How Robinhood Is Transforming Stocks Into Crypto Collateral

Your stocks are going on-chain now more than ever before. So who really benefits? Well, I guess Robinhood benefits because they are a leader in tokenized stocks. And then there's Morpho, who they are in business with now to bring tokenized stocks as a collateral piece into the Morphoverse and use that as a way to get stablecoins to generate yield. So that's really interesting, and it's a signal for me that confirms more about what I've said, that this is like month one of four moving toward a new normal at the new year. Genius Act set in stone. DTCC working with Canton Network right now. Stellar part of their plan. New Year, and then it's like a new normal. And I think that signals also there will be less lag in the conversation, less drip marketing campaign. Of course, in the mainstream, they are always going to make you look one way while they're doing something else. They're very good at distractions, bells and whistles, advertising flowing through the content. Programming behind programming. I could go on and on. That's their job. But I do think that, uh, like the DTCC, there will be more leaders that step up and are like, hey, this is what we're doing. We did it today. No more innovation by press release. They have the backing of the Genius Act. Clarity Act might be something, but really it's a stopgap. TradFi, hedge funds, big players, people you've never heard of before have been doing things behind the scenes. And crypto is their number one thing, blockchain technology and so forth. So less lag and more, we did this, we're doing this. Tomorrow expect this, and I think that's a good thing for this industry. This new asset class where institutions are here, and you better be careful because it's their game that you got to figure out how to survive. And it's like my job to help you with that. I'm Chip Mahoney. This is Chip Mahoney Show. I've also got the Substack, and you can plug in. Through my Substack. Links in the description. You can get Front Run the Week. Trade your email for that. Join thousands of other readers. And then if you're looking for something more, you can upgrade to Signals. Signals is a page on my Substack, tokentrust.substack.com. Get back on the desktop. Don't get gamified by TradFi bros. Take this as a signal that this is, uh, You know, real work. You know, for me, it's 30 hours a week of research for years. And like I said, certified in DeFi and blockchain, 5 years with the podcast. I know what it takes because Signals page has shown some real leaders in crypto over the last 6, 8, 10 months or so. Top 100, 24 and 7 day. Now influencers these days are kind of You know, out of the side of their mouth, they're saying Venice AI that they like it. Much higher price, but it was on Signals late 2025. People were like, what's that? I like it, and here's why. So Signals with, uh, you know, the Substack, the page you can check out there, uh, 7-day look if you want, but it's updated every week, and it's a good thing to have something to back you up, you know, like a watch list, because my research is the starting point for your research. But you got to look at it like a business and not get gamified, because right now a lot of people are distracted. They're doing other things. They're gambling in a lot of ways, whether it's NFL football or something like that. But prediction markets are something new. To the mindshare. And although they might not be participating too much, it's like having brunch inside the casino. The platforms are just getting you comfortable with gambling. So when Bitcoin goes back to a higher price, maybe new all-time high, and we see that, and if it goes beyond that number to a much higher number, maybe the price of a starter home from 20 years ago where we had the American dream but it wasn't yet mortgaged. And then Bitcoin becomes that. Hey, do you see what happened to Bitcoin? No, I don't know. Go check it out. So if they go to these exchanges like Coinbase and they think things are the same They've been sitting on the sidelines. No longer places just to get a token. Financial operators, psychology built in more so than anyone would ever think. And so you have to be careful. And that's why I say month 1 of 4 is a good time right now to get aligned, even in your mind. If you're looking for alt season, ALTs in alignment, been saying that for a very long time. And I think it's true. Signals does show that there are good things happening in crypto, and I think it's been a great year for crypto. Bitcoin did bounce back. It showed some strength and some resolve, and you know, it will go up, might go down, but it will go up, and we might see an all-time high sooner than later. But just think what retail might think at that time. So Robinhood, you know, impressed me a lot, uh, with where they were before, that I didn't like them too much. And then I saw what they were building, I'm like, okay, for some reason I like them now and more than ever. And they are inside the White House, uh, you know, Coinbase is there, Kraken is there, Ripple's behind the president, Chainlink is in a breakout room with members of Congress, and you have to see who's in the room. Those are signals. So Robinhood had, you know, built the Robinhood Chain Arbitrum architecture there, and that's been really successful. I like their Legend application. I like everything