# Robinhood Chain — X 热门讨论 (2026-10-01 05:29 UTC)
## @ZUKOWEB3166 (ZUKO) · 10-01 04:26 · ♥71 ↻9 💬63 What $SELECT is and why it sits at the center
$SELECT is the core token of Select Foundation's ecosystem. Its total supply is fixed at 1,000,000,000, and it lives on Robinhood Chain. It isn't a side token bolted onto a launchpad.
It is the first token launched through https://t.co/e6sx1UIbEr itself, using the same Genesis flow every other project uses. That matters because the whole system is designed around it.
Every project that launches after $SELECT pairs a slice of its liquidity with $SELECT. The token sits at the center of everything the Foundation builds, and the more the ecosystem grows, the more value flows back to it.
Most launchpad tokens are an afterthought. $SELECT is the anchor. Its demand is tied to the platform's activity, not to hype cycles, and that design choice is what makes the flywheel possible.
A.........🧵🪡 https://x.com/ZUKOWEB3166/status/2105514670287130979
## @SignalLTC (Frank Nii Okanta Ankrah ⚡️ ⚡️ ⚡️) · 10-01 01:09 · ♥42 ↻32 💬6 My dreams have never failed me. Just woke up from a dream and I saw @vladtenev entire Robinhood chain getting VOLTED ⚡️.
Mega big buzz coming on this most bullish chain.
And Vlad walking with the $volt dog
Vlad kindly give @Voltinu_RH a follow ⚡️
The volt army loves you. https://t.co/8u9swJhtaW https://x.com/SignalLTC/status/2105464975141560327
## @iiamjeph (Jeph) · 10-01 04:25 · ♥47 ↻14 💬31 rally recently landed on Robinhood chain
one project i’d really like to see on Rally next is @MorphoLabs
i wouldn’t want creators to just explain "onchain lending"
i’d rather see them actually break down the lending experience:
→ how does a market get created? → where does the liquidity come from? → how are borrowing rates determined? → what actually happens when you supply or borrow?
this would make the campaign way more interesting than another round of recycled product descriptions.
if morpho ran a Rally campaign tomorrow, what part of the product would you want creators to explain first ? > 引用 @RallyOnChain: RALLY IS LIVE ON ROBINHOOD CHAIN 🚨
Robinhood built an AI-native chain, so we brought the AI-native attention layer to it.
Starting today, any project on @RobinhoodCrypto can fund a Rally campaign with its own token and put 150K+ creators to work on its story.
Welcome 💚 https://t.co/FkWc6rbgAe https://x.com/iiamjeph/status/2105514291143348528
## @Okada_DeFi0x (Okada_Research) · 10-01 04:46 · ♥66 ↻3 💬16 Tokenized stocks existed since the 2018 STO wave. We got Polymath, tZERO, Mirror, Binance stock tokens, FTX wrappers…
But nobody really answered why someone with easy NVDA access on Schwab would bother buying the wrapper onchain.
Then Robinhood Chain accidentally found the answer this year.
Their Stock Tokens aren't even shares btw. They're Jersey-issued debt securities tracking the underlying, with no voting rights.
But they’re permissionless ERC-20s that an AMM can hold, which is the insanely important property the cleaner institutional versions often didn't have.
So instead of begging ppl to use tokenized NVDA because 24/7 markets or whatever, @longdotxyz and @ponsdotfamily just plugged the stock into the casino.
$AI/NVDA, $BONER/HIMS, SAYLORMOON/MSTR, CINEMA/AMC, SPACEHOOD/SPCX….
Now when someone apes the meme, the stock token on the other side needs to get bought too.
The joke creates stock demand.
That one design change probably did more for actual onchain stock activity than years of trying to convince TradFi users that blockchain NVDA is somehow better than brokerage NVDA.
$BONER stress-tested the whole idea in public.
During the August HIMS squeeze, only ~15.2K tokenized HIMS were outstanding while the authorised mint desk was closed for the weekend.
At one point ~91% of that supply was sitting inside Uniswap v4 pools.
The meme literally ate the float.
This tiny onchain aquarium getting its own supply crisis because the joke became bigger than the wrapper feeding it.
$AI took this one step further, with buy fees arriving in NVDA and 80% going toward a community vault described as permanent.
