# Robinhood Chain — X 热门讨论 (2026-09-24 06:16 UTC)
## @Crappy_Max (Crappy Max) · 09-24 04:08 · ♥62 ↻0 💬82 The DEX perps market is getting crowded. 👀
Hyperliquid still leads, but there’s now a serious lineup competing across crypto, equities, commodities, RWAs and TradFi.
Here’s the landscape:
• Hyperliquid — @HyperliquidX Own L1 CLOB. Dominant volume + open interest.
• TradeXYZ — @tradexyz HIP-3 on Hyperliquid. Equities, indices, commodities, pre-IPO.
• Aster — @Aster_DEX Multi-chain CLOB + Shield. Huge market selection.
• EdgeX — @edgeX_exchange StarkEx CLOB covering crypto + TradFi perps.
• Lighter — @Lighter_xyz zk rollup, 0%/0% standard fees. Also connected to Robinhood Chain.
• Variational / Omni — @Variational_io High-volume snapshots and zero-fee retail positioning.
• Pacifica — @pacifica_fi Solana-based CLOB.
• GRVT — @grvt_io Hybrid CEX-style UX with self-custody.
• Extended — @extendedapp Starknet-based CLOB.
• ApeX Omni — @OfficialApeXdex Multi-chain perp infrastructure.
• dYdX — @dYdX Own Cosmos chain. One of the veteran CLOBs.
• GMX — @GMX_IO Oracle/pool model across Arbitrum and Avalanche.
• Jupiter Perps — @JupiterExchange Solana-based pool/oracle model.
• Ostium — @OstiumLabs Focused heavily on RWAs, forex and indices.
• Paradex — @tradeparadex Starknet. Zero-fee retail + privacy angle.
• Drift — @DriftProtocol Solana hybrid architecture.
• Gains Network — @GainsNetwork_io Known for very high advertised leverage.
• Vertex — @vertex_protocol Hybrid CLOB.
• Orderly — @OrderlyNetwork Shared order book across multiple chains.
Then the newer names:
PopDEX — @popdex_ Trader-first CLOB on Morph Tachyon, with unified margin and crypto + RWA/equity markets. $30M seed led by Foresight.
And TxFlow — @TxFlow_L1 👀
Own L1. Fully onchain CLOB. Crypto + stock/TradFi perps, spot and prediction markets.
It’s not competing with Hyperliquid on raw volume yet, but ~$90M 24h and ~$2.2B 30d volume is enough to put it on my radar.
Especially because TxFlow is building beyond the usual “just trade crypto perps” model.
The bigger trend is clear:
DEXs are evolving from crypto-only trading venues into full onchain markets for everything.
And there are a lot more players fighting for that future than there were a year ago.
NFA. Always verify official handles/docs before trading. https://x.com/Crappy_Max/status/2102973547459096887
## @AbdulMu09708501 (Shawon MN) · 09-24 04:59 · ♥49 ↻0 💬67 Gm
Caught myself checking the @PlayOnMint post from Monday again like it was a price chart
$MNTD coming to Robinhood definitely caught my attention
Before this, I was treating the Bear and the token like two separate things.
MintABear on Robinhood.
Season 1 XP eventually becoming $MNTD.
That made the whole grind feel a little disconnected.
Now that they’re moving onto the same network, the setup makes more sense to me.
The account I’m leveling and the token I’m waiting for don’t feel like two completely separate things anymore.
TGE is still only listed as Q4, so there’s no exact claim date yet.
For now, I’m just stacking XP and watching how the rollout develops.
