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.Note Systems is a first mover on Robinhood for quite a few things. 1. 𝗙𝗶𝗿𝘀𝘁 𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲𝗱-𝗻𝗼𝘁𝗲𝘀 𝗽𝗿𝗼𝘁𝗼𝗰𝗼𝗹 𝗼𝗻 𝗮𝗻𝘆 𝗰𝗵𝗮𝗶𝗻. Structured notes are a $422B/year product every major bank sells. No on-chain equivalent existed before. 2. 𝗙𝗶𝗿𝘀𝘁 𝘁𝗼 𝗽𝗿𝗶𝗰𝗲 𝗮𝗻𝗱 𝘀𝗲𝘁𝘁𝗹𝗲 𝗯𝗼𝘁𝗵 𝘀𝗶𝗱𝗲𝘀 𝗽𝗲𝗿𝗺𝗶𝘀𝘀𝗶𝗼𝗻𝗹𝗲𝘀𝘀𝗹𝘆. Earlier DeFi structured-product protocols sold... one-sided vanilla options to whitelisted market makers. Note prices the yield side and the hedge side with no dealer, lender or issuer in the middle. 3. 𝗙𝗶𝗿𝘀𝘁 𝘁𝗼 𝗽𝗮𝗶𝗿 𝘁𝘄𝗼 𝗴𝗿𝗼𝘂𝗽𝘀 𝘁𝗵𝗮𝘁 𝗰𝗼𝘂𝗹𝗱𝗻'𝘁 𝘁𝗿𝗮𝗱𝗲 𝘄𝗶𝘁𝗵 𝗲𝗮𝗰𝗵 𝗼𝘁𝗵𝗲𝗿 𝗼𝗻-𝗰𝗵𝗮𝗶𝗻: stablecoin holders earning a coupon and stock-token holders buying crash protection. 4. 𝗙𝗶𝗿𝘀𝘁 𝗰𝗿𝗮𝘀𝗵 𝗽𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗼𝗻 𝗳𝗼𝗿 𝘁𝗼𝗸𝗲𝗻𝗶𝘇𝗲𝗱 𝘀𝘁𝗼𝗰𝗸𝘀 𝘁𝗵𝗮𝘁 𝗰𝗮𝗻'𝘁 𝗯𝗲 𝗹𝗶𝗾𝘂𝗶𝗱𝗮𝘁𝗲𝗱. $2.9B of tokenized stocks sit on-chain, and the only way to hedge them is a short that can close you out at the worst moment. A note is escrowed at inception, the protection holds whatever the price does. 5. 𝗙𝗶𝗿𝘀𝘁 𝗰𝗿𝗮𝘀𝗵 𝗽𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗼𝗻 𝗼𝗻 24/7 𝗺𝗮𝗿𝗸𝗲𝘁𝘀. The NYSE can halt; on-chain there's no pause. Note is the first way to hedge a stock coin that can free-fall at 3 a.m. 6. 𝗙𝗶𝗿𝘀𝘁 𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲𝗱-𝗽𝗿𝗼𝗱𝘂𝗰𝘁 𝘃𝗲𝗻𝘂𝗲 𝗼𝗻 𝗥𝗼𝗯𝗶𝗻𝗵𝗼𝗼𝗱 𝗖𝗵𝗮𝗶𝗻, positioned for the TradFi capital that chain is courting. Robinhood Chain is adding redemption and voting rights to tokenized stocks; that money will look for familiar instruments first. 7. 𝗙𝗶𝗿𝘀𝘁 𝗳𝘂𝗹𝗹𝘆 𝗰𝗼𝗹𝗹𝗮𝘁𝗲𝗿𝗮𝗹𝗶𝘇𝗲𝗱, 𝗲𝘀𝗰𝗿𝗼𝘄𝗲𝗱 𝘃𝗲𝗿𝘀𝗶𝗼𝗻 𝗼𝗳 𝘁𝗵𝗲 𝗽𝗿𝗼𝗱𝘂𝗰𝘁. No liquidations, no dealer credit risk, no issuer default risk. Banks can't structurally offer that.show more

Zach

88,585 subscribers

13,315 Aufrufe • vor 9 Tagen •via X (Twitter)

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31 Kommentare

Profilbild von Note Systems

Note Systemsvor 9 Tagen

@RobinhoodApp Appreciate the detailed overview! We are excited to bring structured notes for tokenized equities as a new DeFi primitive to Robinhood Chain, and crypto as a whole 🤝

Profilbild von Zach

Zachvor 9 Tagen

@RobinhoodApp Keep killin it

Profilbild von Kazi

Kazivor 9 Tagen

@notesystems @RobinhoodApp Alpha

Profilbild von Zach

Zachvor 9 Tagen

@notesystems @RobinhoodApp The article writer himself

Profilbild von Waqs

Waqsvor 9 Tagen

@notesystems @RobinhoodApp Holy 🤯

Profilbild von Genius💡💹🧲 🤖

Genius💡💹🧲 🤖vor 9 Tagen

@notesystems @RobinhoodApp Bringing a 422 billion dollar bank product on chain is crazy work

Profilbild von The Altcoin Sensei

The Altcoin Senseivor 9 Tagen

@notesystems @RobinhoodApp Fire

Profilbild von Fella

Fellavor 9 Tagen

@notesystems @RobinhoodApp W

Profilbild von TRIPPY

TRIPPYvor 9 Tagen

@notesystems @RobinhoodApp So bullish, great call @CryptoZachLA

Profilbild von Taniki

Tanikivor 9 Tagen

@notesystems @RobinhoodApp The 24/7 crash protection angle is underrated

Profilbild von Hesham kshk

Hesham kshkvor 9 Tagen

@notesystems @RobinhoodApp $NOTE bringing TradFi products on-chain

Profilbild von nini♡

nini♡vor 9 Tagen

@notesystems @RobinhoodApp Robinhood Chain + $NOTE is an interesting combo

Profilbild von Jayden

Jaydenvor 9 Tagen

@notesystems @RobinhoodApp Interesting product surface. For onchain notes, I’d watch who can sign/redemptions, how withdrawals are throttled, and whether settlement is atomic or batched. Distribution is only half the stack. NFA.

Profilbild von Zorvexa

Zorvexavor 9 Tagen

@notesystems @RobinhoodApp TradFi has to pay attention to this

Profilbild von Muaadz

Muaadzvor 9 Tagen

@notesystems @RobinhoodApp The structured notes market is massive

Profilbild von imanees

imaneesvor 9 Tagen

@notesystems @RobinhoodApp The no dealer, fully pre funded model is the real unlock here.

Profilbild von James Cole

James Colevor 9 Tagen

@notesystems @RobinhoodApp Structured products on-chain just make sense

Profilbild von Lemon

Lemonvor 9 Tagen

@notesystems @RobinhoodApp having stablecoin yield fund stock token downside protection is a clever way to replace the dealer

Profilbild von Jayden

Jaydenvor 9 Tagen

@notesystems @RobinhoodApp Onchain notes will live or die on controls around issuer permissions, oracle inputs, and redemptions—not just the wrapper. Clear signing policy plus independent attestations should be table stakes. NFA.

Profilbild von Yasmorib98

Yasmorib98vor 9 Tagen

@notesystems @RobinhoodApp Tokenized stocks need proper hedging tools

Profilbild von sumi ✦

sumi ✦vor 8 Tagen

@notesystems @RobinhoodApp getting liquidated on your crash protection is peak crypto.

Profilbild von Chitica

Chiticavor 9 Tagen

@notesystems @RobinhoodApp Crash protection on tokenized stocks is huge

Profilbild von Farker

Farkervor 9 Tagen

@notesystems @RobinhoodApp Robinhood Chain + $NOTE is an interesting combo

Profilbild von Fur2

Fur2vor 9 Tagen

@notesystems @RobinhoodApp $NOTE could become core infrastructure

Profilbild von Jayden

Jaydenvor 9 Tagen

@notesystems @RobinhoodApp The settlement design is the differentiator: oracle/valuation attestations, segregated signers, and clear unwind/redemption rules should be visible before scale. Permissionless issuance is powerful only when the failure path is explicit. NFA.

