Why Robinhood Chain Is Ultra Bullish for ETH
The impact of Robinhood Chain on Ethereum and future scenarios.
1The Launch of Robinhood Chain
Robinhood Chain launched in July 2026 and has since generated $816,000 in gross revenue. 89% of this revenue went to Robinhood, 10% to Arbitrum, and only 0.15% to Ethereum. This shows Ethereum's low revenue share.
2Ethereum's Role
Robinhood Chain is an EVM-compatible, Arbitrum-based layer-2 network. ETH is used as the native gas token, but Ethereum has yet to see revenue benefits. This situation creates both hope and concern for Ethereum's future.
3Analysts' Views
Ark Invest research director Lorenzo Valente stated that Robinhood Chain is promising for Ethereum. Valente said, 'If ETH is money, Robinhood building here is ultra bullish.' However, for those who see ETH as a revenue-generating asset, this is a bearish scenario.
4Revenue Split
Valente suggested a healthier revenue split would be 75% to Robinhood, 10% to Arbitrum, and 15% to Ethereum. Currently, Ethereum's share remains quite low, posing a risk to its future.
5ETH's Future
Consensys founder Joe Lubin emphasized that Ethereum layer-1 revenue fees should remain low to foster growth. Lubin predicted that tens of thousands of companies will operate on Ethereum L1, L2s, and private permissioned EVMs in the next 2-3 years.
6ETH Prices
Despite Robinhood Chain's promising scenarios, Ether prices remain at multi-year bear market lows. ETH faces resistance at $1,800, and breaking this level is crucial for ETH to continue its slow climb.
Original article: CryptoPotato — Robinhood Chain ETH İçin Neden Umut Verici?