# Robinhood Chain liquidity — X 热门讨论 (2026-09-21 18:01 UTC)

## @DrPengu6 (Dr Pengu) · 09-21 16:02 · ♥99 ↻1 💬121 Big News

A new Nucleus campaign for @Slippyclub just went live, and i decided to look past the mascot.

300 gtd nft wl spots are up for grabs.

top 200 on reputation get 1 gtd spot each, based on existing on-chain activity across connected evm, bitcoin and solana wallets.

top 100 on contribution get 1 each, with nucleus ai scoring original slippy content for quality, relevance and impact.

that made me look deeper at what the campaign is actually distributing access to.

$SLIPPY lives on robinhood chain with a 1b supply, 0% tax, zero team allocation and permanently locked liquidity.

then there’s slippy siege, a live turn-based artillery game with teams or free-for-all, with steam and ios planned next.

the bigger loop is what caught me.

the character is the ip. the nft carries the identity and commercial rights. $slippy handles liquidity and access.

holders can receive character revenue from plush, prints, apparel, licensing, cosmetics and collaborations.

50,000 $slippy gives 1x gtd wl, while holding the nft and token together can unlock additional benefits.

new items 48 hours early. holder lists. future collection allowlists.

so i’m not looking at this campaign as another race to mention a meme.

character creates attention. the game creates activity. the token settles value. the nft carries the rights. nucleus routes access.

that’s the stack i’m watching. https://x.com/DrPengu6/status/2102065915571343833

## @btcergou (Crypto二狗) · 09-21 12:38 · ♥77 ↻0 💬69 最近看 @flock_io 的几条更新，单独拆开其实都不算难理解，但放在一起看，方向反而清楚了很多。一边在扩大Crypto里的资产和交易入口，另一边又在把AI基础设施往政府、农业、公共服务这些现实场景里推。

先来看看最近比较值得关注的FOMO $flock 的FOMO已经接入Robinhood Chain。现在大家比较熟悉的还是 tokenized stocks、memecoin和DeFi，但FLock想往里面再塞进一种完全不同的资产：AI Model

FOMO本身做的就是Fair Open Model Offering。简单理解，不只是给一个ai 模型发Token，而是尝试把 Model Token和FLock API Platform上真实的模型inference、AI使用需求连接起来。

这样一来，模型不再只是后台的一段代码，而是可以逐渐进入“发行、交易、调用”同一套链上经济关系里。

这个方向我觉得比单纯讲 AI Token 有意思。

过去Crypto给很多东西做过资产化，股票、黄金、国债、算力，现在FLock想继续往前推一步：

如果一个AI Model本身能够持续被调用、产生使用需求，那它能不能也成为一种onchain asset？

而且FLock并不是只把入口留在Robinhood Chain。$FLOCK 此前已经采用Chainlink CCT，通过CCIP / Transporter打通Base、Ethereum、BNB Chain、HyperEVM和Robinhood Chain。

链上的分发渠道在铺，中心化市场这一边也没停。9月12日，OKX已经上线FLOCK/USDT永续合约，Web、App、API都可以交易，最高支持20x。

所以这两件事我更愿意放在一起看。Robinhood Chain承接的是FOMO、Model Token以及后面的链上AI asset economy；OKX增加的则是 $FLOCK 在中心化衍生品市场里的交易入口。

一个在扩生态，一个在扩市场，但如果FLock最近只有这些动作，我觉得它依然很容易被归到“Crypto + AI”这一类项目里。

真正让我觉得它后面的路线开始出现差异的，其实是另外一条线。FLock与UNDP Dominican Republic Country Office 在9月4日签署了新的MoU。

这件事和上面两个Crypto方向几乎完全不同。双方谈的是公共部门数字创新、数据治理、可信公共系统，以及 social protection、climate/environmental sustainability 等实际问题。

