Why Robinhood Chose Arbitrum Over Solana and Optimism ⬇️
Last week, Robinhood announced tokenized stocks for EU users—launching on Arbitrum One, then migrating to a custom chain built with Arbitrum’s tech stack.
𝗪𝗵𝘆 𝗔𝗿𝗯𝗶𝘁𝗿𝘂𝗺?
• 𝗠𝗮𝘁𝘂𝗿𝗶𝘁𝘆 & 𝗦𝗰𝗮𝗹𝗲: Proven, secure infrastructure capable of supporting the scale Robinhood needs
• 𝗙𝗹𝗲𝘅𝗶𝗯𝗶𝗹𝗶𝘁𝘆 & 𝗚𝗿𝗼𝘄𝘁𝗵: Start fast on Arbitrum One (a top-5 blockchain), then graduate to a custom chain using the same stack
• 𝗪𝗲𝗯𝟮 𝗗𝗲𝘃 𝗨𝗻𝗹𝗼𝗰𝗸: Arbitrum Stylus enables Rust/C++ contracts, lowering the barrier for traditional developers
𝗪𝗵𝘆 𝗻𝗼𝘁 𝗼𝘁𝗵𝗲𝗿𝘀?
• 𝗢𝗣 𝗦𝘁𝗮𝗰𝗸 is credible (used by Coinbase, Kraken), but OP Mainnet trails Arbitrum One in usage
• 𝗦𝗼𝗹𝗮𝗻𝗮 leads in usage, but lacks a modular enterprise chain stack
The “launch fast → scale → customize” pathway was a key differentiator.
𝗪𝗵𝘆 𝗿𝘂𝗻 𝘁𝗵𝗲𝗶𝗿 𝗼𝘄𝗻 𝗰𝗵𝗮𝗶𝗻 𝗮𝘁 𝗮𝗹𝗹?
• Capture MEV and sequencer fees
• Control UX and brand
• Commercial deal with Arbitrum (undisclosed, but mutually beneficial)
𝗧𝗵𝗶𝘀 𝗰𝗼𝗻𝘁𝗶𝗻𝘂𝗲𝘀 𝗸𝗲𝘆 𝘁𝗿𝗲𝗻𝗱𝘀:
• 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝗰𝗵𝗮𝗶𝗻𝘀: Robinhood joins Coinbase, OKX, Sony—with Stripe rumored next. Firms want control and upside from broader adoption
• 𝗕𝗹𝗼𝗰𝗸𝗰𝗵𝗮𝗶𝗻 𝗮𝘀 𝗯𝗮𝗰𝗸𝗲𝗻𝗱: Robinhood keeps the UX simple while crypto powers the rails. Seamless for users, powerful under the hood.
This is a big win for Arbitrum, and a pivotal moment in the L2 wars.
Great insights via @laurashin & @sgoldfed from Offchain Labs
Last week, Robinhood announced tokenized stocks for EU users—launching on Arbitrum One, then migrating to a custom chain built with Arbitrum’s tech stack.
𝗪𝗵𝘆 𝗔𝗿𝗯𝗶𝘁𝗿𝘂𝗺?
• 𝗠𝗮𝘁𝘂𝗿𝗶𝘁𝘆 & 𝗦𝗰𝗮𝗹𝗲: Proven, secure infrastructure capable of supporting the scale Robinhood needs
• 𝗙𝗹𝗲𝘅𝗶𝗯𝗶𝗹𝗶𝘁𝘆 & 𝗚𝗿𝗼𝘄𝘁𝗵: Start fast on Arbitrum One (a top-5 blockchain), then graduate to a custom chain using the same stack
• 𝗪𝗲𝗯𝟮 𝗗𝗲𝘃 𝗨𝗻𝗹𝗼𝗰𝗸: Arbitrum Stylus enables Rust/C++ contracts, lowering the barrier for traditional developers
𝗪𝗵𝘆 𝗻𝗼𝘁 𝗼𝘁𝗵𝗲𝗿𝘀?
• 𝗢𝗣 𝗦𝘁𝗮𝗰𝗸 is credible (used by Coinbase, Kraken), but OP Mainnet trails Arbitrum One in usage
• 𝗦𝗼𝗹𝗮𝗻𝗮 leads in usage, but lacks a modular enterprise chain stack
The “launch fast → scale → customize” pathway was a key differentiator.
𝗪𝗵𝘆 𝗿𝘂𝗻 𝘁𝗵𝗲𝗶𝗿 𝗼𝘄𝗻 𝗰𝗵𝗮𝗶𝗻 𝗮𝘁 𝗮𝗹𝗹?
• Capture MEV and sequencer fees
• Control UX and brand
• Commercial deal with Arbitrum (undisclosed, but mutually beneficial)
𝗧𝗵𝗶𝘀 𝗰𝗼𝗻𝘁𝗶𝗻𝘂𝗲𝘀 𝗸𝗲𝘆 𝘁𝗿𝗲𝗻𝗱𝘀:
• 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝗰𝗵𝗮𝗶𝗻𝘀: Robinhood joins Coinbase, OKX, Sony—with Stripe rumored next. Firms want control and upside from broader adoption
• 𝗕𝗹𝗼𝗰𝗸𝗰𝗵𝗮𝗶𝗻 𝗮𝘀 𝗯𝗮𝗰𝗸𝗲𝗻𝗱: Robinhood keeps the UX simple while crypto powers the rails. Seamless for users, powerful under the hood.
This is a big win for Arbitrum, and a pivotal moment in the L2 wars.
Great insights via @laurashin & @sgoldfed from Offchain Labs
Stripe rumor:
https://x.com/blorkworks/status/1940819513009942920
"every crypto exchange and fintech company will operate its own blockchain within the next five years"
More on the Enterprise Public blockchain shift
blockchain.news/flashnews/opti…
More on the Enterprise Public blockchain shift
blockchain.news/flashnews/opti…
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