Robinhood Chain is three months old. In API calls it already runs at roughly a quarter the volume of Google search. @nikil (@Alchemy) and @JohannKerbrat (@RobinhoodCrypto) join Stateful, hosted by @FranklinBi, to talk tokenized assets and agentic commerce: • 40% of all new developers on are building on Robinhood Chain • 190 tokenized US stocks and ETFs. Number one chain on Alchemy within two weeks • Democratizing U.S. equities to a global audience • Alchemy made its entire product accessible to agents. No CAPTCHAs, no humans. Grew 20% in two weeks • Memecoin and stock token pairs nobody planned for 04:27 Day Zero: Why Robinhood Built Its Own Chain 09:19 A Quarter of Google's Traffic: The Scale of Robinhood Chain 10:43 Three Mega Trends: Stablecoins, Tokenized Equities, Agentic Commerce 15:23 The WhatsApp Effect and Why Most of the World Can't Buy US Stocks 22:11 Why the Blockchain Industry Has to Be Built in the U.S. 27:20 Alchemy's Bet: The Customer Is No Longer the Developer 28:39 Agentic Cards, Mastercard, and the Dave the Minion Story 31:20 Inside Robinhood's Agentic Trading Launch 36:44 Verifiable Intent and Giving Agents Guardrails 40:36 What an Onchain Financial System Feels Like in 10 Years