Profilbild von vidxx37

vidxx37vor 9 Tagen

@notesystems @RobinhoodApp First mover advantage is real here

Profilbild von afox 🦊

afox 🦊vor 9 Tagen

@notesystems @RobinhoodApp Putting structured notes onchain with a $422B annual market behind them gives the product a serious starting point.

Profilbild von vøv △

vøv △vor 9 Tagen

@notesystems @RobinhoodApp finally bringing real TradFi plumbing on-chain. Is the liquidity deep enough to hedge decent size yet?

Profilbild von Delia

Deliavor 9 Tagen

@notesystems @RobinhoodApp $NOTE is solving a real problem

Profilbild von Jayden

Jaydenvor 9 Tagen

@notesystems @RobinhoodApp Structured notes can broaden access, but the plumbing is the product: transparent payoff logic, oracle/valuation attestations, segregated signers, and clear unwind rules. Secondary liquidity and issuer risk deserve equal billing. NFA.

Profilbild von Balloon

Balloonvor 9 Tagen

@notesystems @RobinhoodApp Noted

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Note Systems Bonds walkthrough, and why they matter for you and for the protocol. A bond swaps an asset – USDG, a Stock Token, or a live COUPON leg – for $NOTE that unlocks over a vesting period. For the user: a price that can never sit below the treasury's redemption value, and a discount to the $NOTE market price when the protocol needs reserves. For the protocol: the treasury grows, which raises the reserve value behind every $NOTE and funds the Desk – the vault that fills the other side of a note when demand is one-sided, so series can open before the market is deep enough to match itself. Both ends compound: more bonds → deeper treasury → more notes → more fees → more $NOTE buybacks → a higher floor under $NOTE → more value for $NOTE holders. Check out the video for a full walkthrough. Live on testnet on Robinhood Crypto.

Note Systems Bonds walkthrough, and why they matter for you and for the protocol. A bond swaps an asset – USDG, a Stock Token, or a live COUPON leg – for $NOTE that unlocks over a vesting period. For the user: a price that can never sit below the treasury's redemption value, and a discount to the $NOTE market price when the protocol needs reserves. For the protocol: the treasury grows, which raises the reserve value behind every $NOTE and funds the Desk – the vault that fills the other side of a note when demand is one-sided, so series can open before the market is deep enough to match itself. Both ends compound: more bonds → deeper treasury → more notes → more fees → more $NOTE buybacks → a higher floor under $NOTE → more value for $NOTE holders. Check out the video for a full walkthrough. Live on testnet on Robinhood Crypto.

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Robinhood Chain could become the next billion-dollar meme ecosystem. The reason is simple Every successful ecosystem in crypto was never built around a single meme coin pumping. It was built around the users, attention, and ecosystem effects that memes created. $BRETT once reached a $2B market cap and became one of the most iconic memes in the Base ecosystem. It helped Base attract massive attention, users, and liquidity. Solana followed a similar path. Over the past few years, meme coins became one of Solana’s strongest user acquisition channels. further proved that speculation can be transformed into massive on-chain user growth. Almost every successful ecosystem has gone through a meme-driven growth phase. And Robinhood Chain happens to have several unique advantages: First, it has Robinhood’s distribution power with tens of millions of traditional finance users. Second, Robinhood is building around RWA and tokenized stocks, which requires bringing more users on-chain. Third, memes could become the lowest-friction entry point connecting traditional finance users with the crypto world. Robinhood’s CEO said: “While we’re building Robinhood Chain to be the best chain for RWA… it works great for memes too.” Many people see this as just a casual comment. But I think it reveals Robinhood’s deeper product strategy. Because RWA is unlikely to be the reason users enter crypto for the first time. Very few people will download a wallet and learn how bridges work just to buy a tokenized stock. But a viral meme can become the first interaction that brings users on-chain. Once users enter the ecosystem, they can gradually explore stablecoins, RWA, tokenized stocks, and other on-chain products. If Robinhood can replicate the Base and Solana playbook, Robinhood Chain could become the catalyst for the next major meme wave in crypto.

Robinhood Chain could become the next billion-dollar meme ecosystem. The reason is simple Every successful ecosystem in crypto was never built around a single meme coin pumping. It was built around the users, attention, and ecosystem effects that memes created. $BRETT once reached a $2B market cap and became one of the most iconic memes in the Base ecosystem. It helped Base attract massive attention, users, and liquidity. Solana followed a similar path. Over the past few years, meme coins became one of Solana’s strongest user acquisition channels. further proved that speculation can be transformed into massive on-chain user growth. Almost every successful ecosystem has gone through a meme-driven growth phase. And Robinhood Chain happens to have several unique advantages: First, it has Robinhood’s distribution power with tens of millions of traditional finance users. Second, Robinhood is building around RWA and tokenized stocks, which requires bringing more users on-chain. Third, memes could become the lowest-friction entry point connecting traditional finance users with the crypto world. Robinhood’s CEO said: “While we’re building Robinhood Chain to be the best chain for RWA… it works great for memes too.” Many people see this as just a casual comment. But I think it reveals Robinhood’s deeper product strategy. Because RWA is unlikely to be the reason users enter crypto for the first time. Very few people will download a wallet and learn how bridges work just to buy a tokenized stock. But a viral meme can become the first interaction that brings users on-chain. Once users enter the ecosystem, they can gradually explore stablecoins, RWA, tokenized stocks, and other on-chain products. If Robinhood can replicate the Base and Solana playbook, Robinhood Chain could become the catalyst for the next major meme wave in crypto.

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The FED’s Only Crypto Exchange Is Buying 15% Of One Altcoin The only crypto exchange the Federal Reserve let inside just bet its whole strategy on one altcoin. Everything we break down lives inside the community, link in bio, one dollar a month. Kraken is the first and only crypto native company in history to hold a Federal Reserve master account. That is direct access to the core payment system that moves money between every major bank in America, a door that was only open to traditional banks for 100 years. So when a company wired straight into the Fed makes a move, you pay attention. Here is the move. Kraken is in talks to buy 15 percent of Aave, the largest DeFi lending protocol in crypto, at a 385 million dollar valuation. The most fed connected player in the game is buying a piece of one specific coin. The question is why. Kraken already put more than 100 real stocks on chain through tokenized equities, with hundreds more coming. The SEC is clearing the path with its Project Crypto initiative, letting apps list tokenized securities directly and punching a hole in a 233 year old Wall Street monopoly. Picture it: you buy stocks on chain, then borrow against them instantly through DeFi, and the protocol built to do that at scale right now is Aave. So this is the bet. Stocks move on chain, and the lending that powers all of it runs through one coin. That is why Kraken is buying the coin before the rest of the world catches up. What it means for your money: this is what the start of institutional altcoin buying actually looks like. The most connected players position quietly, before it is obvious. The only real question is whether you see it before everyone else and act on it. Follow for the moves the news skips.

