Ethereum Daily

🔥 Ethereum’s DeFi TVL has rebounded to approximately $110 billion, representing a dominant 60% share of the total across all chains.

People mocking ethereum:native under $2K today may end up chasing it above $5K later. Ethereum is entering its 2.0 era.

🔥 Ethereum attracted over $524 million in stablecoin inflows over the past 24 hours. The "Ethereum is dead" thesis is dead. Something big is coming.

Institutions are choosing Ethereum for a reason big financial players are not just testing. they are already building and launching real products on Ethereum. Ethereum now leads the institutional RWA and stablecoin market with around $15.5B in live value. some examples: - SBI Group launched JPYSC, a Japanese yen stablecoin issued on Ethereum with Startale Group. SBI serves 78M customers. - BlackRock BUIDL, its tokenized U.S. Treasuries fund, has over $2.6B AUM and runs on Ethereum. - Franklin Templeton BENJI, the first registered tokenized money market fund in the U.S., is on Ethereum. - J.P. Morgan JPMD, a USD deposit token, runs on Base, an Ethereum L2. JLTXX tokenized U.S. Treasuries also runs on Ethereum. - WisdomTree has 13+ tokenized funds across Ethereum and L2s like Base and Arbitrum, including WTGXX. - Invesco USTB, its tokenized U.S. Treasuries fund, is on Ethereum. - Janus Henderson tokenized funds like JTRSY and JAAA are live. - Societe Generale issued tokenized green bonds on Ethereum through SG-FORGE. why Ethereum? - deep liquidity. - mature ecosystem. - powerful smart contract tools. - strong support for compliance and regulatory needs, especially for tokenized securities. this is why banks, asset managers, and regulated financial institutions keep choosing Ethereum. not because it is the newest chain. because it is the most battle-tested place to bring real financial assets onchain. Ethereum is becoming the base layer for institutional finance.

robinhood chain is quietly becoming more useful stock tokens like $SPY are now accepted as collateral on Lighter. that means you can hold tokenized stocks like Apple, Tesla, Nvidia, etc. and use them as margin to trade perps. no need to sell into stables first. this is a pretty big step imo. why it matters: - stock holders get a cleaner path into onchain trading traders get more types of collateral - lighter gets more volume - $LIT gets better token economics through buybacks and burns - robinhood chain gets real usage, not just narrative 120+ countries can now access this flow. tokenized stocks as collateral is one of those ideas that feels obvious after it happens. early infrastructure usually looks boring first, then suddenly everyone uses it. always dyor and nfa.

source: x.com/fundstrat/stat…

Tom Lee: Ethereum is moving from its 1.0 era to its 2.0 era. Ethereum 1.0 was defined by crypto-native cycles: ICOs, NFTs, DeFi, ETFs, and stablecoins. Those waves proved demand, but the market still treated $ETH mostly as a speculative asset. Ethereum 2.0 is different. Wall Street is now building on Ethereum. Tokenized assets, institutional settlement, L2 chains, stablecoin rails, and real-world finance are starting to move onchain. Robinhood’s chain using ETH as gas is a simple but powerful signal: ETH is not just an asset people trade. It is becoming working capital for digital finance. This is how 2.0 moments usually look. Amazon was “just e-commerce” before AWS changed the addressable market. Nvidia was “just GPUs” before AI made CUDA the center of a new economy. Ethereum may be going through a similar transition: from crypto infrastructure to the settlement layer for finance, AI agents, and tokenized assets. The market may still be pricing ETH like 1.0. But if Ethereum becomes the base layer where value moves, settles, and gets secured, then ETH starts to look less like a trade and more like money for the next financial system.

new meta is robinhood chain full guide if you still not joined: 1. add robinhood chain to your wallet metamask, okx wallet, rabby wallet, etc.. add manually: - rpc: rpc.mainnet.chain.robinhood.com - chain ID: 4663 - symbol: ETH - explorer: robinhoodchain.blockscout.com 2. bridge token - relay: relay.link/bridge/robinho… - portal: portal.arbitrum.io/bridge?destina… - across: across.to/?from=arbitrum… 3. how to trade research tokens on @dexscreener swap on: @Uniswap @SushiSwap trade perps on @Lighter_xyz trade spot on @arcus_xyz create memecoins on: @Noxa_Fi @ponsdotfamily @flapdotsh launch tokens on: @EasyA_Kickstart @bankrbot 4. some notable projects @TheIndexFi - stock dividend protocol @robinfunxyz - fair-launch bonding curves @meridiandotxyz - prediction markets robinhood chain has only launched for 2 weeks many new projects are coming in some will be good, some will be very risky do your research and invest carefully nfa

Among the top 10 tokens by market cap, $ETH is currently leading with the best 7-day performance at +10.22%. Bitcoin is only up 3.96%, while most others are flat or down. This is a small signal but could be the start of a major price explosion for Ethereum in H2 2026. 👀

This is a really interesting time right now. ETH’s price has been struggling after a long decline, but Ethereum’s fundamentals are actually super strong. Solana bulls, $ETH bears, and paperhands are all still super bearish on Ethereum, mostly because the price has been weak — they’re completely ignoring the real progress happening under the hood. We’ve seen this same sentiment play out in every previous cycle. If you’re reading this, you already know what’s coming.

