# Robinhood Chain — X 热门讨论 (2026-10-02 16:24 UTC)
## @naion_islam (naionislam) · 10-02 14:12 · ♥56 ↻6 💬60 Good night Creators 🌕
I'm Been watching the mint window on @PlayOnMint
4,444 Bears are heading to Robinhood Chain with the FCFS window already open at https://t.co/qFAHVc1Twu.
But the real hook for me is the one time mystery box.
One Bear gets one shot at a pool featuring a MAYC, Clutch Intern, 20k STONKBROKER and a Blokyz.
Then the strategy changes.
$MNTD can be burned to level the Bear from 1 to 5 making the NFT part of an ongoing reward loop instead of something you simply hold.
I’m still stacking the daily sessions on https://t.co/uML52Xxw0Z because the drip spots and XP system seem to operate on their own track.
So the interesting question isn’t just mint or skip?
It’s whether the mystery box is the headline or whether the real story starts after the Bear reaches higher levels.
How are you playing it? https://x.com/naion_islam/status/2106024572453822620
## @andyyy (Andy) · 10-02 15:58 · ♥86 ↻3 💬28 I am bullish on Robinhood Chain.
I am bullish on Solana.
I am bullish on Ethereum.
I am bullish on Base.
I am bullish on Hyperliquid.
I am bullish on Lighter.
I am bullish on Variational.
I am bullish on Uniswap.
I am bullish on Aerodrome.
I am bullish on Aave.
I am bullish on Morpho.
I don't give a flying f*ck what people have to say about "competition" in this space right now.
We are less than 1% of global spot markets volume, less than 1% of global derivatives markets volume, and less than 1% of global lending desk volume.
We're still early.
Zoom out. https://x.com/andyyy/status/2106051078173475013
## @TheVictorBuilds (TheVictorBuilds) · 10-02 13:42 · ♥41 ↻18 💬37 THE ERA OF CIRCULAR TOKENOMICS IS DEAD AND REPLACED BY COLD HARD MACRO REALITY
We just saw the Fed hike rates to 3.75 to 4.00% in September and DeFi TVL still surged past $95B. But if you look under the hood the structural plumbing of the market has completely shifted. Yield subsidies have entirely collapsed giving way to a normalized real yield curve anchored by tokenized US Treasury rates like BlackRock BUIDL. Retail isn't hunting unsustainable ponzi yields anymore. They are trading on proprietary L2s. Case in point Uniswap captured $28.0M in Q3 protocol fees. In fact over 90% of their overall revenue originated from proprietary retail distribution integration on the Robinhood Chain L2. The liquidity is still here but it is being aggressively siloed.
Zoom out and the macro picture explains exactly why this isolation is happening. With inflation stubbornly holding and the 10 year treasury yield pushing higher capital preservation is the only game in town. On chain we see this in credit markets where monolithic pools like Aave V3 maintain liquidity dominance with $16.8B in TVL. But modular vault protocols like Morpho Blue with $9.8B are rapidly capturing institutional market share by isolating risk via third party curators. Smart money refuses to take on pooled risk when off chain infrastructure breaches are causing absolute havoc. Look at the September exploit vectors showing $768M in losses. Smart contract logic attacks have dropped significantly due to formal verification but off chain breaches accounted for over 92% of the damage. The Bitget custody breach alone was $387M and Liquid Network took a $320M hit. The tech is secure but the operational custody is bleeding alpha.
The play here is obvious. Stop betting on broad monolithic ecosystems and start positioning for isolated risk layers and captive distribution networks. The alpha is in the protocols that act as toll roads for retail flow on proprietary chains or those that offer institutional grade risk isolation. If a protocol isn't capturing real revenue from a closed retail loop or anchoring its yield to the treasury curve its going to bleed out. Capital is getting smarter and if you dont adapt your portfolio to this modular reality you will be left holding governance tokens that generate absolutely zero real value. > 引用 @TheVictorBuilds: THE 12% DIVIDEND ON STRC IS A TROJAN HORSE FOR TRADFI LIQUIDITY TO CAPITULATE INTO BITCOIN
Saylor and Strategy just confirmed they are holding the STRC preferred stock dividend at exactly 12% for October. We are looking at two separate cash dividend rounds of $0.50 per share hitting accounts mid and end of month. The stock has been bleeding below its $100 par value lately, trading around $89. The rachet mechanism is doing exactly what it was built to do which is weaponizing yield. When STRC drops below $95 the dividend bumps up. They are forcing a floor by paying out aggressive twice a month cash to holders. This isn't just corporate finance. It's a calculated treasury defense mechanism to protect their 840k BTC stack while servicing the yield demand of legacy capital.
