The quantity of Ether bridged to Robinhood’s new layer-2 blockchain exceeded $70 million in simply the primary week, in response to Token Terminal.
Robinhood Chain, an EVM-compatible Arbitrum-based layer-2 community that makes use of ETH as its native fuel token, launched on July 1 with the corporate describing it as “AI-native and purpose-built for real-world belongings.”
“If adoption continues, the chain may change into a significant new supply of demand for ETH,” mentioned Token Terminal on Thursday.
Robinhood has additionally supplied tokenized shares to clients in additional than 120 nations, responding to a surging demand for tokenized US equities. Ethereum and its layer-2 scaling networks have been a well-liked alternative for tokenized real-world belongings (RWA) with greater than 50% market share, in response to RWA.xyz, and this transfer may cement that place even additional.
Turning liquidity into financial exercise
“Robinhood Chain is quickly turning liquidity into financial exercise,” mentioned Token Terminal in a separate publish on X.
Robinhood Chain’s day by day energetic customers reached 194,000 whereas day by day income has grown to $39,000, equal to a $14 million annualized income run fee, inside the chain’s first week, it mentioned.
DefiLlama, a decentralized finance knowledge platform, reveals related figures, displaying Robinhood Chain has a complete worth locked of 46,748 ETH, value round $83 million at present market costs. Thursday’s inflows alone totaled 31,855 ETH, or round $55 million.
Uniswap founder Hayden Adams mentioned Friday that the majority of what’s taking place on the Robinhood Chain is ETH-denominated.
“It is the bottom pair for buying and selling, the very best quantity asset, and the fuel token to pay for blockspace. It additionally burns ETH on L1 to pay knowledge storage charges,” he added.
ETH bridged to Robinhood Chain tops $70 million. Supply: Token Terminal
Andri Fauzan Adziima, analysis lead at Bitrue Analysis Institute, advised Cointelegraph that it was “strongly bullish” and early quantity “validates the L2 flywheel,” as a “significant new demand sink.”
“Through the use of ETH because the native fuel token on this high-velocity Arbitrum L2, each transaction I monitor creates direct, recurring demand whereas locking capital and onboarding Robinhood’s huge person base.”
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Tim Solar, HashKey Group senior researcher, mentioned it was “a transparent, structural optimistic for ETH.”
“For Ethereum, essentially the most direct profit is that Robinhood Chain makes use of ETH for fuel,” he mentioned. “As bridged belongings, pockets addresses, and on-chain transactions develop, new demand for ETH is generated.”
“Nevertheless, the deeper significance lies not simply in how a lot fuel is consumed, however in Robinhood’s option to construct its personal on-chain monetary ecosystem inside the Ethereum community. This additional solidifies the Ethereum mainnet’s place as the final word settlement layer and liquidity basis for tokenized belongings.”
Bulls argue Ethereum’s long-term development thesis comes from RWA tokenization, agentic AI funds, institutional adoption and community upgrades, akin to Glamsterdam, anticipated earlier than the top of 2026, which is anticipated to extend layer 1 capability.
ETH costs ticked up on Friday to succeed in $1,775 however stay at multi-year bear market lows, down 64% from their August 2025 peak.
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