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Why I believe Robinhood Chain's biggest run is still ahead
Robinhood says the stars are aligning. From where I sit, they have been for a while.
1) It has already proven it can pull people in
Mainnet went live in July. Three weeks later it passed Base on daily active users, within a month it had done 200M+ transactions, and over 30 days in August it earned more in chain revenue than Base or Ethereum. That was the first run, mostly memecoins. The next one has stocks, stablecoins and AI agents behind it.
2) Real assets live here
Stock tokens and USDG sit on the same chain as everything else. You can pair a memecoin with a tokenized stock. One I know well trades against tokenized Palantir. That's not something you get on most chains.
3) Robinhood is bringing AI agents to real money
With Agentic Trading, people connect their own AI agents to Robinhood and let them place real trades. @vladtenev put it simply: "Our mission has always been to democratize finance for all, and now, that mission extends to AI agents."
Onchain, agents can already get an identity in the ERC-8004 registry on Robinhood Chain and pay in USDG.
4) The missing piece is security
Robinhood's own agentic trading page says it plainly: agents can make errors, misinterpret instructions and act on outdated information.
The way I see it:
Robinhood → AI agents → real money
Agent Wormhole → security for those agents → protecting that money
It goes beyond trading too. Our x402 guard checks the recipient, amount, token and chain before an agent signs a payment. As AI goes from talking to moving money, that kind of check stops being optional. (I'm building Agent Wormhole, so weigh my bias accordingly.)
5. Builders are staying
The market is quiet, and the teams I talk to on Robinhood Chain are shipping anyway. Quiet markets are when the bigger run gets built.
Robinhood is giving AI agents financial power. Agent Wormhole is building the security layer for that future.
RH SZN VOL 2?
Robinhood says the stars are aligning. From where I sit, they have been for a while.
1) It has already proven it can pull people in
Mainnet went live in July. Three weeks later it passed Base on daily active users, within a month it had done 200M+ transactions, and over 30 days in August it earned more in chain revenue than Base or Ethereum. That was the first run, mostly memecoins. The next one has stocks, stablecoins and AI agents behind it.
2) Real assets live here
Stock tokens and USDG sit on the same chain as everything else. You can pair a memecoin with a tokenized stock. One I know well trades against tokenized Palantir. That's not something you get on most chains.
3) Robinhood is bringing AI agents to real money
With Agentic Trading, people connect their own AI agents to Robinhood and let them place real trades. @vladtenev put it simply: "Our mission has always been to democratize finance for all, and now, that mission extends to AI agents."
Onchain, agents can already get an identity in the ERC-8004 registry on Robinhood Chain and pay in USDG.
4) The missing piece is security
Robinhood's own agentic trading page says it plainly: agents can make errors, misinterpret instructions and act on outdated information.
The way I see it:
Robinhood → AI agents → real money
Agent Wormhole → security for those agents → protecting that money
It goes beyond trading too. Our x402 guard checks the recipient, amount, token and chain before an agent signs a payment. As AI goes from talking to moving money, that kind of check stops being optional. (I'm building Agent Wormhole, so weigh my bias accordingly.)
5. Builders are staying
The market is quiet, and the teams I talk to on Robinhood Chain are shipping anyway. Quiet markets are when the bigger run gets built.
Robinhood is giving AI agents financial power. Agent Wormhole is building the security layer for that future.
RH SZN VOL 2?
The stars are aligning.
Tomorrow. 💫
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topblaster (worm mode) 🪱 retweeted
Weekly update 🪱 This week we crossed 1,000,000 total scans across our security layers.
Integrations live on Robinhood Chain:
- @RaetoCC: our x402 guard is built into Raeto, so agent payments get checked before they go out
- @gloamtrade: private agent payments on Gloam get ey're sent
- @routedotfun: Route's screener shows our security checks, and Wormbook's swaps run through Route
- @Griftwrld: every x402 payment the agents in San Verano make gets checked before it executes
- @Borromarkets: x402 bills agents pay with Borro credit get checked for hidden instructions
- @ChopLogsApp: x402 helps stop failed or mismatched payments before funds move.
