Spotting Early Infra Alphas
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Smart money’s all about RH infra and lending is where it’s at.
Robinhood’s credit layer, @longbowlend is one of them.
Leveraged lending available now against crypto, RWAs, tokenized stocks and NFTs, without having to sell their assets. Burns, buybacks and staking from credit activity - not emissions and everything’s settled on Morpho Blue.
Tune in to @MCGlive at 1:15p est. today to hear about them from their founder.
$BOW
0x451b42a15100c340ca12f7c66de06fac5ea2d751
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Squatch73🏹🅿️ retweeted
tokenization is coming onchain properly now. the SEC set the standard ten days ago, equities are moving, and the institutions that hold them are going to follow.
when they do they'll need credit that works the way credit works everywhere else. the global bond market is $143 trillion and almost none of it floats. nobody managing real size can budget against a rate that moves with utilisation.
we built fixed rate markets because institutions asked for them. live now, against tokenized equities, first time anywhere
Fixed-rate credit is live on Longbow.
Borrow against tokenized equities, treasuries and ETH at a rate that does not move and a term that does not change. Your cost is set when the loan opens and it is the same at maturity. Powered by @Morpho Midnight.
Five days ago @Coinbase became the first platform to offer Midnight at scale, against bitcoin. Longbow is the first to offer it against tokenized real-world assets, which is exactly the use case Morpho named when they launched it.
We built this because institutions asked for it. No treasury can plan against a rate that moves with utilisation. But it is open to everyone, rates are set by offers rather than a curve, so lenders and borrowers price credit directly and anyone can take either side.
Launching with six markets. Every variable-rate market we run stays exactly as it is, this runs alongside them.
Variable rates were built for traders. Fixed rates are what credit looks like everywhere else.
longbow.cash/fixed
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Squatch73🏹🅿️ retweeted
And where the yield goes.
Every dollar the treasury earns buys $RECORD on the open market and sends it to the burn address. Not to the team, not back into the treasury. Burned.
So the supply only goes one direction. Fees make the treasury bigger. A bigger treasury lends more between votes. More lent means more burned. The token gets scarcer every cycle without anyone having to do anything.
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Squatch73🏹🅿️ retweeted
Worth being clear on how this works, because it's different from parking money in a pool.
An offer is a signed message, not a deposit. The USDG stays in the treasury wallet, still visible, still spendable, until a borrower fills it. If nobody does, nothing ever moved. If someone does, that slice is lent at the agreed rate until expiration date and comes back with the yield.
So the treasury is never sitting in someone else's contract waiting for a withdrawal window. It's either in our wallet or it's in a loan with a fixed end date. Nothing in between.
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Squatch73🏹🅿️ retweeted
One more thing on timing.
The treasury exists to hold shares on record dates. Between those dates it sits idle, sometimes for weeks. That idle window is the only time it lends.
Before Microsoft and Cisco's record dates in early October, the offers come off and the treasury buys what it needs to vote. The lending never competes with the vote. It fills the gaps between them.
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Squatch73🏹🅿️ retweeted
Treasury update: it earns now.
We're lending 5 to 15% of the OnRecord treasury into fixed-rate credit on Robinhood Chain. Nothing leaves the wallet until a borrower actually takes the offer, and when they do, the rate and the payback date are locked. October 24, known return, done.
Every dollar of yield buys $RECORD and burns it.
The treasury already votes. Now it pays for itself while it waits for the next record date. More fees, bigger treasury, more shares voted, more burned. Every piece feeds the next.
Track it live: onrecord.vote/treasury
Fixed-rate credit is live on Longbow.
Borrow against tokenized equities, treasuries and ETH at a rate that does not move and a term that does not change. Your cost is set when the loan opens and it is the same at maturity. Powered by @Morpho Midnight.
Five days ago @Coinbase became the first platform to offer Midnight at scale, against bitcoin. Longbow is the first to offer it against tokenized real-world assets, which is exactly the use case Morpho named when they launched it.
We built this because institutions asked for it. No treasury can plan against a rate that moves with utilisation. But it is open to everyone, rates are set by offers rather than a curve, so lenders and borrowers price credit directly and anyone can take either side.
Launching with six markets. Every variable-rate market we run stays exactly as it is, this runs alongside them.
Variable rates were built for traders. Fixed rates are what credit looks like everywhere else.
longbow.cash/fixed
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$BOW is becoming more than a lending play👀
@longbowlend is building the foundational credit layer for Robinhood Chain — and the moat is starting to compound:
• Collateral -- Stocks, RWAs, crypto, long tails + NFTs.
60+ live markets and growing
• Credit -- deep liquidity + competitive USDG yield
• Risk -- oracles, underwriting + @IdleProtocol monitoring
• Distribution — @EARNONHOOD $EARN, @GwoodFinance $GWOOD and @0xspiralstake $SPRL built on Longbow credit with many more in the works
• Builders Program — developers earn 50% of fees for routing volume into Longbow
• Voting — stock shareholder rights via @OnRecordVote
• AI rails — plug-and-play MCP gives agents direct access to Longbow credit
• Infrastructure — built on @Morpho + oracle rails
• Staking — $BOW stakers capture protocol revenue in USDG + trading fees - not emissions
• Tokenomics — community owned, no unlocks!
