We're about to enter the era of L2 clusters doing the "Ethereum" vs Ethereum thing.The tokenized stocks will be on Robinhood Chain, not Arbitrum. Better to just not go down that path early.P.S. No way it's just called "Robinhood Chain," right? https://t.co/NqeOBh0hRN ...

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 ...

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 ...

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 ...

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 ...

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 ...

Potential Robinhood Announcements - Robinhood may announce tighter integrations with established onchain products like Arbitrum One, which is bullish for $ARB and neutral for $ETH [1] - Robinhood could announce its own L2 chain, similar to Base, which would be neutral for $ARB and bullish for $ETH [2] - Robinhood might announce its own L3 Orbit chain settling to Arbitrum One, which is neutral for $ARB and bearish for $ETH [3] Market Impact - An Arbitrum L2 announcement is considered 80% confidence [6] - The market reaction to any announcement will likely see $ARB pump more than $ETH [5][6] - Ethereum proponents will likely view any announcement as a win for "Ethereum" (the tech), while Solana proponents may disagree due to limited value accrual to $ETH (the asset) [5] Strategic Considerations for Robinhood - Launching an Arbitrum L3 chain offers Robinhood full control of the stack, greater scalability, and lower costs, potentially capturing all transaction fees [4] - An L3 strategy is considered the best outcome for Robinhood if they prioritize their own economic zone over native user value accrual [3] - The least value-capture route for Robinhood is tighter integrations with established onchain products [1]

Bullish day for memecoins https://t.co/QK3FDWegks ...

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 ...

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 ...