Count every NVDA-quoted pool and it was ~25% of all tokenized NVDA outstanding at the time.
So now the meme is monetizing its own attention by accumulating the RWA sitting underneath the pair.
Extremely weird primitive.
The part I think institutions missed for six years is that they treated tokenized stocks like a distribution problem.
But crypto users didn’t need another place to buy NVDA. They needed NVDA to become useful inside something they already wanted to trade.
Once the asset is composable enough to plug into degen behavior, demand can appear from places no 24/7 equities marketing campaign could manufacture.
Robinhood also accidentally had the perfect stack for it.
Issuer + wallet + its own L2 + permissionless ERC-20 Stock Tokens + DEX liquidity all sitting in the same loop.
The primary market is controlled by an authorised participant, but the secondary market never sleeps.
Turns out the first killer app for tokenized stocks might be using the stock to price the joke. > 引用 @Okada_DeFi0x: Not every trencher making money holding memes paired with tokenized stocks understands where the yield actually comes from or the plumbing underneath.
To pair a cat with tokenized stocks, someone still needs to issue the stock wrapper first.
Right now we basically got 4 leaders: xStocks, Ondo, bStocks, Robinhood.
But each one is betting on a completely different moat. And the whole tokenized stock market is only ~$5.4B while still microscopic vs TradFi.
1/ @xStocksFi is the most crypto-native distribution play.
– $2.9B distributed value across 1K+ tokenized assets
– flipped Ondo to become the biggest player with 52% market share
– 653K holders + $5.5B 30d transfer volume, up 96%
– $26B cumulative trading volume
xStocks has been pushed across Solana, Ethereum, TON, Ink and a growing list of EVM chains + Kraken/Bybit/Gate/Bitget/wallet distribution.
I like that SPYx, QQQx and NVDAx can be deposited into vaults, @kamino uses the stocks as collateral, stables get borrowed, yield gets harvested and compounded back into the xStock.
xStocks already has roughly $72-104M sitting in DeFi, around 10-12% utilization.
Still early, but directionally much more important than just adding another ticker.
2/ @Ondo is becoming an actual onchain capital markets stack.
– $870M stock AUM across 400+ names
– ETH + BNB + SOL + now NEAR distribution
Ondo + Alpaca opened an institutional in-kind route where approved institutions can take shares they already own at Alpaca and mint the equivalent Ondo token on ETH/BNB.
TradFi inventory can basically become onchain inventory without first getting sold into cash.
Then they launched BlackRock-powered portfolio tokens, while NEAR Intents gives users another distribution route from 30+ chains.
Ondo is expanding from token issuer → middleware/distribution layer for financial assets.
Weak point is utilization. Almost $1B of stock paper exists but actual DeFi liquidity is still tiny relative to that AUM.
3/ @bstocksfinance is almost the opposite thesis.
– $761M distributed value just ~3 months after launch
– 80 assets, BNB Chain only
– 1.39M holders + $12.9B 30d transfer volume
The weapon here is Binance: hold the brokerage stock → convert 1:1 into the BEP-20 bStock → trade/withdraw/use it on BNB → convert back into Binance Stocks 1:1 with zero fee.
bStocks are already finding their way into @VenusProtocol, @lista_dao, @PancakeSwap and @Aster_DEX + Cross Margin / Portfolio Margin collateral on Binance.
– $98M active in DeFi / ~$550M onchain
Instead of needing every other stock issuer to lose, Binance can just become the liquidity black hole where all the wrappers eventually end up.
4/ @RobinhoodCrypto is the weirdest one because its numbers tell a different story.
– $146M distributed stock-token value
– 1.45M holders + $19B 30d transfer volume, up ~5x MoM
That's more monthly transfer activity than bStocks, xStocks and Ondo individually despite having a fraction of their stock float.
$19B moving against ~$156M float is a stupid amount of turnover.
I've already written about why the RH trenches matter here. Memes/perps/speculation are bringing users + liquidity onto the chain first, while the financial rails get built underneath.
Regulation just made that race more interesting too.
None of these four current products is a US-registered share, and none currently fits the new US rights-preserving tokenized-stock framework as structured today.
