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Robinhood Chain App Revenue Surges to $2.66M in 24 Hours, Outpacing Ethereum

Created at 31 Aug · 7:51 AM1 source↑ Market-relevant
IN SHORT

Robinhood Chain generated $2.66 million in app revenue on August 31, surpassing Ethereum and Hyperliquid for a single day. This surge was primarily driven by three applications: GMGN, Pons, and Uniswap, highlighting both the chain's capacity for high-fee activity and a concentrated revenue base.

Key Numbers

$2.66MRobinhood Chain app revenue in 24 hours
$1.70MHyperliquid app revenue in 24 hours
$1.28MEthereum app revenue in 24 hours
$5.07MSolana app revenue in 24 hours
88%Revenue driven by top 3 apps on Robinhood Chain
$803KGMGN app revenue on Robinhood Chain
$632KPons app revenue on Robinhood Chain
$235KUniswap app revenue on Robinhood Chain
$495KRobinhood Chain net gas revenue
$44KArbitrum Foundation revenue from Robinhood Chain
$53.41MHyperliquid 30-day app revenue
$23.23MRobinhood Chain 30-day app revenue
$45.8MEthereum 30-day app revenue
$1.5BStock Token DEX cumulative volume
38%Year-over-year decline in Robinhood's Q2 crypto trading revenue
$100MRobinhood's Q2 crypto trading revenue
$1.31BRobinhood's Q2 revenue

Who's Involved

Robinhood Chain
L2 network that recorded significant app revenue
DeFiLlama
Data provider for app revenue figures
Hyperliquid
L1 network with high app revenue
Ethereum
L1 blockchain network
Solana
Blockchain network with highest app revenue
GMGN
Telegram trading bot driving Robinhood Chain revenue
Pons
Launchpad and swap platform driving Robinhood Chain revenue
Uniswap
DEX with fee switch live on Robinhood Chain
Vlad Tenev
CEO of Robinhood
Arbitrum Foundation
Collected fees from Robinhood Chain
Coinbase
Exchange rolling out stock perps
Kraken
Exchange launching unified US stocks and xStocks trading
Goldman Sachs
Bank broadly positive on HOOD and COIN

↳ Why This Matters

Robinhood's L2 network is demonstrating significant potential for generating app revenue, offering a new narrative for investors amidst declining core brokerage and crypto trading revenues. The chain's ability to attract high-fee activity, even if concentrated, could become a crucial revenue stream, though its reach to Robinhood's primary US user base remains a challenge.

Key facts

  • Robinhood Chain achieved $2.66 million in app revenue in a single 24-hour period on August 31.
  • This daily revenue figure exceeded that of Ethereum and Hyperliquid, placing it second only to Solana.
  • The majority of Robinhood Chain's revenue was driven by three applications: GMGN, Pons, and Uniswap.
  • The chain also generated $495,000 in net gas revenue.
  • Robinhood's broader ambition for the chain is to serve as infrastructure for tokenized real-world assets, particularly stocks.
  • A key limitation is that Stock Tokens on Robinhood Chain are not available to US persons.

Robinhood Chain, the Layer 2 network developed by the trading platform Robinhood, generated $2.66 million in app revenue within a 24-hour period on August 31, according to data from DeFiLlama. This figure placed it ahead of established networks like Ethereum ($1.28 million) and Hyperliquid ($1.70 million) for that specific day, though Solana remained the leader with $5.07 million.

The substantial revenue on Robinhood Chain was concentrated among a few applications. The Telegram trading bot GMGN led with $803,000, followed by the native launchpad and swap platform Pons with $632,000, and Uniswap with $235,000. These three protocols accounted for approximately 88% of the total app revenue generated on the chain that day.

Beyond app revenue, Robinhood Chain also netted $495,000 in gas revenue after accounting for Ethereum L1 costs and a 10% share allocated to the Arbitrum Expansion Program. The Arbitrum Foundation received $44,000 from this revenue stream.

While the August 31 figures represent a significant daily spike, longer-term data indicates that Hyperliquid and Ethereum still lead in 30-day app revenue. Hyperliquid recorded $53.41 million, Ethereum $45.8 million, and Robinhood Chain $23.23 million over the same period.

This development comes as Robinhood faces pressure on its core business, with Q2 earnings revealing a 38% year-over-year decrease in crypto trading revenue to $100 million. The on-chain app fee revenue is emerging as a potential new narrative for investors. Robinhood Chain, built on Arbitrum Orbit, launched on July 1, 2026, and aims to facilitate trading of tokenized real-world assets, such as stocks. Cumulative volume for Stock Tokens on Robinhood Chain surpassed $1.5 billion by late August.

However, a key limitation for Robinhood's broader ambitions is that its Stock Tokens are not currently available to US persons, who constitute a significant portion of its user base. Competitors like Coinbase and Kraken are also increasing their focus on equity-linked on-chain trading, indicating a race for both infrastructure and distribution in this emerging market.

Frequently asked questions

Robinhood Chain is a Layer 2 (L2) network built on the Arbitrum Orbit stack, developed by the trading platform Robinhood. It aims to facilitate trading of tokenized real-world assets.

On August 31, Robinhood Chain recorded $2.66 million in app revenue, surpassing Ethereum and Hyperliquid for that day.

The majority of the revenue was driven by GMGN (a Telegram trading bot), Pons (a launchpad and swap platform), and Uniswap.

Stock Tokens on Robinhood Chain are not currently available to US persons, which restricts access for Robinhood's primary user base.

What Happens Next

01The performance of Robinhood Chain's app revenue will be monitored to see if the August 31 spike becomes a recurring pattern.
02The development of tokenized real-world assets, particularly stocks, on Robinhood Chain will be closely watched.
03The availability of Stock Tokens to US persons will be a key factor for the chain's future growth.
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How It Developed

Robinhood Chain launched on July 1, 2026, as an Ethereum L2 built on Arbitrum Orbit.
Robinhood Chain recorded $2.66 million in app revenue on August 31.
This daily revenue figure surpassed Ethereum ($1.28M) and Hyperliquid ($1.70M), with only Solana ($5.07M) ranking higher.
Three applications—GMGN, Pons, and Uniswap—accounted for approximately 88% of the chain's app revenue on that day.
The chain also generated $495K in net gas revenue after accounting for L1 costs and Arbitrum Expansion Program share.
Robinhood CEO Vlad Tenev acknowledged the chain's utility for memecoins.
Despite the daily spike, Hyperliquid and Ethereum maintain higher 30-day app revenue figures.
Robinhood's Q2 earnings showed a 38% year-over-year decline in crypto trading revenue.

Sources

T1
Robinhood Chain Hits $2.66M in 24h App Revenue, Flipping Ethereum and HyperliquidCoinGape

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