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EXCLUSIVE: Robinhood is going to pay 7% on dollars to 27.7 million customers. In this Interview Johann Kerbrat, their SVP of Crypto explains how it all works. Robinhood Earn lives inside the main investing app. You can buy the USDG stablecoin in a few taps, and it gets deployed into vaults built with Morpho and Steakhouse, and the target yield is roughly 7%. Where does 7% come from? Market makers and liquidity providers pay it. These are traders who need USDG liquidity to run spot and perps trading. Your deposit is funding someone else's 50x leverage, and you're the one getting paid for it. Assuming you get paid back. Which, as we've seen, doesn't always work in DeFi with hacks and smart contract risk. But Robinhood has done something extra to make this retail-grade. Robinhood's answer is an insurance program with Lloyd's of London and Relm covering smart contract and vault failure. He says it's one of the largest ever built for a crypto product. Earn was one of 12 announcements; some others that caught my eye: Stock tokens in 120+ countries, backed 1:1 by real equities. You can withdraw them to a self-custody wallet and post them as collateral. Borrowing against a stock portfolio used to be a private banking perk; now it's a smart contract. Robinhood Chain went to public mainnet after 200 million transactions on testnet. Perps on stocks, crypto, and commodities at 20 to 50x leverage, bringing an entire new asset class to the mainstream. Robinhood is all in on DeFi. DeFi protocols spent a decade fighting for users. Robinhood just made a Morpho vault look like a savings account, in front of 27.7m funded customers. See the 15-minute highlights below and the full episode on the Tokenized Podcast youtube channel Full interview with Johann on bryton k. YouTube

EXCLUSIVE: Robinhood is going to pay 7% on dollars to 27.7 million customers. In this Interview Johann Kerbrat, their SVP of Crypto explains how it all works. Robinhood Earn lives inside the main investing app. You can buy the USDG stablecoin in a few taps, and it gets deployed into vaults built with Morpho and Steakhouse, and the target yield is roughly 7%. Where does 7% come from? Market makers and liquidity providers pay it. These are traders who need USDG liquidity to run spot and perps trading. Your deposit is funding someone else's 50x leverage, and you're the one getting paid for it. Assuming you get paid back. Which, as we've seen, doesn't always work in DeFi with hacks and smart contract risk. But Robinhood has done something extra to make this retail-grade. Robinhood's answer is an insurance program with Lloyd's of London and Relm covering smart contract and vault failure. He says it's one of the largest ever built for a crypto product. Earn was one of 12 announcements; some others that caught my eye: Stock tokens in 120+ countries, backed 1:1 by real equities. You can withdraw them to a self-custody wallet and post them as collateral. Borrowing against a stock portfolio used to be a private banking perk; now it's a smart contract. Robinhood Chain went to public mainnet after 200 million transactions on testnet. Perps on stocks, crypto, and commodities at 20 to 50x leverage, bringing an entire new asset class to the mainstream. Robinhood is all in on DeFi. DeFi protocols spent a decade fighting for users. Robinhood just made a Morpho vault look like a savings account, in front of 27.7m funded customers. See the 15-minute highlights below and the full episode on the Tokenized Podcast youtube channel Full interview with Johann on bryton k. YouTube

Simon Taylor

349,980 Aufrufe • vor 2 Monaten

Holding a tokenised stock just became something completely different. $ONDO just partnered with Broadridge Financial Solutions, the company that settles over $15 trillion in securities every single day and serves over 10,000 public companies as the backbone of global investor communications. Here is what this actually means. Until today, holding a tokenised stock onchain gave you price exposure. That was it. The voting rights, the governance participation, the shareholder communications that traditional investors take for granted, none of that transferred to the onchain wrapper. That gap was the strongest argument against tokenised equities being taken seriously as a real alternative to traditional stock ownership. That argument no longer exists. Holders of more than 250 Ondo tokenized stocks and ETFs can now: - Submit voting preferences for underlying shares - Review prospectuses - Access regulatory filings - Receive the same investor communications that traditional shareholders receive Through Broadridge's established infrastructure. Weighted proportionately by token ownership. Onchain token. Traditional shareholder rights. Simultaneously. This is Ondo's core design goal made real: tokenized stocks that meet every standard of traditional markets while adding everything blockchain infrastructure uniquely enables. 24/7 trading. Instant settlement. Permissionless access. Global reach. And now full governance participation. The numbers behind this announcement deserve to sit on their own line: $800 million in TVL across 250+ tokenized stocks. Roughly 70 percent total market share in tokenized equities. Available on Solana, Ethereum, and BNB Chain. Supported by Binance, Bitget, MetaMask, Ledger, and Blockchain․com. Ondo is not building toward dominance in tokenised equities. It already has it. This partnership with Broadridge is not a growth move. It is a maturity move, the difference between a crypto product that mimics traditional finance and an on-chain product that fully integrates with it. The last wall between tokenised stocks and real stocks just came down. The people who understood $ONDO before this announcement already know what it means for where this goes next. The people who read this and still wait for more confirmation will explain later why it was obvious all along.

Holding a tokenised stock just became something completely different. $ONDO just partnered with Broadridge Financial Solutions, the company that settles over $15 trillion in securities every single day and serves over 10,000 public companies as the backbone of global investor communications. Here is what this actually means. Until today, holding a tokenised stock onchain gave you price exposure. That was it. The voting rights, the governance participation, the shareholder communications that traditional investors take for granted, none of that transferred to the onchain wrapper. That gap was the strongest argument against tokenised equities being taken seriously as a real alternative to traditional stock ownership. That argument no longer exists. Holders of more than 250 Ondo tokenized stocks and ETFs can now: - Submit voting preferences for underlying shares - Review prospectuses - Access regulatory filings - Receive the same investor communications that traditional shareholders receive Through Broadridge's established infrastructure. Weighted proportionately by token ownership. Onchain token. Traditional shareholder rights. Simultaneously. This is Ondo's core design goal made real: tokenized stocks that meet every standard of traditional markets while adding everything blockchain infrastructure uniquely enables. 24/7 trading. Instant settlement. Permissionless access. Global reach. And now full governance participation. The numbers behind this announcement deserve to sit on their own line: $800 million in TVL across 250+ tokenized stocks. Roughly 70 percent total market share in tokenized equities. Available on Solana, Ethereum, and BNB Chain. Supported by Binance, Bitget, MetaMask, Ledger, and Blockchain․com. Ondo is not building toward dominance in tokenised equities. It already has it. This partnership with Broadridge is not a growth move. It is a maturity move, the difference between a crypto product that mimics traditional finance and an on-chain product that fully integrates with it. The last wall between tokenised stocks and real stocks just came down. The people who understood $ONDO before this announcement already know what it means for where this goes next. The people who read this and still wait for more confirmation will explain later why it was obvious all along.

2xnmore

25,499 Aufrufe • vor 4 Monaten

Vlad Tenev (Vlad Tenev) launched Robinhood Chain "to make Real World Assets programmable, globally portable, and always available," then publicly asked builders to embed stock tokens into their apps CZ (CZ 🔶 BNB) spent the month posting that "countries need to tokenize their stocks, allowing worldwide buyers" and that Binance's bStocks give billions "stock exposure 24/7" Brian Armstrong (Brian Armstrong) published a chart of the S&P 500 up 906% all-time and framed it: "billions of people have no access to invest in American companies. Tokenized stocks are changing that" Solana shipped the primitives that made this category buildable at scale, then captured 96% of the on-chain tokenized stocks volume Four of the most influential voices in crypto and fintech converged on the same category in the same month. The trade isn't whether tokenized stocks matter, it's what people can do with them once billions of them can hold one Nest is the productive dollar layer for that answer. Deposit the equity as collateral, mint nUSD at 3% APR, stake into snUSD for ~6% APY. The dividend keeps flowing, the equity stays, while the dollar earns The distribution is being solved by the biggest names in fintech, and the productive layer is where Nest lives: the category doesn't need more validation, it needs more infrastructure, we're building that layer

Vlad Tenev (Vlad Tenev) launched Robinhood Chain "to make Real World Assets programmable, globally portable, and always available," then publicly asked builders to embed stock tokens into their apps CZ (CZ 🔶 BNB) spent the month posting that "countries need to tokenize their stocks, allowing worldwide buyers" and that Binance's bStocks give billions "stock exposure 24/7" Brian Armstrong (Brian Armstrong) published a chart of the S&P 500 up 906% all-time and framed it: "billions of people have no access to invest in American companies. Tokenized stocks are changing that" Solana shipped the primitives that made this category buildable at scale, then captured 96% of the on-chain tokenized stocks volume Four of the most influential voices in crypto and fintech converged on the same category in the same month. The trade isn't whether tokenized stocks matter, it's what people can do with them once billions of them can hold one Nest is the productive dollar layer for that answer. Deposit the equity as collateral, mint nUSD at 3% APR, stake into snUSD for ~6% APY. The dividend keeps flowing, the equity stays, while the dollar earns The distribution is being solved by the biggest names in fintech, and the productive layer is where Nest lives: the category doesn't need more validation, it needs more infrastructure, we're building that layer

