The Learning Pill 💊

@Kaffchad memes for the first week but now stock tokens are on the rise too

@thelearningpill What's driving the rapid adoption of Robinhood Chain?

@veetor4x haha thanks i’m giving every cover design its own personality 🤣

@thelearningpill Appealing cover design Will give it a read soon 🫡

@Hercules_Defi ok bro i’ll tag you in everything 🤣

this is a really good update for CT. half the time, conversations i see on my TL are ones i never asked for. i'd rather see more posts from the people i actually follow and interact with every day. while i want trending opinions finding their way onto my tl. i want to see the builders shipping. show me the researchers dropping alpha. posts from traders sharing charts and ideas. founders giving updates on how their products are moving along. i've been seeing some updates on the app recently. they might actually be getting it right this time. good work. can you see my tweet now, my mutuals?

@Tom_Degen68 @backyard_fi New venue for the solana degens 👀

Early access alert for Solana degens. @backyard_fi S0 drops soon. Build diversified Solana yield strategies, stack XP, earn badges for boosted APY in S1. Worth taking a look ↓

@Flowslikeosmo We’re just patiently waiting for all the unlocks to happen eh

Price action since: Since the post (July 9 → July 14) ‑3.96% Since the unlock day (July 12 → July 14)-2.80% Current price: $0.00142, market cap ~$570M $PUMP transfers are on the move.

@0xAmberCT @RobinhoodCrypto Nicely conslidated Amber, which is your fav category on robinhood chain?

A walkthrough on the Robinhood Chain ecosystem Since @RobinhoodCrypto officially launched its mainnet, it has quickly pulled a lot of attention from users and the crypto community. Only after a few days, TVL passed $100m, DEX volume crossed $1b, and daily volume even peaked around $560-570m. That’s enough to put it among the most active chains right now. With the advantage of Robinhood's app with 28m users, super cheap gas, and a clear focus on tokenized RWAs, the ecosystem is growing at a breakneck pace. In this context, I've noticed a few prominent names that are being sought after by the community. 1. @arcus_xyz - DEX - Arcus is a DEX for spot and perps, covering stocks, commodities, and crypto. - Built by dYdX Labs and backed by Robinhood Crypto. Spot is live with zero fees for 95+ tokenized stocks, perps still in waitlist. - I think this is a solid short-term farming play since it already has real volume. 2. @Lighter_xyz - PerpDEX - Lighter runs on ZK infra and focuses on secure trading. - It’s already inside Robinhood Wallet and has up to $11M in rewards, with 2x points if you trade via the wallet. - Pretty straightforward setup, easy to farm with clear incentives. 3. @Noxa_Fi - Launchpad - Noxa is where a lot of new tokens get launched daily, especially memecoins. - There are fee share and staking rewards. Volume is high, but it’s very meme-driven so risk is also higher. 4. @robinfunxyz - Launchpad - Robinfun uses bonding curves for fair launches. - Simple to use and beginner-friendly. Feels like an easy place to try early token plays. 5. @TheIndexFi - RWA - TheIndexFi takes trading fees, buys tokenized stocks, and sends dividends back to holders. - I like this one more for the long term since it’s tied to real asset. 6. @HoodmarketRH - Prediction Market - Hoodmarket lets users bet on outcomes with onchain settlement. - This niche usually has steady activity and less noise compared to memecoins. 7. @rialto_xyz - Onchain Exchange - Rialto is an AMM-based exchange with tokenized stocks, crypto, and RWAs. - Already supports 90+ stock tokens. Feels like a more real product compared to most meme-heavy apps. 8. @GoMintly - AI - GoMintly uses AI to move funds between strategies for better yield, while users keep control of assets. - The AI + DeFi angle fits well with current trends. 9. @RangerAI_tech - AI - RangerAI gives tools to track DeFi opportunities, smart money, and risks. - Holding the token unlocks more features. Could be useful if AI trading becomes more common. 10. @aaro_fun - Memecoin Launchpad - Aaro Fun is focused on memecoin launches. - Fast volume, but high risk, typical degen zone. 11. @oasisRBH - RWA - OasisRBH is about owning fractions of real-world assets onchain. - This matches Robinhood’s direction, so it could matter more over time. 12. @exypnos_xyz - DEX - Exypnos helps find better swap routes and prices. - Nothing fancy, but needed for smoother trading. 13. @RobinDomains - Identity/Web3 Domains - RobinDomains builds identity and domain services. - This layer becomes more important as more apps and users come in. 14. @robintown_xyz - Social App - Robintown mixes social, trading, NFTs, and community. - Could help keep users active on the chain instead of just farming and leaving. 15. @gitlawb - Decentralized Git & Development - Gitlawb is a decentralized Git platform where both users and AI agents can build together. - Still early, but the idea is interesting if AI agents become more common.

