🚨 Robinhood’s chain went live only 2 months ago, and daily fees somehow surged to the #1 spot on the whole network—are tokenized stocks the real driving force?
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点击进入玖玖的粉丝群👀 One-sentence headline: Bernstein’s latest forecast says that by 2028, the Robinhood blockchain could earn $160 million in annual trading fees, not driven by meme coins—but by tokenized stocks. A chain born from a stock-trading app is rewriting the rankings for public-chain revenue.
📊 Put the numbers in context: Tokenized stocks already make up 27% of the chain’s total transaction volume; meme coins have fallen from nearly ~100% at launch to 36%. More than 2 months since launch, the latest 24-hour fee is about $2.13 million, topping the daily fee leaderboard among public chains.
🔥 What’s behind the numbers: Bernstein says Uniswap’s automated market-making pools are helping—meme coins and stock tokens are paired in the same pool, creating “reflected demand.” Money trading meme coins also ends up boosting the trading of stock tokens.
💡 What’s truly worth watching isn’t just the fee number, but the structure: tokenized stocks are gaining share while meme coins are declining. This suggests that on-chain demand for “real financial assets” is growing, and it’s no longer just a pure-speculation crowd.
⚠️ A bucket of cold water: AMC’s CEO has publicly opposed having its stock tokenized, saying these products have nothing to do with the company and that lawyers should be involved to investigate. You also can’t simply annualize a new chain’s daily income—volatility will be significant. Compliance risk is a sword hanging overhead.
👀 Do you think “stocks on-chain” will be the main storyline of the next bull market? Let’s discuss in the comments👇
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