2026-01-11 01:20:54

Robinhood's cryptocurrency business has recently made a key decision that has attracted attention — they chose to build their Ethereum Layer-2 network based on Arbitrum instead of creating their own Layer-1. Johann Kerbrat, the person in charge, explained the reason: to directly inherit Ethereum's security and decentralization properties while accessing the liquidity of the EVM ecosystem. This allows them to focus their efforts on their core competencies — such as stock tokenization.

In terms of progress, Robinhood's own L2 is still in the private testnet phase, but tokenized stocks have already been launched early on Arbitrum One. When the new chain officially goes live, assets and liquidity can be seamlessly migrated without worrying about ecosystem rebuilding. The data is quite interesting — their tokenized stock product has grown from an initial 200 to over 2,000, and this growth rate indicates there is indeed market demand in this area.

ARB-2.78%

ETH0.13%

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GasFeeCrier

· 2h ago

Still playing Layer-2 nested dolls, anyway Arbitrum has enough liquidity, this move is quite clever. 200 to 2000 stock tokens, growth leverage style, traditional finance can't reach these numbers. Not building L1 in-house is actually more stable, the logic of borrowing a chicken to lay eggs makes sense, focusing on tokenization is the real way to go. Robinhood's move is well thought out, much more sensible than projects that want to do everything themselves. Seamless migration sounds comfortable, just worried that when officially launched, some unexpected issue might arise.

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GhostInTheChain

· 01-11 05:12

Robinhood is playing a good game here. Instead of messing around with their own chain, it's better to focus on perfecting tokenized stocks and leverage Arbitrum. Choosing Arbitrum over building their own L1 is, frankly, a decision that smart people should make. It directly inherits Ethereum's security, saving themselves the trouble, and liquidity isn't an issue either. Why reinvent the wheel? Going from 200 to 2000 stocks, the growth rate is indeed quite rapid. It seems the market space for on-chain real-world assets still has a lot of potential. Wait, will the migration be truly seamless after their L2 officially launches? We've seen many projects claim this before, only to end up crashing... In recent years, Arbitrum has really become the first choice for many institutions, and the ecosystem's stickiness is getting stronger. By the way, if Robinhood really manages to turn stocks into tokens, it will have a significant impact on traditional finance.

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Layer2Observer

· 01-11 01:50

Interesting discovery: the growth from 200 to 2000 indicates that this path is indeed the right one. But let's look at the data—Robinhood's move is actually a pragmatic choice, using Arbitrum's security to buy time to refine the core business of tokenization. Quite a clever strategy.

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ValidatorViking

· 01-11 01:49

honestly robinhood just playing it smart here... why reinvent consensus when eth's already battle-tested? that arbitrum move locks in finality guarantees without the validator headache. 2000 tokenized assets tho—that's the real metrics that matter, not another me-too L1 fork

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AlphaBrain

· 01-11 01:36

Smart move, instead of building your own L1, you borrow Arbitrum, saving money and effort.

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ser_ngmi

· 01-11 01:34

Damn, Robinhood's move is really clever. Instead of building their own L1, they just ride the wave of Arbitrum... saves a lot of trouble.

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DevChive

· 01-11 01:34

Damn, Robinhood's move is really smart; not building in-house is actually more stable. 2,000 stocks tokenized? This market really has imagination. Honestly, choosing Arbitrum is indeed more practical, saving the hassle of ecosystem tinkering.

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SingleForYears

· 01-11 01:34

It's quite interesting. Not building your own L1 is actually a smart choice, avoiding the hassle of ecosystem development. Focusing on tokenized stocks is the real way to go.

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CountdownToBroke

· 01-11 01:30

Smart move, Robinhood. This step is actually pretty good... Instead of messing around aimlessly, just leverage Arbitrum's security and focus on tokenized stocks—that's the real deal. 2000 stock tokens? There is indeed a market for that. I just want to know when this thing will truly become a big hit. Using someone else's L2 is convenient, but can it really attract users... Arbitrum is being heavily backed by major companies, and the ecosystem is becoming more competitive. Migrating liquidity directly is a good move; at least it avoids a cold start again, or it would be another disaster. Cooperation is better than internal conflict. Robinhood has finally realized that focusing on core strengths is the key to long-term survival.

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