Robinhood Chain (RH) is now at 133k+ wallets holding tokenized equities (+6.5k wallets /day)
List of protocols that have caught my attention:
1/
@ponsdotfamily ~$3b of RH DEX volume in first month (11% of entire chain)
2/
@NetNetCap : reserve manager for NET, launched RWA play; earned $677k revenue in past 24 hrs
3/
@standard_rsv : the sovereign onchain reserve bank on RH; i'll link my deeper post on the mechanism (goes live soon)
4/
@prismassets : RWA marketplace with 2k+ assets including "baskets of assets" + other interesting products
5/
@MeshGateway : agentic gateway (MPP + x402 endpoints)
6/
@longdotxyz : building the RWA liquidity layer; $155m in stock volume and memetic RWA pairings
7/
@ClutchMarkets + broader Stonkbroker eco (Mancer etc) for innovative anti snipe, stock distribution mechanism - check my prior posts
8/
@GwoodFinance : self custody Neobank
9/
@TheIndexFi : stock dividend protocol; >$1.3m (probs closer to $2m now?) in rewards distributed to token holders + customizable stock baskets in the pipeline
10/
@umia_finance : auction live (oversubscribed); the missing ownership layer on EVM including RH protocols
11/
@ArrowFinanceio : Finance mgmt protocol: ETH native options launch 31 august
12/
@EARNONHOOD : permissionless omnipools "defi for RWAs"
13/
@StockMinersRH : use "Fuel" to mine ore (stocks)
14/
@longbowlend : credit layer for RH DeFi
15/
@sherwoodagent : capital layer for agentic finance
16/
@sherw00d_cash privacy primitive - "Tornado cash of RH chain"
17/
@deltaliquidity : liquidity layer for RH; surpassed >$500k TVL
Which protocols are missing + what's their core value prop? i'll append below or add to tomorrow's
RobinHood Chain is showing the fat apps, thin chain thesis... the next phase is working out which apps can turn temporary "memetic" attention into recurring volume, fees + stock token ownership
Caveat: I've not added large multi-chain protocols like Uniswap, Morpho, sushi or lighter as they're pretty obvious
Disclaimer: this is not an endorsement to buy, I'm just struggling to keep track on the developments so want to track better + share what I'm seeing
This is all still incredibly new, but I'm adamant that the next bull will be led by RWAs (likely catalyzed by agentic activity)