# Robinhood Chain launchpad — X 热门讨论 (2026-09-22 06:36 UTC)
## @drarjantit (Arjantit) · 09-21 08:45 · ♥307 ↻6 💬213 New @o1_exchange website is live and it makes the bigger idea behind $O much easier to understand
This isn’t being presented as another DEX with a token attached to it
Goal is an "Onchain Everything Exchange"
Swap, launchpad and trading tools now sit under one roof
Swap side already routes activity across chains including Base, Ethereum, Solana, Bitcoin and Arbitrum while the launchpad is currently focused on B20 launches on Base and community tokens on Robinhood Chain ( additionaly Arc + Monad + Xlayer + BSC )
Supported routes and products continue to expand as the team builds
We’ve already seen what the launchpad can produce
Projects such as $BASECAT and $BLUECHIP started inside the o1 ecosystem and developed their own communities, liquidity and narratives
BLUECHIP’s NVDAc pairing also showed why B20 launches can be more interesting than another token paired with ETH or a stablecoin. In that case the asset used for liquidity became part of the story itself
Meanwhile $O has moved beyond being a token people can only find on small venues
It now trades on Coinbase, Upbit and several other exchanges
That matters because the product is becoming easier to use at the same time as the token becomes easier to access
Jerry Pan, @stambouli_o1 recently shared an interesting way of looking at the valuation
His estimate puts o1’s current run-rate revenue at roughly 1% of Coinbase’s while $O trades at around $550M FDV compared with Coinbase near a $45B market cap
It isn’t a perfect like-for-like comparison and run-rate revenue can change quickly
If o1 keeps turning the website into a place where users can swap assets, discover launches and move across different onchain markets without jumping between 5 applications, the current valuation starts to look less random
Chart is also beginning to lean bullish again
$0.545 is the short-term pivot on the Coinbase 1H chart
Holding above it keeps $0.565 in play. That’s the level I want to see reclaimed before treating the move as a proper breakout
Above $0.565 I’m looking at $0.580 first and then the $0.600 extension
The main support sits around $0.530-$0.535. Losing $0.520 would weaken the setup and delay the bullish scenario
Product and the chart appear to be moving in the same direction
Website has been rebuilt
Distribution is broader
The launchpad already has recognizable names coming out of Base
Now $O needs to turn that progress into a clean break above $0.565
https://t.co/pf7ptKNaaP https://x.com/drarjantit/status/2101955902588719400
## @prettybel33 (prettybel ❤️🔥) · 09-21 15:22 · ♥112 ↻31 💬87 The Pons Trenches are now live on @Velvet_Capital
And I think the interesting part isn’t just that Pons launches are now available to trade.
It’s that the entire workflow is starting to come together in one place.
You can now:
✅Discover Pons launches early New launches appear directly in the VelvetX Trenches, so you can find them as they emerge.
✅Track the bonding curve See where a token is in its launch, monitor activity and momentum, and follow how it progresses.
✅Watch the social signal Track traders, KOLs and wallet activity to see which launches are starting to attract attention.
✅Use Velvet Unicorn AI Research tokens, inspect wallets, analyze onchain activity and social sentiment, and get additional context before entering a trade.
✅Bridge across chains Gasless cross-chain bridging is also built into the experience.
So instead of going from launchpad → wallet tracker → AI tool → trading terminal, you can move through the process from one place:
Discovery → Social Signals → AI Analysis → Execution
That’s what makes the Pons Trenches update interesting to me.
Find it early. Understand what’s happening. Then decide what to do.
Pons Trenches are now live on VelvetX.
@Velvet_Capital #velvetTrading > 引用 @prettybel33: Arc is now live on VelvetX.
One thing I like about this is the flow.
You can bring an asset from another chain, bridge it into USDC on Arc, and then trade tokens directly on Arc through VelvetX.
That means fewer platform switches, fewer steps moving funds around, and a more direct path from having assets → getting them onto Arc → finding and trading tokens.
Cross-chain movement and trading, brought together in one terminal.
Another useful addition to @Velvet_Capital #velvetTrading https://x.com/prettybel33/status/2102055965042385151
## @oragnes (比特币橙子Trader) · 09-22 01:59 · ♥103 ↻26 💬22 总结了下现在加密市场的炒作叙事，我最后只留下 7 条，欢迎大佬们补充。
第一：隐私 / Privacy：ZEC → ZAMA → NEAR。
ZEC负责打开空间，ZAMA把隐私从匿名转账推进到 Confidential DeFi，NEAR则吃到 Intent、Chain Abstraction、隐私执行这些交叉叙事。
尤其 RWA 真上链以后，机构不可能接受仓位、交易和身份全部裸奔，Privacy 反而开始从老叙事变成基础设施。
第二：Tokenized Stocks / RWA / 币股
9 月 17 日 SEC 的 Innovation Exemption 已经把事情往前推了一大步，允许符合条件的 Tokenized NMS Stocks 通过 permissioned AMM 交易，而且要求保留股息、投票等真实股东权利。
往下就是两层：ONDO、LINK、UNI 这类基础设施吃产业 Beta。
AI、MARSCOIN、4Stock 这种币股 Meme 吃注意力和高弹性。
第三： Launchpad / 链上赌场基础设施
PONS、STONK、STONKEX、PUMP
热点越多、发币越多、交易越疯，平台越赚钱，9 月初 PONS、Stonkfun 都出现过单日协议收入超过 https://t.co/hxers5fMxI 的情况。Meme 会死，赌场可能一直收手续费。
第四： Pre-IPO / Private Market
这其实是 RWA 下一阶段。股票上链解决公开市场资产 24/7 交易，Pre-IPO 解决的则是普通人根本买不到。
OpenAI、Anthropic、SpaceX、Stripe、Oura、Polymarket。
只要 Binance、Coinbase、Robinhood 继续往这里卷，一级市场权益被拆成链上可交易筹码，天然就是新的赌场。
第五：AI × Revenue × Token Value Capture
我现在已经不太想看AI + 发币这种老故事了，真正有意思的是 AI 产品有人付钱，收入最后能不能回到 Token。
VVV 这种 Revenue → Buyback/Burn 的模板值得盯，下一轮真正有弹性的 AI 币，大概率也得回答一个问题：
公司赚钱，跟你这个币到底有什么关系？
第六： Perp DEX / Protocol Cash Flow / Buyback
以前看 TVL、用户数、空投预期，现在市场越来越愿意为 Revenue → Buyback → Burn/Stake 付钱。
第七：Stablecoin / Arc / Agent Payments
这条现在还早，但产业想象力很大。
Arc 9 月 16 日主网上线，本身就是围绕 Stablecoin、机构结算和 Agentic Economy 设计。
再往外就是 x402，让 AI Agent 自己买 API、买数据、买推理、用稳定币结算。
问题是目前真实 Agent 商业规模还远没有叙事吹得那么大，所以这条我暂时定义成：
产业 Alpha 很强，Token Alpha 还没完全出现。 https://x.com/oragnes/status/2102216237829017780
## @Okada_DeFi0x (Okada_Research) · 09-21 15:40 · ♥101 ↻4 💬13 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