#002 — Aug 04, 2026
Can a Blockchain Actually Handle a Stock Market? Robinhood Chain's First Month Says Yes
Tokenized stocks are 6% of the RWA market's value and 60% of its holders — inside Robinhood Chain's on-chain trading data
5 min read
Onchain Financial Analyst
I'm an onchain financial analyst focused on understanding how decentralized financial systems create and capture value.
I research the economics, financial performance, and valuation of DeFi protocols and tokenized real-world assets, using financial analysis and onchain data to turn complex financial systems into clear, actionable insights without the jargon.
Research
View all research (2) →Featured · Aug 04, 2026
Can a Blockchain Actually Handle a Stock Market? Robinhood Chain's First Month Says Yes
Tokenized stocks are 6% of the RWA market's value and 60% of its holders — inside Robinhood Chain's on-chain trading data
#001 — Jul 24, 2026
Inside Aave Horizon: 360M TVL. 102M in Debt. 257K in Revenue.
Inside Aave Horizon, the institutional credit desk running on a smart contract.
6 min read
Data
View all data →Robinhood Stock Analytics
Dune DashboardReal-time onchain trading data, daily DEX swap volume, 24/7 arbitrage split, and wallet growth.
Aave Horizon Audit
Dune DashboardInstitutional balance sheet audit, collateral distribution (USTB, mGLOBAL, JAAA), and debt TVL analysis.