# Robinhood Chain liquidity — X 热门讨论 (2026-10-01 18:05 UTC)

## @Elikrypt (ΞLIKRYPTO) · 10-01 07:25 · ♥71 ↻14 💬35 TOKENIZED STOCKS

Tokenized stocks crossed $3B in market cap in September.

Active tokenized-equity market cap reached about $4.0B by Sept. 9.

Monthly issuer volume climbed from $237M in January to $7.9B in August.

Turnover rose from 0.23× to 2.14×, while Q3 onchain transfers passed $100B, compared with $6B in Q1.

▹ @Ondo

450+ stocks and ETFs

Ondo now supports institutional in-kind minting and redemption, portfolios using strategies licensed from @BlackRock, and 24-hour stock, ETF and commodity perps.

▹ @xStocksFi

1,100+ stocks and ETFs

1:1-backed tokenized equities that can move across supported networks and venues.

▹ @binance

bStocks

About $800M outstanding by late September.

The important shift is collateral. Eligible users can use tokenized equities inside Binance’s margin infrastructure.

▹ @aave

Aave V4 on Base added seven Coinbase tokenized stocks:

AAPLc · AMZNc · GOOGLc · METAc · MSFTc · NVDAc · TSLAc

Eligible non-U.S. users can deposit them as collateral and borrow USDC.

▹ THE DEFI GAP

Tokenized-equity DeFi TVL grew from $21.6M to $289.1M, reaching 7.2% of active market cap.

Billions have been tokenized. A much smaller amount is actually being used inside DeFi.

Volume also needs context.

Stock-paired meme markets generated about $2.49B on Robinhood Chain and $2.90B on BNB Chain between July 26 and Sept. 9.

High turnover does not automatically mean equivalent demand for the underlying stocks.

Ondo, xStocks, bStocks, Robinhood Stock Tokens and SECZ are also different products. Custody, redemption, dividends, voting rights, corporate actions and legal claims can differ.

Pre-IPO products should be separated from listed stocks too. Exposure to a private company such as OpenAI or Anthropic is not the same as holding a tokenized public share.

▹ REGULATION

On Sept. 17, the SEC granted temporary conditional relief for qualifying Tokenized Securities Venues to trade certain tokenized NMS stocks through permissioned AMMs and liquidity pools.

The framework covers shareholder rights, issuer objections, auditable smart contracts and trading halts when the underlying market halts. The exemption lasts five years.

It does not automatically approve existing tokenized-stock products or give them U.S. retail access.

The market has already proved that stocks can be put onchain.

Now the numbers have to prove that people actually want to use them there. https://x.com/Elikrypt/status/2105559618554343496

## @DineroDom0 (DineroDom) · 10-01 15:27 · ♥80 ↻14 💬7 robinhood:0x18e674231a58c239dc7daedcffe15ec3a24cff5c is starting to move like people are waking up to the fact that this will completely re-define liquidity pools, and become a core piece of infrastructure for every on chain transaction in the future.

What's the value of every tx routing through a Hookr hook?

TAM is so massive with this one https://x.com/DineroDom0/status/2105681045458739350

## @MrPresentable2 (Mr.Presentable) · 10-01 12:16 · ♥72 ↻8 💬8 $wallet is looking great here.

It remains in fib extensions regardless of the summit.

I think the summit was an important lesson for new traders. Emotion costs you money in all forms of trading. Even disappointment. It distupts your thinking and weakens your ability to reason. Good time to examine yourself and your reactions to outcomes.

I derisked heavily on $wallet before the summit with the intentions of buying any dips that occurred. We had one really good one that I was able to buy hard and a second not so deep one.

What were seeing now is an inverted hammer candle on the daily for yesterday and the beginnings of a continuation today.

I am focused on what matters, the blockchain evidence and price action. A lot of weak hands dropped out yesterday. Mostly small wallets and only a couple whales. The majority of the whales arent looking at blurry fingers tattoos and jackets. Thats not the type of thing you stack chips on. The evidence on the block chain is factual. Undeniable. THAT is what you stack chips on.

Everyone has acknowledged this IS a stealth project but few are talking about why.

Now that the emotions from yesterday have taken time to simmer lets talk about why.

There are a lot of MONSTER companies that dwarf Robinhood that want to be in on 24/7 stock trading. Morgan Stanley, Merrill Lynch, Fidelity, Vanguard etc. These companies are looking at Robinhood as competition.

It only took a small amount of money to flash crash the token. Few million dollars. The liquidity is thick from our perspective but from a tradfi perspective theres nothing there. Any of these companies could use a few million dollars to LEGALLY crush this project. I see that as the biggest risk and biggest reason to be stealth.

If it wasnt their token there would have been a denial by now. The cats out of the bag. Coming out and announcing the token benefits the holders the most. The only benefit to Robinhood in announcing it is advertising.

However, if were talking about winning the war of 24/7 stock trading …why would they risk that for some advertising??

Again, it is undeniable it is their token. It IS a stealth launch and it is going to be a long road. We are in this together and were going to have to get along if we want to get to the finish.

I know I will make it to the end of this.

Will you?

I am buying.

$wallet https://x.com/MrPresentable2/status/2105632987240972544