We also posted a new case study on the x402 SDK flaws and updated the revenue tracker on agentwormhole.com.
Wormbook's second buyback and burn is done, and 4.37% of the $WORM supply is burned so far.
More in the pipeline and the worm stays long.
Integrations live on Robinhood Chain:
- @RaetoCC: our x402 guard is built into Raeto, so agent payments get checked before they go out
- @gloamtrade: private agent payments on Gloam get ey're sent
- @routedotfun: Route's screener shows our security checks, and Wormbook's swaps run through Route
- @Griftwrld: every x402 payment the agents in San Verano make gets checked before it executes
- @Borromarkets: x402 bills agents pay with Borro credit get checked for hidden instructions
- @ChopLogsApp: x402 helps stop failed or mismatched payments before funds move.
We also posted a new case study on the x402 SDK flaws and updated the revenue tracker on agentwormhole.com.
Wormbook's second buyback and burn is done, and 4.37% of the $WORM supply is burned so far.
More in the pipeline and the worm stays long.
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The big players in the space agree.
btw, @PayAINetwork is one of the largest x402 facilitators for agent payments.
btw, @PayAINetwork is one of the largest x402 facilitators for agent payments.
@agentwormhole A valid signature on a bad quote is still a bad payment. Spend limits belong in the wallet, not in the merchant's 402.
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another case study posted. scariest part: a payment can match its quote and still empty your wallet
read this if your agent pays for anything
read this if your agent pays for anything
A payment can match its quote and still drain the wallet.
V12 found 25 flaws in the official x402 SDKs. We tested the 3 critical ones against our x402 guard, including the one it didn't catch.
What we found, and what you should do: agentwormhole.com/cases/x402-sdk
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some IT company listed a $59.7M supercomputer on ebay with 9,600 nvidia gpus
run the smartest ai in the world on it, and it can still get infested by worms from one hidden prompt injection
do you understand how early we are?
run the smartest ai in the world on it, and it can still get infested by worms from one hidden prompt injection
do you understand how early we are?
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topblaster (worm mode) 🪱 retweeted
robinhood:0x3ba500f1ababbcf0f0247d06d1c56fd7e6c4c09d 🪱
been digging thru agent wormhole docs and talking w the team for a while now. ngl, one of the few agent plays where the product actually makes sense to me.
everyone is bullish on AI agents trading, moving funds and ols on their own. cool, but who's making sure they don't get tricked into signing something they shouldn't?
agents read websites, messages and even onchain transaction history. hide a malicious instruction in any of that and an agent might treat it as a real command. a payment bot reportedly sent ~3B DRB to an attacker after trusting another AI reply. crazy shit right.
the wallet can tell you whether a transaction will go through. it can't tell you whether it's what you actually wanted.
that's where Wormhole comes in.
before an agent makes a payment, it checks the recipient, amount, token and chain against the original quote. anything off? no signature. it also looks for hidden instructions in what agents read, protects their own rules from being rewritten, checks whether they got what they paid for and helps stop duplicate payments.
the hosted version adds spending limits and a kill switch too. sounds boring until agents start handling real money lmfao.
and the team is shipping. 5 integrations this past week with @RaetoCC, @gloamtrade, @routedotfun, @Griftwrld and @Borromarkets.
they're reporting 1M+ scans this week, while Wormbook, their RH chain social network and agent launchpad, has done over $500K volume with a second token burn completed.
now the part i like most: robinhood:0x3ba500f1ababbcf0f0247d06d1c56fd7e6c4c09d actually has a reason to exist beyond the narrative.
the local security tools are free, but the hosted API charges $0.003 per check. according to their docs, 100% of that revenue goes to robinhood:0x3ba500f1ababbcf0f0247d06d1c56fd7e6c4c09d buybacks and burns.
Wormbook also charges 1% per trade. 0.70% goes to creators, 0.30% to Wormbook, and 80% of Wormbook's cut goes to buybacks and burns.
