Robinhood was not in this chart ten weeks ago but it now drives the majority of daily L2 gross profit.
Base carried this category almost single-handedly through June, with daily totals near $660k and one chain accounting for nearly all of it. Its absolute contribution has been declining since, while Robinhood went from zero to the largest single slice in about five weeks.
Every L2 on this chart combined clears under $500k in gross profit on a strong day. A distribution business with an existing brokerage user base entered that market and reordered it in a month.