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Robinhood Chain is three months old. In API calls it already runs at roughly a quarter the volume of Google search. Nikil Viswanathan (Alchemy) and Johann Kerbrat (Robinhood Crypto) join Stateful, hosted by Franklin Bi, to talk tokenized assets and agentic commerce: • 40% of all new developers on...

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Pantera Capital

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18,907 views • 1 day ago •via X (Twitter)

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Alchemy's profile picture
Alchemy1 day ago

@nikil @JohannKerbrat @RobinhoodCrypto @FranklinBi agents are changing global commerce

Fission's profile picture
Fission1 day ago

@nikil @Alchemy @JohannKerbrat @RobinhoodCrypto @FranklinBi Great lineup for this conversation!

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Pantera Capital1 day ago

YouTube: Spotify: Apple Podcasts:

ZEBEC LANTERN589's profile picture
ZEBEC LANTERN5891 day ago

@nikil @Alchemy @JohannKerbrat @RobinhoodCrypto @FranklinBi HELLOOOOOOOOOO!!!! DONT SLEEP ON ZEBEC!!!!

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olyagreen.eth 🌉1 day ago

@nikil @Alchemy @JohannKerbrat @RobinhoodCrypto @FranklinBi solid ep!

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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.
0:22

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.

Shawn

61,546 views • 2 months ago

Robinhood Robinhood just made its testnet available for developers to start experimenting. We spoke with the fintech’s Crypto General Manager Johann Kerbrat ahead of the launch: “Our vision is not just to have one or two products there, but to have the entire Robinhood infrastructure to be slowly replaced by the blockchain. We are going to start with decentralized tokenized asset platform, decentralized lending platform, decentralized perpetual future exchange, all these things that exist already in different chains. And then we are slowly going to actually launch our own products. The goal of this public announcement is really to invite developers to talk to us and to start building with the chain and to start looking at the documentation and understand how we can work all together.” Watch the full interview here:
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Robinhood Robinhood just made its testnet available for developers to start experimenting. We spoke with the fintech’s Crypto General Manager Johann Kerbrat ahead of the launch: “Our vision is not just to have one or two products there, but to have the entire Robinhood infrastructure to be slowly replaced by the blockchain. We are going to start with decentralized tokenized asset platform, decentralized lending platform, decentralized perpetual future exchange, all these things that exist already in different chains. And then we are slowly going to actually launch our own products. The goal of this public announcement is really to invite developers to talk to us and to start building with the chain and to start looking at the documentation and understand how we can work all together.” Watch the full interview here:

The Defiant

38,342 views • 7 months ago

[Robinhood’s on chain ecosystem is where Ansem sees asymmetric upside] “One of the things I’m most bullish on right now is Stonkbroker.” “70% of the conversion fee buys tokenized stocks and airdrops them to NFT holders.” “Robinhood wants to be the RWA chain, but they also support memes.” Ansem 🐂🀄️ pointed to Stonkbroker as one of his highest conviction on chain bets outside of $ANSEM. The protocol combines NFTs, tokens, and tokenized equities into a single flywheel. Every conversion between the token and NFT generates fees, with most of that revenue used to buy tokenized stocks and distribute them to active NFT holders. The bigger thesis sits above the product itself. Robinhood is openly building around both RWAs and meme culture. Projects that align with that direction have room to benefit as the ecosystem expands through its launchpad, DEX, and growing on chain infrastructure. For him, it’s an early ecosystem play backed by a builder with deep crypto experience and a market cap that still leaves meaningful upside.
1:21

[Robinhood’s on chain ecosystem is where Ansem sees asymmetric upside] “One of the things I’m most bullish on right now is Stonkbroker.” “70% of the conversion fee buys tokenized stocks and airdrops them to NFT holders.” “Robinhood wants to be the RWA chain, but they also support memes.” Ansem 🐂🀄️ pointed to Stonkbroker as one of his highest conviction on chain bets outside of $ANSEM. The protocol combines NFTs, tokens, and tokenized equities into a single flywheel. Every conversion between the token and NFT generates fees, with most of that revenue used to buy tokenized stocks and distribute them to active NFT holders. The bigger thesis sits above the product itself. Robinhood is openly building around both RWAs and meme culture. Projects that align with that direction have room to benefit as the ecosystem expands through its launchpad, DEX, and growing on chain infrastructure. For him, it’s an early ecosystem play backed by a builder with deep crypto experience and a market cap that still leaves meaningful upside.

Kaiz 🐂🀄️

43,762 views • 1 month ago

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)
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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 views • 3 months ago

