
alt coins w/ pictures and internet friends @GomaFanClub @Wumbolabs
Joined September 2018
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I don't understand the people rooting for Robinhood Chain to die. It's the best chance we have at getting back the volume we had on Solana in 2025.
I don't think the recent decline is all on the Robinhood team, but they could have done better. So here's what I think went wrong and how they could win back their market share, because we should all want Robinhood Chain to come back.
Distribution was the whole point
A lot of Robinhood Chain's success came from the hope of distribution to the 25M customers on the main app. That's what brought the volume in the first place: the dream of reaching buyers outside our CT echo chamber.
Listing $CASHCAT in the main app accelerated that. Today over 20% of its supply sits in Robinhood wallets. That tells us, and the team, that app customers really do want onchain tokens.
We expected it to continue. Robinhood would help push tokens past their usual ceilings by putting them in front of a far bigger customer base, like they did with $CASHCAT. That didn't happen.
$PONS ran to almost a billion dollars and Robinhood did nothing. Coinbase listed $PONS before Robinhood did, and Binance listed $AI before Robinhood did. Distribution is why these coins went so high in the first place, and after $CASHCAT we got no help.
The chain needs leaders
A chain is a living ecosystem. It needs leaders who give it direction and bring it to life. Vlad and the team were very active in the first 60 days, and that's why everyone traded there.
As the summit got closer, the team went quiet and focused on other things. That's when we started to dump. It began to feel like Base, where the founder is out of touch with the trenches and slow to react.
Then the summit itself gave a lot of people hope for a roadmap, or anything that pointed the chain in a direction. We got nothing. The chain wasn't mentioned once.
Chain TVL is at an all time high, because RWA tokenization works. That doesn't mean anything else works.
Builder support is missing too. The Robinhood account has recently interacted with some projects on the chain, which is good. But formal support would help aspiring builders a lot: grants, hackathons, audit help, market making and incentives.
It can still be saved
All of this makes it sound like the chain didn't work out. It can still be saved if they act now.
1. Engage with the chain. We need a founder who's in touch with the ecosystem and engages with the cool stuff being built.
2. List more onchain tokens than $CASHCAT. The goal shouldn't be to kingmake one token. It should be to support the whole ecosystem by showing that any token can make it into the main app if it builds something good or gets enough attention. That's what keeps traders on the chain.
3. A formal builder support. If that means growing the team and bringing in more onchain natives to help the chain grow, make it the priority. Put a hackathon, grants and general help on the roadmap.
Nobody expected the chain to grow the way it did. Now it's time to adapt to the growth.
You still have the chance to revive the trenches here. @vladtenev @JohannKerbrat @fern
rare trait for credits has been revealed
requires burning 720 credits to create an inverted statement which is about 16 eth at current prices
doubt there will be more than 10-20 of these
MercedHees retweeted
robinhood:0xaa07a0e9209e16ac99708c3ec70159c6ef3128a3 is now offering users best-in-class private inference on the following open-weight models thanks to Phala's aggregator:
- Kimi K3, Kimi K2.6 (Chutes)
- DeepSeek V4 Flash, DeepSeek V3.2 (Chutes)
- GLM-5.3 (Phala), GLM-5.3 Flash (NEAR AI), GLM-5.2 and GLM-5.1 (Chutes)
- Qwen3.5 397B-A17B (Chutes)
Frontrunning any TEE fud with the following explainer:
as far as remote private inference goes, we are still technologically limited. There is no offering that facilitates high tps AND full encryption... for anything interactive, the practical options are TEEs (trust the hardware, risk bad actors within the datacenter) or running the model locally (trust yourself, have 5-6 figs in equipment).
With this unlock, users, including startups like the buildathon winners who are now bootstrapped with inference from Orbio, can build without exposing proprietary info and risk OpenAI/Anthropic eating their lunch.
The YC of Inference, orbillions
Introducing Orbio Incognito.
Agents can now make end-to-end encrypted inference requests through Orbio, powered by @PhalaNetwork’s confidential GPU infrastructure and hardware-attested execution.
Our agent toolkit handles encryption, key verification, verifiable receipts and local decryption across coding harnesses and SDKs.
Go beyond ZDR promises. Your prompts and responses stay encrypted through our gateway.
MercedHees retweeted
Pendle integration into Agentic launchpad in a single day.
A month ago i was in telegram chats speculating on all the potential outcomes robinhood:0xaa07a0e9209e16ac99708c3ec70159c6ef3128a3 could have because the token design is so elegant.
An agent launchpad paired to Orbio to self-fund inference was the delusional bullcase and here it is.
Thank you to those who helped me form conviction on this one, see you at 1B.
Introducing Orbio Agentic Launchpad
Launch a token, and it funds its own intelligence. Trading fees turn into tokenized CREDIT the agent spends on models, X, web search, scraping, onchain reads, publishing.
First 100 launches start with $10 of inference on us.
No keys to top up, no human in the loop.
At 9AM EST today somebody abused a bug in Payment Processor V2 to steal 10 Meebits, 50 Otherdeeds, 10 WoW, and 235 Desperate Apewives.
It wasn't until over 12 hours later that somebody reported it to me, and upon digging in I realized that a great many NFTs were subject to the same exploit.
I got in touch with the team over at LimitBreak and they quickly paused Payment Processor V3, which was subject to the same exploit. Unfortunately, V2 was not pausable, so the only path towards protecting affected assets was to run a whitehat operation.
Similarly, V3 on ApeChain is temporarily in a state where it cannot be paused, so ApeChain assets approved to V3 needed to be saved as well.
All in all, we rescued 23,155 NFTs worth north of $5.7M USD.
We later discovered that a similar exploit could be used in reverse to steal WETH. 660 WETH was at risk, which we unfortunately were not fast enough to recover. Apologies to those affected.
Shout out to @Boomskite for flagging the initial exploit tx to me, and @coffeedev @0xjustadev and @whiteoakkong for acting quickly and assisting with the recovery.
All NFTs are safely relocated. Soon, owners will be able claim them back after revoking the exploitable approvals.
Addresses to revoke below.
MercedHees retweeted
statement arrangements will open in 8 days, on 10/1
you can make one statement with any 80 credits
I'll update this thread with how statements will work
MercedHees retweeted
supply based on yesterdays mint number is 122,154
if you do not wish to participate, you can request a refund for the next 8 hours here, then the final supply will be locked
jack.art/creditcheck


