🔥 Oskar Thoren has left the Ethereum Foundation to launch @eth_systems, a new company focused on building confidential systems for institutional use of Ethereum. EthSystems aims to address a key challenge: while many institutions are interested in using Ethereum for stablecoins, tokenized assets, and settlements, most are not comfortable operating fully on a public blockchain. The company plans to develop modular privacy tools that allow institutions to share only the information necessary with relevant parties. Ethlabs Ethereum Institutional EthSystems Ethereum will win!

Robinhood Chain Brings More Than Fees to Ethereum Robinhood Chain generated about $843,000 in fees paid by users while paying roughly $1,600 to Ethereum for data availability and settlement. Some critics use this gap to argue that Robinhood creates little value for Ethereum. But that view is too narrow. The bigger picture is distribution. Robinhood is bringing tokenized stocks to users in more than 120 countries through Robinhood Wallet, and these assets are not designed like ordinary broker balances. They are built for an onchain world: users can hold them in self-custody, transfer them onchain, trade them 24/7, and eventually use them across DeFi as collateral or productive assets. That matters. For many people outside the U.S., access to American stocks has always been limited by geography, market hours, banking rails, and local brokerage infrastructure. Robinhood’s stock tokens give those users a new entry point. And once users enter through tokenized equities, they are no longer just stock investors. They become onchain users. From there, the path naturally expands: decentralized exchanges, lending markets, stablecoins, perpetuals, liquidity pools, and other Ethereum-based applications. Some users may start with Apple or Nvidia stock tokens, but the broader environment around them is crypto-native. So yes, today’s direct L1 fee capture may look small. But that is not the full thesis. The more important question is whether Robinhood can bring traditional financial assets and mainstream investors into Ethereum’s orbit. If it succeeds, Robinhood Chain is not just another L2 paying rent to Ethereum. It becomes a distribution layer for Ethereum-based finance. And that kind of value is much bigger than one week of fees.

Robinhood Chain is not taking value away from Ethereum — it is expanding Ethereum’s reach. It uses ETH for gas, has attracted $141M in bridged ETH and 500K+ ETH-holding wallets, while bringing tokenized stocks to users in 120 countries. That is bullish for $ETH.

🔥 Robinhood Chain has overtaken Ethereum in 24-hour DEX trading volume, driven largely by activity on Uniswap

$RSHIB is officially live on Flap. CA: 0xb614889958c81cb37dd001aab4f8d58893857777 Hood Shib season starts now 🐶💚

$RSHIB launch is set for today at 2PM UTC on @flapdotsh. @HoodShib is bringing the green dog meta to the Robinhood. 🐶💚 Launch details below 👇

You can think of ETH as the economic collateral behind Ethereum. If more real-world assets, stablecoins, stocks, and financial products move onto Ethereum & L2s, the value relying on Ethereum security grows. If Ethereum becomes the vault for trillions of dollars in assets, $ETH is the lock securing that vault. A lock protecting trillions cannot be priced like a simple gas token. That is why ETH may need to be repriced higher.

Most people are missing the ETH angle behind Robinhood Chain. At first glance, it may seem like Robinhood launching its own chain has little to do with $ETH. The activity happens on Layer 2, fees are low, and users may never think about Ethereum mainnet. But the deeper point is security. Ethereum L2s do not exist in isolation. They rely on Ethereum mainnet for settlement, data availability, and security. If Ethereum’s security were compromised, assets and applications on its L2 ecosystem could also be affected. According to the Ethereum Foundation’s report, around $76B worth of ETH is staked to secure Ethereum. The report also estimates that it would take about $50.7B worth of ETH to finalize a fraudulent transaction. That is why institutional adoption on Ethereum matters for ETH. Robinhood may be only one of the first major traditional finance platforms to build on Ethereum’s L2 ecosystem. If more banks, brokers, fintechs, and asset managers follow, the amount of value relying on Ethereum security could grow from hundreds of billions to trillions of dollars. At that point, ETH is no longer just a gas token. It becomes the economic collateral securing a global settlement layer. That is the bullish case: as more real-world financial assets move onto Ethereum and its L2s, the market may be forced to reprice ETH based on the value it secures.

@Raydium @world_xyz @RobinhoodCrypto 🤣

@world_xyz @RobinhoodCrypto

update: after careful deliberation from the team in the last 24 hours world has made the decision to migrate off of solana and onto @RobinhoodCrypto chain this tactful pivot was not made lightly our sincere appreciation goes out to the solana foundation and community