If you’re already playing @PlayOnMint, did the chain update change how you see Season 1, or are you still waiting for a clear claim date? https://x.com/AbdulMu09708501/status/2102986237523227066
## @Nick_Researcher (Nick Research) · 09-24 04:53 · ♥49 ↻7 💬13 ➥ top protocols building AI analysts for all
the first 2 tools are most important to aid my research flow with real-time and precise data
for context, AI analysts are becoming one of the most practical applications of AI in finance
they will not eliminate the research edge
but they will remove much of the operational gap between an independent researcher & a professional research desk
these are the 3 i’m equiped:
[1] @artemis AI Analyst [2] @DefiLlama LlamaAI [3] @SoSoValueCrypto AI Socrates
i’ve personally used Artemis and LlamaAI the most
i use LlamaAI at the start of my research flow
it helps me screen protocols, compare competitors, and quickly check changes in TVL, rev, vol, fees, stablecoin supply, or market share
instead of opening ten dashboards and manually building a table
now i can first ask a specific question, identify what changed, and decide whether the signal deserves deeper research
i use Artemis when the thesis requires more context
for example, onchain activity alone cannot explain how Robinhood Chain may affect Robinhood’s earnings
i also need txn rev, company guidance, public-market comparisons, and broader financial conditions
Artemis is useful for connecting those layers in one workflow
i’m still exploring Socatis, mainly as another source for macro context, market trends, and cross-checking my initial view
the benefit is not limited to saving time, these tools can help people: - turn a broad idea into a testable research question - compare protocols using consistent metrics - find changes that are easy to miss across dashboards - connect crypto activity with macro and public markets - build charts, reports, decks, and financial models - challenge a thesis before publishing or allocating capital
i still verify important figures against primary sources
AI can retrieve and organize the evidence, but it cannot decide which metric matters, whether the data is comparable, or what the market has already priced in
that is why i think AI analysts expand access without removing the edge
the edge shifts from finding data to asking better questions, checking the evidence, and forming an original view https://x.com/Nick_Researcher/status/2102984833245020645
## @Tanaka_L2 (Tanaka) · 09-24 05:40 · ♥44 ↻3 💬13 What’s really driving the $UNI rally right now?
Hazz, I still regret missing this one.
I knew @Uniswap was benefiting from the Robinhood Chain hype, but I didn’t pull the trigger.
Looking back, I think the market is repricing $UNI for 4 main reasons:
[1] Robinhood Chain is bringing massive volume to Uniswap
Uniswap has become one of the main liquidity venues on Robinhood Chain.
Robinhood alone contributed roughly $33B of Uniswap’s ~$81B 30D volume in the snapshot I was watching.
Robinhood hype → more users/assets onchain → more volume for Uniswap.
[2] v4 is proving that Hooks are getting real adoption
That same snapshot showed:
– v4: ~$42.9B – v3: ~$36.8B
So v4 was already doing around 54% of combined v3 + v4 flow.
This matters because Hooks allow pools to customize swaps, fees, liquidity and accounting.
Uniswap is moving from a simple AMM design → more programmable liquidity infra.
[3] Volume now has a clearer path to $UNI value capture
This is probably the biggest change.
Protocol fees are now active across more chains, and part of those fees can eventually translate into UNI burn.
The flywheel becomes:
More markets → more volume → more fees → more UNI burned.
That is very different from the old UNI thesis where the token was mainly viewed as governance.
[3] Robinhood may only be the first leg
Uniswap is also expanding into Arc and other markets tied to stablecoins, RWA and tokenized stocks.
If those sectors keep growing, Uniswap could benefit as the liquidity + execution layer behind them.
The lesson for me:
Don’t just look at which token is inside a hot narrative. Look at where the revenue actually flows.
I saw the Robinhood thesis, but missed $UNI.
Anyway, that move is gone.
If $UNI comes back to a price range I like, I’ll consider buying.
But not here. I’m not chasing after the pump. > 引用 @Tanaka_L2: GM,
I think $UNI, $LDO, $ENA, $PENDLE can outperform $ETH in the next risk-on phase.
Look at the revenue layer:
– @Uniswap ≈ $60M. – @aave ≈ $93M. – @LidoFinance ≈ $71M. – @HyperliquidX ≈ $75M.
They are real cash-flow machines of the cycle and beyond if you look deep into their model. Meanwhile $ETH is trading around $1.9-2k, DeFi TVL compressed from ~$75B+ to ~$55B range after the correction.
I believe ETH = base layer exposure, and DeFi tokens = leveraged exposure to ETH activity.
When ETH pumps:
– Trading volume spikes → $UNI benefits. – Borrow demand increases → $AAVE benefits. – More staking → $LDO revenue increases. – Yield narrative returns → $PENDLE & $ENA get flow.
ETH captures burn + staking yield.
DeFi tokens capture direct protocol revenue, buybacks, fee switch potential, narrative premium.
We’ve seen this movie before:
– 2020-2021 DeFi Summer. – 2024 liquid staking & restaking wave.
Each late-cycle phase → capital rotates from majors into sector leaders.
And here is the asymmetry:
– ETH mcap ≈ hundreds of billions.
– UNI/LDO/ENA/PENDLE = much smaller caps.
If TVL rebounds 20-30%, these tokens can move 2-5x.
But I’m not blind, they also crash 70% in risk-off.
But this is high-beta rotation trade and I see ETH as foundation.
But when sentiment flips risk-on in 2026, I believe DeFi leaders will outperform ETH on a percentage basis.
Because they are more explosive.
That’s my POV. DYOR. https://x.com/Tanaka_L2/status/2102996451773337718