而且并不是签完 MoU 才开始找应用。今年5月，FLock 团队已经在Dominican Republic推进过crop microinsurance pilot，尝试用AI做风险评估，用blockchain处理payout/settlement，同时通过privacy-preserving AI避免为了使用AI而直接暴露原始敏感数据。

这个案例反而让我更容易理解 FLock 为什么一直在做去中心化和隐私AI。如果只是生成一张图片、写一段文字，普通用户可能根本不关心模型背后的数据在哪里。

但换成政府数据、医疗数据、农业数据、金融数据和个人隐私数据，事情马上就不一样了。这些场景不是“不想用AI”，而是很多原始数据本身就不能随便交给外部平台。

FLock 此前在Sarawak推进sovereign AI时，其实也是类似的思路，通过federated learning让数据尽量留在本地，同时完成模型训练和协作。

所以把最近这些动作串起来，我觉得比单独看任何一次官宣都更有意思：

Robinhood Chain→扩AI Model的链上资产场景 OKX→扩大 $FLOCK 的交易入口 UNDP Dominican Republic→把AI infrastructure往真实公共服务场景推进

前两条解决Crypto世界里的distribution和liquidity，后一条则是在回答另一个更长期的问题： 这套AI infrastructure离开Crypto以后，到底有没有地方真正需要它？

如果后面FOMO的Model Token能产生更多真实inference需求，同时政府和公共机构方向继续出现可落地的 pilot，那 FLock 这条线就不只是给 DeAI 再讲一个新故事了。

它真正想连接的，可能是AI asset economy和现实世界的数据使用需求。 > 引用 @flock_io: From sovereign AI initiatives in Sarawak to our work with UNDP country offices across regions, we have seen that distributed ledger technologies (DLTs) like blockchain and decentralised AI create real value in public systems.

At the @UN Headquarters, our founder and CEO, @0x7SUN, shared how FLock is applying privacy-preserving AI, federated learning, and blockchain in government-led initiatives while keeping data secure and under local control.

Thank you to @PakistanUN_NY, UN Trade and Development (@UNCTAD), the United Nations Office for Digital and Emerging Technologies, @UNDP, @UNDP_AltFinLab, and other partners for having us contribute to this important conversation. https://x.com/btcergou/status/2102014726599586245

## @bangjelkoski (Bojan Angjelkoski) · 09-21 14:14 · ♥81 ↻19 💬10 Most people have no idea how much you can already do on @injective 👇

Read to the end, there's a surprise waiting 👀

💱 TRADING ▸ The exchange is built into the chain itself. Every order is on-chain and transparent. A proper DEX. ▸ Trade spot, perpetuals, futures, binary options, options & forex, all in one place ▸ Trades confirm in half a second ▸ Fees cost a tiny fraction of a cent ▸ Bots can't jump ahead of your trade (MEV protection) ▸ Anyone can launch a new token, no permission needed, ▸ Anyone can launch a new market, no permission needed ▸ Every app shares the same liquidity, so you get deeper markets everywhere

📈 REAL-WORLD ASSETS ▸ Trade tokenized stocks & ETFs 24/7, ▸ Get access to pre-IPO companies like SpaceX ▸ Injective Mint lets institutions (and AI agents) create regulated assets in one place

💵 STABLECOINS & PAYMENTS ▸ Native USDC from Circle, the real thing, not a bridged copy ▸ Move USDC between chains without risky bridges (CCTP) ▸ Send money anywhere with instant settlement & almost zero fees

🤖 AI ▸ AI agents can trade using plain English commands ▸ An AI dev kit to build finance apps faster ▸ Part of the x402 standard so AI agents can pay for things on their own

🛠 FOR BUILDERS ▸ Build with Ethereum tools (EVM) or CosmWasm, both on the same chain ▸ 12+ plug-and-play finance modules, so you don't start from zero ▸ Reliable price feeds (Chainlink, Pyth, SEDA, ...) straight into your contracts ▸ #1 chain for developer activity in a single week

