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. @SECGov just opened a new lane for tokenized U.S. stocks: permissioned AMMs can now run as trading venues, for five years. @haydenzadams
In plain English: when real U.S. stocks go onchain, the trading model regulators just blessed looks a lot like @Uniswap v4 permissioned pools.
On Sept 16, we kept ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 at A | Positive.The reasons were already on the board: burns were accelerating, Robinhood Chain volume was stacking onto Uniswap, and v4 was still shipping new Hooks. We had already updated the infrastructure score.
The next day, the policy dropped.Yeah.
Sometimes the rating gets there a day before the headline. 👀
.592K ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 burned in 7 days. Yet Token Economics isn’t even Uniswap’s highest-scoring category in our rating.
@Uniswap
✨ Rating: A
🌟 Outlook: Positive
WHY👇:
1️⃣ UNI burns are accelerating.
Roughly 592K UNI was burned over the past 7 days, pushing the 7-day annualized burn rate above $250M.
2️⃣ @RobinhoodCrypto Chain has become one of the biggest engines behind that burn.
On Sep. 4, roughly 150K of the 184K UNI burned that day came from Robinhood Chain, more than 80% of the total.
The reason is simple: Robinhood Chain crossed $3B in daily DEX volume, with Uniswap handling as much as 98% of the flow that day.
3️⃣ Meanwhile, the product is still moving.
On Sep. 10, Uniswap launched StablePair Hook, a new v4 dynamic-fee hook for stable pairs.
StablePair dynamically adjusts fees so LPs capture more value from arbitrage.
And the market is already huge: Uniswap handled $43.4B in stablecoin swaps in Q2 alone, more than the next three onchain venues combined.
That’s why we’re keeping ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 at A | Positive.
What matters more from here: the burn, Robinhood Chain volume, or what v4 Hooks can unlock? 👀
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BlackRock’s report provides a useful framework for understanding how autonomous agents could reshape payments and compute markets. Its strongest argument concerns the growing need for programmable, usage-based transactions across services and platforms.
While the extent to which this activity will rely on blockchain infrastructure remains an empirical question: stablecoins offer advantages for certain micropayment scenarios, while traditional payment systems are also adapting. Similarly, tokenizing compute claims still requires credible standards for performance, delivery, and dispute resolution.
We expect blockchain to play a broader and more significant role in AI, supporting machine-native payments, decentralized compute coordination and other emerging applications.
Our latest research paper explores the growing connection between AI and digital assets and explains why broad AI adoption may drive new demand, utility and applications across the digital asset economy. blackrock.com/us/individual/…
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What can you actually do on @TokenInsight ? 👀
Here’s the 30-second tour.👇
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Explore it yourself at TokenInsight.com.
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Robinhood built its own chain to leave @arbitrum.
But it never stopped paying Arbitrum.
@arbitrum
✨ Rating: AA
🌟 Outlook: Stable
@RobinhoodCrypto still pays rent. Under the Arbitrum Expansion Program, every chain built on Arbitrum's tech that settles elsewhere routes 10% of net protocol revenue back, 8% to the DAO treasury, 2% to the Developer Guild.
On Robinhood Chain's record day, that was about $377,000 into the treasury. In one day.
Arbitrum Foundation's own revenue for the entire 30 days: $3.10M.
The rest holds up. Tokenized funds on Arbitrum One have passed $800M. It was the first chain to reach 5,000 tokenized RWAs and now sits at 5,760, more than Solana and BNB Chain combined.
It also led all chains in RWA growth last week.
So why Stable and not Positive?
Holders revenue reads $0 across every window, because there is no staking and no burn. All of it lands in a treasury that ARB holders govern but never collect from, and no DAO vote has ever changed that.
Which lands first, a DAO vote to pay holders or an L2 that already does? 👀
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More info👉: tokeninsight.com/en/coins/ar…
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A 25bp hike was largely priced in. The real call was the 2026 year-end median: up from 3.8% to 4.1%, exactly where we had it before the decision.👀
One hike or a hiking cycle? Now we hear what Warsh has to say.
#FOMC #Fed #RateHike
The Fed decides at 2pm ET. Some context first.
On Aug 14, odds of a September hike:
- @Polymarket : ~53%
- CME futures: ~33%
Today:
- @Polymarket: ~89%
- CME futures: ~93%
Polymarket was pricing the September hike much earlier than Fed funds futures.
September is basically settled. October isn't:
· Polymarket: ~36%
· CME futures: ~47% (implied from CME's rate-range probabilities)
The side that was more hawkish🦅 in August is now the more dovish🕊️ one?
The number that actually matters today is the new median 2026 year-end dot.
In June the Fed printed 3.8%. If they hike this afternoon, 3.8% stops being possible.
3.9% → one and done
4.1% → one more before year-end
4.4% → two more before year-end
Our call: 4.1%.
The question is whether this is a hike, or the start of a hiking cycle. What's your call? 🤔
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The Fed decides at 2pm ET. Some context first.
On Aug 14, odds of a September hike:
- @Polymarket : ~53%
- CME futures: ~33%
Today:
- @Polymarket: ~89%
- CME futures: ~93%
Polymarket was pricing the September hike much earlier than Fed funds futures.
September is basically settled. October isn't:
· Polymarket: ~36%
· CME futures: ~47% (implied from CME's rate-range probabilities)
The side that was more hawkish🦅 in August is now the more dovish🕊️ one?
The number that actually matters today is the new median 2026 year-end dot.
In June the Fed printed 3.8%. If they hike this afternoon, 3.8% stops being possible.
