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@Offchain

Delivering a full-stack enterprise product suite for the next-generation of finance via @Arbitrum, @prylabs & @zerodev_app.

Ethereum Katılım Ağustos 2018
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Offchain
Offchain@Offchain·
We're now Offchain. A new chapter focused on powering institutions as they move onchain. What we’ve built across @arbitrum, @prylabs and @zerodev_app is coming together into something bigger. This is just the first step. Stay tuned. offchain.io
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A.J. Warner
A.J. Warner@ajwarner90·
If you have been impressed by the work we have accomplished with Robinhood and would like to see how we can help power your business needs, please reach out!
Offchain@Offchain

x.com/i/article/2076…

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Steven Goldfeder
Steven Goldfeder@sgoldfed·
I’ve proposed what I believe is a win-win fix for Ethereum’s rollup revenue a few times: Ethereum needs to provide more for its most successful L2s, and charge them a premium for it. Ethereum should adopt its largest rollups in the sense that a critical bug in Arbitrum, Base, or Robinhood Chain should be treated as an Ethereum vulnerability and trigger an L1 fork just like an L1 bug would. This fixes the ecosystem's biggest pain points in three ways: 1. It's an incredibly valuable feature, and Ethereum could name its price. 2. The main reason L2s keep security councils around today is to handle emergency vulnerabilities. If L1 acts as the security backstop, L2s can safely get rid of them. 3. Several L1 folks have been pushing for based/native rollups, motivated by the belief that L1 should have more control of and value capture from its L2s. But the technical designs are problematic and none of them have any commercial traction. Rather than trying to build momentum from scratch, Ethereum should just monetize the thriving L2s that already exist.
Lorenzo Valente@LorenzoARK

The Robinhood Chain is the cleanest case study of what happened to ETH's economics over time. Since inception, @RobinhoodApp Chain has grossed ~$816K in revenue. @Arbitrum, the middleware provider, takes 10%: ~$80K. Arbitrum then pays Ethereum for settlement: $1,538. The margin profile roughly: Robinhood: 89% Arbitrum: 10% Ethereum: 0.15% If your thesis is "ETH is money," Robinhood building here is ultra bullish. More activity, more ETH collateral, more lindyness. If your thesis is "ETH is a revenue generating asset," this is the ultra-bear case. And here's the uncomfortable truth: Robinhood was never going to build on Solana, Sui or any monolithic L1. They want the stack customization. They want to be landlords, not renters. Ethereum won this deal on merit. It's just not pricing it right. A healthy split to me looks more like: Robinhood: 75% Arbitrum: 10% Ethereum: 15% Ethereum sells the most valuable settlement layer in crypto at marginal cost. Things need to change. @ethlabs_org

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A.J. Warner
A.J. Warner@ajwarner90·
Appreciate the shoutout to the @arbitrum engineering efforts. The team lead by @EdFelten and @hkalodner have been at the forefront of innovation for years. Just getting started. It is great to partner with and the team!
Vlad Tenev@vladtenev

One of the things we've learned from our Robinhood Chain mainnet launch is that ecosystems can grow incredibly quickly when there is exceptional engineering behind them Huge credit to the Robinhood engineering team, and congrats to our friends and partners @arbitrum.

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Offchain
Offchain@Offchain·
@vladtenev @arbitrum It's been a great pleasure working with you and the team. Just the beginning 🫡
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Vlad Tenev
Vlad Tenev@vladtenev·
One of the things we've learned from our Robinhood Chain mainnet launch is that ecosystems can grow incredibly quickly when there is exceptional engineering behind them Huge credit to the Robinhood engineering team, and congrats to our friends and partners @arbitrum.
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Robinhood
Robinhood@RobinhoodApp·
GM to those using Robinhood Chain
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Steven Goldfeder
Steven Goldfeder@sgoldfed·
Ethereum’s historic blindspot was over-embracing the "unicorns and rainbows" philosophy to the point that under the guise of credible neutrality, it became taboo for anyone on the L1 side to admit a basic truth: Not all L2s are created equal. At peak, we had dozens of competing L2s with wildly different tech, GTM strategies, and ecosystems. Yet too many felt that neutrality meant we had to treat them all as equal. That’s a mistake. I can count on one hand the L2s that have driven actual, positive value for Ethereum. Arbitrum is at the top of that list, and we should not shy away from recognizing that. Arbitrum is a core part of the Ethereum story and has contributed massively to its success both by setting the bar for scaling securely, and through our willingness to go to battle to attract the most important builders, protocols, and enterprises. A strong Arbitrum ensures a strong Ethereum, and if you love Ethereum, you should embrace that. I hate it when people outside our ecosystem fail to properly recognize Ethereum, and I equally hate it when people inside the Ethereum ecosystem fail to recognize Arbitrum. Give credit where credit is due. Say Ethereum. Say Arbitrum.
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phil-ociraptor
phil-ociraptor@philipliao_·
One of the things that folks don't talk about enough with Robinhood chain is that block times are 100ms This is a better DevEx and UX than Flashblocks on Base since it is simpler (ie just works) Makes the chain pretty much always feel instant
donnoh.gwei 💗@donnoh_eth

😮

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FINTECH.TV
FINTECH.TV@FINTECHTVglobal·
"A massive boom in institutional adoption" may be on the way in the second half of 2026. @sgoldfed of @Offchain tells @RemyBlaireNews $HOOD is going deep on blockchain, LG is following suit, and $SECZ just hit a major milestone with its publicly available tokenization platform.
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Offchain
Offchain@Offchain·
Blockchain is going mainstream. Companies like @LGUS are exploring the transformation of their business on programmable rails. While institutions like @RobinhoodApp are already going head first. For a long time it was a matter of if, recently it’s been a matter of when - and that when is now.
FINTECH.TV@FINTECHTVglobal

"A massive boom in institutional adoption" may be on the way in the second half of 2026. @sgoldfed of @Offchain tells @RemyBlaireNews $HOOD is going deep on blockchain, LG is following suit, and $SECZ just hit a major milestone with its publicly available tokenization platform.

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Robinhood
Robinhood@RobinhoodApp·
We're in a very crypto time of our lives.
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Offchain
Offchain@Offchain·
Robinhood is verticalizing and bringing AI with it.
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Robinhood
Robinhood@RobinhoodApp·
Onchain looks good on us
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