

Offchain
2.3K posts

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




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


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.

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.




😮


"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.

We're in a very crypto time of our lives.

Memes aren't the only things going up on @RobinhoodApp's chain. Stock Tokens are sending north of 40,000 unique holders across 90+ different stocks/equities. Very excited to see what primitives people build with these.

Strategy's Impact on Bitcoin Risk and dYdX's Rebrand to Arcus as Robinhood Goes Onchain x.com/i/broadcasts/1…