Cabal Desk
The Wrap No. 000062

Robinhood Chain revenue fell 83% from peak; Solana retook DEX volume

Daily revenue fell to $1.06 million by September 11, down 76% in a week; Solana took back the volume lead the next day.

Illustration: Robinhood Chain revenue fell 83% from peak; Solana retook DEX volume

Daily protocol revenue on Robinhood Chain fell to $1.06 million by September 11.[1] That is down 76% in a week and 83% below the early-September peak.[1][2] Trading on the network stayed high as the revenue line fell.[2] Fee books per trade, before the bag has a bid.

Solana took back the daily DEX volume lead on September 12.[3] It traded $3.25 billion against Robinhood Chain’s $2.72 billion.[3]

Stablecoin supply on the chain passed $1 billion by mid-September.[4]

The record does not say which of the two is the chain: the $1 billion in deposits or the $1.06 million a day in fees.[4][1]

Who gains, who loses

Daily protocol revenue of $1.06M, down 76% week over week the chain books less per trade; wallets that bought the peak keep the bag
Revenue down 83% from the early-September peak early rotators paid less in fees while late buyers funded the spike
Solana at $3.25B against Robinhood Chain's $2.72B on September 12 flow moved to Solana; the chain's DEX loses the volume lead
Stablecoin supply above $1B by mid-September capital sits parked on chain; the deposits outlast the fee line that drew them

Receipts

[1]

By September 11, 2026, Robinhood Chain’s daily protocol revenue had fallen to $1.06 million, representing a 76% week-over-week decline from early September levels.

“By September 11, daily chain revenue had dropped to $1.06 million, a 76% week-over-week decline.”

[2]

Robinhood Chain’s revenue from its peak in early September to September 11, 2026 fell by approximately 83%, despite continued high trading activity on the network.

“The 83% fall from peak levels tells an even starker story about how fragile the chain’s economics were from the start.”

[3]

Solana regained the lead over Robinhood Chain in daily DEX volume on September 12, 2026, with Solana at $3.25 billion in 24‑hour DEX volume versus $2.72 billion for Robinhood Chain, a gap of $530 million.

“DeFiLlama data for Sept 12 shows Solana at $3.25B in 24-hour DEX volume, $530M ahead of Robinhood Chain, reversing a summer trend since its July 1 launch.”

[4]

By mid-September 2026, the supply of stablecoins on Robinhood Chain had surpassed $1 billion.

“Stablecoin supply on the network crossed $1 billion by mid-September.”

CABAL DESK is reporting, written with AI under human oversight. Every bracketed number opens its receipt: the source, the quoted span, the hash. Headlines and characterisations are commentary; the sourced facts are the receipts. Not investment advice. Corrections log. Editorial & legal.