🏛 INSTITUTIONS & REGULATION ▸ Registered with the SEC as a transfer agent in the US ▸ MiCA registered in the EU ▸ Advanced permission module for institutional access and regulatory compliance

🌉 CONNECTED EVERYWHERE ▸ Connected to multiple ecosystems through IBC ▸ Swap INJ directly on Solana through Jupiter ▸ Buy INJ on Robinhood and tons of other networks

🔥 THE INJ TOKEN ▸ Stake it to help secure the network and earn rewards ▸ Vote on every upgrade ▸ Community BuyBack: part of the network's revenue buys INJ and burns it forever

That's what's live today. Now here's what's coming 🥷

🔹 Sept 24. Set a reminder. First batch of updates. 🔹 Stocks might not be the only thing getting perps. 🔹 Privacy is getting a name. 🔹 $INJ is about to connect with one of the oldest and most recognisable chains in the industry. 🔹 Institutional mode to submit transactions on-chain. 🔹 Wall Street's favorite wrapper, staked edition. ⏳

You made it this far. You're early. https://x.com/bangjelkoski/status/2102038792773194026

## @Okada_DeFi0x (Okada_Research) · 09-21 15:40 · ♥93 ↻3 💬11 Looks like users are starting to rotate out of @Arc chain after the initial mainnet FOMO.

Current stats:

– Total accounts: ~640K – Total addresses: ~2.35M – Total txs: ~26.1M – 24h txs: ~1.23M – Total USDC transfers: ~1.15M – Avg tx fee: only ~$0.007

But the more important part for me is the Active Accounts + New Accounts chart.

Both exploded right after mainnet, then started fading hard over the following days.

IMO the message is pretty simple:

Mainnet hype brought users in, but Arc hasn’t retained that attention yet.

And that’s probably the next problem Arc needs to solve.

Good infra, cheap fees and native USDC aren’t enough by themselves.

If Arc wants CT attention back, it probably needs a few strong native plays to emerge, kinda like how Robinhood created ecosystem momentum around tokens/projects with clear narratives.

Rn these are the 3 I’m still watching:

– $ARGUS | @arguspad: ~$15M MC – $USDC | @USDCat__ : ~$3.6M MC – $TOLLY | @TollyLabs : ~$3.8M MC

I’m not rushing back into Arc yet.

But if one of these starts pulling liquidity + volume back in, sentiment can flip pretty fast.

Arc needs a winner, not just another launchpad. > 引用 @Okada_DeFi0x: Arc Day 1 was messy af on the token side, but the chain numbers are actually pretty wild.

@Arc mainnet has only been live, and rn:

– TVL: ~$334M – Stablecoins: ~$656M, ~99% dominated by USDC – DEX volume: ~$76M / 24h – App fees: ~$453K / 24h

Circle also launched Arc with 100+ apps and 100+ institutional/ecosystem builders from Day 1.

Ngl, the contrast is kinda funny.

The chain itself is getting real liquidity, while a lot of Arc-native tokens got absolutely nuked after the mainnet hype. Classic CT: chain up, bags down lmao.

For me, that doesn't mean the Arc trade is over. It just means the easy “ape everything before mainnet” phase is prob done.

Now I'm watching which projects can actually survive the post-launch PvP:

– $ARGUS – $FAZE – $TOLLY – and obviously $USDC flows, because liquidity is basically the heartbeat of this ecosystem rn.

One thing I care about more than token PA here: where the money actually sits.

A huge chunk of Arc TVL is already concentrated in lending. Morpho alone is around $225M+, while Aave is around $77M on Arc.

So imo, don't confuse Arc infra adoption with Arc shitcoin performance.

Same chain, completely different trade.

I'm still watching $ARGUS, $FAZE and $TOLLY for a potential second wave, but no rush to ape rn. Let the chart cook, let weak hands/dev farms get flushed, then I'll decide what deserves a spot in the bag.

Arc Day 2–7 should be way more interesting than Day 1. https://x.com/Okada_DeFi0x/status/2102060488985366943