3.9% → one and done
4.1% → one more before year-end
4.4% → two more before year-end
Our call: 4.1%.
The question is whether this is a hike, or the start of a hiking cycle. What's your call? 🤔
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.592K ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 burned in 7 days. Yet Token Economics isn’t even Uniswap’s highest-scoring category in our rating.
@Uniswap
✨ Rating: A
🌟 Outlook: Positive
WHY👇:
1️⃣ UNI burns are accelerating.
Roughly 592K UNI was burned over the past 7 days, pushing the 7-day annualized burn rate above $250M.
2️⃣ @RobinhoodCrypto Chain has become one of the biggest engines behind that burn.
On Sep. 4, roughly 150K of the 184K UNI burned that day came from Robinhood Chain, more than 80% of the total.
The reason is simple: Robinhood Chain crossed $3B in daily DEX volume, with Uniswap handling as much as 98% of the flow that day.
3️⃣ Meanwhile, the product is still moving.
On Sep. 10, Uniswap launched StablePair Hook, a new v4 dynamic-fee hook for stable pairs.
StablePair dynamically adjusts fees so LPs capture more value from arbitrage.
And the market is already huge: Uniswap handled $43.4B in stablecoin swaps in Q2 alone, more than the next three onchain venues combined.
That’s why we’re keeping ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 at A | Positive.
What matters more from here: the burn, Robinhood Chain volume, or what v4 Hooks can unlock? 👀
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Memecoins priced in tokenized stocks are everywhere right now. To actually make money on one, you have to be in within 10 seconds of its first trade.🤨
@Bitquery_io read all 43.3 million trades in that market over 31 days.
Those 10 seconds are the only window with a positive return (+18.4%). After that it just decays. Show up a day late and you're down 20.3% of what you put in.
What does 10 seconds actually look like? The busiest seller wallet in their data shows up in 9,647 different coins over 31 days. That's one every 4.6 minutes, around the clock.
That's not quick fingers. That's a bot.🤖
Across 950k buyers, the median loss is $11.46. The average loss is $302.
That gap is the whole design. Take $302 off someone and you lose a customer. Take $11 and you keep one.
How would you play this? 😶
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Have you ever wondered how @RobinhoodCrypto made a huge push to build a chain for “tokenized U.S. stocks,” only for it to end up looking like a meme playground?
Now Robinhood is about to change that impression.👀
In early August, DEX volume on the chain was 70% memecoins, 25% ETH-USD, and just 6% stock tokens.
But one month later: ETH-USD 36%, memecoins 36%, stock tokens 27%.
The playground didn’t swallow RWA. Is RWA now swallowing the meme playground?
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2/ Why did memes need to come first?
What a new chain lacks most is never technology.
It’s liquidity. And liquidity follows two things: odds and 24/7 attention.
Stock tokens have neither. They’re less volatile, have market makers on the other side, and quotes still have to wait for the U.S. market to open.
But memecoins provide the odds → odds bring wallets → wallets bring sticky stablecoin liquidity → stablecoins and stock tokens get paired together in the same Uniswap pools.
Now, looking across onchain markets, roughly two-fifths of tokenized stock turnover is settled through memecoins.
During the first weekend of September, while the U.S. stock market was closed, 42 major tokenized stocks still traded $1.01B, with $573M of that happening on @RobinhoodCrypto Chain.
This is a sequencing problem, not a values problem.
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Bitquery tracked 43.3M stock-token/memecoin trades over 31 days: only about one-quarter of buyers ultimately made money, and the only positive-return entry window was the first 10 seconds after a token’s first trade.
The chain created hundreds of thousands of tokens in two months, and most disappeared almost as quickly as they arrived...
Early players are footing the bill for the cold start.
The market is already starting to vote for this model. On September 9, @Pumpfun launched Custom Pairs on @solana . The stock-paired meme model that first took off on Robinhood Chain is starting to spread to other chains.
Launchpads are now evolving their own distinct RWA playbooks. @longdotxyz focuses on RWA pairings, while robinhood:0xe2324ff2a59f8ecba8c321c6466e59121c00e795 has gone as far as letting virtually anything be paired into a pool.
Do you think this is the first time in crypto history that meme-driven liquidity is being systematically routed into real-world assets?
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. @ponsdotfamily now controls 82.5% of launchpad activity on @RobinhoodCrypto Chain, a new all-time high.
robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571
✨ Rating: BB
🌟 Outlook: Stable
Token Economics is one of the stronger parts of our assessment. Here’s why:
1️⃣ Little visible unlock overhang. The launch allocation is fully released with no separate team or investor vesting schedule. As of Sep. 6, 29.79% of the original supply had already reached the burn address.
2️⃣ Fees feed directly back into robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571. Roughly 80% of protocol fees are used to TWAP-buy robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 and burn it, creating one of the more aggressive buyback-and-burn loops among major launchpads.
3️⃣ Pons keeps taking share. Its share of Robinhood Chain launchpad activity just hit an ATH of 82.5%, while fees reached $102.3M over the past 30 days.
4️⃣ Creators are getting paid. Q3-to-date gross protocol revenue has reached $128.66M, while creator-directed swap fees, curve fees and creator taxes total roughly $94.1M.
But there’s one major variable the market hasn’t tested yet.
Robinhood Wallet’s gas subsidy expires on Sep. 29. October will give us the first real test of how much of this demand sticks when the subsidy disappears.
Pons has already produced tokens worth tens, and in some cases hundreds, of millions.
Would you bet on the next breakout token, or on robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 itself? 👀
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More Info: tokeninsight.com/en/coins/po…
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