Threadguy dropped a spicy take: Robinhood chain could be the first real threat to $SOL.
Not Base. Not Monad. Not Berachain.
Robinhood.
Why? It's actually attracting AND retaining activity that would've stayed on Solana. That's the key difference. Base got close but didn't stick the landing.
If Robinhood keeps users + liquidity onchain instead of just being another L2 ghost town, Solana finally has a competitor worth watching.
Big if. But the setup is there.
Not Base. Not Monad. Not Berachain.
Robinhood.
Why? It's actually attracting AND retaining activity that would've stayed on Solana. That's the key difference. Base got close but didn't stick the landing.
If Robinhood keeps users + liquidity onchain instead of just being another L2 ghost town, Solana finally has a competitor worth watching.
Big if. But the setup is there.