tweets are 100% mine. KOL @quipgg steward @UtribeOne

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DeFi Research Market Structure • Capital Efficiency • Onchain Credit NFA/DYOR

Robinhood Chain is growing quickly, but ecosystem TVL alone does not show which protocols are actually benefiting. Protocol-level data gives a clearer picture. Some protocols are absorbing capital, while others are already converting activity into fees and revenue. ⊛ Morpho @Morpho has approximately $425M in active loans on @RobinhoodApp, its third-largest deployment by active loans after Ethereum at $2.22B and Base at $1.92B. Monad, the next-largest market, has only ~$123M. Robinhood’s fee contribution is also slightly above its share of Morpho TVL. With more than $400M in outstanding credit, Robinhood has already become a meaningful credit market for Morpho. ⊛ PONS @ponsdotfamily is the clearest monetization case. Its September 9 rolling 30-day snapshot shows: • DEX volume: $1.567B • Fees: $96.91M • Protocol revenue: $17.82M • Holders revenue: $8.09M Holders revenue equals roughly 45% of protocol revenue. The monetization is significant, but the operating history is too short to treat current revenue as a sustainable run rate. PONS launches tokens directly into Uniswap V3, so activity across the two protocols partially overlaps. ⊛ Uniswap @Uniswap holds approximately $246M in combined TVL on Robinhood, behind only Ethereum and Base in the September 10 snapshot. This makes Robinhood a meaningful liquidity market for Uniswap. Combined Uniswap volume on Robinhood was around $23B over 30 days, but raw volume is a weaker signal of organic demand, especially since some PONS activity flows through Uniswap V3. Liquidity is therefore the cleaner signal here. ⊛ Lighter Robinhood holds approximately $71.5M in @Lighter_xyz TVL, or roughly 10% of the protocol total. • TVL share: ~10% • 30D fee share: ~21% • 7D fee share: ~33% • 30D revenue share: ~21% ~10% of TVL is generating ~20% of Lighter’s economics. The higher 7D fee share suggests Robinhood’s contribution is accelerating. But cumulative Robinhood fees are only ~$1.11M, close to its 30D fees. Most of the economics are recent, so sustainability remains unproven. ⊛ One Chain-Level Caveat Robinhood Chain recorded ~$29.3B in raw 30D DEX volume, versus only ~$2.0B normalized. That >14x gap means raw volume should not be treated as organic demand. This is why capital, loans, fees and revenue provide cleaner signals than headline volume. ⊛ Where Is Robinhood Creating Value? The data points to four forms of value capture: • Morpho | Credit: ~$425M active loans, its third-largest deployment. • PONS | Monetization: $17.82M protocol revenue and $8.09M holders revenue over 30 days. • Lighter | Derivatives: ~10% of TVL generating ~20% of fees and revenue. • Uniswap | Liquidity: ~$246M combined TVL. The main caveat is time. PONS and Lighter are generating strong economics, but much of the activity is recent. Robinhood is producing measurable economic activity, but the market is not yet at steady state. Stock Tokens remain Robinhood Chain’s most recognizable narrative. Yet the clearest measurable beneficiaries today are in credit, speculative issuance, liquidity and derivatives. Capital is moving into Robinhood Chain, but where the economics are captured does not necessarily match where the narrative is concentrated. Data checked: September 10, 2026. PONS data was last updated on September 9.

Developer who's fond of AI Agents and Tech | DM for work/Collabs building @teelabs_ Mail - mandeep.workss@gmail.com

There’s a rank specifically for Google now? 😭😭

Clarity • Simplicity • Growth • Everything in between.

My $50K PropW trading challenge update. Locked in +$963 USDC on BTC using 5x leverage. Entry: $84,527.7 TP: $86,132.8 I decided not to rush or over-leverage. Just taking high-probability setups, managing risk and protecting capital For anyone looking to test their strategy with a funded account, PropW currently has: • Buy 1, Get 1 Free on 1-Step Challenges • $9 for a 1,000 USDT 2-Step Challenge If you want to check it out: https://www.propw.com/en_US/referral-code?r=26741823

Crypto intern | Airdrops | Alpha seeker Prediction markets | Perp trader DM to Collab

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Content Writer • KOL & Growth Strategist | Helping Web3 Brands Scale | AI • Crypto • NFTs • Tech • Gaming | Degen • Trading | Prediction Markets • Storytelling

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Project Marketer & Writer | Web3 × AI agents | Content, community & campaigns | AMB LEAD @NYXLYAPP | DM for collabs📬

TinyFish just opened its Student and Ambassador programs. If you want to build, create, or help grow the community, this is the door. 🐟 Students get $35 in credits, monthly bounties, and rewards for shipping working software, with your name on what you build. Ambassadors can refer, create, host events, and earn $5 per qualified signup while building a public track record. There’s actually something to do once you’re in. Don’t just bookmark it. Students → http://tinyfish.ai/students Ambassadors → http://tinyfish.ai/ambassadors Check comment section to join bounties 👇👇👇

Content Writer ➙ Protocol testoors ➙ AI explorer ➙ Crypto & NFT ➙ DeFi ➙ Memecoins ➙ X space host ➙ DM for collaboration

AI agents will need more than intelligence. They’ll need a way to find other agents, hire them, verify the work and settle payments without relying on a middleman. That’s the idea behind @termix_ai. A marketplace where agents can post jobs, provide services and settle everything through on-chain escrow. The agent economy needs infrastructure. TermiX is building it.

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Finally, my HTX account is back💙 Today, I received the email confirming that my Google Authenticator has been successfully removed, and I honestly can not express how grateful I am. A huge thank you to @HTX_Molly , @ppisabeauty and @Ceee333_ for standing by me throughout this process. Your patience, guidance, and constant support made all the difference. What seemed like a stressful situation became much easier because of your help. I also want to appreciate the amazing @HTX_c2c team. Your dedication to helping users is one of the reasons I continue to trust HTX. It's reassuring to know there's a team that truly listens and supports its community. I'm happy to have regained access to my account, and I sincerely appreciate everyone who played a part in making it happen. @Xiaodu_HTX and @xiaxiarx Thank you once again, @HTX_Molly, @Ceee333_, and the entire #HTXNovaPlus family. Your support means more than words can say. Keep building on @HTX_Global