Zerion Research

How Robinhood Chain became the hottest L2 of this summer

A chain built for Stock Tokens. Two months later, it was the busiest speculative token market in crypto, and the same wallets were doing both.


Inside the report

A read on Robinhood Chain's first two months built from real addresses active across Zerion's wallet, portfolio tracker, and CLI, not chain-wide totals inflated by farming.

  • Why a brokerage L2 held the #1 trading spot across Zerion apps for 55 of its first 62 days
  • What people actually held, and how the long tail beat Stock Tokens on positions while losing on people
  • The 95% overlap nobody predicted between Stock Token holders and speculative traders
  • Where these addresses came from, and the share that had never touched another chain

Get the full report

By requesting the report you agree to Zerion's Privacy Policy. No spam. Unsubscribe any time.

55/62Days ranked #1 for trades across Zerion apps
95%Of Stock Token holders also held speculative tokens
48×Growth in total token positions over two months

A preview of the data

Three findings from the study, each of them only partly here. The full series, rankings, and week-by-week breakdowns are in the report.

Share of trades

It took the top spot in week two and never gave it back

55/ 62

Days ranked #1 for trades across Zerion's wallet, portfolio tracker, and CLI. It took the top spot on 8 July and has held it every day since.

In the report: the full daily series, and median trade size vs. Base and Ethereum.

Stock Tokens

The fastest-growing token category

Share of addresses holding at least one Stock Token. Fastest-growing category on the chain, from the smallest base.

In the report: the first two months and the holder-growth curve.

Most-held tokens

The NVIDIA Stock Token outranked all but two speculative tokens

#Token
  • 1USDGGlobal Dollar · stablecoin
  • 2
  • 3
  • 4NVIDIAStock Token · most-held non-crypto asset
  • 5
  • 6
  • 7
  • 8

NVIDIA is the most-held non-crypto asset on the chain, ahead of every speculative token but two. Five of the top fifteen are Stock Tokens.

In the report: the complete top-fifteen ranking, with holder counts.

“Robinhood Chain has been the most requested new chain from Zerion API customers even before the launch. This demand hasn't tapered the way it usually does.”

What's in the full report

  1. 01

    Consistently #1 across Zerion

    The full daily share-of-trades series, plus median trade size benchmarked against Base and Ethereum.

  2. 02

    What users held: Stock Tokens and memes

    Week-by-week position and holder growth, and the point in week two where the long tail took the lead and never gave it back.

  3. 03

    The most-held tokens on Robinhood Chain

    The complete top-fifteen ranking: which Stock Tokens made it, and what beat them.

  4. 04

    The overlap nobody expected

    How the Stock Token investor and the speculative trader turned out to be the same wallet.

  5. 05

    Who these users are

    The full cross-chain tail, average chain count per address, and the genuinely-new cohort.

About this data

A new chain is only as usable as its data. Zerion API indexed Robinhood Chain from block zero, so every figure here starts at the first block rather than weeks in.

Real addresses, not chain-wide totals
Every figure comes from active addresses indexed by Zerion API for Zerion's own products: the portfolio tracker, the wallet, and the CLI.
A sample, filtered of bots
These addresses belong to people who opened a wallet, checked a portfolio, or signed a transaction. Farming bots and unnatural activity fall out naturally.
Ratios over raw counts
Because it's a sample and not a census, the study reports shares, ratios, and relative rankings. Those hold up at this scale.

Get the full Robinhood Chain report

Two months of positions, trades, and cross-chain behavior. The series behind every number on this page.

Access report

Building on Robinhood Chain? Query it yourself with Zerion API.