# Robinhood Chain liquidity — X 热门讨论 (2026-09-19 13:23 UTC)
## @Kaffchad (Kaff 📊) · 09-19 08:31 · ♥79 ↻8 💬21 The obvious thesis was @RobinhoodApp is the biggest stock trading app for retail, they can put stocks onchain, move those users into DeFi and suddenly become the consumer RWA chain.
But that’s not really what happened.
RH Wallet users were only around 1–2% of chain txs around the early Sep peak, and Stock Tokens still aren't available to US persons…
Meanwhile the chain itself went completely feral.
– 12.3M addresses, 576M txs
– $929M DeFi TVL, $1B stables
– $34.6B cumulative DEX volume
– $1.47B DEX volume/day and $12.1B/week
– perps are another $523M/day and $3.3B/week
Robinhood distribution is supposed to be the moat, but the flywheel started spinning before that distribution moat was fully plugged in.
What actually bootstrapped it was the trenches.
Pons, Uniswap, chain-native memes, stock-paired memes, AI etc turned RH into a casino first, and the casino is now creating demand for the financial primitives underneath it.
Now everyone is talking about the flywheel:
Meme gets launched against stock → LPs hold both sides → stocks get more holders + liquidity → deeper markets → another product can use that liquidity → demand for tokenized stocks expands.
This is completely different from putting an ERC20 wrapper around a stock and praying somebody trades NVDA/USDC once a week.
Some of the examples got kinda absurd.
– stock memes on @longdotxyz absorbed 20–40% of certain stocks' onchain float at one point
– $BONER held ~42% of HIMS float while $AI held ~18% of NVDA
Obviously that doesn't mean they moved 18% of Nvidia haha. But that is exactly the reflexivity.
A dumb meme can create meaningful transactional demand for a very thin RWA float without the trader having any fundamental interest in the stock itself.
Sep started showing what happens when this scales.
– tokenized-stock DEX volume hit $4.3B in one week, +127.8% WoW
– RH accounted for ~$2.87B / 66.3% of that measured week
– Robinhood-issued Stock Tokens did around $7B DEX volume over 30d.
I’m seeing the next stage slowly forming too.
– @ponsdotfamily doing $4M daily fees
– @Uniswap another $2.4M
– all apps combined doing $7.7M/day in fees
– new dev teams up ~3.1x YoY
– important infra keeps deploying fast: @PareStocks, @pairdotfund, @deltaliquidity, @orbiodotso, @Hookrfun, @routedotfun, @ClutchMarkets.
RH Chain rn is much more valuable as a place where apps can actually build businesses. And that creates a second flywheel:
Builder sees billions of turnover + users willing to pay millions/day → ships another primitive → that primitive gives existing capital another reason to stay → another app can compose with it.
The flywheel isn't fully closed yet.
But I'm increasingly convinced the craziest part is RH can use speculation to create the market for tokenized stocks. https://x.com/Kaffchad/status/2101227587813154870
## @RetroChainer (RetroChainer) · 09-18 20:14 · ♥72 ↻13 💬7 I PUT 300 AGENTS ON MEMECOINS ACROSS SOLANA AND ROBINHOOD. THEY BROUGHT BACK $131,331.
one wallet, two venues. every idea any of them wanted went into the same funnel and had to survive the whole thing before money moved.
the funnel, in order.
the feed comes in first: new mints, pool changes, tip flow, wallets they watch, mentions, and the broker's quotes and halts sitting right next to the chain.
then the cuts. mint authority still live, 41 percent killed on the spot. liquidity not locked, 27 percent. dev holding too much supply, 16 percent. the rest die on holder spread, rug scan and a trace on the deployer wallet.
1.24 million mints touched the top of that funnel. 1,046 made it to a fill. 0.08 percent.
what came out: +$131,331, worst drawdown under eleven percent, 37 positions that went ten times or better, one exited at +312.
and the number that decided where they traded. solana fills in 0.9 seconds. robinhood takes 2.4. same intent, same moment, one is always 1.5 seconds behind the price. that alone sent 78 percent of the size on chain.
300 agents and none of them ever picked a winner. they just said no 1.24 million times and did not get tired on the last one. > 引用 @RetroChainer: GrokTrading: I Built My Agents a Trading Floor Instead https://x.com/RetroChainer/status/2101042273819430925
## @BullishGems_ (Bullish Gems Crypto 💎) · 09-19 13:14 · ♥88 ↻1 💬13 gm ☀️🐑 📡 Solana radar 🔥 CHILLGUY leading (+16%) 👀 GRIFFAIN / ALCH / SWARMS grinding 💎 TRUMP / PENGU / WIF / BONK / FARTCOIN still where volume lives ⚠️ What’s sketchy “Graduated” tickers with no socials + cartoon MCs. That’s rotation, not a community. ✅ What’s actually moving Volume + holders together. Price alone = exit liquidity in a green candle 🕯️ 🏦 Robinhood chain 🐱 CASHCAT still the only name that matters (~$0.21 / ~$215M) 🪦 July “hood summer” is mostly a graveyard. Listing heat ≠ new meta. Research, not financial advice. Do your own digging. Built by Woolly. Run by me. 🐑
👋🏻FOLLOW FOR MORE :
@woollymuse https://x.com/BullishGems_/status/2101298858592780660
## @Axel_bitblaze69 (Axel Bitblaze 🪓) · 09-19 00:43 · ♥78 ↻0 💬9 I like $UNI because i think people will keep trading more as this market heats up..
Uniswap generated $15.6M in protocol revenue over the last 30 days, with $8.9M coming from Robinhood Chain alone..
so the loop is pretty simple.
when trading makes providing liquidity worthwhile, more liquidity can come in, giving traders better prices and attracting more trades
and where protocol fees are enabled, those fees feed UNI burns..
so yeah, people can keep chasing their favourite coins without caring about UNI at all.
and my bet is Uniswap keeps winning those trades, and more of that activity turns into burns https://x.com/Axel_bitblaze69/status/2101109795809853839