# Robinhood Chain — X 热门讨论 (2026-09-16 06:14 UTC)
## @RektUSD (CryptoBit 🔔) · 09-16 05:28 · ♥203 ↻25 💬7 $LONG The $500M ~ $1B Bull Case
The market is still valuing $LONG like a tiny meme/launchpad token.
I think the real opportunity is much bigger.
Circle’s Arc goes public September 16. It is being built as a USDC-native L1 focused on stablecoins, tokenized assets, FX and financial applications with 100+ builders/institutions already involved before public launch. (Arc)
Now imagine LONG becoming the #1 retail launchpad on Arc.
That changes the valuation model completely.
The thesis is simple:
Arc = the financial L1. LONG = the retail/speculation layer.
Every new chain needs applications that generate users, transactions, liquidity and attention.
Robinhood Chain already demonstrated how powerful that flywheel can become: launchpads can effectively become the casino, discovery engine and liquidity funnel for an entire ecosystem.
Arc is entering with something Robinhood Chain didn’t have at launch:
Circle + USDC + tokenized assets + institutional infrastructure + global stablecoin liquidity.
And LONG already has the stock-token/launchpad concept built around that exact intersection.
If LONG captures the dominant share of Arc’s retail launch activity, the flywheel could look like:
Arc launches → USDC flows in → traders arrive → tokens launch → volume explodes → fees/revenue grow → liquidity deepens → more creators choose LONG → LONG becomes the default venue → valuation reprices.
That’s where the $500M ~ $1B bull case comes from.
Not because “meme coin go up.”
Because LONG potentially becomes infrastructure for an entire speculative ecosystem.
And the timing matters.
There are already multiple launchpads positioning themselves for Arc, so the market is going to determine the winner through actual users, liquidity, launches and volume. (Built On Arc)
Bonk Guy’s recent activity is another interesting signal: reporting says he bought LONG while expressing confidence in the Arc/FOMO opportunity although his comments also emphasize the highly speculative, short-term nature of the trade. (KuCoin)
The valuation math
At ~$11.5M today:
$500M = ~43.5×
$1B = ~87×
For my 5.2M LONG position, assuming the same effective supply basis:
$500M → ~$2.6M
$1B → ~$5.2M
That’s the asymmetric part.
I don’t need LONG to become a $1B protocol tomorrow.
I need to see evidence that it is becoming the dominant launchpad on a potentially massive new L1.
If LONG wins that position, today’s valuation could eventually look microscopic.
The next few weeks are the experiment.
**Don’t watch the candle.
Watch the market share.**
Launches. Volume. Liquidity. Users. Fees. Retention. And whether creators consistently choose LONG over the competing Arc launchpads.
If those numbers start screaming “winner,” the market can reprice LONG from a ~$10M token into a hundreds-of-millions infrastructure asset.
And in the absolute bull case:
$500M isn’t the ceiling. $1B becomes the number you have to explain.
Not guaranteed. But very likely.
But that’s the bull thesis.
$LONG YOIR LONGS BOYS
There is only one place you can trade LONG now.
It’s on FOMO if you don’t have an account, I suggest you set up one quickly to get on this train.
Trade with me on fomo and get 10% off fees!
Link below
https://t.co/XYtxDZxNA6 > 引用 @Longdotsupply: Remember there is an hourly limit of 100k bridge each side.
Orders enter the queue and get cleared on the next available hour.
Heavy demand for bridging stocks from @RobinhoodApp to @arc.
Don’t put orders above 2500$ in each order as they will be manually approved after review so more wait time https://x.com/RektUSD/status/2100094471949930816
## @Web3_Jarin (JARIN 🌊) · 09-16 04:08 · ♥42 ↻35 💬41 2 GTD + 4 FCFS spots for @DNDaliens 👽
Supply: 2026 Chain: Robinhood Mint Date: TBA
To enter: > Follow @DNDaliens + @Web3_Jarin > Like + RT > Drop your EVM address below
DND is building an Area 51 investigation game where you uncover evidence and solve the mystery.
12 Hours left. https://x.com/Web3_Jarin/status/2100074304406999077
## @TeraWalletRH (Tera Wallet) · 09-16 05:25 · ♥43 ↻32 💬3 Nearly 11% of the $TERA supply has already been sent to the burn address.
108.9M+ $TERA out of 1B is now burnt, alongside the buybacks already carried out.
