The advantages of the three major US institution chains
The core advantage of Robinhood Chain is that it is close to the 30 million US stock-broker users and trading entry points it connects to. Arc’s core advantage is Circle—global’s largest compliant stablecoin issuer—along with USDC and TradFi. Ink’s core advantage lies in Kraken, centralized exchange (CEX) fund entry, the Superchain, and DeFi.
So the “traffic entry points” behind these three chains are actually different.
And what’s most worth关注 about Ink is not only the chain itself, but also how Kraken connects the DeFi pathway through Ink—meaning users, capital, and trading demand that previously stayed on the CEX are further brought onto-chain. Kraken’s positioning of Ink is, in itself, as the DeFi foundational layer of the Superchain, emphasizing Kraken’s security capabilities, brand, and user entry points.
In essence, Ink is an Ethereum Layer 2 built on the Optimism OP Stack, and it is also part of Optimism’s Superchain. The mainnet went live on December 18, 2024.
Kraken’s Ink ecosystem priorities are well worth watching:
1. UNI. Uniswap is an important DEX and liquidity infrastructure in the Ink ecosystem. Its core value is DEX, AMM, and liquidity. UNI is increasingly looking less like a standalone “DEX token,” and more like liquidity infrastructure behind different chains and different financial platforms.
2. VELO. Velodrome is an important DEX and AMM in the Ink ecosystem, and also a very important liquidity infrastructure for the Superchain ecosystem.
3. Nado. Its core products are spot trading, perpetual trading, and trading infrastructure, making it one of the more important trading applications in the Ink ecosystem.
4. Tydro. Its core product is lending—fundamentally rounding out Ink ecosystem’s lending capabilities and capital efficiency.
5. Even more worth关注 is INK itself. One of the biggest differences from Robinhood Chain is that Ink has its own token plan. The total supply of INK is 1 billion. The token has not yet launched TGE, but Ink has already introduced Ink Points. The first Points begin to be tracked on April 13, 2026, and Kraken Pro’s activities have been clearly included in the Points system.
Next, what needs to be重点关注 is: how will the INK token be ultimately allocated? How much weight will Kraken users have? How much weight will ecosystem projects such as Velodrome, Nado, and Tydro receive? Will on-chain interactions actually be incorporated into the final allocation model? These are the real variables to watch going forward.
$UNI $VELODROME #Nado #Tydro #INK #Kraken