ARbit (ARB)

Difficult to imagine a better distribution strategy for @ethereum & @arbitrum than Robinhood building on top of them.

@RobinhoodApp brings 28M investors to the Ethereum eco.

In exchange, Robinhood positions itself close to the $200B in RWAs (+ETH) issued on Ethereum.

Win-win. https://t.co/arqWktHsdS

I used to measure L2s by TVL, transactions, and wallet growth. Those metrics still matter, but I think another one is becoming just as important “𝐰𝐡𝐨 𝐢𝐬 𝐛𝐮𝐢𝐥𝐝𝐢𝐧𝐠 𝐨𝐧 𝐲𝐨𝐮𝐫 𝐢𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞.”

Robinhood chose @arbitrum Orbit to power its tokenized asset chain, plugging into the Arbitrum Expansion Program (AEP) that the Arbitrum foundation and @Offchain introduced back in January 2024.

The revenue today is still small. Robinhood Chain has generated about $147K in protocol revenue.

The interesting use case is what happens if @RobinhoodCrypto gradually brings more of its business on-chain.

The company reportedly manages $324B in platform assets, holds $143.6B in custody, and now offers 2,000+ tokenized stocks across 120 countries.

Layer 2s are competing to become the infrastructure that powers global financial platforms.

If that's where this market is heading, infrastructure partnerships could end up being one of the most valuable metrics investors track.

Building for the programmable economy means creating a platform that can transform a business of any size.

@RobinhoodApp will be the example the rest of traditional finance points to for building your business on blockchain rails.

We’re just getting started. 🫡