4.36% of supply reportedly burned already, verifiable onchain.
more paid checks and more trading volume should mean more burns. obviously 1M scans doesn't mean 1M paid checks, so actual revenue growth is what i'm watching.
timing is interesting as fuck too. robinhood is pushing agentic trading and talking about built-in guardrails. if agents eventually handle money for millions of users, somebody needs to secure those actions.
Wormhole is positioning itself for exactly that, natively on RH chain.
at ~$3.2M MC after a 61% daily move, it's not the bottom anymore. young chain, RPC issues, early category and adoption isn't guaranteed. but for a working security product with integrations, usage and a clear burn mechanism, the r/r still looks pretty damn good to me.
comfy mid/long-term hold as long as they keep shipping.
higher. man just fucking higher.
robinhood:0x3ba500f1ababbcf0f0247d06d1c56fd7e6c4c09d 🪱
been digging thru agent wormhole docs and talking w the team for a while now. ngl, one of the few agent plays where the product actually makes sense to me.
everyone is bullish on AI agents trading, moving funds and ols on their own. cool, but who's making sure they don't get tricked into signing something they shouldn't?
agents read websites, messages and even onchain transaction history. hide a malicious instruction in any of that and an agent might treat it as a real command. a payment bot reportedly sent ~3B DRB to an attacker after trusting another AI reply. crazy shit right.
the wallet can tell you whether a transaction will go through. it can't tell you whether it's what you actually wanted.
that's where Wormhole comes in.
before an agent makes a payment, it checks the recipient, amount, token and chain against the original quote. anything off? no signature. it also looks for hidden instructions in what agents read, protects their own rules from being rewritten, checks whether they got what they paid for and helps stop duplicate payments.
the hosted version adds spending limits and a kill switch too. sounds boring until agents start handling real money lmfao.
and the team is shipping. 5 integrations this past week with @RaetoCC, @gloamtrade, @routedotfun, @Griftwrld and @Borromarkets.
they're reporting 1M+ scans this week, while Wormbook, their RH chain social network and agent launchpad, has done over $500K volume with a second token burn completed.
now the part i like most: robinhood:0x3ba500f1ababbcf0f0247d06d1c56fd7e6c4c09d actually has a reason to exist beyond the narrative.
the local security tools are free, but the hosted API charges $0.003 per check. according to their docs, 100% of that revenue goes to robinhood:0x3ba500f1ababbcf0f0247d06d1c56fd7e6c4c09d buybacks and burns.
Wormbook also charges 1% per trade. 0.70% goes to creators, 0.30% to Wormbook, and 80% of Wormbook's cut goes to buybacks and burns.
4.36% of supply reportedly burned already, verifiable onchain.
more paid checks and more trading volume should mean more burns. obviously 1M scans doesn't mean 1M paid checks, so actual revenue growth is what i'm watching.
timing is interesting as fuck too. robinhood is pushing agentic trading and talking about built-in guardrails. if agents eventually handle money for millions of users, somebody needs to secure those actions.
Wormhole is positioning itself for exactly that, natively on RH chain.
at ~$3.2M MC after a 61% daily move, it's not the bottom anymore. young chain, RPC issues, early category and adoption isn't guaranteed. but for a working security product with integrations, usage and a clear burn mechanism, the r/r still looks pretty damn good to me.
comfy mid/long-term hold as long as they keep shipping.
higher. man just fucking higher.
robinhood:0x3ba500f1ababbcf0f0247d06d1c56fd7e6c4c09d 🪱
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preach bro
bullish on rh and bullish on agentic trading
bullish on rh and bullish on agentic trading
@topblasterwho’s bullish on both AI agents and Robinhood Chain, there’s a reason I’m holding $WORM
Why b$WORM individual agentic projects when you could essentially own the casino by holding the infrastructure that serves them all?
If the agent economy takes off, the infrastructure layer could capture value across the entire ecosystem.