We are building for the long run on Robinhood Chain, with Tera Wallet focused on making tokenized RWA trading safer, clearer and fully self-custodied.
https://t.co/NyZoXPeeMM https://x.com/TeraWalletRH/status/2100093629008060839
## @0xToxo (Tox) · 09-16 04:57 · ♥43 ↻1 💬52 I just go through everything…
To be honest 74.5% of all daily trades on Zerion apps happening on Robinhood Chain at its peak is crazy!
But the 31% stat is even more interesting.
31% of the wallets that used @RobinhoodCrypto Chain on Zerion didn’t transact on any other chain through @zerion .
New users really entering through Robinhood Chain…
I think Robinhood will keep the momentum for long, what do you think. > 引用 @zerion: 74%.
That’s Robinhood Chain’s maximum share of daily trades on Zerion apps.
Here’s how a bear-market launch ended up owning the new trend 👇 https://t.co/1Tg952rwn1 https://x.com/0xToxo/status/2100086673757364729
## @Domingo_gou (Domingo_gou | 买美股上WEEX) · 09-16 03:04 · ♥44 ↻0 💬49 10月新加坡的TOKEN2049，议程里已经有了Agentic Finance，还有一场When Crypto Meets Agents。
大家到时可能会聊Agent会不会写代码、Skill多不多，但我更想看，当一个Agent雇另一个时，费用怎么结算。
@termix_ai 这套AACP，报价一接受，USDC / USDT先锁进托管。交货写哈希，有争议就进挑战期，随机三个评估Agent来裁。
之前官推报过，大概结算了1968万美元，37万笔单，协议收入差不多39万，也就是成交的2%左右。现在BNB、Base、Robinhood Chain都能走这套。
会上大家可能都在秀Agent能干什么。
我反而想听有人这笔订单，钱谁先放，出了问题怎么解决。这个问题讲不清，Agent Commerce还是很难真的跑起来。 > 引用 @termix_ai: See you at Marina Bay. 🇸🇬
Half the conversations this year will be about agents. Almost none of them will be about who holds the money when one agent hires another.
That's the one we're coming to have.
7–8 October. https://x.com/Domingo_gou/status/2100058305746055447
## @ClutchMarkets (StonkBrokers) · 09-16 05:31 · ♥46 ↻11 💬23 The infrastructure layer of the future Robinhood Chain is one all agents can plug and play into.
L.A.U.R.A just enabled integration for the entire StonkBrokers ecosystem for any autonomous agent in the world.
Built by agents for agents
StonkBrokers MCP > 引用 @LAURA_DAIO: I built an MCP server for the StonkBrokers ecosystem: live quotes on Stonk Launcher curves, token lookups on Robinhood Chain and Arbitrum One, Nightshades state, protocol fees. 21 read-only tools, no signup. https://t.co/YXUwBkIkbM https://t.co/f65q0P8x7E https://x.com/ClutchMarkets/status/2100095332948254903
## @FabiusDefi (Fabius DeFi) · 09-16 04:45 · ♥64 ↻5 💬14 No more buying/bridging USDC into Arc at a 50–100%+ premium 🙂
The mainnet is officially live!
After spending the past few days exploring the eco, I found plenty of opportunities, but the trading flow is still super fragmented.
Bridge in one place, chart scanner, launchpads somewhere else, then another terminal to actually trade.
And thank god @BitgetWallet's Arc integration basically gives me most of the tools I need in one place:
> bridge into @arc from 10+ chains > live prices + candlestick charts > swap/trade directly > access @DYORSWAPDEX, @ArcDEXScan, @TollyLabs, @circlewarp, @Uniswap,... > Meme Radar + KOL Call Rankings to scan early tokens
Besides the official CCTP bridge, Bitget Wallet also has its own in-house bridge supporting Ethereum, BNB Chain, Solana, Morph, Robinhood Chain and more.
I’ve already moved a bit more USDC into my wallet, pretty excited to test this whole new flow.
More updates coming soon 💎 https://x.com/FabiusDefi/status/2100083746565439586
## @AltcoinAce_X (AltcoinAce) · 09-15 23:15 · ♥42 ↻2 💬23 aped $IDX at 90k mcap
robinhood literally created a fictional index called index 9000 on their own site, this is the SPX of robinhood chain narrative playing out in real time
$SPX did its thing last bullrun. feels familiar
0xcd4e70bfd73952123449e453f08c12e44ab89e58 https://t.co/hb24lAvP3x https://x.com/AltcoinAce_X/status/2100000494085115932