AMC CEO Adam Aron called Robinhood’s approach to tokenized stocks “vile.” Robinhood CEO Vlad Tenev is defending the practice as the dispute escalates. On today’s Public Keys at the NYSE 🏛, Jenn Sanasie and 21Shares co-founder Ophelia Snyder dig into tokenized equities and why putting stocks on-chain could reshape the shareholder relationship with Payward Chief Commercial Officer Mark Greenberg and Bullish Exchange President Chris Tyrer. Plus, what $1.2B in weekly crypto ETF inflows is telling us about institutional demand. Chapters/Timecodes: 00:00 Welcome to Public Keys 00:40 Has the Mood Shifted on the Clarity Act? 03:32 The ColdCard Hack and the Case for Intermediaries 05:26 Payward's Mark Greenberg Joins 05:47 Inside the London Stock Exchange xStocks Deal 07:11 Will xStocks Come to the US? 08:41 The AMC-Robinhood Tokenized Stock Spat 09:57 Why Issuers Should Embrace Tokenized Equities 11:13 Nasdaq Equity Tokens and Yield on xStocks 13:20 Bullish's Chris Tyrer on the $4.2B Equiniti Deal 14:23 The Three Models of Tokenized Equity 15:10 Who Owns Your Stock? Cede & Co. and Issuer Visibility 17:51 Tokenization as the Next Mega Trend 19:31 Turning Shareholders Into Members 21:31 Tokenization, NFTs, and the Governance Problem 24:28 Another $1.2B Week for BTC and ETH ETFs 25:04 Reading the Flows: Macro and a Bitcoin Regime 27:47 Alt Flows and the First US Staked TRON ETF
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AMC CEO Adam Aron called Robinhood’s approach to tokenized stocks “vile.” Robinhood CEO Vlad Tenev is defending the practice as the dispute escalates. On today’s Public Keys at the NYSE 🏛, Jenn Sanasie and 21Shares co-founder Ophelia Snyder dig into tokenized equities and why putting stocks on-chain could reshape the shareholder relationship with Payward Chief Commercial Officer Mark Greenberg and Bullish Exchange President Chris Tyrer. Plus, what $1.2B in weekly crypto ETF inflows is telling us about institutional demand. Chapters/Timecodes: 00:00 Welcome to Public Keys 00:40 Has the Mood Shifted on the Clarity Act? 03:32 The ColdCard Hack and the Case for Intermediaries 05:26 Payward's Mark Greenberg Joins 05:47 Inside the London Stock Exchange xStocks Deal 07:11 Will xStocks Come to the US? 08:41 The AMC-Robinhood Tokenized Stock Spat 09:57 Why Issuers Should Embrace Tokenized Equities 11:13 Nasdaq Equity Tokens and Yield on xStocks 13:20 Bullish's Chris Tyrer on the $4.2B Equiniti Deal 14:23 The Three Models of Tokenized Equity 15:10 Who Owns Your Stock? Cede & Co. and Issuer Visibility 17:51 Tokenization as the Next Mega Trend 19:31 Turning Shareholders Into Members 21:31 Tokenization, NFTs, and the Governance Problem 24:28 Another $1.2B Week for BTC and ETH ETFs 25:04 Reading the Flows: Macro and a Bitcoin Regime 27:47 Alt Flows and the First US Staked TRON ETF

CoinDesk

73,813 views • 16 days ago

FOMO IS LIVE ON ROBINHOOD CHAIN. Robinhood Chain is building an AI-native onchain economy, purpose-built to make real-world assets investable onchain. FLock now brings FOMO, the first Fair Open Model Offering, to Robinhood Crypto, extending that frontier from financial assets to artificial intelligence. AI Model Tokens aren’t just another crypto asset. They’re a new onchain primitive, backed by model inference through FLock API Platform, FLock’s enterprise-grade gateway for open-source AI models. Built for the agentic economy, FOMO connects Model Token value to real AI usage, giving anyone a new way to launch, trade, and back AI models. Thousands of AI agents are being tokenised. Now, the open-source intelligence powering them can be too. This is not a phase. This is a supercycle. Explore Model Tokens on FOMO. Now live for trading on Uniswap.
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FOMO IS LIVE ON ROBINHOOD CHAIN. Robinhood Chain is building an AI-native onchain economy, purpose-built to make real-world assets investable onchain. FLock now brings FOMO, the first Fair Open Model Offering, to Robinhood Crypto, extending that frontier from financial assets to artificial intelligence. AI Model Tokens aren’t just another crypto asset. They’re a new onchain primitive, backed by model inference through FLock API Platform, FLock’s enterprise-grade gateway for open-source AI models. Built for the agentic economy, FOMO connects Model Token value to real AI usage, giving anyone a new way to launch, trade, and back AI models. Thousands of AI agents are being tokenised. Now, the open-source intelligence powering them can be too. This is not a phase. This is a supercycle. Explore Model Tokens on FOMO. Now live for trading on Uniswap.

