NeutralETHEthereumEthereumHOODRobinhoodRobinhoodHYPEHyperliquidHyperliquidMONMonadMonadSOLSolanaSolanaTRXTronTron

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Where it went over the year: • Tron: +$16.2B (now 32%) • Hyperliquid: +$1.6B • Solana: +$1.6B • Chains new this year: +$5.2B (Arc, X Layer, Robinhood Chain, Tempo, Monad) Ethereum: -$32.5B, while total supply only fell about $10B.

Ethereum's share of stablecoins is down to 46%, an all-time low. Where it went over the year: • Tron: +$16.2B (now 32%) • Hyperliquid: +$1.6B • Solana: +$1.6B • Chains new this year: +$5.2B (Arc, X Layer, Robinhood Chain, Tempo, Monad) Ethereum: -$32.5B, while total supply only fell about $10B.

$676M sUSDS has been switched from Sky’s sUSDS to @aave USDC. What enables it: Aave USDC slope1 to 4.50%. At today’s 93% utilization, the old Aave curve paid 3.38%. The new one pays 3.81%, level with sUSDS (3.80%), with upside: Aave USDC has averaged 4.11% since 28 Aug. https://t.co/lj38Ttmf0Z

On Fragmentation for Tokenized Equities: I’d say tokenization doesn’t fix composability, and TradFi has the same problem: every broker holding is its own wrapper. The difference is TradFi has DTC underneath, so you can move between brokers 1:1 because they all point to the same share. Tokenized stocks don’t have that layer yet. The closest fix is a unified DEX pool across issuers, something like Curve’s 3pool for DAI-USDC-USDT.

Borrow Cash with Stock as collateral powered by @Morpho would be cool https://t.co/0GU3efEO4Z

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5d ago on

Private Equities or Robinhood Ventures Fund I & II Broaden the access to private companies for everyone. https://t.co/v0Hi5HSaEV