Which coins benefit from the growth of Robinhood Chain?

Robinhood Chain has only been around for a few days and is already attracting considerable attention. Analyst Daan looks at which coins are benefiting from this growth and which projects form the network’s infrastructure. A handy overview for anyone who wants to follow this closely.

The coins that carry the infrastructure

Ethereum plays a central role: the network uses ETH as a gas token, meaning that every transaction on Robinhood Chain generates direct demand for ETH. Ethereum is currently at $1.785,79, up 1.7% in the last 24 hours. Chainlink (LINK) provides the oracle integration, supplying essential data infrastructure to the network.

Uniswap (UNI) functions as the network’s liquidity layer: all trading volume flows through it. At present, there is no fee switch active for Robinhood Chain, so UNI holders do not yet directly benefit from that volume. The same applies to Morpho (MORPHO), which offers vault services and serves as an embedded yield engine, but has also not yet activated a fee switch. Robinhood Chain already broke a record with $560 million in DEX volume in a single day, illustrating the potential of these fee streams for the future.

Arbitrum and HOOD as the biggest beneficiaries

Arbitrum (ARB) has a special position via a royalty structure: it receives 10% of Robinhood Chain’s net protocol revenues. Of that, 8% goes to the Arbitrum DAO, which is governed by token holders. At the moment, this amounts to roughly $1 million per year, which is still modest but could grow strongly as the network scales further. Check the latest Arbitrum price for the most recent price developments. Robinhood Chain structurally pays that 10% fee to the Arbitrum ecosystem, making ARB interesting in the long term if volumes continue to rise.

The biggest beneficiary, however, remains Robinhood itself via the HOOD token. The company collects the majority of the profits generated by the network. Daan says these coins are definitely worth watching, especially if Robinhood Chain continues to grow and volumes increase further. The DefiLlama chart shows that both TVL and DEX volume have risen sharply in recent weeks, confirming the momentum behind this network.