Take these 5 ️⃣ Robinhood is a good thing, and you can also enjoy the wealth and prosperity of the sky The last time I saw a 1M Speed 100M Meme at noon was still the last time. But Meme is ultimately a highly volatile and high-risk category, and sitting idle at all times is not the style of all cryptocurrency players. So how can non Meme players get a share of the pie? Borrowing flowers to offer Buddha, let's judge the benefit transmission chain of Blue Fox Teacher @ lanhubiji: PONS → UNI/Robot → HOOD → (ARB Subcontracting) → ETH. Take advantage of these five Robinhood benefits, and we'll also get a share of the pie ⬇️ 1. PONS: The most direct golden shovel PONS has risen to the fourth highest daily revenue in the cryptocurrency industry and is also the largest unmanaged launch platform on Robinhood Chain http://Pump.fun ）Fixed issuance of 1 billion units, graduation into Uniswap v4, and liquidity lock up. The basic transaction fee is about 1%, and the agreement takes about 30% of it. Then, 80% of the agreement revenue is used to repurchase and destroy PONS. In short, the larger the issuance and turnover of PONS, the more intense the protocol revenue and destruction, and the higher the coin price. Logic -The heat is most concentrated: peak periods can account for a large number of transactions and launch shares on the chain, and daily protocol fees can even be comparable to the entire chain. -The value capture path is clear: cost → repurchase and destruction, and supply continues to shrink. -Uniswap Labs has purchased PONS for 'long-term alignment', indicating that the liquidity layer also recognizes this launch pipeline. 2. UNI: The amplifier closest to the transaction PONS adds a pool, a group of traders, and a continuous trading session to Uniswap v4 for each graduation project. UNI is therefore one of the clearest structural beneficiaries. In addition, Stock Tokens, stablecoins, and other ecological coins on Robinhood will ultimately be traded on DEX. Uniswap serves as the primary public AMM for Robinhood. The larger the amount on the chain, the higher the UNI protocol fee; After the cost switch is turned on, this part will also enter the vault/destruction path, thereby raising the UNI price. Logic -UNI is eating a 'full ecological liquidity tax', not just one Meme. Stock tokens, graduation coins, and stablecoins can all be exchanged through it. -Robinhood Chain once contributed a significant portion of Uniswap's v4 transactions and treasury inflows, essentially opening up a high turnover toll highway for UNI. 3. HOOD: Master of User and Asset Entrances This is the most "TradFi" beta entrance for those who don't want to touch the local dogs on the chain. After all, the chain is Robinhood's own L2, consisting of users, wallets, tokenized stocks Earn、 Sustainability is all connected to our own products. Chain explosion will inevitably rise: 1) Narrative (expanding from US stocks/crypto spot to 24/7 tokenized stocks+proprietary L2+RWA); 2) Robinhood Crypto/Wallet/Partial on chain related revenue. Of course, Robinhood company incurs partial costs for distribution, wallets, sorters/subsidies after the window ends, as well as overall business brought about by user migration, which is relatively less resilient than Crypto assets. 4. ARB: Technology Stack Division Robinhood Chain uses Arbitrarum Orbit/Dedicated Blockchains+Nitro. The data needs to be uploaded to Ethereum, and there is also a sharing/licensing structure for the Arbitrarum system. That is to say, Arbitrarum is steadily extracting water from the Robinhood chain heat. Logic -Narratively speaking, the Arbitrarum ecosystem has added another super active Orbit chain, which is beneficial for "enterprise level L2 to use our stack". -If the distribution ratio or ecological incentives are clear, ARB can allocate some expenses or attention. 5. ETH: Bottom layer, most certain, and least elastic Each transaction on the RH chain is paid with ETH for gas, and the transaction data is settled back to Ethereum in the form of blob, etc. The higher the activity, the higher the rigid consumption and settlement requirements of ETH. In the long run, another high TPS and high cost L2 hanging on Ethereum is positive for ETH as the settlement layer. positive -The hardest capture path: there is no controversy over whether ETH will be used as gas. -Adding points to the Ethereum narrative: TradFi giant chooses L2 instead of starting another L1. However, compared to the size of ETH, the gas consumption of a single L2 is relatively small, and the price elasticity is weak, which can only be considered a long-term advantage.