FLock.io

16,851 views • 21 days ago

LIVE NOW - Robinhood’s Plan to Capture the $90T Wealth Transfer The next great battle in finance may be over where the $70-90T wealth transfer actually lands. Ryan and David sit down with Vlad Tenev to talk Gen Z and retirement, tokenized stocks, 24/7 markets, prediction markets, private-market access, and why Robinhood wants to become the default financial platform for the next generation. --- TIMESTAMPS 0:00 The $70–90T Wealth Transfer and Robinhood's Strategy 4:01 Finance in 2040: 24/7 Markets Everywhere 6:06 Tokenized Stocks, Robinhood Chain, and the U.S. Rollout Question 11:22 Robinhood's Full-Stack DeFi Vision 14:31 Prediction Markets as “Truth Machines” 17:06 Robinhood Social, Sherwood Media, and the Content Layer 21:44 Why “Entertainment Finance” Might Be Overstated 25:03 Gen Z Is More Retirement-Savvy Than You Think 30:54 Trump Accounts and Investing From Birth 36:21 The Financial Super App Race 39:30 Why Robinhood Is Not Prioritizing Peer-to-Peer Payments 42:22 Stablecoins, Bank Charters, and Consumer Reality 49:30 The Clarity Act, Stablecoin Yield, and Tokenized Assets 55:16 Perps Could Come Onshore Fast 57:12 Retail Access to Private Markets 1:00:52 Robinhood's Third Act: Social, AI, and Agentic Finance
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LIVE NOW - Robinhood’s Plan to Capture the $90T Wealth Transfer The next great battle in finance may be over where the $70-90T wealth transfer actually lands. Ryan and David sit down with Vlad Tenev to talk Gen Z and retirement, tokenized stocks, 24/7 markets, prediction markets, private-market access, and why Robinhood wants to become the default financial platform for the next generation. --- TIMESTAMPS 0:00 The $70–90T Wealth Transfer and Robinhood's Strategy 4:01 Finance in 2040: 24/7 Markets Everywhere 6:06 Tokenized Stocks, Robinhood Chain, and the U.S. Rollout Question 11:22 Robinhood's Full-Stack DeFi Vision 14:31 Prediction Markets as “Truth Machines” 17:06 Robinhood Social, Sherwood Media, and the Content Layer 21:44 Why “Entertainment Finance” Might Be Overstated 25:03 Gen Z Is More Retirement-Savvy Than You Think 30:54 Trump Accounts and Investing From Birth 36:21 The Financial Super App Race 39:30 Why Robinhood Is Not Prioritizing Peer-to-Peer Payments 42:22 Stablecoins, Bank Charters, and Consumer Reality 49:30 The Clarity Act, Stablecoin Yield, and Tokenized Assets 55:16 Perps Could Come Onshore Fast 57:12 Retail Access to Private Markets 1:00:52 Robinhood's Third Act: Social, AI, and Agentic Finance

Bankless

84,843 views • 6 months ago

Robinhood now pays your dividends up to a month early. Fletch takes that further: it makes the dividend itself something you can trade. On Robinhood Chain, Fletch splits a tokenized stock into two tokens, one for its value and one for its dividend. That gives you three ways to earn: • Buy the value token at a discount and hold it for a fixed, predictable yield. • Buy the dividend token cheap for leveraged upside if the payout comes in strong. • Or sell your future dividends for cash today, instead of waiting for them. Robinhood gets you paid sooner. Fletch lets you trade the payout itself. Mainnet contracts are already deployed on Robinhood Chain, opening one market at a time. Ca: 0x3450598e419aBB5609f60e4B2Fda127ff0897777 Tg: Website:
0:37

Robinhood now pays your dividends up to a month early. Fletch takes that further: it makes the dividend itself something you can trade. On Robinhood Chain, Fletch splits a tokenized stock into two tokens, one for its value and one for its dividend. That gives you three ways to earn: • Buy the value token at a discount and hold it for a fixed, predictable yield. • Buy the dividend token cheap for leveraged upside if the payout comes in strong. • Or sell your future dividends for cash today, instead of waiting for them. Robinhood gets you paid sooner. Fletch lets you trade the payout itself. Mainnet contracts are already deployed on Robinhood Chain, opening one market at a time. Ca: 0x3450598e419aBB5609f60e4B2Fda127ff0897777 Tg: Website:

Fletch

34,385 views • 2 months ago

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
12:25

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 views • 2 months ago

Cards vs stablecoins for agentic payments? Both. And here is why. Cuy Sheffield (Visa Crypto) and Jay Yu 🐟 (Pantera Capital) join our Stateful podcast, hosted by Mason Nystrom. In this episode, they cover everything at the intersection of payments, AI, and crypto: - Stablecoin supply up 40%, adjusted volume up 90% in 2025 and still accelerating - The AI mullet: cards in the front, stablecoins in the back - Vibe coders are the most exciting customer segment on the planet. One human companies are coming. - Kill the API key: wallet identity over X402 and MPP is a 10x better developer experience - Why cards are the best way for agents to pay and be paid. 01:08 How Stablecoins Grew 40% in 2025 02:42 Why Stablecoins Work Like Cards 04:16 Visa's Payment Infrastructure Play 05:14 Permissionless vs Vertical Stablecoin Networks 07:32 Agentic Payments: Real vs Hype 09:04 x402: The Agenctic Inflection Point 09:30 Killing API Keys With Wallets 13:00 Building for the Vibe Coder 14:54 Cards vs Crypto: The Real Debate 16:50 What Actually Works for Builders 18:49 Cross-Chain Payment Infrastructure 21:36 Keys, Wallets & User Experience 24:36 Future of Autonomous Payments 29:13 What Gets Builders Most Excited 34:31 Agentic Payment Holy Grails
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Cards vs stablecoins for agentic payments? Both. And here is why. Cuy Sheffield (Visa Crypto) and Jay Yu 🐟 (Pantera Capital) join our Stateful podcast, hosted by Mason Nystrom. In this episode, they cover everything at the intersection of payments, AI, and crypto: - Stablecoin supply up 40%, adjusted volume up 90% in 2025 and still accelerating - The AI mullet: cards in the front, stablecoins in the back - Vibe coders are the most exciting customer segment on the planet. One human companies are coming. - Kill the API key: wallet identity over X402 and MPP is a 10x better developer experience - Why cards are the best way for agents to pay and be paid. 01:08 How Stablecoins Grew 40% in 2025 02:42 Why Stablecoins Work Like Cards 04:16 Visa's Payment Infrastructure Play 05:14 Permissionless vs Vertical Stablecoin Networks 07:32 Agentic Payments: Real vs Hype 09:04 x402: The Agenctic Inflection Point 09:30 Killing API Keys With Wallets 13:00 Building for the Vibe Coder 14:54 Cards vs Crypto: The Real Debate 16:50 What Actually Works for Builders 18:49 Cross-Chain Payment Infrastructure 21:36 Keys, Wallets & User Experience 24:36 Future of Autonomous Payments 29:13 What Gets Builders Most Excited 34:31 Agentic Payment Holy Grails

