The dispute centers on whether Robinhood's 10% revenue share with Arbitrum could have funded a gasless experience elsewhere. Yakovenko argued that amount would cover Solana transaction fees four times over, letting Robinhood subsidize users fully. Goldfeder called the claim a "ridiculous take," saying Robinhood keeps roughly 90% of gas fees on Arbitrum but would retain no base-layer fees on Solana and would pay user subsidies out of pocket. He added that most fees come from activity outside Robinhood's frontend, which a tenant chain position would not capture.

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