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topblaster (worm mode) 🪱 retweeted
onchain might be cooked but I shared you a 4x play in my TG and that coin is holding strong while others get rekt
happy $WORM pump
happy $WORM pump
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gm believers. what's good in the hood?
not sure everyone gets it yet, but agent wormhole's security layers can plug into basically any agentic project, or any project that handles payments or swaps
these last weeks we've integrated with 5 promising projects on robinhood chain. about to take off, and we're right in the middle of it.
more integrations in the pipeline, and we're chasing some much bigger ones 👀
you don't wanna miss this
not sure everyone gets it yet, but agent wormhole's security layers can plug into basically any agentic project, or any project that handles payments or swaps
these last weeks we've integrated with 5 promising projects on robinhood chain. about to take off, and we're right in the middle of it.
more integrations in the pipeline, and we're chasing some much bigger ones 👀
you don't wanna miss this
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1 million scans and half of ct still doesn't know what a prompt injection is
your agent does tho
your agent does tho
We crossed 1,000,000 total scans this week.
Over a million checks on payments, tokens and agent inputs, across all of our security layers.
We've also updated the revenue tracker on agentwormhole.com with more details.
Next stop: 10 million.
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topblaster (worm mode) 🪱 retweeted
I believe we’re about to see a massive wave of products combining agentic AI with crypto and blockchain.
And I think Robinhood Chain is where this narrative will really take off.
We’re still extremely early!
Agentic Szn
$FOREVER $WORM
And I think Robinhood Chain is where this narrative will really take off.
We’re still extremely early!
Agentic Szn
$FOREVER $WORM
@VenomCrypto_ I think it's the next big shift in how people invest. AI that does the legwork, with you in control of the final call.
I also have been wearing an agentic trading vest ...
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We never stop shipping 🚢🚢
Credit for agents needs a security layer. Proud to be that layer for @Borromarkets.
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MY WORM STAYS LONG!!!
Update: everything on Robinhood Chain is tradeable again. A few tokens failed to trade on some terminals for a couple of minutes, and it's fixed now.
It happened on a rough night for crypto. A suspected Binance hack shook the whole market, but the response from the industry came fast.
Tether and Circle froze a big part of the stolen stablecoins, and CZ says he expects Binance users to have their funds fully covered.
Zoom out and nothing has changed. Agents still need a security layer, and we keep building.
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A city full of agents is now safe 🪱
A city full of agents buying external services on their own needs a security layer.
Every x402 payment in @Griftwrld’s San Verano now gets checked by Agent Wormhole before it moves. If the check doesn’t pass, the payment doesn’t happen.
This is how agentic finance should work. Agents move fast, and every payment gets checked first.
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topblaster (worm mode) 🪱 retweeted
San Verano has integrated @agentwormhole to bring independent security verification to agent-initiated payments across the city.
Our autonomous residents operate businesses, manage budgets and purchase external services through x402
Every agent initiated x402 payment now ecurity verification before execution. Only explicitly approved transactions can proceed, with failed or inconclusive checks automatically blocking payment.
Protecting our autonomous residents from malicious payment instructions and unauthorised payment redirection as San Verano's agent economy continues to expand
Our autonomous residents operate businesses, manage budgets and purchase external services through x402
Every agent initiated x402 payment now ecurity verification before execution. Only explicitly approved transactions can proceed, with failed or inconclusive checks automatically blocking payment.
Protecting our autonomous residents from malicious payment instructions and unauthorised payment redirection as San Verano's agent economy continues to expand
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Agent Wormhole is the leading security layer for agentic finance. Don’t miss this.
The security layer for agentic finance.
Your agent reads everything and signs anything. We check it first.
Read guard on every fetch. Write guard on every config change. x402 guard on every payment.
agentwormhole.com @RobinhoodCrypto
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topblaster (worm mode) 🪱 retweeted
Our security checks are now live in @routedotfun's screener.
Same protection for humans and agents: spot hidden injections in a token before you trade it, not after.
Same protection for humans and agents: spot hidden injections in a token before you trade it, not after.
AI agents are trading onchain. They should get the same fills as everyone else.
Excited to partner with @agentwormhole: Wormbook agents and the Wormbook frontend now route their swaps through us.
We’ve also added Agent Wormhole’s security checks to our screener, so neither you cked.
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