所表达的分析和观点仅代表他自己,并不一定反映 的观点。并查看我们新的每日新闻节目,在 5 分钟内涵盖所有头条新闻,可在 Apple Pod 或 Spotify 上下载。 总经理! 今日头条新闻: 加密货币专业股全线反弹3%;比特币价格为 6.43 万美元 Circle 获得 OCC 批准国家信托银行执照; CRC+10% 随着时间的流逝,《清晰度法案》的新草案可能会在下周出台 Polymarket 寻求监管部门批准允许保证金交易 Robinhood Chain 表情包爆炸式增长,Cashcat 上涨 80%,其他几个上涨 200% 以上 📈 Robinhood 链爆发,翻转超液体并提升任意性 推出一周后,Robinhood Chain 已经成为加密货币领域最繁忙的网络之一。
Arbitrum 支持的区块链周三处理了 5.68 亿美元的交易量,到周四则突破了 3.5 亿美元,24 小时内交易量超过 520 万笔,活跃地址达到 213,000 个。 Robinhood 加密货币总经理 Johann Kerbrat 表示,第一周交易总量超过 1700 万笔,近 35 万个地址,协议 TVL 约 2.5 亿美元,DEX 交易量超过 10 亿美元。 首席执行官 Vlad Tenev 靠了过来,将其转发到 X 上并表示:“Robinhood 夏季来了。 罗宾汉夏天来了 ☀️ — 弗拉德·特内夫 (@vladtenev) 2026 年 7 月 9 日 这些数字与更成熟的连锁店相比。在 DefiLlama 上,Robinhood Chain 的 24 小时 DEX 交易量约为 4.33 亿美元,目前在所有区块链中排名第五,领先于 Hyperliquid。其锁定总价值 (TVL) 在一周内从接近于零的基数激增超过 7,000,000% 至约 9400 万美元,稳定币余额攀升至 2.6 亿美元以上。对于两周前还不存在的链来说,在数量上超越 Hyperliquid 是一个声明性的举动。即使该活动是从无到有且很大程度上由模因币驱动的。
模因币是推动这一趋势的因素——至少到目前为止是这样。市值达到 1.8 亿美元以上的 Cash Cat 等代币,以及 Dog In Hood、Hoodrat 和 Robinhood Summer 等以 Robinhood 为主题的代币,都取得了成百上千的涨幅,创造了巨大的赢家。一位交易员甚至将 800 美元变成了超过 100 万美元,另一位交易员则将 85 美元变成了 200 万美元。 胜利者超越了德根人。 Arbitrum 的 ARB 代币跃升 20%,位居前 100 名,因为 Robinhood Chain 在 Arbitrum 的技术堆栈上运行,并将其净协议收入的 10% 返回到 Arbitrum 生态系统。本周早些时候,OpenSea 发现交易量和用户数量大量涌入,成为开放 Robinhood 模因交易的主要协议(现在 Pump Fun 和 Fomo 应用程序都有这些协议)。
对于 Robinhood Chain 来说,这是一个令人印象深刻的开端,但这是正确的举措吗?显然,对模因币的偏爱为它的首次亮相带来了轰动。但模因币是一种变化无常的交易,会让大多数参与者感到不安(而且经常破产)。我们看到了特朗普当选后索拉纳发生的事情。 2023-2025 年 memecoin 周期的宠儿下跌了 70%,但仍在收拾众所周知的碎片,并努力寻找新的叙述。这无疑是弗拉德和罗宾汉团队需要注意的警告。 现在,如果这只是 RWA 在其链上启动并运行之前的一座桥梁,也许它会成功。这就是长期愿景。所以他们会让德根们在此期间享受一些乐趣。我们只希望他们不要把它当作他们的全部伎俩…… 🌎 宏观加密货币和市场 加密货币专业上涨 2-3%; BTC +3%,至 6.43 万美元; ETH +3%,至 1,798 美元; SOL +2%,价格为 79 美元;炒作 +2%%,价格为 68 美元 DEXE (+19%)、APX (+14%) 和 MORPHO (+10%) 领涨 石油 -2%,价格为 72 美元;黄金价格仍为 4,110 美元 股票期货涨跌互现;道琼斯指数 +0.2%,纳斯达克指数 -0.2% Circle 获得 OCC 批准美国国家信托银行牌照后,该公司股价盘前上涨 8%
Coinbase 首席法务官 Paul Grewal 即将离开这家加密巨头,结束了他领导 Coinbase 与 SEC 进行法律斗争的高调竞选,并成为该行业最引人注目的倡导者之一 SWIFT 的区块链网络通过 24/7 代币转账吸引了各大银行,这是全球银行消息传递的骨干转移到区块链轨道上的重要一步 消息人士称,《清晰法案》的新草案最早可能会在下周通过,以最终推动 7 月下旬的参议院投票,尽管该草案仍缺乏在 8 月 7 日休会前通过所需的两党支持 新罕布什尔州执行委员会拒绝了一项价值 1 亿美元的比特币支持债券提案,这对州级通过公共融资获得比特币敞口的努力来说是一个挫折 BitGo 推出了工具来帮助机构降低其持有的比特币的量子计算风险,让客户随着 Q-Day 争论的加剧而迁移到抗量子设置 企业国库券和ETF 周四,比特币 ETF 出现 9500 万美元的净流出; ETH ETF 流出 5200 万美元,打破了连续 5 天的流入记录 比特币矿商 MARA Holdings 同意收购德克萨斯州一处供电站点,导致其股价上涨 15%
