TECHNICAL PAPER · v0.1

The Hood Farm — cross-chain KOL alpha, operationalized.

chain 1 Robinhood Chain (Arbitrum L2) chain 2 Solana Mainnet chain 3 Hyperliquid L1 token $HOODFARM · Robinhood Chain ca 0x27b8d71f53548c841921cecd10722f5e05c88861

§01 · Thesis.

On July 1, 2026, Robinhood shipped an Arbitrum-based Layer 2 with tokenized US equities, perpetual futures, and USDG-native lending. That same day, Backed Finance's xStocks on Solana crossed $25B cumulative volume. Two chains, one set of tickers, one basis to price.

The alpha is not the ticker. The alpha is the gap between where the same ticker trades on each chain, and who arbs it first. We index the gap. We index the arbers.

§02 · Data plumbing.

Robinhood Chain (Arbitrum L2)

RPC via alchemy.com/hood (public endpoint) + alchemy-l2 archive node for historical fills. Token contracts pulled from docs.robinhood.com/chain/contracts. Uniswap V3 subgraph (dedicated deployment) for AMM liquidity + fills. Pleiades proprietary AMM for prop trading flow — read-only via their public JSON-RPC.

Watch every Transfer(from=0x0, ...) event on the tokenized-stock contracts — that's a mint (new shares tokenized). Watch every Transfer(..., to=0x0) — that's a redemption. Between mint and redemption, all price discovery is Uniswap V3 pool state + Chainlink oracle updates.

Solana xStocks

Helius archive + WebSocket for real-time SPL token events. xStocks are Token-2022 SPLs issued by Backed Finance AG. Jupiter aggregator for best-execution pricing. Raydium + Kamino pools for liquidity depth. Bitquery Solana Trader API as fallback for cross-DEX volume roll-up.

Hyperliquid perps

Public WebSocket at api.hyperliquid.xyz/ws. Every perp fill, every funding tick, every liquidation. Perp funding is our stealth signal — sustained positive funding on TSLA-PERP means the crowd is levered long on-chain, which is often the tell that a KOL just moved size.

   Robinhood Chain            Solana              Hyperliquid
   ────────────────           ──────────────         ──────────────
   Alchemy L2 archive          Helius WSS             HL WSS
        │                          │                    │
        │  Uniswap V3               │ Jupiter/Raydium    │  perp fills
        │  Pleiades AMM             │ Kamino lending     │  funding rates
        │  Chainlink oracle         │ xStocks SPL        │  liquidations
        ▼                          ▼                    ▼
   ┌───────────────────────────────────────────────────────────┐
   │           Hood Farm · cross-chain fabric          │
   │  ▸ tick every 30s     ▸ signed snapshots      ▸ IPFS   │
   │  ▸ CCIP bridge trace  ▸ timing fingerprint    ▸ Metaplex│
   └───────────────────────────────────────────────────────────┘
        │
        ▼
   PnL card mint on Solana (Metaplex Core)

FIG. 01 — cross-chain data fabric

§03 · Cross-chain identity.

A wallet on Robinhood Chain (Ethereum-style address) and a wallet on Solana (Ed25519 pubkey) are cryptographically unrelated. To claim they belong to the same person requires evidence. We use three signals in combination:

CCIP bridge traces. If wallet 0xA… on Hood Chain bridged USDG through Chainlink CCIP and the funds landed at Solana wallet Sol… within 90 seconds, that's a strong link. LayerZero OFT and Relay bridges are watched similarly.
Timing fingerprint. If 0xA… reliably opens a TSLA long on Hood Chain within 60s of Sol… buying TSLAx on Jupiter, on repeated occasions, the correlation is not accidental.
Public self-doxxing. Some KOLs publish their addresses on X. We ingest and verify each claim via a signed message before trusting it.

Each resolved identity carries a confidence ∈ [0, 1] score. Cards mint only for identities with confidence ≥ 0.85. The rest sit in a candidate pool until more evidence arrives.

§04 · PnL calculation.

Cost basis is average-price weighted across all three venues. When a KOL opens a TSLA position on Hood Chain, shorts TSLA-PERP on Hyperliquid, and holds TSLAx spot on Solana simultaneously, we compute:

# pseudocode
position_pnl = (mark_price_now × net_size) − cost_basis
            + funding_captured               # perp leg
            + basis_arb_captured             # cross-chain spread
            − fees_paid                      # AMM + bridge

The 24-hour snapshot is the sum over all positions closed or marked in the trailing 24h UTC. Basis arb is computed from the price series of the same ticker on both chains: any time the wallet bought the cheap chain and sold the expensive chain within an hour, that spread — minus bridge cost — counts as captured basis.

§05 · Mint spec.

Each card is a Metaplex Core NFT on Solana Mainnet. Metadata is JSON pinned to IPFS + signed by the treasury key. Fields:

{
  "name": "HoodFarm · Cycle 01 · Card 07",
  "kol": "@unusual_whales",
  "trace_id": "uw",
  "window_start": "2026-07-08T13:30:00Z",
  "window_end":   "2026-07-09T13:30:00Z",
  "pnl_sol_eq":   "+842.4",
  "win_rate":     0.58,
  "chains_active": ["hood", "sol", "hl"],
  "top_ticker":   "$NVDA",
  "route":        "bridge:relay",
  "confidence":   0.91,
  "snapshot_hash": "0x…",
  "signature":    "ed25519:…"
}

Art is deterministic: the same snapshot_hash always produces the same card. Card visual is a stylized ledger row — KOL initial monogram, chain glyphs for active venues, PnL bar, top ticker, cycle number. No randomness. No trait roulette.

§06 · Treasury discipline.

The treasury is a public Solana wallet. Every inflow is a $HOODFARM protocol-fee sweep from the $HOODFARM contract on Robinhood Chain. Every outflow is either a mint payment (Metaplex + storage + oracle costs) or an indexer bill (Helius, Alchemy, Hyperliquid infra). Both are publicly labelled.

Rule: cards mint only when treasury balance covers the full mint batch + a full month of indexer runway + a 2× buffer. If fees dry up, mints stop. There are no emissions, no forward promises, no vesting cliff.

§07 · What this is not.

$HOODFARM is not a security. Cards are not claims. This site is not advice. We are not affiliated with Robinhood, Backed Finance, Chainlink, Hyperliquid, Solana Foundation, or any handle referenced. All handles used under nominative fair use. Wallets referenced are those publicly associated with each account or reconstructed via public bridge traces under a stated confidence threshold. If you're one of the handles and want off the ledger, DM us and we'll remove it.

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