Pantera Capital

33,346 views • 5 months ago

What are the Top 5 Biggest memecoins on the Robinhood chain? The Robinhood Chain (Robinhood) launched on July 1, 2026, as an Ethereum Layer 2 chain for tokenized stocks. This didn't quite go to plan for traders, though, as memecoins soon dominated volume and formed a clear hierarchy. Below is a list of the top five coins, based on the CoinGecko Robinhood Chain Meme page and social media coverage. (1) Artificial Inu $AI (Artificial Inu) This is an AI dog meme, but its largest liquidity is quoted against tokenized NVIDIA rather than $ETH. It launched in August and grew from around a $1.5 million market cap on August 1 to about $135 million on August 30, then hit a high of around $300 million in early September. This mechanism allowed it to become the biggest "stock coin" on the chain and the coin with the leading market cap. Still, it does not represent NVIDIA equity. (2) Cash Cat $CASHCAT (Cash Cat) CASHCAT is the chain's mascot. Before Robinhood became what it is today, the co-founders called their platform CashCat. Someone anonymous brought it back alive just days after the chain’s mainnet launch. With CEO Vlad Tenev praising the chain, saying it works "great for memes," and following the account, the meme coin skyrocketed by more than 1,700% in one day and several thousand percent in its first week, reaching peaks from mid-$100 million to more than $200 million. On August 6, Cash Cat became the first meme coin on Robinhood Chain to be added to the Robinhood app and doubled in value around the same time. (3) BLORB $BLORB (Blorbmeme) This recently launched community coin centers on a chaos blob mascot and Blorb World Order branding. This coin recently broke out by printing a new all-time high of ~$0.115 on September 15 and posting a roughly 75% one-day pump. Liquidity was strong compared to other new coins on the chain, helping it maintain a nine-figure market cap after the pump. (4) GreenHood $HOOD (TheGreenHood) The GreenHood story starts with a legend: a joke involving a Robin Hood who robs a bonding curve and airdrops it. It offers no utility by design. No roadmap, no team promises, only the green hood and the sheriff overseeing the price action. The reason why it ranks in the top five is very recent. The meme has surged nearly 90% in the past 24 hours. It is a classic chain-native culture token riding a fresh wave. (5) Boner Coin $BONER (boner) BONER refers to itself as “hard money” and mainly partners with tokenized HIMS. This grouping has accounted for a significant portion of on-chain HIMS on some occasions, the same stock-paired meta that pushed AI. It was created in August 2026, rose from almost zero all-time lows to an ATH of about $0.083 on September 7, and continues trading with hundreds of thousands of holdings. Market structure is identical to everything else on the leaderboard: community token, DEX-only, and still under a $100 million market cap. ------ There is a certain pattern here. Robinhood laid out the rails for stocks. The first robust products were memes that either stole the corporate mythology (CASHCAT, HOOD) or directly connected with these stock memes (AI, BONER). That being said, the meme ecosystem on the chain is thriving. However, like every other post about memecoin, this content is just for informational purposes only and not financial advice.
0:30

What are the Top 5 Biggest memecoins on the Robinhood chain? The Robinhood Chain (Robinhood) launched on July 1, 2026, as an Ethereum Layer 2 chain for tokenized stocks. This didn't quite go to plan for traders, though, as memecoins soon dominated volume and formed a clear hierarchy. Below is a list of the top five coins, based on the CoinGecko Robinhood Chain Meme page and social media coverage. (1) Artificial Inu $AI (Artificial Inu) This is an AI dog meme, but its largest liquidity is quoted against tokenized NVIDIA rather than $ETH. It launched in August and grew from around a $1.5 million market cap on August 1 to about $135 million on August 30, then hit a high of around $300 million in early September. This mechanism allowed it to become the biggest "stock coin" on the chain and the coin with the leading market cap. Still, it does not represent NVIDIA equity. (2) Cash Cat $CASHCAT (Cash Cat) CASHCAT is the chain's mascot. Before Robinhood became what it is today, the co-founders called their platform CashCat. Someone anonymous brought it back alive just days after the chain’s mainnet launch. With CEO Vlad Tenev praising the chain, saying it works "great for memes," and following the account, the meme coin skyrocketed by more than 1,700% in one day and several thousand percent in its first week, reaching peaks from mid-$100 million to more than $200 million. On August 6, Cash Cat became the first meme coin on Robinhood Chain to be added to the Robinhood app and doubled in value around the same time. (3) BLORB $BLORB (Blorbmeme) This recently launched community coin centers on a chaos blob mascot and Blorb World Order branding. This coin recently broke out by printing a new all-time high of ~$0.115 on September 15 and posting a roughly 75% one-day pump. Liquidity was strong compared to other new coins on the chain, helping it maintain a nine-figure market cap after the pump. (4) GreenHood $HOOD (TheGreenHood) The GreenHood story starts with a legend: a joke involving a Robin Hood who robs a bonding curve and airdrops it. It offers no utility by design. No roadmap, no team promises, only the green hood and the sheriff overseeing the price action. The reason why it ranks in the top five is very recent. The meme has surged nearly 90% in the past 24 hours. It is a classic chain-native culture token riding a fresh wave. (5) Boner Coin $BONER (boner) BONER refers to itself as “hard money” and mainly partners with tokenized HIMS. This grouping has accounted for a significant portion of on-chain HIMS on some occasions, the same stock-paired meta that pushed AI. It was created in August 2026, rose from almost zero all-time lows to an ATH of about $0.083 on September 7, and continues trading with hundreds of thousands of holdings. Market structure is identical to everything else on the leaderboard: community token, DEX-only, and still under a $100 million market cap. ------ There is a certain pattern here. Robinhood laid out the rails for stocks. The first robust products were memes that either stole the corporate mythology (CASHCAT, HOOD) or directly connected with these stock memes (AI, BONER). That being said, the meme ecosystem on the chain is thriving. However, like every other post about memecoin, this content is just for informational purposes only and not financial advice.

