Uniswap has the best DEX liquidity, as the Binance hacker's UNI sales there show. UNI looks bullish once the hacker finishes selling. x.com 

Robinhood's position as the first true institution to come on-chain may give it staying power beyond a hype cycle. Hype cycles come and go, but it is too early to count Robinhood out; its presence is unlikely to disappear over the long term. x.com 

Uniswap should keep winning trades as the market heats up, turning more of that activity into UNI burns. It generated $15.6 million in protocol revenue over the last 30 days, $8.9 million of it from Robinhood Chain alone. The loop: trading makes providing liquidity worthwhile, more liquidity gives traders better prices and attracts more trades, and where protocol fees are enabled, those fees feed UNI burns. x.com 

Uniswap owns spot liquidity on the two-week-old Robinhood Chain, making UNI an early winner from the chain's growth. It handled 99.1% of the chain's $5.57B in 30-day DEX volume and generated $26.8M in fees, with no real second place. Tokens benefit mostly through buybacks and burns. Other ways in are Lighter, Robinhood's chosen perpetuals venue; PONS and Flap as the leading launchpads; and Virtuals as the chain's agent layer. x.com  x.com 

Robinhood's management says it can 10x the business over the next decade as it expands beyond trading into prediction markets, tokenization and banking. Q2 revenue rose 32% to $1.31B, Gold subscribers reached 4.8M and platform assets $384B by August. Event contracts traded 13.6B in Q2, up more than 10x. Robinhood Chain went live July 1, stock tokens are available in over 120 countries, and the SEC opened a five-year pathway for tokenized US stock trading. Banking has passed $3B in deposits. … Show more

Robinhood will become a hot cake if it keeps growing like this. Per @renksieth, Bernstein kept its $160 target, about 78% upside, citing Robinhood Chain passing $12B in DEX volume and continued growth in prediction markets. x.com 

Uniswap is becoming the liquidity layer for stablecoins, processing more USDC volume than every other DEX combined. UNI broke out after testing patience for months and ripped through $6. x.com 

US regulated perps could be one of the most profitable narratives in the next six months as a mostly offshore market opens to US retail. Robinhood has a large retail base; Coinbase has Deribit liquidity and seeks stock perps. Hyperliquid could gain from sector validation despite competition. Lighter has Robinhood Wallet integration; Robinhood Chain uses Arbitrum's stack under a deal designed to send part of protocol revenue to its ecosystem. Regulation and token value capture remain uncertain. … Show more

Robinhood Chain looks set to become a major money-maker for Robinhood. x.com 

Robinhood's onchain business is growing fast, and insuring its onchain yield makes DeFi safer for new users. Per Robinhood Earn's Hillary Skeffington, Robinhood backstopped onchain yield with a Lloyd's of London policy, one of the largest active onchain insurance products in the industry, which shields users from risks like smart-contract hacks. Robinhood Chain is posting insane growth, and per Robinhood's Nicola White, it is introducing what it calls the first true US perps offering. x.com  … Show more