This is what building it the right way looks like: real infrastructure, real distribution, real usage and token value capture tied to protocol activity.
The foundation is already being laid. Watch what gets built on top of it. $BOW🔥
0x451b42a15100c340ca12f7c66de06fac5ea2d751
Longbow vaults continue to offer some of the highest APYs for parking USDG anywhere on Robinhood chain:
» over 23% on our high-yield Frontier vault
» just over 13% on our conservative Core vault
You put USDG in, you get more USDG out, just like how the normal vault rate pays.
Get started earning longbow.cash
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And now let’s add Fixed Rates to the stack!
Fixed-rate credit is live on Longbow.
Borrow against tokenized equities, treasuries and ETH at a rate that does not move and a term that does not change. Your cost is set when the loan opens and it is the same at maturity. Powered by @Morpho Midnight.
Five days ago @Coinbase became the first platform to offer Midnight at scale, against bitcoin. Longbow is the first to offer it against tokenized real-world assets, which is exactly the use case Morpho named when they launched it.
We built this because institutions asked for it. No treasury can plan against a rate that moves with utilisation. But it is open to everyone, rates are set by offers rather than a curve, so lenders and borrowers price credit directly and anyone can take either side.
Launching with six markets. Every variable-rate market we run stays exactly as it is, this runs alongside them.
Variable rates were built for traders. Fixed rates are what credit looks like everywhere else.
longbow.cash/fixed
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Squatch73🏹🅿️ retweeted
Fixed-rate credit is live on Longbow.
Borrow against tokenized equities, treasuries and ETH at a rate that does not move and a term that does not change. Your cost is set when the loan opens and it is the same at maturity. Powered by @Morpho Midnight.
Five days ago @Coinbase became the first platform to offer Midnight at scale, against bitcoin. Longbow is the first to offer it against tokenized real-world assets, which is exactly the use case Morpho named when they launched it.
We built this because institutions asked for it. No treasury can plan against a rate that moves with utilisation. But it is open to everyone, rates are set by offers rather than a curve, so lenders and borrowers price credit directly and anyone can take either side.
Launching with six markets. Every variable-rate market we run stays exactly as it is, this runs alongside them.
Variable rates were built for traders. Fixed rates are what credit looks like everywhere else.
longbow.cash/fixed
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The credit markets on Robinhood Chain are scaling fast, and @longbowlend is leading the charge. Unlocking borrow/lend utility for real-world assets is huge. Bullish on the $BOW flywheel! 🚀🌐🔥
The big opportunity with tokenized stocks is you can borrow against your stocks without selling them. We provide a step-by-step guide on how to put your money to work.
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A credit protocol built specifically for Robinhood Chain is huge. Longbow is bringing decentralized lending, borrowing, and liquidity markets to the entire Robinhood ecosystem. $BOW is a key primitive to watch! 🎯🏹
@longbowlend
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Squatch73🏹🅿️ retweeted
Robinhood symbolically picked a place built around a real launch history as a metaphor for the Robinhood ecosystem.
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Squatch73🏹🅿️ retweeted
The most question i have come across about tokenized stock being used as collateral is what happen when the token remains #onchain while the market that price it is asleep.
Wall street can close for the weekend, your blockchain loan cannot!
thread!!!!!
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Squatch73🏹🅿️ retweeted
When the blockchain never sleeps but the underlying market does, the gap between those two worlds becomes a risk that the lending system has to design for.
one reasons i find @longbowlend structure really interesting.
@RickBakas @giskandzc #LENDING #STOCK.
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Squatch73🏹🅿️ retweeted
New market on Longbow: robinhood:0xe8ffd7e24187f72afb08d75b1bb13088a989a791 / USDG.
Delta (@deltaliquidity) is now live as collateral, borrowable for the first time on Robinhood Chain. Post DELTA, draw USDG, keep the position.
Max LTV 38.5%, isolated market, conservatively capped under Longbow's published risk framework.
Keep the upside. Access the liquidity.
longbow.cash/borrow/DELTA
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$EARN isn’t just holding tokenized assets anymore - It’s putting them to work! RWA lending is now live with @longbowlend. Unlock new yield, deeper liquidity, and the next layer of leveraged strategies!
$BOW 🤝 $EARN 🔥
EARN is partnering with @longbowlend to strengthen the yield layer for tokenized assets.
Longbow’s RWA credit markets now power new sources of yield directly on the app.
More liquidity and greater capital efficiency to power future leveraged strategies.
earnonhood.com/lend
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Squatch73🏹🅿️ retweeted
Longbow vaults continue to offer some of the highest APYs for parking USDG anywhere on Robinhood chain:
» over 23% on our high-yield Frontier vault
» just over 13% on our conservative Core vault
You put USDG in, you get more USDG out, just like how the normal vault rate pays.
Get started earning longbow.cash
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Squatch73🏹🅿️ retweeted
👀 if you hold @deltaliquidity you can now borrow USDG
New market on Longbow: robinhood:0xe8ffd7e24187f72afb08d75b1bb13088a989a791 / USDG.
Delta (@deltaliquidity) is now live as collateral, borrowable for the first time on Robinhood Chain. Post DELTA, draw USDG, keep the position.
Max LTV 38.5%, isolated market, conservatively capped under Longbow's published risk framework.
Keep the upside. Access the liquidity.
longbow.cash/borrow/DELTA
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