BSCN

18,710 views • 7 days ago

LIVE NOW - Tempo Mainnet: The Race to Agentic Commerce Tempo is live, and the big bet is clear: AI agents need a native payment layer. Georgios Konstantopoulos and Brendan Ryan join Bankless to explore: - why Tempo launched with agentic payments front and center, - how MPP turns payments into auth, - why “give the agent the wallet” could unlock a new internet economy, - where MPP fits against x402, - what Tempo’s L1 design makes possible for builders. Enjoy the episode. --- TIMESTAMPS 0:00 Tempo Mainnet goes live 1:18 Why the launch is focused on agents 3:58 What MPP actually is 6:30 MPP vs x402 15:28 Why agentic commerce matters 20:08 The “original sin” of the internet 26:04 MCP, NLWeb, and the emerging agent stack 34:07 The onboarding flow: wallets for agents 37:11 How Tempo’s wallet security works 40:11 Tempo chain design and specs 51:13 Why build an L1 instead of an Ethereum L2? 56:10 The Ethereum tension 1:05:01 Agent identity, reputation, and ERC-8004 1:06:53 TIP20, stablecoins, and what can be built on Tempo 1:12:36 Builder opportunity in the agentic web
1:21:50

LIVE NOW - Tempo Mainnet: The Race to Agentic Commerce Tempo is live, and the big bet is clear: AI agents need a native payment layer. Georgios Konstantopoulos and Brendan Ryan join Bankless to explore: - why Tempo launched with agentic payments front and center, - how MPP turns payments into auth, - why “give the agent the wallet” could unlock a new internet economy, - where MPP fits against x402, - what Tempo’s L1 design makes possible for builders. Enjoy the episode. --- TIMESTAMPS 0:00 Tempo Mainnet goes live 1:18 Why the launch is focused on agents 3:58 What MPP actually is 6:30 MPP vs x402 15:28 Why agentic commerce matters 20:08 The “original sin” of the internet 26:04 MCP, NLWeb, and the emerging agent stack 34:07 The onboarding flow: wallets for agents 37:11 How Tempo’s wallet security works 40:11 Tempo chain design and specs 51:13 Why build an L1 instead of an Ethereum L2? 56:10 The Ethereum tension 1:05:01 Agent identity, reputation, and ERC-8004 1:06:53 TIP20, stablecoins, and what can be built on Tempo 1:12:36 Builder opportunity in the agentic web

Bankless

23,815 views • 6 months ago

Yesterday we broke down the entire LONG() thesis $AI lets you pair a memecoin with a tokenized stock in the same liquidity pool. As the stock rises it pulls the meme up, and as the meme gets bought it creates buy pressure for the stock in the pool. $AI is the proof of concept. Over the last few days it's accounted for 30% of all Nvidia tokenized stock volume on Robinhood 🤯 The attention is already there (Uniswap's founder came out bullish on the concept). Robinhood's head of product, who's also head of DeFi, followed the platform. Vlad Tenev put out a call for builders in RWA and tokenized stocks to DM him. This is the exact direction Robinhood wants to go anyway. Today Nate joins us on stream for one of our most anticipated interviews yet...see you there!
7:07

Yesterday we broke down the entire LONG() thesis $AI lets you pair a memecoin with a tokenized stock in the same liquidity pool. As the stock rises it pulls the meme up, and as the meme gets bought it creates buy pressure for the stock in the pool. $AI is the proof of concept. Over the last few days it's accounted for 30% of all Nvidia tokenized stock volume on Robinhood 🤯 The attention is already there (Uniswap's founder came out bullish on the concept). Robinhood's head of product, who's also head of DeFi, followed the platform. Vlad Tenev put out a call for builders in RWA and tokenized stocks to DM him. This is the exact direction Robinhood wants to go anyway. Today Nate joins us on stream for one of our most anticipated interviews yet...see you there!

MCG

23,296 views • 2 months ago

Rasmr argues Robinhood proved it doesn't understand crypto by building its own chain instead of using Solana "Here's a take. If Robinhood actually wanted to offer the best product for their users, they'd find a way to partner with Solana and hammer it, because Solana already has everything Robinhood wants to integrate. So does hyperliquid. They already exist." "You didn't need to make your own order book on Lighter from scratch, you could've used Hyperliquid builder codes. You didn't need to make your own chain, you could utilize Solana, everyone building on it has been grinding for years building out product. So if Robinhood understood crypto and understood what the user wanted, why are they building a new chain? Why are they making their own CLOB? I'm not sold they actually care about us at all."
1:09

Rasmr argues Robinhood proved it doesn't understand crypto by building its own chain instead of using Solana "Here's a take. If Robinhood actually wanted to offer the best product for their users, they'd find a way to partner with Solana and hammer it, because Solana already has everything Robinhood wants to integrate. So does hyperliquid. They already exist." "You didn't need to make your own order book on Lighter from scratch, you could've used Hyperliquid builder codes. You didn't need to make your own chain, you could utilize Solana, everyone building on it has been grinding for years building out product. So if Robinhood understood crypto and understood what the user wanted, why are they building a new chain? Why are they making their own CLOB? I'm not sold they actually care about us at all."