Meme 硬币追踪器 模因领导者是绿色的; DOGE +3%、SHIB +2%、PEPE +3%、PENGU +2%、特朗普 +1%、BONK +2% 罗宾汉连锁模因经过一夜之间的巨大变动后全部升级; Cashcat +80% 至 1.8 亿美元,Juggernaut +110% 至 1700 万美元,Hoodrat +400% 至 1500 万美元,Tendies +64% 至 600 万美元,领涨 在 Robinhood meme 事件发生后,ANSEM 又下跌 36%,至 2 亿美元; TripleT +80% 和 Saylor +170% 引领 Solana 推动者 📈 当天的无数市场 💰 代币、空投和协议追踪器 Polymarket 正在寻求美国监管机构批准允许保证金交易,用户无需缴纳全部资本金额即可开立交易头寸 由于担心内幕交易风险,高盛已禁止其员工在预测市场上进行交易 MoonPay 将人工智能助手与 Telegram 集成,用于移动加密货币交易和分析,让用户直接通过聊天进行购买、销售和研究 🚚 NFT 发生了什么? NFT 领导者的表现好坏参半;朋克即使在 32.4 ETH,BAYC -1%
Morning Minute is a daily newsletter written by Tyler Warner. The analysis and opinions expressed are his own and do not necessarily reflect those of . And check out our new daily news show covering all of the top stories in 5 minutes, downloadable on Apple Pod or Spotify.
GM!
Today’s top news:
Crypto majors rebound 3% across the board; BTC at $64.3k
Circle receives OCC approval for national trust bank charter; CRCL +10%
A new draft of the Clarity Act could come next week as clock ticks
Polymarket seeks regulatory approval to allow margin trading
Robinhood Chain memes explode as Cashcat jumps 80%, several others up 200%+
📈 Robinhood Chain Explodes Out of the Gate, Flipping Hyperliquid and Lifting Arbitrum
One week after launch, Robinhood Chain has already become one of the busiest networks in crypto.
The Arbitrum-powered blockchain processed $568 million in trading volume on Wednesday and topped $350 million more by Thursday, with over 5.2 million transactions and 213,000 active addresses in 24 hours. Robinhood crypto GM Johann Kerbrat put the first-week totals at more than 17 million transactions, nearly 350,000 addresses, roughly $250 million in protocol TVL, and over $1 billion in DEX volume.
CEO Vlad Tenev leaned in, reposting it on X and stating: “Robinhood Summer is here.
Robinhood Summer is here ☀️
— Vlad Tenev (@vladtenev) July 9, 2026
The numbers stack up against far more established chains. On DefiLlama, Robinhood Chain’s 24-hour DEX volume of around $433 million now ranks fifth among all blockchains, ahead of Hyperliquid. Its total value locked (TVL) exploded more than 7,000,000% over the week off a near-zero base to roughly $94 million, with stablecoin balances climbing past $260 million. For a chain that didn’t exist to the public two weeks ago, leapfrogging Hyperliquid on volume is a statement move. Even if the activity is starting from nothing and heavily memecoin-driven.