Let's zoom out for a second. Central banks are backed into a corner with shifting CPI prints and erratic liquidity injections. Traditional fixed income is an absolute wasteland right now. You have institutional desks and family offices starving for real yield. On the micro level the STRC mechanics are fascinating. It is a pure income instrument with no common stock conversion like their STRK offering. You get pure cash flow backed by a corporate balance sheet holding $55 billion in Bitcoin. By splitting the payout into two $0.50 tranches they effectively trap liquidity. Yield seekers buy STRC for the 12% but what they are actually doing is subsidizing Saylor's ongoing BTC accumulation. They absorb the fiat cost of capital while Strategy absorbs the hard asset.
Here is the edge you need to internalize right now. Tradfi is unknowingly underwriting the most aggressive Bitcoin accumulation in history. As long as STRC trades at a discount Strategy will keep paying these elevated dividends keeping conservative income investors absolutely hooked on the cash flow. The play isn't necessarily to buy STRC for the yield unless you desperately need fiat cashflow. The real signal is that institutional fiat is becoming totally subservient to onchain assets. Watch the $95 par threshold on STRC. If global liquidity tightens further the dividend could be forced even higher which paradoxically makes the stock more attractive to desperate legacy capital. Capital rotation is already happening they just slapped a traditional preferred stock wrapper on it to make it palatable. https://x.com/TheVictorBuilds/status/2106017059708793004
## @0xDeployer (deployer) · 10-02 15:43 · ♥64 ↻6 💬23 going to be honest bros if the suits are going to be talking about volume we need to be honest about how much of it was manipulated.
hard to see our industry becoming the future of finance when a huge portion of volume on rh chain since launch was fake to pump charts. https://t.co/CobGnEg9mk https://x.com/0xDeployer/status/2106047383285215458
## @GujilRuipa (Gujil Ruipa 🪑) · 10-02 14:31 · ♥45 ↻1 💬36 Been looking into @themutualfun and the idea is getting more interesting
the TMF Pass is now live on Robinhood Chain through OpenSea and the collection is already seeing its first mints
- the Pass is soulbound and gives access to mint 2 Seats
- the bigger part is the Seats themselves
- TMF says all 4,001 Seats will be stored fully onchain and revealed instantly at mint
- that makes the project feel less like a simple NFT drop and more like an experiment built around onchain ownership and participation
still early but there is definitely something interesting taking shape here
i am eagerly waiting to see what @Kingpickle is creating > 引用 @themutualfun: The TMF Pass contract and Opensea page are deployed/live 🪑
As a reminder, these allowlist passes are soulbound and cannot be traded. We'll airdrop a bunch throughout the week.
Here is an updated page with all our official safe links:
https://t.co/XYKsd7okgI https://t.co/GbUFVMGbHP https://x.com/GujilRuipa/status/2106029258657448264
## @ArbitrumDevs (Arbitrum Developers) · 10-02 13:01 · ♥40 ↻8 💬6 Submissions for the Arbitrum Open House Online Buildathon close in 2 days
This is your opportunity to turn ideas into onchain products while competing for a share of $115K in prizes and grants
Winning teams will be invited to join us and Robinhood Chain at Founder House Singapore on October 23-25 to:
> build alongside other founders > get product, technical, and GTM feedback from ecosystem mentors > compete for $300K in prizes and grants
Teams can also apply directly 👇
https://t.co/q0uWgEm0cS https://x.com/ArbitrumDevs/status/2106006585004970097
## @SWEATY333 (Andrεω ✞) · 10-02 15:21 · ♥41 ↻4 💬7 ROBINHOOD CHAIN SUPERCYCLE
Bloomberg Report: https://x.com/SWEATY333/status/2106041981268869158