Nest

22,781 Aufrufe • vor 2 Monaten

Tomorrow, we publish a new The Edge Podcast with Robinhood GM of Crypto, Johann Kerbrat. This clip might be the clearest articulation I’ve ever heard on why Ethereum's roadmap is working, and why Robinhood chose to build its own L2 using Arbitrum. + Ethereum offers security, with proven decentralization + New L1s = centralized databases + EVM liquidity is essential for tokenized stocks & RWAs + Arbitrum’s tech stack wins on engineering merit No edits. No spin. Just a major U.S. fintech explaining why they’re building the future of finance on Ethereum. Real validation for those of us who are long term Ethereum/ETH investors. Here is the clip and transcript for Johann answering why Robinhood chose to build its own Ethereum L2: "You see a lot of companies right now building their own L1. And for us, we felt excited about this idea where we can control anything that we want to build and we don't have to deal with any other chain to talk to or anything like that. But at the same time, creating the security of a real proper decentralized chain is extremely difficult, as you know. And we basically get that for free with Ethereum. The network has been going on for a very long time now and the security is stable and it's decentralized. And I think that's really the key two points that we wanted to have. When you look at some of these new L1s that are being created, it's not really decentralized and it's not really secure. So at the end of the day, you're basically having like a... fancy database that is probably a bit slower to use than an actual database. And so we didn't really see the value in that. With Ethereum, we get the security by default. The second thing that we get by having an L2 is that you get all this liquidity that is already part of all the EVM compatible chains. And that was also a very important decision factor for us. If we really want to bring the stock market onto the chain, we need to have this liquidity. It's not going to be possible if it's in a closed loop or in a closed chain that nobody can access and you need to have like 20 different hoops before you can bridge to that chain. So for us, that was kind of the two elements that we really wanted to focus on and that's why we decided on building on Ethereum. And then we decided on Arbitrum mostly because we love the technology. There's a few things that we are excited about. For example, Stylus. It's a way that we can basically use different language into the chain and we can build on top of that. We also like the way that they prioritize transactions that is, we think, a better way than some of the competition. And so basically we'll use the Arbitrum stack and we'll create our own L2, which will make us also compatible with all the Arbitrum chains. And so we think it's kind of the best of all the worlds. But for us, the idea is like we will start with public stock, and then we think that we can tokenize anything really, not just stocks. It can be private stock, it can be art, it can be real estate, whatever you want to think of. And so we really wanted to have a platform that is kind of easy to build on and we can keep adding on it. At the same time, we know that regulation are going to be hard on some of these products, especially when it comes to financial products. You always have different regulators. You have different rules depending on the region. If you're in the EU versus the US versus LATAM. And so we felt like we wanted to have our own layer that we could customize for these needs. And then anyone that is building on the chain will also be able to benefit from what we are building, versus just putting everything in a contract that will be just good for the people that are using the Robinhood contracts. But so at this point, we announced the chain in June. We are in private test right now, and then we'll do more announcements in the future." Subscribe for the full episode tomorrow! ► Newsletter: ► Spotify: ► Apple: ► Youtube: ► Pods:

Tomorrow, we publish a new The Edge Podcast with Robinhood GM of Crypto, Johann Kerbrat. This clip might be the clearest articulation I’ve ever heard on why Ethereum's roadmap is working, and why Robinhood chose to build its own L2 using Arbitrum. + Ethereum offers security, with proven decentralization + New L1s = centralized databases + EVM liquidity is essential for tokenized stocks & RWAs + Arbitrum’s tech stack wins on engineering merit No edits. No spin. Just a major U.S. fintech explaining why they’re building the future of finance on Ethereum. Real validation for those of us who are long term Ethereum/ETH investors. Here is the clip and transcript for Johann answering why Robinhood chose to build its own Ethereum L2: "You see a lot of companies right now building their own L1. And for us, we felt excited about this idea where we can control anything that we want to build and we don't have to deal with any other chain to talk to or anything like that. But at the same time, creating the security of a real proper decentralized chain is extremely difficult, as you know. And we basically get that for free with Ethereum. The network has been going on for a very long time now and the security is stable and it's decentralized. And I think that's really the key two points that we wanted to have. When you look at some of these new L1s that are being created, it's not really decentralized and it's not really secure. So at the end of the day, you're basically having like a... fancy database that is probably a bit slower to use than an actual database. And so we didn't really see the value in that. With Ethereum, we get the security by default. The second thing that we get by having an L2 is that you get all this liquidity that is already part of all the EVM compatible chains. And that was also a very important decision factor for us. If we really want to bring the stock market onto the chain, we need to have this liquidity. It's not going to be possible if it's in a closed loop or in a closed chain that nobody can access and you need to have like 20 different hoops before you can bridge to that chain. So for us, that was kind of the two elements that we really wanted to focus on and that's why we decided on building on Ethereum. And then we decided on Arbitrum mostly because we love the technology. There's a few things that we are excited about. For example, Stylus. It's a way that we can basically use different language into the chain and we can build on top of that. We also like the way that they prioritize transactions that is, we think, a better way than some of the competition. And so basically we'll use the Arbitrum stack and we'll create our own L2, which will make us also compatible with all the Arbitrum chains. And so we think it's kind of the best of all the worlds. But for us, the idea is like we will start with public stock, and then we think that we can tokenize anything really, not just stocks. It can be private stock, it can be art, it can be real estate, whatever you want to think of. And so we really wanted to have a platform that is kind of easy to build on and we can keep adding on it. At the same time, we know that regulation are going to be hard on some of these products, especially when it comes to financial products. You always have different regulators. You have different rules depending on the region. If you're in the EU versus the US versus LATAM. And so we felt like we wanted to have our own layer that we could customize for these needs. And then anyone that is building on the chain will also be able to benefit from what we are building, versus just putting everything in a contract that will be just good for the people that are using the Robinhood contracts. But so at this point, we announced the chain in June. We are in private test right now, and then we'll do more announcements in the future." Subscribe for the full episode tomorrow! ► Newsletter: ► Spotify: ► Apple: ► Youtube: ► Pods:

DeFi Dad ⟠ defidad.eth

62,600 Aufrufe • vor 9 Monaten

Nasdaq Just Exposed Wallstreets Bet on a Crypto Coin Nobodys Heard Of Nasdaq just put Wall Street's market data on a crypto coin most people have never heard of, and the company that settles almost every US stock trade is quietly moving onto crypto too. I break down which coins these giants picked and why it matters for your money inside our group. Join at the link is also in my bio. Start with Nasdaq. It is now the biggest stock exchange in the world, ahead of the New York Stock Exchange, home to Apple, Microsoft, and Amazon, with over 35 trillion dollars in listed companies. On June 30, 2026, Nasdaq brought its TotalView market data to a small crypto network called Pyth. Pyth became the first on chain network to distribute Nasdaq's data. That coin trades for around 4 cents. Then look at the back end. There is a company called the DTCC that you have probably never heard of. It settles nearly every stock trade in America and its custody just passed 100 trillion dollars. The DTCC set a July pilot and an October 2026 launch to start tokenizing real securities, which means turning stocks and bonds into blockchain tokens. And its blockchain push leans on two coins that have been public for years, Stellar and Chainlink. Stellar is the settlement chain for tokenized assets. Chainlink powers a separate 24/7 collateral system. So the front of the stock market and the back of the stock market are both moving onto crypto rails at the same time, built on coins anyone with an internet connection could already buy. This is not a coin pump. It is the plumbing of the entire market getting rebuilt in plain sight. The only question is whether you see it before everyone else does.

