robinhood just executed the most aggressive tradfi-to-crypto infrastructure play we've seen

launched 213 tokenized stocks/etfs on arbitrum for eu customers. 24/7 trading at $0.03 per transaction. 1,105 tps with 16-minute finality

but here's the real move: they're building "robinhood chain" - their own l2 on arbitrum orbit

ceo vlad tenev said they avoided solana due to mev concerns. wanted to be "a landlord, not a tenant" with full validator control

the strategy is two-phase:

• start on arbitrum one for liquidity

• migrate to proprietary chain for enhanced revenue capture

• 10% of sequencer profits flow to arbitrum dao

technical implementation hides all crypto complexity. no rpcs, no wallets. first major fintech using l2 as core backend without visible crypto interface

they're also offering private company tokens (openai, spacex shares) offshore, basically daring regulators to stop them

$255b in assets makes this not just another rwa startup. this is demand-side infrastructure with kyc/aml creating walled garden that prevents defi integration initially

if this works, expect every major fintech to follow