Robinhood’s third annual HOOD Summit, themed “Engines of Creation” begins on Tuesday, September 29th, where @vladtenev will deliver a keynote and unveils new products aimed at active users of the Robinhood eco Day 2 follows on Wednesday, September 30, with another full day of sessions from Robinhood executives and industry guests including Cathie Wood, David Hoffman of Bankless, and Tom Sosnoff. Both days will be livestreamed on the Robinhood app, YouTube and X. The timing of this particular summit matters because the company is coming into this event after a stretch of product and positive regulatory news ranging across Robinhood Chain, Tokenized assets available in more than 120 countries, Agentic Trading for AI-connected accounts and the SEC’s Innovation Exemption for tokenized stocks. The Summit is where Robinhood is expected to show what that stack means for everyday traders, rather than only for the brokerages

Market Talk: Meta muse, Prediction wash trading, Crypto options! nitter.net/i/broadcasts/1qxvveXAY…

Highlighting interesting Projects on Arc Chain. There seems to be some asymmetrical upside with Arc that most people are currently overlooking due to the recent fud that came around the chain Zooming out, there are parameters that could later translate into bullish sentiment hanging around the chain. For example, Arc currently utilizes a Proof of Authority (PoA) for the security of the network which basically means the network tokens of 10 billion ARC have been minted but none of it is publicly floating but they estimate a move to a PoS (proof-of-stake) network by 2027, which would lead to the inevitable distribution of these tokens. Anyways, some projects worth looking at on Arc range across, @TollyLabs ⇨ Closest substitute to Pump Fun on Solana as a leading launch pad product. Buyback and burns are executed as revenue is generated, there are direct-to-locked-USDC pool launches so no bonding curve lag. Fees are also split with creators and it’s currently around a $5m mcap with some decent room to run. @Morpho ⇨ The strongest independent credit layer on Arc with $227m in TVL already. They’re building multiple credit functionality on Arc with Circle helping with the distribution across the eco. $MORPHO is currently $2.58, with an Ath of $4.17 in Jan 2025. @Bullcheese_fun ⇨ This is also a launchpad but they have an interesting application of launching memes. They don’t utilize bonding curves - you launch a token and it goes straight to a Dex on Arc and is powered by TrustSwap. Creators get paid 0.75% of volume and potentially 75% of fees. Their goal is to “limit hurdles” Creators face when trying to push a token. They don’t have a token yet but creators can in $SWAP, which is around the $4m mcap mark. syrupUSDC by @maplefinance ⇨ This is Maple’s institutional credit wrapper on Arc, serving as a a plug and play earn asset for Neobanks who don’t want to build a lending desk. They’re currently offering 4.2% monthly APY and 6.7% weekly APY on syrupUSDC @Solonlabs1 ⇨ They primarily aid Lending tokenized assets operations by letting you use verified stocks/equities as collateral in exchange for USDG, which then allows you to supply this USDG into a Morpho vault and earn on it. They’re also building their launchpad on Arc and currently sitting on a market cap of $240k . Still definitely very early days for arc but interesting to watch what happens over the coming months, rest assured we’d keep you updated!

You had to bet on one ecosystem for the next 12 months, which are you choosing?

Day 15 ✅ been looking at @DataDashxyz and what they’re building around prediction markets @datadashxyz is making it easier to find and study markets on @Polymarket without having to manually go through everything yourself you can see things like market prices, 24h price movement, trading volume, number of traders, time left before the market resolves but the interesting part for me is that it goes beyond just showing Polymarket markets you can also track trader activity and look at things like smart money, wallet behaviour, signals and cohorts so instead of just asking “what is the market saying” you can also start asking “who is trading this market” “what are they doing” “how have they performed before” “what other markets are they trading” that can make research a lot easier for example if i see a Polymarket market trading at $0.65 DataDash can help me look beyond that 65¢ and understand the activity behind the market how much volume is coming in how many people are trading it how the price has moved and which wallets are active around it i think the smart money and wallet tracking side is one of the more interesting parts because you can follow traders instead of just looking at the market itself it doesn’t mean every wallet you see is automatically right tho the data is there to help with research, you still have to do your own work before taking a position overall i see DataDash as a research layer sitting on top of prediction markets making it easier to discover markets, study traders and understand what is happening behind the numbers

The Fed almost never hikes just once In the past 30 years there has been only one exception: 1997 After CPI, Polymarket is heavily pricing in +25 bps on Wednesday - around 80% In March 1997 the Fed hiked from 5.25% to 5.50% and stopped. The Asian crisis kept them from going further. Cuts only started in 1998, after Russia and LTCM The other cycles were series: ＞1994-95 ＞1999-2000 ＞2004-06: 17 consecutive hikes ＞2015-18: 9 hikes ＞2022-23: 11 hikes A single +0.25 does almost nothing on its own. Once the Fed moves up, the market immediately starts pricing in the next hike Midterms are 7 weeks away Trump didn’t pick Warsh for a hiking series, and the White House is no longer hiding that Wednesday is less about the +25 bps than the new dot plot - and whether Warsh signals "we keep going" or "this is not a cycle" They may skip October because of the election. December is still on the table On Polymarket, one hike in 2026 is 43%, two hikes 41% An every-meeting series may not happen A single hike for the year is no longer the obvious base case

The White House demanded rate cuts. The hike is at 87.5¢ Fed decides today, 2pm ET. 25bp hike 87.5¢, no change 11.5¢ on Polymarket Sep 4, Trump on Truth Social: "lower the interest rates because the U.S.A. is a much stronger credit than it was just a short time ago!" neither that post nor Vance the day before moved the price. the repricing was data Warsh has held rates twice since taking over in May. in July the vote was 9-3, with Hammack, Kashkari and Logan all wanting a hike. that was before either hot print ＞ the second hike is priced in December - October hike 35.5¢ - December hike 58.5¢ Polymarket puts 50bp of hikes for the whole year at 44.5%. the month markets put the second 25 in December October meets six days before the midterms. December brings new projections, October does not. the calendar explains that spread better than the data does Warsh put PCE at 3.7% over twelve months and 4.1% over six at Jackson Hole. the short window is running hotter, and a second hike is already in the price ＞ the dots will not settle it at 2pm they give one median for the whole year. they cannot name a meeting. Warsh did not submit one in June: "it's not helpful in the conduct of policy" the open question is whether the second hike lands six days before an election or a month after it Data or Calendar. Which one is October pricing?