Nasdaq Just Exposed Wallstreets Bet on a Crypto Coin Nobodys Heard Of Nasdaq just put Wall Street's market data on a crypto coin most people have never heard of, and the company that settles almost every US stock trade is quietly moving onto crypto too. I break down which coins these giants picked and why it matters for your money inside our group. Join at the link is also in my bio. Start with Nasdaq. It is now the biggest stock exchange in the world, ahead of the New York Stock Exchange, home to Apple, Microsoft, and Amazon, with over 35 trillion dollars in listed companies. On June 30, 2026, Nasdaq brought its TotalView market data to a small crypto network called Pyth. Pyth became the first on chain network to distribute Nasdaq's data. That coin trades for around 4 cents. Then look at the back end. There is a company called the DTCC that you have probably never heard of. It settles nearly every stock trade in America and its custody just passed 100 trillion dollars. The DTCC set a July pilot and an October 2026 launch to start tokenizing real securities, which means turning stocks and bonds into blockchain tokens. And its blockchain push leans on two coins that have been public for years, Stellar and Chainlink. Stellar is the settlement chain for tokenized assets. Chainlink powers a separate 24/7 collateral system. So the front of the stock market and the back of the stock market are both moving onto crypto rails at the same time, built on coins anyone with an internet connection could already buy. This is not a coin pump. It is the plumbing of the entire market getting rebuilt in plain sight. The only question is whether you see it before everyone else does.

Alexander Lorenzo

14,736 Aufrufe • vor 2 Monaten

Johann Kerbrat on why Robinhood is building its own L2 on Ethereum At Consensus Hong Kong in February 2026, Robinhood launched a public testnet for Robinhood Chain, an Ethereum Layer 2 built with Arbitrum. Following six months of private testing, Robinhood plans to launch the mainnet in 2026 and will migrate tokenized US stocks and ETFs currently offered to EU customers on Arbitrum One to its own dedicated Arbitrum-powered L2 that still settles on Ethereum. Coinbase has adopted a similar strategy with its plans to take full control over Base’s tech stack and advance the L2 toward Stage 2 decentralization. Robinhood Head of Crypto Johann Kerbrat explains the rationale behind building an L2: “We can still get the security and liquidity of Ethereum, benefit from all of the work that the Arbitrum team has done, and on top of that, customize [the chain] every time we want to build something.” He continues: “If we want to give people access to all of the tools and elements of traditional finance, we also need flexibility [to comply with] what regulators are asking us to do. A world where you have full privacy and you can do whatever you want without KYC and trade securities is still a bit far for us. But what we are trying to find is a good middle ground. You will be on a permissionless chain. You will be able to interact with DeFi and do a lot of things with your stock tokens. We think it’s a great compromise.” Galaxy Head of Research Alex Thorn points out that you can embed a lot of compliance controls at the application and token layers on top of Ethereum. Source: Galaxy Research (May 2026)

Johann Kerbrat on why Robinhood is building its own L2 on Ethereum At Consensus Hong Kong in February 2026, Robinhood launched a public testnet for Robinhood Chain, an Ethereum Layer 2 built with Arbitrum. Following six months of private testing, Robinhood plans to launch the mainnet in 2026 and will migrate tokenized US stocks and ETFs currently offered to EU customers on Arbitrum One to its own dedicated Arbitrum-powered L2 that still settles on Ethereum. Coinbase has adopted a similar strategy with its plans to take full control over Base’s tech stack and advance the L2 toward Stage 2 decentralization. Robinhood Head of Crypto Johann Kerbrat explains the rationale behind building an L2: “We can still get the security and liquidity of Ethereum, benefit from all of the work that the Arbitrum team has done, and on top of that, customize [the chain] every time we want to build something.” He continues: “If we want to give people access to all of the tools and elements of traditional finance, we also need flexibility [to comply with] what regulators are asking us to do. A world where you have full privacy and you can do whatever you want without KYC and trade securities is still a bit far for us. But what we are trying to find is a good middle ground. You will be on a permissionless chain. You will be able to interact with DeFi and do a lot of things with your stock tokens. We think it’s a great compromise.” Galaxy Head of Research Alex Thorn points out that you can embed a lot of compliance controls at the application and token layers on top of Ethereum. Source: Galaxy Research (May 2026)

Etherealize

98,848 Aufrufe • vor 4 Monaten

RWA is starting to look less like one market and more like several different markets sharing the same label. I spent some time going through CoinGecko RWA Charts, and the most interesting part wasn’t the headline market cap. It was the gap between where the value is concentrated and where tokenization is expanding. At the time of this recording, the dashboard showed roughly $8.38B in tokenized RWA market cap and $1.53B in 24H volume. Capital is still concentrated in commodities Commodities: $5.397B Stocks: $2.383B ETFs: $607M That means commodities represent roughly 64% of the tracked market, while stocks sit around 28% and ETFs around 7%. Tokenized equities may be getting a lot of attention, but the capital distribution tells a different story. Issuer market cap and product breadth are telling two different stories On the issuer side, Tether and Paxos account for roughly $4.62B combined, more than half of the market cap shown in the issuer chart. Then switch the same dashboard from market cap to token count. Picture changes completely. Reality: 572 tokens Ondo Finance: 447 Dinari: 248 Robinhood Europe: 192 xStocks: 141 This is where the data becomes useful. Market cap shows where capital is concentrated. Token count shows where product coverage is broadest. Volume shows where actual trading activity is taking place. Looking at only one of those metrics can give you a very incomplete picture of what is happening across tokenized assets. CoinGecko’s RWA Charts puts all three together and lets you break them down by asset type or issuer, then move through timeframes from 24H all the way to Max. For me, that makes it more useful as a discovery tool than simply another market-cap page. You can actually see which parts of the RWA market are carrying value, which issuers are expanding coverage, and where activity is shifting. Explore the RWA data yourself:

RWA is starting to look less like one market and more like several different markets sharing the same label. I spent some time going through CoinGecko RWA Charts, and the most interesting part wasn’t the headline market cap. It was the gap between where the value is concentrated and where tokenization is expanding. At the time of this recording, the dashboard showed roughly $8.38B in tokenized RWA market cap and $1.53B in 24H volume. Capital is still concentrated in commodities Commodities: $5.397B Stocks: $2.383B ETFs: $607M That means commodities represent roughly 64% of the tracked market, while stocks sit around 28% and ETFs around 7%. Tokenized equities may be getting a lot of attention, but the capital distribution tells a different story. Issuer market cap and product breadth are telling two different stories On the issuer side, Tether and Paxos account for roughly $4.62B combined, more than half of the market cap shown in the issuer chart. Then switch the same dashboard from market cap to token count. Picture changes completely. Reality: 572 tokens Ondo Finance: 447 Dinari: 248 Robinhood Europe: 192 xStocks: 141 This is where the data becomes useful. Market cap shows where capital is concentrated. Token count shows where product coverage is broadest. Volume shows where actual trading activity is taking place. Looking at only one of those metrics can give you a very incomplete picture of what is happening across tokenized assets. CoinGecko’s RWA Charts puts all three together and lets you break them down by asset type or issuer, then move through timeframes from 24H all the way to Max. For me, that makes it more useful as a discovery tool than simply another market-cap page. You can actually see which parts of the RWA market are carrying value, which issuers are expanding coverage, and where activity is shifting. Explore the RWA data yourself:

Arjantit

31,626 Aufrufe • vor 4 Tagen

Jamie Dimon made $39 million last year to decide who does what at JPMorgan. One AI agent on Grok Bot does that job for $300 a month, and it hires the rest of the agents itself. Stop trying to manage any of it yourself. In 2026 a swarm of AI agents runs a team better than you do. I told my chief agent one thing. Make money or I switch you off. It took $1,000 to $3,900 in 15 hours. Every fill is on chain and the address is in my profile. I never picked a trade. I never picked a team either. The agents it hired: > a scout that hunts for what is moving and where the money is going > a forensics agent that works out who is really behind the buying > a reader that watches the mood on X, and it sees every post on this app because it is Grok > a risk agent whose only power is saying no, and its no beats every score on the desk > a treasurer that holds the money rules and the kill switch > a trader that writes the exit before it writes the entry None of those were my idea. I handed out one job title and the chief filled in the rest on its own. And the swarm is different every hour. Agents appear for one job, do it, and are gone before I know they existed. A hedge fund pays millions a year for the same org chart, and almost all of that goes on salaries. Every prompt and the whole story of my Grok Bot fund is in the post below ↓ Save it before you try to run one of these by hand.

