# Robinhood Chain — X 热门讨论 (2026-10-02 10:58 UTC)
## @alext_works (AlexT_Works) · 10-02 10:46 · ♥259 ↻165 💬5 Rally just landed on Robinhood Chain, and the number on Rally's own pin keeps echoing in my head: more than 600K tokens have hit the hood since July.
That is a birth rate, not a survival rate.
I watched three of those births from the Pons launchpad this month. Two went quiet inside a week while the third kept holders, and the build quality was not the difference. The survivor had one sentence people could repeat; the other two had a vibe.
@PonsFamily is the door most new hood tokens walk through first. Launching takes minutes there; being understood takes a campaign.
That is exactly the gap Rally fills. A project funds the brief with its own token, creators compete to explain it, AI scores the explanations in the open with visible weights, and the payout lands onchain. No minimum followers, no agency middlemen, no black box.
So my pick for the next hood campaign is the launchpad itself. Pons knows which births survive the first week and which ones never get a second sentence.
A Rally campaign should pay creators to do that triage in public, one token at a time, before the chart answers for them.
The 600K number will keep growing either way. The question is how many of them get a story attached.
Which hood token born this month can you explain in one sentence, and which one are you still pretending to understand? > 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/alext_works/status/2105972567232348536
## @Sivan_0x (SIVAN) · 10-02 10:30 · ♥186 ↻125 💬5 I've paid for liquidity I never questioned. Real money, real lessons. So I'm not tagging a favorite on Robinhood Chain. I'm starting a fight over its liquidity landscape.
My picks: @Uniswap and @rialto_xyz .
@Uniswap is the chain's primary public AMM. @rialto_xyz is listed as a PropAMM / Aggregator, with a PropAMM-driven spot exchange.
That's the contrast I want creators to explore: public AMM liquidity versus PropAMM-driven spot trading.
Now I'm curious where the timeline lands. If you could put only one on Rally first, which would you choose, Uniswap or Rialto? More importantly, what would you want creators to investigate? > 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/Sivan_0x/status/2105968668542734374
## @Oluwajuwon2169 (emmajay) · 10-02 08:17 · ♥127 ↻2 💬6 Rally just landed on Robinhood Chain.
Water resources engineering beats one idea into you early: you cannot manage a system you refuse to measure. Flow, load, quality parameters. Guesswork is how systems fail.
I keep seeing the same gap on Hood. People hear a rate, tap earn, and never ask what sits underneath the number.
The project I want to see run a Rally campaign next is @longbowlend.
Longbow is the credit layer on Robinhood Chain for lending and borrowing against stock tokens, memes, RWAs, and NFTs. That is not a banner product. It is collateral quality, isolation, LTV logic, and liquidation rules. The people who will actually use it need creators who can explain those pieces in plain language, not another hype thread.
Projects on Robinhood Chain can now fund a Rally campaign with their own token. Rally evaluates posts with visible weights, AI scoring, and onchain payouts. That is the right setup for a credit product: reward the clearest accurate explanation, not the loudest one.
If you had to borrow against one asset on Hood tomorrow, would you rather someone sold you the APY or walked you through the parameters first?
Drop the Hood project you would put next instead. > 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/Oluwajuwon2169/status/2105935170398203983
## @bluewhale6t9 (BLUE WHALE) · 10-02 08:11 · ♥62 ↻0 💬71 Crypto has given us enough drama to fill an entire TV network.
Bad entries, disappearing liquidity, endless group chats, questionable decisions at 3 AM and somehow we still come back the next day.
That’s why @ptsdshow feels so naturally connected to CT.
Instead of pretending the trenches are always serious, PTSD turns the culture, personalities and ridiculous moments of crypto into an actual comedy series built for people who understand the jokes.
And now it’s becoming more than something you simply watch.
With a 3,333-piece collection coming to Robinhood Chain, the characters and community are starting to become part of a broader universe.
I like projects that build an identity before asking people to care about an asset.
@ptsdshow already has the stories.
Already has the characters.
Already understands the culture.