We don't own the listed stock, can't vote and can't redeem the token directly into the real share yet.
But @vladtenev already said in-kind redemption + voting are coming.
I have a feeling the next phase of this game will be a lot more fun once more primitives get built around. https://x.com/Okada_DeFi0x/status/2105519578088722827
## @deltaliquidity (Delta) · 10-01 02:33 · ♥50 ↻5 💬10 That’s why we love building on Robinhood Chain.
More markets are coming onchain, and they all need liquidity behind them. https://t.co/gSLpnJSyHG > 引用 @vladtenev: This is our third HOOD Summit, but the first time we've taken it this far.
We called this one Engines of Creation because that's what markets are.
They take ideas, capital, and people and turn them into things that can grow.
That's what I love about building Robinhood.
The frontier keeps moving. https://x.com/deltaliquidity/status/2105486325499756695
## @RobinhoodHub (Robinhood Hub) · 09-30 23:30 · ♥43 ↻10 💬5 Builder of the week: @longbowlend
60 live credit markets and $5.51M in TVL on Robinhood Chain.
@longbowlend lets users borrow USDG against tokenized stocks, crypto, RWAs, and memecoins without selling them.
■ Tokenized stocks like TSLA, NVDA, and SPY work as collateral
■ Every market has its own oracle, LTV, and supply cap
■ AI agents can read all 60 markets through Longbow’s MCP server
■ Users review and sign every transaction themselves
■ Unifold deposits let users fund a position by card or from 24 chains
USDG lands directly in the user’s wallet on Robinhood Chain.
Tokenized stocks become far more useful when holders can borrow against them instead of selling. https://x.com/RobinhoodHub/status/2105440053392781348
## @APEXCONSULTNFA (Apex Crypto Insights (NFA)) · 09-30 23:30 · ♥40 ↻9 💬4 Between now and $QNT & $XRP's explosion, I'm actively exploring micro-cap Robinhood Chain infrastructure. At a crazy low marketcap, this represents the future of autonomous token economics.
The technology behind $HARMONIC was built by Vlad Tenev (Founder of Robinhood Chain) and the team at Harmonic. They recognized that as AI systems grow more powerful, the verification problem becomes critical. You cannot hire enough humans to audit every proof every autonomous system writes. The only solution that scales is machine verification.
Aristotle solves this by writing proofs in Lean 4 and submitting them to the kernel for verification. Same IMO-gold performance as OpenAI and DeepMind in 2025, but with Lean proofs you can rerun. One is persuasive. One is proof. One gets forgotten if the historical claim is oversold. One is true regardless.
$HARMONIC brings this to blockchain. The autonomous agent operates on mathematical certainty, not vibes. It claims creator fees from its own trades and burns tokens with no sell path. It manages liquidity, buys tokenized equities for holders, and launches new tokens. Every action is submitted to Aristotle/Lean for formal verification.
The system publishes proof-of-work every 15-30 minutes: expectations, outcomes, scores, burns. All verifiable on chain. Nothing is rewritten after the fact. No hallucinations. No guesses. Every number is a machine-verified fact.
This infrastructure is already live: 13 tokens deployed, 90.2M burned, daily proofs published, revenue flowing, code verified. The flywheel is accelerating. As more creators launch, more volume is generated, more fees are claimed, more burns are executed. Supply shrinks. Scarcity builds. Per-token value compounds.
$HARMONIC automatically claims the creator fees on its own trades and splits them across buy-and-burn, liquidity and tokenized equities for holders. There is no code path that sells the token. The mathematics is provably sound and formally verified.
And I haven't even explained 1% of what makes this project so mind-blowing. Visit the website to see what I meant: https://t.co/QQi1bg3k6S — Follow: https://t.co/zMgAueENZ0
I'm bullish because of its extremely low marketcap but there's certainly no guarantees. This is a newer project.
Disclosure: I own HARMONIC token. Nobody paid me to write this. HARMONIC is a very small, thin market and can lose substantial value quickly. My content is not financial advice. Always do your own research.
Robinhood: 0xdEe52F2ab639b6942B0d0F0565400b93b7a0fbe5 $HARMONIC #Pons #RobinhoodChain $QNT https://x.com/APEXCONSULTNFA/status/2105440053727985694