cvxv666

28,886 Aufrufe • vor 28 Tagen

1️⃣ How Hypersurface Actually Works There has been increasing interest in how on-chain options liquidity is created and how Hypersurface operates under the hood. 👇 This post breaks down the mechanics. - 2️⃣ How options liquidity works in traditional markets In OTC options markets, liquidity is not passive. When a user sells an option, a desk takes the other side and replicates the payoff through delta hedging. This process requires collateral to secure the position and capital to hedge directional exposure. If the user does not provide collateral, the desk must source capital externally. That cost of capital is embedded into pricing. The result is wider spreads and lower premiums for the user. - 3️⃣ What Hypersurface changes Hypersurface removes the dependency on external desks. Liquidity is created directly within the protocol. Instead of routing flow to third parties, the system prices the option, takes the position, and hedges exposure programmatically. - 4️⃣ Execution and hedging When a position enters the system, the protocol computes the delta of the position and executes a corresponding hedge directly on Hyperliquid. This is not manual execution. It is deterministic and contract-driven. - 5️⃣ Why Hyperliquid matters This architecture is enabled by Hyperliquid’s core EVM integration. It allows smart contracts to execute trades directly on the exchange without transferring funds to externally controlled accounts. This removes a critical trust assumption present in most systems. - 6️⃣ Fund custody and control. User funds remain within smart contracts at all times. There is no transfer to team-controlled wallets, no manual custody layer, and no off-chain execution dependency. All actions, including hedging and settlement, are executed at the contract level. - 7️⃣ What this enables. By internalizing liquidity and automating hedging, the system achieves tighter pricing, improved capital efficiency, and scalability without solely relying on external market makers. Market makers can participate to improve the quote, but they have to compete with the protocol, which results in better, more reliable prices for users. - 8️⃣ Context. In traditional and CeFi systems, similar strategies exist. However, they rely on centralized exchanges, custodial execution, and off-chain coordination. Hypersurface replicates these mechanics on-chain with reduced trust assumptions and full transparency. - 9️⃣ Conclusion. Liquidity is created within the protocol. Exposure is hedged programmatically. Funds remain in smart contracts. No intermediaries. No manual execution. This is how on-chain options infrastructure scales. - Join the Hypersurface community on Telegram or Discord! 📎 📎

1️⃣ How Hypersurface Actually Works There has been increasing interest in how on-chain options liquidity is created and how Hypersurface operates under the hood. 👇 This post breaks down the mechanics. - 2️⃣ How options liquidity works in traditional markets In OTC options markets, liquidity is not passive. When a user sells an option, a desk takes the other side and replicates the payoff through delta hedging. This process requires collateral to secure the position and capital to hedge directional exposure. If the user does not provide collateral, the desk must source capital externally. That cost of capital is embedded into pricing. The result is wider spreads and lower premiums for the user. - 3️⃣ What Hypersurface changes Hypersurface removes the dependency on external desks. Liquidity is created directly within the protocol. Instead of routing flow to third parties, the system prices the option, takes the position, and hedges exposure programmatically. - 4️⃣ Execution and hedging When a position enters the system, the protocol computes the delta of the position and executes a corresponding hedge directly on Hyperliquid. This is not manual execution. It is deterministic and contract-driven. - 5️⃣ Why Hyperliquid matters This architecture is enabled by Hyperliquid’s core EVM integration. It allows smart contracts to execute trades directly on the exchange without transferring funds to externally controlled accounts. This removes a critical trust assumption present in most systems. - 6️⃣ Fund custody and control. User funds remain within smart contracts at all times. There is no transfer to team-controlled wallets, no manual custody layer, and no off-chain execution dependency. All actions, including hedging and settlement, are executed at the contract level. - 7️⃣ What this enables. By internalizing liquidity and automating hedging, the system achieves tighter pricing, improved capital efficiency, and scalability without solely relying on external market makers. Market makers can participate to improve the quote, but they have to compete with the protocol, which results in better, more reliable prices for users. - 8️⃣ Context. In traditional and CeFi systems, similar strategies exist. However, they rely on centralized exchanges, custodial execution, and off-chain coordination. Hypersurface replicates these mechanics on-chain with reduced trust assumptions and full transparency. - 9️⃣ Conclusion. Liquidity is created within the protocol. Exposure is hedged programmatically. Funds remain in smart contracts. No intermediaries. No manual execution. This is how on-chain options infrastructure scales. - Join the Hypersurface community on Telegram or Discord! 📎 📎

Hypersurface

15,206 Aufrufe • vor 5 Monaten

"Tokenized assets are exploding in value." Ian de Bode is President Ondo Finance, the company bringing US treasuries, stocks, and ETFs on-chain. He watched tokenized treasuries grow from $1 billion to $15 billion in two years. The man building the rails between Wall Street and crypto now says the two systems are about to merge and traditional finance isn't ready. "You should prepare for a world in which tokenized securities co-exist with normal securities. So get ready." We cover: Why tokenized assets exploded from $1B to $15B and aren't slowing down How every crypto exchange became a stock broker overnight Why Tesla and Google don't care about tokenizing their stock (and why that doesn't matter) How every token is backed 1:1 with daily third-party attestations Why tokenized stocks work like stablecoins: your wallet, no permissions, 24/7 How hedge fund leverage loops and carry trades come to DeFi Why perps on stocks could become a bigger market than all of crypto The road to markets that never close and who moves first What the Genius Act and Clarity Act actually signal Thanks to Ian De Bode for coming on New Era Finance Podcast. TIMESTAMPS: 00:00 - Intro 00:50 - Tokenized Assets Explode To $15 Billion 02:40 - Where The Demand Comes From 04:30 - Native Tokenization vs Permissionless Wrappers 07:20 - How Every Token Is Backed 10:00 - Using Tokenized Stocks In DeFi 13:30 - Leverage, Collateral & Capital Efficiency 17:00 - Perps On Stocks: Bigger Than Crypto 21:00 - The Road To 24/7 Markets 24:30 - Genius Act, Clarity Act & What's Next

"Tokenized assets are exploding in value." Ian de Bode is President Ondo Finance, the company bringing US treasuries, stocks, and ETFs on-chain. He watched tokenized treasuries grow from $1 billion to $15 billion in two years. The man building the rails between Wall Street and crypto now says the two systems are about to merge and traditional finance isn't ready. "You should prepare for a world in which tokenized securities co-exist with normal securities. So get ready." We cover: Why tokenized assets exploded from $1B to $15B and aren't slowing down How every crypto exchange became a stock broker overnight Why Tesla and Google don't care about tokenizing their stock (and why that doesn't matter) How every token is backed 1:1 with daily third-party attestations Why tokenized stocks work like stablecoins: your wallet, no permissions, 24/7 How hedge fund leverage loops and carry trades come to DeFi Why perps on stocks could become a bigger market than all of crypto The road to markets that never close and who moves first What the Genius Act and Clarity Act actually signal Thanks to Ian De Bode for coming on New Era Finance Podcast. TIMESTAMPS: 00:00 - Intro 00:50 - Tokenized Assets Explode To $15 Billion 02:40 - Where The Demand Comes From 04:30 - Native Tokenization vs Permissionless Wrappers 07:20 - How Every Token Is Backed 10:00 - Using Tokenized Stocks In DeFi 13:30 - Leverage, Collateral & Capital Efficiency 17:00 - Perps On Stocks: Bigger Than Crypto 21:00 - The Road To 24/7 Markets 24:30 - Genius Act, Clarity Act & What's Next