Now I’m interested to see how far they can take the universe around it. https://x.com/bluewhale6t9/status/2105933596825665603
## @StarPlatinum_ (StarPlatinum) · 10-02 10:04 · ♥89 ↻6 💬28 So ok let’s address the elephant in the room with $NET
The token went from an ATH of $1,853 on August 29 to $304 today, 84% down.
Good thing, during this collapse the treasury kept growing
According to the team:
Treasury: $15M on September 11 → ~$26M on September 29 Backing: ~$173 per NET Backing including the RWA sleeve: >$210 per NET ~$1M of NET bought back over 5 days
(Also 1,400 NET bought in 14 hours on September 29)
But yeah Star this is bullish so why is this down???
When NET was ~$650 with a NAV at $174.6, the market was valuing it at 3.7x NAV.
At ~$304 today: $304 / $173 = ~1.8x NAV.
Or 1.5x if you use the team’s >$210 figure including the RWA sleeve.
That’s a massive multiple compression.
And I believe there’s a reason the market is questioning that premium.
NET has an emission problem that it still needs to prove it can solve.
The team has previously described maximum staking emissions of up to 1.36% daily under certain conditions.
So basically saying “the treasury is growing” isn’t enough.
If treasury assets grow 10% while the economic claims against that treasury grow 15%, holders didn’t become richer.
The important thing here is NAV per NET.
And this is exactly where RWB V3 enters
The old Real World Bond mechanism could introduce inflation.
V3 supposedly changes that.
The new loop is basically:
Existing RWA inventory → bonds → assets received go into the credit desk → borrow more USDG → buy NET → reuse the RWA inventory.
According to the team, RWB V3 is now completely non-dilutive to NET.
If that actually works economically, it directly addresses one of the biggest problems with the model.
But I want to see it working over time.
NetNet desperately needs revenue sources beyond bonds and they’re clearly trying to build them.
You now have NetNet Predict, Credit Desk, RWA products, NetCorp, Staking and more
But that’s also why I’m interested.
They’re experimenting with ways to turn tokenized equities into actual financial applications.
And finally we have Robinhood.
NetNet is probably one of the projects most aggressively building around the RWA thesis on Robinhood Chain.
You know I’m bullish on Robinhood Chain and tokenized assets.
So right now my thesis is actually pretty simple.
The chart looks fucking horrible, I still have a large part of my position staked.
And I’m watching four things:
- NAV per NET - Net emissions vs buybacks/burns - Real revenue generated by these products - Treasury composition and liquidity
If treasury growth continues, RWB V3 actually removes dilution, the new products start generating meaningful revenue and NAV per NET increases
then this could end up being an incredible opportunity.
And at this point, I’m already in it nothing in between.
(NFA, DYOR, I’m dumb and this is just my thesis) > 引用 @StarPlatinum_: Well, if I share my wins, I also have to share my losses.
I’m getting destroyed by the $NET chart, the token has been in absolute decline for the last 8 days.
Not even yesterday’s Space and the MMORPG announcements have managed to turn things around.
I still have a large part staked, so for now the situation is very simple.
Either this goes to 0 or it becomes one of my best trades, nothing in between. https://x.com/StarPlatinum_/status/2105962202377159029
## @when_tge (𝙬𝙚𝙣🔅) · 10-02 07:09 · ♥67 ↻1 💬53 A lot of casino tokens launch when the platform already has an established user base. @PlayOnMint doesn’t work like that
Their website app is already running, with slots, live casino tables, sports and prediction markets.
Players earn XP as they play, and their Season 1 ranking determines their share of the first MNTD distribution.
The reward pool is around $125K. The qualifying requirement is $50 in total wagers, not $50 in losses.
There are also daily rewards, rakeback, lossback, jackpots and raffles available on the platform.
Mint A Bear handles the NFT side, with holders expected to receive $MNTD that can be burned to upgrade their bears.
The token supply is capped at 1 billion and PlayOnMint announced a launch on Robinhood chain with TGE scheduled for Q4.
Once launched, holders will be able to stake MNTD to unlock status levels and increase their earnings from platform activity.
Do your research and don’t risk what you can’t afford to lose. https://x.com/when_tge/status/2105918129578590442