Kaupr Today — Thursday, 2 July 2026
Robinhood launched a blockchain, tokenised stocks in 120 countries and agentic trading — all in one day. And Sweden's Goobit is still waiting for its MiCA licence.
Some of the stories in today's edition:
💎 Robinhood Chain goes live — three stories, three angles
💎 Goobit/BTCX still waiting for MiCA licence — Kaupr contacted FI directly
💎 Circle CEO: 140 backers don't make a network
💎 Bitcoin back above $60,000 after Fed Chair Warsh signals easing inflation
💎 Securitize begins trading on NYSE today under ticker SECZ
— Morten
📺 Kaupr Event — State of ETFs in the Nordics: Digital Assets & Regulated Products
Tuesday, Kaupr hosted nine senior voices from the ETF and crypto industry for a two-hour live discussion on the Nordic digital-asset ETP and ETF market. The event was supported by Coinmotion, K33, The Mint and TÝR Markets. If you missed it, the full recording is now available.
Robinhood just became a bank, a blockchain and a brokerage — all at once
Robinhood launches Robinhood Chain mainnet, stock tokens and agentic trading
From a "The World Is Flat" event in London, Robinhood launched the public mainnet of Robinhood Chain — an Arbitrum-based Layer 2 blockchain — alongside tokenised stocks in 120 countries, onchain lending at 7% yield, perpetual futures in commodities and FX for EU users, and AI-powered agentic trading for crypto. New licences in Singapore and Canada were also announced, with UK crypto services on the way. (Source: press release)
Why it matters: Robinhood is not adding crypto features — it is rebuilding finance from the rails up. Tokenised equities, onchain lending, agentic trading and new licences in a single day is a statement no incumbent can ignore.
Source: Robinhood accelerates global expansion with Robinhood Chain mainnet, stock tokens, agentic trading and new suite of DeFi products — Robinhood (Source: press release)
Robinhood was built for the last great retail investing boom — now it is positioning for the next one
Forbes' Nina Bambysheva frames the London event as a strategic inflection point: Robinhood is no longer a brokerage app adding crypto features, but a company deliberately dismantling the boundaries between brokerage, DeFi and blockchain infrastructure.
Why it matters: This is a simultaneous challenge to Coinbase, traditional brokerages and the DeFi protocols Robinhood is now integrating — all at once.
Robinhood Chain goes live — the technical picture
Robinhood Chain is built on Arbitrum with day-one integrations from Uniswap, Alchemy, BitGo and Chainlink. Stock tokens are live on Robinhood Wallet in 120+ countries and can be used as collateral in DeFi protocols.
Why it matters: Institutional-grade partners on day one signals infrastructure intent, not a consumer experiment.
Source: Robinhood Chain goes live on mainnet alongside 24/7 tokenized stocks — The Block
MiCA day one — and Goobit is still waiting
Goobit/BTCX still awaiting MiCA licence in Sweden — one day after the deadline
Goobit — operating the BTCX exchange in Sweden — has not received its MiCA licence from Finansinspektionen as of July 1. Kaupr contacted FI directly to confirm the status. The exchange has been actively communicating about European expansion, but its application remains pending.
Why it matters: Goobit's unlicensed status on day one of MiCA shows that even well-resourced incumbents can be caught in the gap between regulatory timelines and market expectations.
Source: Goobit/BTCX still awaiting MiCA licence in Sweden — Kaupr
The stablecoin battle deepens — Circle fights back
Circle CEO: OpenUSD must break USDC's network effect before its 140 backers matter
Circle CEO Jeremy Allaire argued that stablecoin networks are platform businesses built on years of compounding integrations — and that a list of partners does not equal a network. He cited data showing USDC processed roughly $30 trillion in on-chain transactions in Q1 2026, about 80% of dollar stablecoin volume, and questioned whether OUSD's zero-fee model is sustainable at scale. (Source: CEO interview)
Why it matters: 140 logos is a launch announcement, not a network. The real test is whether OUSD can generate the repeat, live, regulated transaction flow that USDC has built over a decade.
Source: Circle CEO says Open USD must break USDC's network effect before its 140 backers matter — CryptoSlate
Banking Circle at Point Zero Forum: stablecoins and fiat rails need each other
Banking Circle Chief Digital Assets Officer Kirit Bhatia argued at Point Zero Forum in Zurich that stablecoins and fiat infrastructure are complementary layers, not competitors. Monthly stablecoin volumes overtook ACH for the first time in February 2026, and Banking Circle's MiCA-licensed settlement service integrates stablecoin rails directly with existing fiat workflows.
Why it matters: The "both are needed" framing from a MiCA-licensed provider with €1.5 trillion in annual flows signals the industry has moved past the either/or debate.
Source: Point Zero Forum 2026: tokenised money and payments infrastructure — Banking Circle
Market: Bitcoin gets its first clear lift in weeks
Bitcoin climbs back above $60,000 after Fed Chair Warsh says inflation risks have eased
Fed Chair Kevin Warsh told the ECB Forum in Sintra on July 1 that "inflation risks have come down" while reaffirming the Fed's 2% target. Bitcoin climbed back above $60,000 — up roughly 3% on the day — while Ethereum rose 3.3% and Solana gained 5.8%.
Why it matters: After the worst monthly Bitcoin ETF outflows on record in June, this is the first macro signal pointing in the right direction for risk assets.
Source: Bitcoin retakes $60,000 after Fed Chair Warsh said inflation risks have come down — CoinDesk
Tokenization hits Wall Street — literally
Securitize begins trading on the NYSE today under ticker SECZ
Securitize Corp. — managing $4 billion in tokenised assets across 650+ funds — begins trading on the NYSE today after completing its merger with Cantor Equity Partners II, raising approximately $400 million. Backers include BlackRock, Morgan Stanley, Coinbase and Circle.
Why it matters: A company whose entire business is putting real-world assets on blockchains is now itself a publicly traded security on the NYSE. The tokenisation industry has completed a full circle.
Source: Securitize completes business combination with Cantor Equity Partners II — PR Newswire (Source: press release)
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Wishing you a great Thursday — and welcome back tomorrow morning for the next edition of Kaupr Today.
Best regards Morten Myrstad Founder & Editor