If you don’t have enough time to rotate in the RH trenches, I think we still have a beta map with higher-mcap, safer plays.

I mean finding infra tokens where every extra $1 of RH activity disproportionately shows up in fees, TVL, revenue share or token burns.
RH Chain is not even 2 months old and already has:
– $642M DeFi TVL
– $5.6M daily app fees
– $1.22M daily app revenue
– ~$200K daily chain fees
The apps are collecting ~28x more fees than the chain layer itself.
So if RH keeps winning distribution, the better beta trade might not be trying to own the chain at all. It's owning the toll booths Robinhood already routes users through.
1/ $MORPHO
@Morpho is the default lending backend on Robinhood Earn.
– $448M RH TVL
– ~5% of its ~$9.5B total TVL
This distribution sits inside the main Robinhood product, where users can earn around 7% on USDG.
The bet is Robinhood distribution + a future value-capture call option.
2/ $UNI
– RH is @Uniswap's 4th biggest chain by TVL
– $2.5M daily fees and ~$50M over 30d on RH
– responsible for >50% of Uniswap's fee print
launching exclusively on RH adds another funnel for memecoin/launchpad volume on top of stock tokens + stables.
RH becoming materially larger actually matters to the token already, no need to wait for some theoretical future integration.
3/ $LIT
– @Lighter_xyz is the official RH perps venue
– $279M/day and ~$2B/7d through the RH deployment
– 50/50 revenue split with Robinhood
– 11M $LIT also committed toward RH users
Lighter's side of the fee split reportedly feeds the post-June buyback/burn model.
4/ $ENA
– $50M USDe was seeded into Morpho early
– RH already has $726M stablecoins overall
More USDe/sUSDe penetration means more @ethena float + reserve yield + eventually more value flowing through $ENA's protocol-level economics.
5/ ethereum:0xb50721bcf8d664c30412cfbc6cf7a15145234ad1
RH Chain itself is an @arbitrum Orbit L2, and the Expansion Program routes 10% of net protocol revenue from qualifying Orbit chains back to the Arbitrum ecosystem.
And outside crypto, obviously $HOOD itself is still the purest RH Chain beta because Robinhood owns the chain economics, Earn distribution and tokenized-stock franchise.
Sometimes I don’t need to be very active onchain to profit.