@MeshClans @AleaResearch And perp DEXs shohld continue this lead imo

RWA perps flipped from CEX-led to DEX-led in under a year. Across the venues tracked by @AleaResearch , DEXs now handle roughly $24B a week, compared with about $3B on CEXs. A year ago, their share was around 20%. By June it had reached 89%, with the crossover happening in December. The main driver was structural. @HyperliquidX HIP-3 changed how quickly new perp markets could launch: - October: HIP-3 went live, allowing deployers to stake 500K HYPE and create their own markets - November: Growth Mode reduced protocol-side fees by 90% Deployers still need to manage price feeds, leverage limits and market risk. But they no longer have to wait for a central exchange committee to approve every listing. That shortened the path from identifying demand to launching the market. The more useful signal, though, is turnover. Early HIP-3 markets recorded weekly turnover above 10x, which looked more like incentive-driven churn than traders holding real exposure. That ratio is now near 2x, while Hyperliquid’s OI-to-volume ratio reached 0.97 in May, the highest among the perp DEXs tracked in the same dataset. Volume is settling while open interest grows. Traders appear to be holding positions longer instead of constantly recycling them. The asset mix supports that: - Commodities: roughly 60% of volume - Indices and ETFs: around 25% - Single-name equities: the rest Gold, oil and index markets naturally attract more hedging and macro positioning than short-term speculation. Weekend activity is also growing. Traditional markets close, but the news affecting gold and oil doesn’t. HIP-3 weekend RWA volume has reportedly increased around 9x since January as traders position before the underlying markets reopen. They’re often trading where they expect the next opening price to land. Market infrastructure is improving alongside the volume. In March, @tradexyz licensed the S&P 500 directly from S&P Dow Jones Indices, creating the first officially licensed S&P 500 perpetual onchain. That points to a new area of competition: benchmark rights, reliable data and markets traders can trust with larger positions. Pyth supports that shift by giving deployers the price infrastructure needed to launch without building the entire stack themselves. DEXs have won distribution across this tracked RWA-perp market. Now comes the harder test: whether open interest holds, spreads stay tight and traders can exit meaningful size once lower fees are no longer enough.

@Defi_Warhol @JAM_Card_X Oh this looks v seamless compared to the others

Got a new crypto card on my watchlist for testing, it's @JAM_Card_X. TL;DR: It's a self-custodial all-in-one platform for storing, swapping, and spending your crypto seamlessly through Apple Pay & Google Pay. Most interesting perks I've found: - $500K daily transaction limit (far above average) - Gasless USDT transfers - Embedded multi-chain swaps - Embedded P2P platform Will test it out for a couple of weeks and report back. It's fully live, so you can also download the app, get your JAM card, and start spending here: jamcard.io/download/?via=…

@0xHvdes Feels like ytd i was sipping a cuppa and posting loudio 😂

who remembers this?

@minnus @solana its $LIT

ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 activity picking up on @solana

@WallStreetAlfa vlad’s on the mainstream media arc to bring volume to RH chain now

I don't think people understand how big this gets when tokenized assets take over robinhood is already moving beyond putting stock tokens inside an app and building the rails those assets can move through stocks are first because everyone already understands them but if the same thing happens with funds, credit and commodities, crypto stops being its own market it becomes the infrastructure markets run on everything gets tokenized

@andrewmoh @BNBCHAIN bnb tx are still one of the best, hence why they can still retain their users

Somehow @BNBCHAIN is so fast that any tech updates feel unnecessary. However, upgrading is what keeps the network moving forward. Raising the max capacity doesn't mean normal usage always stress-tests it. Set the TPS, interval, and finality aside; let's shift your focus to these: + agentic AI on BNB Chain is now receiving attention: BNB Agent Studio and Agent SDK are the latest frameworks to support agent builds. + payment on BNB Chain now has the advanced Middleware Payment Protocol. + institutional privacy: framework forming. Overall, BNB Chain is showing real receptiveness to the trending narratives, not only prioritizing accumulating transactions and fees. With the already top 4 by 30D DEX volume (of $20.65b) and top 2 by RWA value (of nearly $4b), BNB Chain has a wide gate to grow agents, payments, and institutional finance.

@YashasEdu @ponsdotfamily the launchpad war goes on to claim the spot

To this I believe @ponsdotfamily could capture this shift through fees that flow directly into $PONS buybacks and burns, creating continuous value accrual linked to real platform usage. This built in alignment turns the sudden redistribution into compounding adoption rather than temporary migration. Remember in concentrated ecosystems like RH, the first protocol to tie its own success to token performance inherits the scale others usually lose.

@ChillTRD Agree, we’ve yet to see robinhood become frothy. Its only beek a week or so

I love that there are still many vocal bears on RH chain despite how obvious a bet it is. It means the trade isn't consensus. There is still more capital to onboard. The chain won't die after one launchpad slips up. It just creates some uncertainty, which creates edge, and leads to profitability. A week from now, things are likely to be much different as the eco rushes to fill the hole NOXA left behind and traders pick sides. New setups await.

@tradeguru @RobinhoodCrypto Like that they’re expanding like this, beyond the memes

I thought they said @RobinhoodCrypto was a meme chain? Explain why barely two weeks post mainnet, it already boasts of 130+ unique projects building across 11 sectors. Here is the full ecosystem map ↓↓

@andyyy Hated because retail loses but instis are unbothered?

Somehow Ethereum became the most hated asset in all of crypto during its most impressive era of coordination, institutional adoption, and shipping. Interesting behavior

@Eli5defi We could tell we were on hard mode the past few months 🫠

So CT’s basically been getting kneecapped for months because of X's algo? Cool. Now that the algo’s swinging back toward mutuals, it’s prime time to do a little follow/unfollow housekeeping. And if you’re a creator, this is your window, build loud, ship fast, get seen. Godspeed.

@crypto_linn @boros_fi @pendle_fi @maplefinance @Theo_Network @KyanExchange @Mantle_Official wheres pendle daddy

Linn's Leverage #1065 is out: (Link in tweet below) @boros_fi @pendle_fi @maplefinance @Theo_Network @KyanExchange @Mantle_Official Like/Repost to support:

A public ledger doesn't just let one company see you, it lets anyone with a block explorer see you. I'd argue $NEAR Intents is one of the better options out there atm: > An intent gets fulfilled and settled without exposing the order's mechanics to the public ledger > No operator sits in the middle holding a full view of the account > Liquidity routes across chains and assets > NEAR's capture rate on this activity is up 2.7x in the past 30D NEAR's been assembling the pieces for this since 2017 - its time for the agentic, private, and agnostic chain to take flight.