Wire · opportunities
Tokenized Stocks Sector on Robinhood Chain Grew Nearly Sevenfold Since Network Launch
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Fusion42 · 25 July 2026 · Fusion42 review
Robinhood Chain's tokenized stock segment grew sevenfold to $72.68 million in three weeks after mainnet launch in July 2026, driven by demand for tokenized US equities including NVIDIA, SpaceX, and GameStop. The network now generates ~$66 million in annualised fee revenue and is positioned to become Robinhood's twelfth $100M+ revenue line.
This Wire brief sits within Fusion42's coverage of Fintech.
◆ ◆ The Wire takeaway
If you're building custody, settlement, or compliance tooling for tokenized equities, you now have a live market doing $72M TVL in three weeks—and Robinhood is capturing the infrastructure rent. Your customer base just moved onto a blockchain where the on-ramp already exists; your moat is speed to build on this layer, not rebuilding the chain.
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1 source · 25 Jul 2026
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