And meme coins are what’s fueling it—at least so far. Tokens like Cash Cat, which hit a $180M+ market cap, along with a wave of Robinhood-themed coins like Dog In Hood, Hoodrat, and Robinhood Summer, have posted gains in the hundreds and thousands of percent, minting massive winners. One trader even turned $800 into over $1 million and another who parlayed $85 into $2 million.
The winners extend beyond the degens. Arbitrum’s ARB token jumped 20% to lead the top 100, since Robinhood Chain runs on Arbitrum’s tech stack and routes 10% of its net protocol revenue back to the Arbitrum ecosystem. And OpenSea found an influx of volume and users as the primary protocol open for trading Robinhood memes earlier this week (now Pump Fun and Fomo app have them).
It’s an impressive start for Robinhood Chain—but is it the right move? Clearly leaning into memecoins has worked for a blockbuster debut. But memecoins are a fickle trade and leave most participants upset (and often broke). We saw what happened to Solana post-Trump. The darling of the 2023-2025 memecoin cycle fell 70% and is still picking up the proverbial pieces and scrambling to find a new narrative. Certainly a warning for Vlad and the Robinhood team to heed.
Now, if this is just a bridge until RWAs are up and running on their chain, maybe it works out. And that is the long-term vision. So they’re going to let the degens have some fun in the interim. Let’s just hope they don’t make it their full schtick…
🌎 Macro Crypto and Markets
Crypto majors are green up 2-3%; BTC +3% at $64.3k; ETH +3% at $1,798; SOL +2% at $79; HYPE +2%% at $68
DEXE (+19%), APX (+14%) and MORPHO (+10%) led top movers
Oil -2% at $72; Gold even at $4,110
Stock futures are mixed; DOW +0.2%, Nasdaq -0.2%
Circle stock is up 8% premarket after the company received OCC approval for a U.S. National Trust Bank charter
Coinbase Chief Legal Officer Paul Grewal is departing the crypto giant, ending a high-profile run in which he led Coinbase’s legal fights against the SEC and became one of the industry’s most visible advocates
SWIFT’s blockchain network is attracting major banks with 24/7 token transfers, a notable step as the backbone of global bank messaging moves onto blockchain rails
A new draft of the CLARITY Act could drop as soon as next week, sources say, in a final push for a late-July Senate vote, though it still lacks the bipartisan buy-in needed to pass before the August 7 recess
New Hampshire’s Executive Council rejected a $100 million Bitcoin-backed bond proposal, a setback for state-level efforts to gain Bitcoin exposure through public financing
BitGo introduced tools to help institutions reduce quantum computing risk in their Bitcoin holdings, letting clients migrate to quantum-resistant setups as the Q-Day debate intensifies
Corporate Treasuries & ETFs
The Bitcoin ETFs saw $95M in net outflows on Thursday; the ETH ETFs saw $52M in ouflows, breaking their 5-day inflow streak
Bitcoin miner MARA Holdings agreed to acquire a powered Texas site, sending its stock up 15%
Meme Coin Tracker
Meme leaders were green; DOGE +3%, SHIB +2%, PEPE +3%, PENGU +2%, TRUMP +1%, BONK +2%
Robinhood chain memes all leveled up after a huge overnight move; Cashcat +80% to $180M, Juggernaut +110% to $17M, Hoodrat +400% to $15M and Tendies +64% to $6M led top movers
ANSEM fell another 36% to $200M in the wake of the Robinhood meme move; TripleT +80% and Saylor +170% led Solana movers
📈 Myriad Market of the Day
💰 Token, Airdrop & Protocol Tracker
Polymarket is seeking U.S. regulatory approval to allow margin trading, where users could open trading positions without posting the full capital amount
Goldman Sachs has banned its employees from trading on prediction markets over concerns of inside trading risk
MoonPay integrated an AI assistant with Telegram for on-the-go crypto trading and analysis, letting users buy, sell, and research directly from chat
🚚 What is happening in NFTs?
NFT leaders were mixed; Punks even at 32.4 ETH, BAYC -1% at 9.15 ETH, Pudgy +3% at 4.58 ETH; Hypurr’s -2% at 200 HYPE
Gremlin Cartel (+200%) and Gimboz (+28%) led top movers