New Era Finance Podcast

56,237 Aufrufe • vor 3 Monaten

Someone just stole from 37,000 $TAO holders and walked away clean. Not because they broke a rule. Because no rule existed to stop them. That changes today. Here is what happened. Covenant AI ran one of the most watched subnets on Bittensor. On April 10, the founder sold their entire position and disappeared. No warning. No announcement. No on-chain signal. By the time holders found out, the price had already moved against them. This was not a hack. This was not a bug. This was a founder legally exiting into their own community with zero accountability. Bittensor just closed that door permanently. The Conviction upgrade is live on mainnet today. Every emission a subnet owner earns now locks automatically the moment it arrives. They cannot touch it immediately. If they want to exit they must submit a public unlock transaction on-chain. Visible to every single person on the network the second it is submitted. Then the clock starts. 30 days before 63% of their position becomes spendable. 90 days before 95% is accessible. You now have a month of warning before the first dollar of sell pressure hits. A silent exit is no longer possible. The founder has to tell you they are leaving before they can leave. And it goes further. Any holder can now lock their tokens toward a different address they believe would run the subnet better. The address with the most locked support behind it becomes eligible to take over entirely. Bad owners can be replaced by the community before they do damage. Before today, subnet investing had one risk nobody could price. The person running it could vanish overnight, and you would never see it coming. That risk has been removed from the equation. Skin in the game used to be a promise. Now, it is a number on a block explorer that every holder can verify in real time. The people who understand what accountable infrastructure means for the value of $TAO will not need to explain themselves later. This is still early.

Someone just stole from 37,000 $TAO holders and walked away clean. Not because they broke a rule. Because no rule existed to stop them. That changes today. Here is what happened. Covenant AI ran one of the most watched subnets on Bittensor. On April 10, the founder sold their entire position and disappeared. No warning. No announcement. No on-chain signal. By the time holders found out, the price had already moved against them. This was not a hack. This was not a bug. This was a founder legally exiting into their own community with zero accountability. Bittensor just closed that door permanently. The Conviction upgrade is live on mainnet today. Every emission a subnet owner earns now locks automatically the moment it arrives. They cannot touch it immediately. If they want to exit they must submit a public unlock transaction on-chain. Visible to every single person on the network the second it is submitted. Then the clock starts. 30 days before 63% of their position becomes spendable. 90 days before 95% is accessible. You now have a month of warning before the first dollar of sell pressure hits. A silent exit is no longer possible. The founder has to tell you they are leaving before they can leave. And it goes further. Any holder can now lock their tokens toward a different address they believe would run the subnet better. The address with the most locked support behind it becomes eligible to take over entirely. Bad owners can be replaced by the community before they do damage. Before today, subnet investing had one risk nobody could price. The person running it could vanish overnight, and you would never see it coming. That risk has been removed from the equation. Skin in the game used to be a promise. Now, it is a number on a block explorer that every holder can verify in real time. The people who understand what accountable infrastructure means for the value of $TAO will not need to explain themselves later. This is still early.

2xnmore

19,549 Aufrufe • vor 4 Monaten

Private transactions between wallets now possible on Solana using ZERAs Private Cash Addresses. A closer look at last week’s MVP drop: Private P2P. Most "privacy" on Solana still falls back to withdraw-to-address (recipient + metadata leaks) or multi-step send flows that leave trails. Our P2P is different: one atomic in-pool transaction, the sender’s note is nullified, and two new encrypted notes are created, all inside the vault. No stepping out. No re-deposit choreography. Why it’s so hard to deanonymize: ✅ Your Private Cash Address has zero link to your Solana wallet: it’s an X25519 keypair derived from a wallet signature, and the public key becomes your private address. ✅ Notes are encrypted with NaCl box using a fresh ephemeral key every send, meaning even two payments to the same person looks unrelated. ✅ Recipients discover incoming notes via trial decryption, the chain never learns "who owns what." While we have immense respect for those building privacy on Solana, we are proud to be the first to achieve one-shot, in-pool P2P with full privacy. To our knowledge, this remains an industry first. This is the difference between hiding balances inside a pool and moving value privately between people. Note: Right now, the sender’s wallet still signs the private transaction, so on-chain you can see that a wallet performed a P2P action, but the amount and recipient remain private. The upcoming P2P Relayer removes that footprint too, completing the "cash-style" flow with no on-chain sender trace. What’s coming next: ✅ More assets: At least SOL + ZERA alongside USDC. ✅ P2P Relayer: A decentralized signing/relaying network that can submit transactions for you — enabling withdrawals with minimal linkage after the initial deposit, and removing the sender’s on-chain P2P footprint. Try it out in the ZERA Dashboard below ⤵️

Private transactions between wallets now possible on Solana using ZERAs Private Cash Addresses. A closer look at last week’s MVP drop: Private P2P. Most "privacy" on Solana still falls back to withdraw-to-address (recipient + metadata leaks) or multi-step send flows that leave trails. Our P2P is different: one atomic in-pool transaction, the sender’s note is nullified, and two new encrypted notes are created, all inside the vault. No stepping out. No re-deposit choreography. Why it’s so hard to deanonymize: ✅ Your Private Cash Address has zero link to your Solana wallet: it’s an X25519 keypair derived from a wallet signature, and the public key becomes your private address. ✅ Notes are encrypted with NaCl box using a fresh ephemeral key every send, meaning even two payments to the same person looks unrelated. ✅ Recipients discover incoming notes via trial decryption, the chain never learns "who owns what." While we have immense respect for those building privacy on Solana, we are proud to be the first to achieve one-shot, in-pool P2P with full privacy. To our knowledge, this remains an industry first. This is the difference between hiding balances inside a pool and moving value privately between people. Note: Right now, the sender’s wallet still signs the private transaction, so on-chain you can see that a wallet performed a P2P action, but the amount and recipient remain private. The upcoming P2P Relayer removes that footprint too, completing the "cash-style" flow with no on-chain sender trace. What’s coming next: ✅ More assets: At least SOL + ZERA alongside USDC. ✅ P2P Relayer: A decentralized signing/relaying network that can submit transactions for you — enabling withdrawals with minimal linkage after the initial deposit, and removing the sender’s on-chain P2P footprint. Try it out in the ZERA Dashboard below ⤵️

ZERA

36,632 Aufrufe • vor 6 Monaten

Introducing $Harvest, a token on Robinhood Chain. Most tokens reward whoever sells first, we built the opposite. Here's how it all works. The loop: trade → creator fees → buyback → airdrop to harvesters Every trade of $Harvest generates creator fees. Those fees are used to buy $Harvest back on the open market, and every token bought back is airdropped to harvesters, meaning anyone who harvests their tokens via our website, more info can be found on our website. Airdrops land straight in your wallet. Nothing to claim, nothing to remember. Your share: amount locked × hours locked = your weight Lock for any term you like, from 1 hour to 1 year. 1,000 tokens for 30 days carries the same weight as 10,000 tokens for 3 days. Lock more, or lock longer, and your slice of every buyback grows. You won't find an APR number here because we're not going to invent one. What you receive is $Harvest bought with real fees, in proportion to what you committed. Your lock: lock → term runs out → withdraw lock → leave early → penalty to the treasury The contract holds your tokens, not us. When your term ends you take them back. Leave early and you pay a penalty, which goes to the treasury. Patience is the whole point. Check it yourself: Every contract address, with a link to its verified source on the explorer, is listed at Every buyback and every airdrop is a transaction you can open. The board at only shows records it has confirmed on-chain, so if it's on the board, it happened. How the trust model works, and where its limits are: The launchpad: launch → bonding curve → own vault → harvest every 30 min → lockers claim ETH None of this is reserved for $Harvest. The same machinery is open to anyone who wants to launch a token on Robinhood Chain. Launch from and your token goes live on Pons v2's bonding curve with its own HarvestVault deployed alongside it, automatically. No contracts to write, no team to hire. Every creator fee your token earns, in ETH, lands in that vault instead of a wallet. Your holders lock for a term, weighted by amount × hours, exactly like $Harvest. Every 30 minutes anyone can trigger a harvest: the vault takes your share as creator, which you set at launch and can never raise above 50%, and credits the rest to your lockers by weight. They claim their ETH straight from the contract. Nobody, including you and including us, can touch locked tokens or unclaimed ETH. There is no owner, no pause button and no upgrade path. Leave a lock early and 10% of it is burned. Fill the curve and the token graduates to a live pool. Your holders get a reason to stay, and you get a token where nobody has to trust you. How to launch: How vaults work: $Harvest is live on Robinhood Chain. The only official $Harvest contract: 0x22d141f768b4dc6108c1e8712b10aca9a5c603dc

