Key Takeaways
Robinhood is directly challenging traditional stock market infrastructure by developing its own blockchain-based platform for 24/7 trading. At the Consensus Hong Kong conference on February 11, General Manager Johann Kerbrat outlined a vision to replace the current one-day (T+1) settlement cycle with instant, atomic settlement for tokenized assets.
- New Blockchain Initiative: Robinhood is building the "Robinhood Chain," an Ethereum Layer 2 on the Arbitrum stack, to enable continuous, round-the-clock trading of tokenized real-world assets like US stocks and ETFs.
- Attack on T+1 Settlement: The company labeled the current T+1 settlement system for stocks an "antiquated relic" and a "systemic risk," advocating for the efficiency and immediacy of blockchain-based settlement.
- Competitive Market Race: This positions Robinhood in a direct race against the NYSE and Nasdaq, which announced their own plans in January 2026 and December 2025 respectively to launch 24/7 tokenized trading platforms by the end of 2026.