Kai

50,055 views • 2 months ago

BREAKING: Robinhood CEO Vlad Tenev on $HOOD’s Record Year Landing Robinhood in the Top 5 of the Highest-Growth S&P 500 Stocks for 2025. Jan 2025, $HOOD stock opened under $40/share, by the end of Dec it closed ~$113/share (+200% annual gain) pushing the company to over $100 Billion in market capitalization. But as Vlad (Vlad Tenev) explains, the bigger story is under the hood.. - Today, Robinhood has 11 separate business lines generating $100M+ in annual revenue (!!) - Prediction markets start new supercycle (sports, weather, insurance) - Tokenized stocks & 24/7 trading in Europe - Reinventing earnings calls as live, interactive experiences - Unlocking private markets & AI companies for retail investors - Robinhood Cortex, an AI financial assistant with full portfolio context - Why retail investors today look very different than in the 2021 WallStreetBets boom Shoutout to amit Highlights: (00:00) Welcome to Robinhood HQ (01:02) +200% record year & what actually changed (01:54) From IPO volatility to an "all-weather" business (02:55) The V6 → V12 engine analogy (03:15) 11 business lines generating $100M+ each (04:01) Cash sweep, margin growth, & Robinhood Gold (04:59) Gold subscriptions hit 4M users (05:45) The three arcs of Robinhood's long-term strategy (11:21) Why Robinhood must grow with each generation (15:09) Prediction markets & the supercycle (15:29) Weather, insurance, & real-world hedging (20:10) Amit's Corner: Retail traders today vs the 2021 meme era (24:16) $350B in assets under custody & diversification (27:32) Reinventing earnings calls for retail investors (30:10) Live earnings, retail Q&A, & engagement at scale (34:13) Tokenized stocks and 24/7 trading in Europe (36:21) Unlocking private markets through tokenization (38:44) Robinhood Ventures & access to private companies (44:51) Harmonic & mathematical superintelligence (09:35) Robinhood Cortex & AI-powered trading (51:18) Vlad's hottest prediction for 2026
54:14

BREAKING: Robinhood CEO Vlad Tenev on $HOOD’s Record Year Landing Robinhood in the Top 5 of the Highest-Growth S&P 500 Stocks for 2025. Jan 2025, $HOOD stock opened under $40/share, by the end of Dec it closed ~$113/share (+200% annual gain) pushing the company to over $100 Billion in market capitalization. But as Vlad (Vlad Tenev) explains, the bigger story is under the hood.. - Today, Robinhood has 11 separate business lines generating $100M+ in annual revenue (!!) - Prediction markets start new supercycle (sports, weather, insurance) - Tokenized stocks & 24/7 trading in Europe - Reinventing earnings calls as live, interactive experiences - Unlocking private markets & AI companies for retail investors - Robinhood Cortex, an AI financial assistant with full portfolio context - Why retail investors today look very different than in the 2021 WallStreetBets boom Shoutout to amit Highlights: (00:00) Welcome to Robinhood HQ (01:02) +200% record year & what actually changed (01:54) From IPO volatility to an "all-weather" business (02:55) The V6 → V12 engine analogy (03:15) 11 business lines generating $100M+ each (04:01) Cash sweep, margin growth, & Robinhood Gold (04:59) Gold subscriptions hit 4M users (05:45) The three arcs of Robinhood's long-term strategy (11:21) Why Robinhood must grow with each generation (15:09) Prediction markets & the supercycle (15:29) Weather, insurance, & real-world hedging (20:10) Amit's Corner: Retail traders today vs the 2021 meme era (24:16) $350B in assets under custody & diversification (27:32) Reinventing earnings calls for retail investors (30:10) Live earnings, retail Q&A, & engagement at scale (34:13) Tokenized stocks and 24/7 trading in Europe (36:21) Unlocking private markets through tokenization (38:44) Robinhood Ventures & access to private companies (44:51) Harmonic & mathematical superintelligence (09:35) Robinhood Cortex & AI-powered trading (51:18) Vlad's hottest prediction for 2026

Molly O’Shea

192,026 views • 8 months ago

The competition was tough to win Robinhood’s business. In this episode, Offchain Labs CEO Steven Goldfeder explains: 🧠 Why Robinhood picked the Arbitrum stack (instead of Solana’s) 💸 How the choice turned gas fees into revenue for Robinhood 📈 What tokenized stocks mean for DeFi 🎨 Why better UX is crypto’s biggest unlock and more! Timestamps: 🎬 0:00 Intro 🚀 1:44 Why Robinhood chose Arbitrum and how much control they really have 🧑‍💻 6:38 How Arbitrum Stylus could power better UX for Robinhood and beyond 🌊 10:26 Why liquidity fragmentation is still a major unsolved problem 🧲 11:41 What makes MEV capture so attractive to big players like Robinhood 🏆 13:48 Why tokenized stocks might be the “big prize” on Arbitrum 🌐 16:12 What it means to be part of the Arbitrum ecosystem 📊 18:02 How tokenized equities could change investing and what the risks are 🏛️ 21:11 Why the Arbitrum DAO stands to gain from this partnership 🔧 22:17 How Steven thinks fragmentation can be fixed more easily than most believe 🌉 25:52 Where the crypto-TradFi convergence is headed next 💬 29:40 Why Steven defends Ethereum and calls out the critics of L2s Thank you to our sponsors! @AskFocal Ledn
34:18