Introducing $Harvest, a token on Robinhood Chain. Most tokens reward whoever sells first, we built the opposite. Here's how it all works. The loop: trade → creator fees → buyback → airdrop to harvesters Every trade of $Harvest generates creator fees. Those fees are used to buy $Harvest back on the open market, and every token bought back is airdropped to harvesters, meaning anyone who harvests their tokens via our website, more info can be found on our website. Airdrops land straight in your wallet. Nothing to claim, nothing to remember. Your share: amount locked × hours locked = your weight Lock for any term you like, from 1 hour to 1 year. 1,000 tokens for 30 days carries the same weight as 10,000 tokens for 3 days. Lock more, or lock longer, and your slice of every buyback grows. You won't find an APR number here because we're not going to invent one. What you receive is $Harvest bought with real fees, in proportion to what you committed. Your lock: lock → term runs out → withdraw lock → leave early → penalty to the treasury The contract holds your tokens, not us. When your term ends you take them back. Leave early and you pay a penalty, which goes to the treasury. Patience is the whole point. Check it yourself: Every contract address, with a link to its verified source on the explorer, is listed at Every buyback and every airdrop is a transaction you can open. The board at only shows records it has confirmed on-chain, so if it's on the board, it happened. How the trust model works, and where its limits are: The launchpad: launch → bonding curve → own vault → harvest every 30 min → lockers claim ETH None of this is reserved for $Harvest. The same machinery is open to anyone who wants to launch a token on Robinhood Chain. Launch from and your token goes live on Pons v2's bonding curve with its own HarvestVault deployed alongside it, automatically. No contracts to write, no team to hire. Every creator fee your token earns, in ETH, lands in that vault instead of a wallet. Your holders lock for a term, weighted by amount × hours, exactly like $Harvest. Every 30 minutes anyone can trigger a harvest: the vault takes your share as creator, which you set at launch and can never raise above 50%, and credits the rest to your lockers by weight. They claim their ETH straight from the contract. Nobody, including you and including us, can touch locked tokens or unclaimed ETH. There is no owner, no pause button and no upgrade path. Leave a lock early and 10% of it is burned. Fill the curve and the token graduates to a live pool. Your holders get a reason to stay, and you get a token where nobody has to trust you. How to launch: How vaults work: $Harvest is live on Robinhood Chain. The only official $Harvest contract: 0x22d141f768b4dc6108c1e8712b10aca9a5c603dc

Harvest

23,430 Aufrufe • vor 19 Tagen

Introducing the World’s First Omnipool for Tokenized Stocks Tokenized stocks now have a way to share liquidity in a single pool instead of being split across isolated trading pairs. The first EARN Omnipool is live with $NVDA, $SPCX, $PLTR, $EARN and $WETH, creating a single AMM pool where every asset can trade against the same underlying liquidity. You can now provide liquidity for 5 tokens in a single pool, keeping exposure and earning fees from all of them. An entirely new productive market structure for stocks. What is an Omnipool? An Omnipool is a multi-asset AMM built around shared liquidity. Traditional AMMs fragment capital across separate pairs such as NVDA/ETH, SPCX/ETH and PLTR/ETH. The EARN Omnipool brings those assets together inside one weighted pool, allowing users to move directly between any of them without requiring a separate pool for every possible pair. For liquidity providers, this means one deposit can provide exposure to the full basket while earning a share of the fees generated across the entire market. Unlike a normal onchain index, the Omnipool doesn’t just hold a basket of assets. It actively provides shared liquidity between them, allowing every token to trade against the same pool while holders earn fees from that activity. How does it work? The first Omnipool is an experimental fork of Balancer V3, adapted for tokenized stocks on Robinhood Chain with Uni . Each asset begins with a 20% target weight, while the AMM continuously adjusts its balances and prices as users trade. Every swap pays a fee, with the majority going to liquidity providers and an EARN protocol share supporting continued development. Liquidity providers receive OMNI, the pool’s receipt token. Each OMNI represents a proportional claim on the assets held inside the pool and can be redeemed back into the underlying basket at any time. Connecting OMNI to Uniswap V4 The Omnipool is its own AMM, separate from Uniswap, which means it does not automatically receive Uniswap routing or external arbitrage volume. To connect the two markets, the OMNI receipt token can be paired with USDG in a Uniswap V4 pool. Because OMNI represents a claim on the entire Omnipool, this effectively makes the complete five-asset market tradable through a single token. If OMNI trades below the value of the assets backing it, anyone can buy it on Uniswap and redeem it through the Omnipool. If it trades above that value, users can deposit liquidity into the Omnipool, receive OMNI and sell it on Uniswap. This creates a live arbitrage link between the Omnipool and the wider Robinhood Chain market while giving routers a simple way to access the value of the entire pool. The first pool is an experiment, but the bigger idea is to create a shared liquidity layer for the onchain stock market. We can expand this to let anyone launch their own Omnipool on EARN.

Introducing the World’s First Omnipool for Tokenized Stocks Tokenized stocks now have a way to share liquidity in a single pool instead of being split across isolated trading pairs. The first EARN Omnipool is live with $NVDA, $SPCX, $PLTR, $EARN and $WETH, creating a single AMM pool where every asset can trade against the same underlying liquidity. You can now provide liquidity for 5 tokens in a single pool, keeping exposure and earning fees from all of them. An entirely new productive market structure for stocks. What is an Omnipool? An Omnipool is a multi-asset AMM built around shared liquidity. Traditional AMMs fragment capital across separate pairs such as NVDA/ETH, SPCX/ETH and PLTR/ETH. The EARN Omnipool brings those assets together inside one weighted pool, allowing users to move directly between any of them without requiring a separate pool for every possible pair. For liquidity providers, this means one deposit can provide exposure to the full basket while earning a share of the fees generated across the entire market. Unlike a normal onchain index, the Omnipool doesn’t just hold a basket of assets. It actively provides shared liquidity between them, allowing every token to trade against the same pool while holders earn fees from that activity. How does it work? The first Omnipool is an experimental fork of Balancer V3, adapted for tokenized stocks on Robinhood Chain with Uni . Each asset begins with a 20% target weight, while the AMM continuously adjusts its balances and prices as users trade. Every swap pays a fee, with the majority going to liquidity providers and an EARN protocol share supporting continued development. Liquidity providers receive OMNI, the pool’s receipt token. Each OMNI represents a proportional claim on the assets held inside the pool and can be redeemed back into the underlying basket at any time. Connecting OMNI to Uniswap V4 The Omnipool is its own AMM, separate from Uniswap, which means it does not automatically receive Uniswap routing or external arbitrage volume. To connect the two markets, the OMNI receipt token can be paired with USDG in a Uniswap V4 pool. Because OMNI represents a claim on the entire Omnipool, this effectively makes the complete five-asset market tradable through a single token. If OMNI trades below the value of the assets backing it, anyone can buy it on Uniswap and redeem it through the Omnipool. If it trades above that value, users can deposit liquidity into the Omnipool, receive OMNI and sell it on Uniswap. This creates a live arbitrage link between the Omnipool and the wider Robinhood Chain market while giving routers a simple way to access the value of the entire pool. The first pool is an experiment, but the bigger idea is to create a shared liquidity layer for the onchain stock market. We can expand this to let anyone launch their own Omnipool on EARN.

EARN

32,797 Aufrufe • vor 1 Monat