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X @BREAD | ∑:
BREAD | ∑:· 2025-06-30 16:02
Given the L2 construction, I'd say:Good for Arbitrum (the tech)Good for ETH (the asset)Huge for DeFi.Simon (@sjdedic):Tokenised stocks by @RobinhoodApp on their own L2.Huge for Arbitrum.Huge for DeFi.Huge for ETH.Congrats to all of us I guess. https://t.co/8SCcbO8rPG ...
X @BREAD | ∑:
BREAD | ∑:· 2025-06-30 15:56
NFTs as the metaverse IP and gaming assets of the future definitely need more time to cook.NFTs as distribution vehicles are thriving.See: Hypio, Fluffles, Bad Bunnz, Pudgies, Milady, MadLadsmert | helius.dev (@0xMert_):man I'm starting to think NFTs aren't coming back ...
X @BREAD | ∑:
BREAD | ∑:· 2025-06-30 15:24
https://t.co/Twdgjuo5RuAndy (@ayyyeandy):JUST IN:Robinhood launches 'stock tokens' and unveils these tokens will be listed and tradable on their own chain powered by Arbitrum.They also expanded their crypto suite in EU/USA with perps and staking.Huge win for Ethereum. https://t.co/NE1lDPFj2B ...
X @BREAD | ∑:
BREAD | ∑:· 2025-06-30 15:19
It would appear my morning schedule forced me to miss the actual announcement: Robinhood L2 ala Base.This is:→ Bullish $ETH (as much as a separate chain can be)→ Neutral $ARB (*points to $OP*)The biggest question for me now is who they'll appoint as chain founder.If it's vlad this shit sends. If it's some weirdo who doesn't play in CT then it probably does a Kraken-like move and "meh"BREAD | ∑: (@0xBreadguy):Here are the possible Robinhood announcements and how everyone will debate them.You only have 3 real ...
X @BREAD | ∑:
BREAD | ∑:· 2025-06-30 15:15
I've been basically 100% COIN for the last 18mo (spot+options), but will spend more time looking for opportunities in the next 3-6mo.Rotated some miners into HOOD for kms insurance and will see if I can position for a few ICOs on the horizon.macki (@_mackinac):could alt season find a new home on the stock market?the @modernmarket_ boys dig in https://t.co/TTusqrerr8 ...
X @BREAD | ∑:
BREAD | ∑:· 2025-06-30 15:09
Here are the possible Robinhood announcements and how everyone will debate them.You only have 3 real outcomes. My bet is (2).Robinhood...1) Doesn't launch a chain2) Announces an Arbitrum L2, settling to Ethereum3) Announces an Arbitrum L3, settling to ArbitrumFor (1)[No New Chain]:→ They just announce tighter integrations with established onchain products (Arbitrum One)▸ Bullish $ARB, Neutral $ETH▸ This means Robinhood either launches their own app on top of Arbitrum or integration of Arb ecosystem assets i ...
X @BREAD | ∑:
BREAD | ∑:· 2025-06-30 11:06
Bullish day for memecoins https://t.co/QK3FDWegks ...
X @BREAD | ∑:
BREAD | ∑:· 2025-06-30 01:47
Update: she's awesome https://t.co/R6wRa2uomgBREAD | ∑: (@0xBreadguy):Pup had to travel 42hr just to get to us, and was delayed.So we drove 3hr in the middle of the night to shave the last 10hr off.Welcome home River! https://t.co/7qUn6RA8ql ...
X @BREAD | ∑:
BREAD | ∑:· 2025-06-30 01:37
I do think Jito is a great company though. Flashblocks + Lido is a wild combo.Just don't know that they'll thrive in the "revenue meta" for the aforementioned reasons ...
X @BREAD | ∑:
BREAD | ∑:· 2025-06-30 01:32
Thought on this a little more.I don't see how Jito, or any staking provider, can drive real revenues to token holders ($JTO here) instead of their LST (jitoSOL).The second you do that in a dPOS ecosystem where switching costs are ~0 you lose those revenues.Don't know how you'd balance that.Mike Dudas (@mdudas):take a look at what @jito_sol is building, take a look at where jto is trading, thank me this time next year ...