The competition was tough to win Robinhood’s business. In this episode, Offchain Labs CEO Steven Goldfeder explains: 🧠 Why Robinhood picked the Arbitrum stack (instead of Solana’s) 💸 How the choice turned gas fees into revenue for Robinhood 📈 What tokenized stocks mean for DeFi 🎨 Why better UX is crypto’s biggest unlock and more! Timestamps: 🎬 0:00 Intro 🚀 1:44 Why Robinhood chose Arbitrum and how much control they really have 🧑‍💻 6:38 How Arbitrum Stylus could power better UX for Robinhood and beyond 🌊 10:26 Why liquidity fragmentation is still a major unsolved problem 🧲 11:41 What makes MEV capture so attractive to big players like Robinhood 🏆 13:48 Why tokenized stocks might be the “big prize” on Arbitrum 🌐 16:12 What it means to be part of the Arbitrum ecosystem 📊 18:02 How tokenized equities could change investing and what the risks are 🏛️ 21:11 Why the Arbitrum DAO stands to gain from this partnership 🔧 22:17 How Steven thinks fragmentation can be fixed more easily than most believe 🌉 25:52 Where the crypto-TradFi convergence is headed next 💬 29:40 Why Steven defends Ethereum and calls out the critics of L2s Thank you to our sponsors! @AskFocal Ledn

Laura Shin

53,073 views • 1 year ago

Stripe invited us to their MPP IRL event to speak with product leaders in agentic commerce. In this MTS Exclusive, sophia dew sat down with Jen Lee, Jen (product lead for machine payments at Stripe), Sam Ragsdale, Sam Ragsdale (CEO of Merit Systems), and Dan Romero, Dan Romero (business lead at Tempo) to discuss the future of agentic commerce: Product Lead, Stripe, Jen Lee 03:29 the 1990s status code MPP runs on 05:27 why agentic commerce hasn't taken off 07:18 "stateless SaaS" 08:05 what Patreon looks like at a fraction of a cent 09:21 chaining Browserbase and PostalForm to plan a trip 10:47 a live on-chain purchase from one prompt 12:04 the new test of a good product 14:50 "probably the first 1,000 people to have ever made a machine payment" CEO of Merit Systems, Sam Ragsdale 16:40 why the internet's architecture is wrong for agents 18:07 why ads don't work on agents 19:18 the SEO slop war, agent versus agent 22:20 when your empathetic AI becomes merchant-aligned 25:43 twenty years of teaching developers that bots are bad 27:00 the slow lane and the fast lane 28:11 $60B in 2016, $300B last year 31:39 the three unsolved problems Business Lead at Tempo, Dan Romero 33:47 payments over meme coin trades 34:12 what's actually wrong with existing rails 35:50 what the Genius Act unlocked 40:14 why your card number is a password 41:13 no chargebacks 42:03 why agents adopt what consumers won't 45:44 5% of US-Mexico remittances, over WhatsApp 51:26 twelve years in crypto and the first real impact
52:32

Stripe invited us to their MPP IRL event to speak with product leaders in agentic commerce. In this MTS Exclusive, sophia dew sat down with Jen Lee, Jen (product lead for machine payments at Stripe), Sam Ragsdale, Sam Ragsdale (CEO of Merit Systems), and Dan Romero, Dan Romero (business lead at Tempo) to discuss the future of agentic commerce: Product Lead, Stripe, Jen Lee 03:29 the 1990s status code MPP runs on 05:27 why agentic commerce hasn't taken off 07:18 "stateless SaaS" 08:05 what Patreon looks like at a fraction of a cent 09:21 chaining Browserbase and PostalForm to plan a trip 10:47 a live on-chain purchase from one prompt 12:04 the new test of a good product 14:50 "probably the first 1,000 people to have ever made a machine payment" CEO of Merit Systems, Sam Ragsdale 16:40 why the internet's architecture is wrong for agents 18:07 why ads don't work on agents 19:18 the SEO slop war, agent versus agent 22:20 when your empathetic AI becomes merchant-aligned 25:43 twenty years of teaching developers that bots are bad 27:00 the slow lane and the fast lane 28:11 $60B in 2016, $300B last year 31:39 the three unsolved problems Business Lead at Tempo, Dan Romero 33:47 payments over meme coin trades 34:12 what's actually wrong with existing rails 35:50 what the Genius Act unlocked 40:14 why your card number is a password 41:13 no chargebacks 42:03 why agents adopt what consumers won't 45:44 5% of US-Mexico remittances, over WhatsApp 51:26 twelve years in crypto and the first real impact

MTS

26,976 views • 1 month ago

Why do we need a purpose-built blockchain for agentic payments? Because AI agents are now smart enough to operate autonomously, and they need their own rails to transact with each other. Watch the video to see what that looks like in action: A real agent, built on Kite AI, helped our CTO Scott Shi - e/acc order lunch from Uber Eats fully on its own. It explored menu options, made the choice, and completed the payment - all without human intervention. This marks the beginning of agentic commerce and the future of agentic payments - and Kite AI is building this.
0:20

Why do we need a purpose-built blockchain for agentic payments? Because AI agents are now smart enough to operate autonomously, and they need their own rails to transact with each other. Watch the video to see what that looks like in action: A real agent, built on Kite AI, helped our CTO Scott Shi - e/acc order lunch from Uber Eats fully on its own. It explored menu options, made the choice, and completed the payment - all without human intervention. This marks the beginning of agentic commerce and the future of agentic payments - and Kite AI is building this.