that they're doing, and I'm kind of surprised to say that, but X stocks are real tokenized stocks. Making that available for collateral through Morpho to be able to get the stablecoin of choice that they would say that you could borrow for yield. So things are different, much different than before. We probably will see memes do something, but that can be kind of deceptive. So if retail is sitting on the sidelines and they're just distracted, they're being prepared, they're being prepped, they're being groomed, and you're not like that, you're doing your homework, you're plugging in, then I think you have a real advantage right now. And that's a good thing because this is a new asset class. Bitcoin is capital. And if you check out Signals, you'll see some other things that I say there, and I invite you to do that because it's a watch list And my research is a starting point for your research, and you got to do your own research, and you got to like what you got to hold, and you got to be involved now rather than go with the crowd who always gets set up. And so the crowd might think, well, you know, there are some big waves out there, but we do know that there are great white sharks. It's dangerous, we know that, but we're going to go by the board and we're going to see what happens. Now they might paddle out and try and catch some waves, but if you stay too long, bad things can happen. But retail could also think like, yeah, well, I'm just gonna go hang out in that, uh, you know, that river or that lake in that liquidity. And that's why I say it's a bull shark. Yeah, it's a bull, but it's a bull shark because those things can swim in fresh water and they're very dangerous. And so when people think they're safe in other waters Then watch out. And that's why I say— I've been saying that for a while now— it's a bull shark. And you hear the key word in the mainstream: bubble this, bubble that. Well, I agree with what Tom Lee says because he has his money where his mouth is. He is the leader at FrontStrat. He leads BMNR, a public digital asset treasury traded on the stock market, and they own like 5% of Ethereum supply. So when he says, hey, I've got 36 years experience, never seen a bubble when people say it's a bubble, then yeah, I agree with that. I haven't said that before. I'm like, is it really a bubble if people are aware of that? It's more like a doctor putting you under for anesthesia for a procedure. They control the time. Then you wake up, you don't know what happened. They're like, oh yeah, we had a bubble. Something happened. You didn't really experience it. So TradFi is good at TradFi games. And you know, it's good to be aware of that because in crypto it's more so about institutions and what they've been building, what they are starting to reveal on the surface, and less of drip marketing campaign. Because so many times before, big interviews, big stages, leaders in this mindshare, they might be giving people information That has already been decided a year ago, a year prior. And so I think because they're not necessarily lying to people, they're just not sharing all the details that moment. And yeah, they probably can't, but I think it's more of, hey, we just did this, we're doing this, it's awesome, and here's what we did, we're so excited about it. Less lag is what I'm saying. So yeah, the mainstream is always going to have, uh, you know, look this way while we do this. They always got the bootleg going and other things, but this is a good time to get aligned. Bitcoin is capital. You will see that on signals. And I just mean that, uh, you know, if it draws down 50% Still capital. If it chops 50% from there, still capital. They are not going back to previous labels. Pet rock theory. Sorry, we said you could use it for collateral, but we still think it's a pet rock. Our bad. That's not going to happen. So the label is very important. It's also important who tells you what Bitcoin is because it doesn't have a visible creator stand on stage to defend what it is. No Steve Jobs to tell you, hey, this is what it does, this is the future, and you know, argue against some other narrative. Anyone can step into that orange spotlight, and many people are given that orange spotlight despite previous bad calls in other areas of finance. It's like a gift. So be careful if somebody says, you know, Bitcoin's store of value. Well, it's proven that it isn't. Bitcoin is digital gold. Yeah, it is a scarce asset, 21 million supply, but tokenized gold is digital gold. So if they're not telling you that in the same conversation, it's kind of like a disservice. So it's my job to, you know, do the research, have it as a starting point for your research, and you can get plugged in with the Substack. And if you need more beyond that, there is the Digital Capital Positioning Session And you can click the link to Alan, which is the alignment engine. You can have a conversation, run a brief of your tokens. It's my AI agent. Been building that for a while and route you in the right direction. And if you need to front run some things, we can have that meeting, which is an hour, and you get a copy of the commitment chain plus 90 days of signals. And we go through the commitment chain a little bit different than Token Trust Network, where we go through a Portfolio of tokens, and you know it's probably for more people with some experience or a lot