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Haseeb Qureshi >|<
@hosseeb
Managing partner @DragonflyVC. Let's think step by step.
参加 December 2010
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After Robinhood raised the gas limit and lowered fees for users on Robinhood Chain, chain revenues have declined significantly (green), while DEX volumes have remained strong (purple). It's solidly #2# behind Solana. Lots of folks pointing at this like it's a mistake. But it's clearly intentional. And if you actually believe in the growth of RWAs and on-chain finance, this is 100% the right answer. Robinhood is thinking a lot bigger than optimizing for short-term sequencing fees. Owning the ecosystem and bringing tokenized assets on-chain and increasing the GDP of the blockchain is the much bigger long-term bet, and that will only happen if capacity scales and fees stay low. They will make it up on volume. Bullish.
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