# Robinhood Chain — X 热门讨论 (2026-10-02 10:23 UTC)
## @LLuciano_BTC (Lucky) · 10-02 09:50 · ♥231 ↻9 💬30 A few years ago, tokenizing stocks and real-world assets still felt like one of those ideas people kept talking about for the future. Now it’s actually starting to happen.
◉ Tokenized RWAs: $38.6B on-chain ◉ Tokenized stocks: $700M → $3B+ in 2026 ◉ Tokenized stock transfers: $6B in Q1 → $100B+ in Q3 ◉ Tokenized U.S. Treasuries: nearly $16B, up roughly 75% from end-2025
BlackRock, JPMorgan, Goldman, Robinhood, DTCC and others are getting involved, while stocks, Treasuries, funds, credit and commodities are slowly finding their way on-chain.
Crypto built the rails first. Now traditional finance is starting to use them. If this keeps moving at the same pace, tokenization could end up being much bigger than most people are pricing in right now. https://x.com/LLuciano_BTC/status/2105958590066409696
## @eric0xbt (eric.eth) · 10-02 09:41 · ♥188 ↻0 💬8 Rally just landed on Robinhood Chain.
Projects here can now run Rally campaigns paid in their own token.
My pick for the next one is @HoodLockRH
The quiet fear with any new token: what if the team sells everything and vanishes?
HoodLock lets teams lock their tokens and gives each lock a public page anyone can open.
It's the page I wish every token had.
That's why it deserves a campaign.
Creators could show people how to check a lock before they buy.
Reply with the Robinhood Chain project you'd pick next for a Rally campaign, and one reason. > 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/eric0xbt/status/2105956203004068172
## @bluewhale6t9 (BLUE WHALE) · 10-02 08:11 · ♥41 ↻0 💬47 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 · ♥40 ↻1 💬16 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