the reason for the chain to exist, while degens provide the first burst of activity.
Robinhood Chain was a great example.
– It launched for tokenized stocks.
– But early on, memecoins took over attention.
Now, only ~2.5 months later, Robinhood sits around $921M DeFi TVL, $1.04B stablecoins and $12.2B weekly DEX volume.
Tokenized equities on the chain have also started scaling.
I think Arc could see a similar split personality.
In fact, it is already happening before public mainnet.
Because canonical Arc liquidity is still gated during private mainnet, Arc-side USDC has traded at huge OTC premiums.
I found markets advertising up to ~85% premium just for moving scarce native USDC liquidity.
Think about what that means.
People aren't paying 85% more for some memecoin.
They've been willing to pay a massive premium for the USDC needed to enter the eco early.
And naturally, launchpads are already forming around that demand.
I’m watching things like @sashimidotfun, @arcpad_meme, @eve_dot_fun, and @liftdotfun where new tokens are priced directly against USDC and liquidity ultimately lands in Uniswap pools.
This is a small, highly speculative part of Arc today.
But I wouldn't ignore it.
The chain Circle designed for BlackRock, DTCC and cross-border settlement may simultaneously become a playground for $5K-$50K market-cap tokens.
That sounds contradictory.
I actually think it's the part worth watching.
– Institutional finance needs liquidity, distribution and composability.
– Crypto is extremely good at creating those things quickly.
The bigger comparison for me therefore isn't really Arc vs Ethereum.
Ethereum already has enormous liquidity and neutrality.
And Arc probably doesn't beat Ethereum L2s by being a better generic execution environment.
Its advantage is vertical integration:
USDC→ Circle Mint→ CCTP→ Circle Payments Network→ FX→ tokenized assets→ institutional validators→ Arc settlement
Circle already owns or operates a large part of the stack.
Arc connects it.
That also makes the comparison with Robinhood Chain interesting.
– Robinhood Chain starts from distribution:
– Robinhood users → stock tokens → onchain trading → DeFi.
Arc starts from money and settlement:
– USDC → payments → FX → tokenized assets → DeFi.
Robinhood wants to bring brokerage assets onchain.
Circle looks like it wants to become infra underneath whoever brings assets onchain.
That's a much larger ambition.
Of course, there are still things I want to see after September 16.
Most importantly to see if Arc creates new USDC demand, or simply move existing USDC activity from other chains.
But I'll probably spend just as much time watching what the degens do with the rails they built. https://x.com/Tanaka_L2/status/2099763616459153545
## @longbowlend (Longbow) · 09-15 02:22 · ♥82 ↻8 💬9 New market on Longbow: spUSDG / USDG.
Spark Savings USDG is now live as collateral on Robinhood Chain. Post spUSDG, borrow USDG against it, keep earning the savings rate underneath.
Max LTV 91.5%, priced by the spUSDG vault exchange rate. Isolated market, conservatively capped under Longbow's published risk framework.
Keep the yield. Access the liquidity. https://x.com/longbowlend/status/2099685304135196958