of experience. But you know it's a new asset class fifteen years in, and regardless of what traditional finance has said, they've always been interested. They've always been interested in it, and so less of a drip market campaign, less lag, and more reality. Yeah, we just did this. We're doing this tomorrow, this week, this month. It's great. Here it is. And I think expect more of that. But if again new retail comes back into the scene because Bitcoin is at a much higher price, prediction markets haven't been working out for them because they believe that they were born for everything, to receive everything all at once. They're gonna start chasing Bitcoin. Bitcoin is the only thing that can really draw them back. It has to be at a much, much, much higher price. And I think it will. Now there are some ideas and theories beyond that that you can read more about on my Substack, in the newsletter as well. I've been talking about it for a year or more, probably a little bit too much for this video. But because of Robinhood, because of Morpho, which is a token that I've liked, a project that I like, very frustrating sometimes with the price, um, been on Signals before, not on there right now. Doesn't mean token price can go up. It's just an idea about, you know, using that instrument for collateral, that flow-through, and then being able to get a stablecoin of their choice through that mechanism and then gain yield with, you know, the ability to do that. So you could benefit. But you have to, you know, figure out if you want to do that because Robinhood and the others are always going to benefit just from the, uh, the new lane that they built. You know, they're the builders and they have the commitment, and there's, um, you know, kind of a thing now where it's just difficult to back up through this stuff. So moving forward, month 1 of 4, new normal, new year. And as I think, and maybe you agree, said it for a long time now, we're on the Dreamliner, the 787 on the tarmac, just not moving and we're not taking off. But we need a smooth takeoff, 30,000 feet, go to new destinations. But we're on that plane. It's just that the administration, a lot of powers that be that are pro-crypto right now are trying to prevent us from deplaning. Back into the TSA line because we've already been through that. We already got scanned, and now the procedure is like, keep your seatbelt on and you can't get up even though we're not moving. So other people who are against crypto and have been for a long time want us off that plane, uh, go back to the TSA line. Hey, we thought, uh, you know, you thought you were gonna go to the moon. Unpack your bags, we're gonna scan you again. We got some questions for you. It's what they do, you know, that's part of their procedure. So I think we're avoiding that, but it's just frustrating where we are because we know we could take off. But maybe in the new year, Genius Act, uh, less of a stopgap for clarity. We'll see what happens for that. DTCC moving on with Stellar. We will see a lot in the next couple months and then going forward. So I think it could be good for crypto and it could be good for you if you're paying attention. At this time because it's a good time to get aligned. Think about how to do that, uh, what you're interested in, and then also what retail is interested in themselves. Millions of people who are not talking about Bitcoin or crypto at all, and they might be speaking of maybe NFL fantasy or maybe prediction markets, which I would assume There will come a time when that's not the main interest point. But as a— again, as a takeaway, I think Bitcoin has to be at a much, much higher price because that's the draw-in to crypto through Bitcoin. New American dream. Did you see the price? No, I didn't see it. Checking it on Coinbase, it's $200,000. Wow, if I get one of those, I'll be a millionaire. Then I can afford it all. Sticker shock on that emotionally. There rather than prepared through this time frame that I speak of. FOMO into alts that have big green candles at that time. I heard Solana is the future. They've been talking about that for a long time. I've heard about it. It is so fast, it's a future. Think about that stuff and then think about what TradFi might be planning beyond that. I've spoken of that before, uh, not as a crystal ball, but ideas of what I see being built and how I know that, uh, they operate when they do not reveal all the information. Drip marketing campaign, and they've already made those decisions. But once they start talking, once the lag meets up with reality, then watch out because they're more comfortable in what they've set up. Retail doesn't have much of a chance unless they're being prepared right now, particularly in their mind and emotionally. And I can go on about that, but choose the link in the description. Appreciate you checking out the video going out to all the platforms. Audio is available everywhere, chipmahoney.com, and also on Substack, Chip Mahoney Show, right there for you as well. So get plugged in. I know you Have the influencers that you probably watch. Um, but I'm not that. I'm somebody who does the research, who is certified, who has the platform, is growing that. And I appreciate any likes, subscribes, come back for more because I will have more for you in the future, as I always do. But on this episode, I'm out. Thanks for being here. See you later.