KITE AI

88,302 views • 11 months ago

Tokenization is no longer a back-office experiment. It’s the front office. Sandy Kaul from Franklin Templeton Digital Assets and Ian De Bode from Ondo Finance join our Stateful podcast, hosted by Franklin Bi. In this episode, they discuss how capital markets are coming onchain: - 100% of Franklin Templeton’s digital asset AUM comes from net new crypto-native customers - Ondo’s tokenized ETFs: permissionless, 24/7, usable as DeFi collateral like stablecoins for stocks - AI agents will need blockchain rails to execute 183 trillion in machine-to-machine transactions - A crypto whale bought $50M of Google stock in a single trade. Education incoming. - The headline for mission accomplished: net new inflows to tokenized products exceed off-chain launches 01:57 Franklin Templeton Tokenizing in 2019 03:37 Proving Blockchain Efficiency to the SEC 04:30 The Transfer Agent Advantage 05:55 How Ondo Tokenizes Stocks and ETFs 08:15 How Ondo’s Tokenization Relate 09:05 Why Permissionless Wrappers Unlock Global Capital Markets 10:48 The Real Reason Crypto Wants 24/7 Trading Access 12:02 Stablecoins vs Web2 Fintech: Why Blockchain Wins 13:05 Real-Time Settlement: The Death of T+2 14:22 Smart Contracts That Program Investor Protections 16:29 24/7 Markets Create More Demand 17:02 Why AI Agents Need Tokenization 18:04 $183 Trillion in AI Agent Transactions by 2030 19:01 Legacy Systems Can't Handle Machine-to-Machine Commerce 20:17 Tokenization: The Bridge to Institutional Crypto Allocations 21:04 Why TradFi Needs Crypto's Innovation Stack 22:02 Permissionless Wrappers: Why KYC Doesn't Scale for Agents 23:37 The Moment Franklin Templeton Decided to Partner with Ondo 25:14 Why Permissionless Tokens Scare Traditional Firms 27:29 100% of Franklin's Digital Assets Come From Crypto Natives 30:01 Opening Net New Distribution Channels, Not Just Products 33:20 Success Metrics: Assets, Thought Partnership, and Experimentation 35:07 Educating Crypto Natives on Diversification and ETFs 36:53 When $200M Bitcoin Holders Discover Traditional Assets 38:14 The Generational Shift: Crypto Natives Meet TradFi
48:11

Tokenization is no longer a back-office experiment. It’s the front office. Sandy Kaul from Franklin Templeton Digital Assets and Ian De Bode from Ondo Finance join our Stateful podcast, hosted by Franklin Bi. In this episode, they discuss how capital markets are coming onchain: - 100% of Franklin Templeton’s digital asset AUM comes from net new crypto-native customers - Ondo’s tokenized ETFs: permissionless, 24/7, usable as DeFi collateral like stablecoins for stocks - AI agents will need blockchain rails to execute 183 trillion in machine-to-machine transactions - A crypto whale bought $50M of Google stock in a single trade. Education incoming. - The headline for mission accomplished: net new inflows to tokenized products exceed off-chain launches 01:57 Franklin Templeton Tokenizing in 2019 03:37 Proving Blockchain Efficiency to the SEC 04:30 The Transfer Agent Advantage 05:55 How Ondo Tokenizes Stocks and ETFs 08:15 How Ondo’s Tokenization Relate 09:05 Why Permissionless Wrappers Unlock Global Capital Markets 10:48 The Real Reason Crypto Wants 24/7 Trading Access 12:02 Stablecoins vs Web2 Fintech: Why Blockchain Wins 13:05 Real-Time Settlement: The Death of T+2 14:22 Smart Contracts That Program Investor Protections 16:29 24/7 Markets Create More Demand 17:02 Why AI Agents Need Tokenization 18:04 $183 Trillion in AI Agent Transactions by 2030 19:01 Legacy Systems Can't Handle Machine-to-Machine Commerce 20:17 Tokenization: The Bridge to Institutional Crypto Allocations 21:04 Why TradFi Needs Crypto's Innovation Stack 22:02 Permissionless Wrappers: Why KYC Doesn't Scale for Agents 23:37 The Moment Franklin Templeton Decided to Partner with Ondo 25:14 Why Permissionless Tokens Scare Traditional Firms 27:29 100% of Franklin's Digital Assets Come From Crypto Natives 30:01 Opening Net New Distribution Channels, Not Just Products 33:20 Success Metrics: Assets, Thought Partnership, and Experimentation 35:07 Educating Crypto Natives on Diversification and ETFs 36:53 When $200M Bitcoin Holders Discover Traditional Assets 38:14 The Generational Shift: Crypto Natives Meet TradFi

Pantera Capital

27,104 views • 5 months ago