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日活跃升十倍,fomo如何用三个月吃透Robinhood Chain红利?

Foresight News
特邀专栏作者
2026-09-02 10:26
This article is about 2999 words, reading the full article takes about 5 minutes
10个月,用户数从12万到190万。
AI Summary
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  • Core Thesis: As one of the fastest-growing trading platforms on Robinhood Chain, fomo has evolved from a mobile app focused on simplifying trading into a comprehensive product suite encompassing asset discovery, social distribution, and data support, with its user base and trading volume experiencing exponential growth in 2026.
  • Key Elements:
    1. On August 31, fomo accounted for approximately 35.6% of trading volume among Robinhood Chain trading terminals, and together with GMGN represented about 79.2%, making it one of the primary trading gateways on the chain.
    2. fomo's trading volume structure shifts with market hotspots; on August 31, Robinhood Chain accounted for roughly 75% of its daily volume, while Solana represented about 20%.
    3. fomo's daily active traders grew from fewer than 10,000 in early June to between 80,000 and 100,000+ by late August, peaking above 100,000—an increase of an order of magnitude.
    4. As of August 31, fomo's total user count surpassed 1.9 million, with monthly trading volume expected to grow from $500 million in June to over $2.8 billion in August, and estimated monthly revenue of approximately $17 million for August.
    5. The growth engine lies in three interconnected mechanisms: referral rewards (referrers earn 25% of new users' trading fees), Trader Rewards (incentivizing those who drive dissemination of trading ideas), and the Clans team-trading feature.
    6. The product line has expanded to include a web version (accounting for approximately 25% of the platform's total trading volume) and fomo Perps, a perpetual contracts product powered by Hyperliquid and TradeXYZ.
    7. fomo acquired Mobula's software and intellectual property for $17 million, with three core team members including 19-year-old co-founder Sacha Delhoux joining its engineering team to strengthen on-chain data infrastructure.

Original author: KarenZ, Foresight News

How hot is Fomo right now?

On one hand, profit screenshots are frequently circulating on social platforms, with gains often ranging from hundreds of thousands to millions of dollars. On August 31, the official Fomo newsletter even stated that the platform leaderboard had seen its first trader achieve a PnL of $10 million. On the other hand, numerous KOLs have begun intensively sharing their Fomo referral codes, directly funneling their followers to the platform.

As Robinhood Chain trading heats up, a battle for user and order flow entry points is rapidly unfolding, with Fomo standing out as one of the most prominent platforms in terms of growth.

The Dune dashboard created by Adam Tehc features a dedicated "Trading Bot Wars" section. On August 31, GMGN accounted for approximately 43.6% of Robinhood Chain trading terminal volume, while Fomo accounted for roughly 35.6%, combining for about 79.2%. While these figures are measured by trading terminal volume, they indicate that Fomo has become one of the primary trading gateways on Robinhood Chain.

Source: Dune

On Fomo, Robinhood Chain Trading Dominates

Fomo originally focused primarily on Solana, but its trading composition is shifting with market trends.

The Dune dashboard by Adam Tehc shows that in late May 2026, Fomo's daily trading volume came mainly from Solana and Base. By early July, Solana was contributing close to 90%. As Fomo began supporting Robinhood Chain and trading activity on that chain surged, the platform's trading center of gravity shifted once again.

On August 31, on Fomo, Robinhood Chain accounted for approximately 75% of Fomo's daily trading volume, Solana roughly 20%, BNB Chain about 3.4%, and Base around 1%. These are approximate proportions read from the latest bar intervals on the chart, and daily proportions will fluctuate with market trends, so they should not be treated as long-term fixed shares.

Source: Dune

The number of active traders is also growing in tandem. From March to May 2026, Fomo's daily active traders mostly numbered only in the thousands. In early June, the figure was still below 10,000, but then began to rise rapidly. By late August, daily active traders had consistently exceeded 80,000 to 100,000, with peaks surpassing 100,000—an increase of at least an order of magnitude compared to early June.

This growth is also reflected in Fomo's disclosed overall business metrics. In November 2025, I profiled this product in "Gold Rush Guide: Why Did Top VC Benchmark Set Its Sights on Fomo?" At that time, Fomo had disclosed over 120,000 users and approximately 35,000 traders, with cumulative trading volume of only $850 million.

On August 31, 2026, Fomo announced that its total user base had surpassed 1.9 million, with over 1.2 million users active in August, and the platform adding more than 30,000 new users daily.

Its monthly trading volume grew from $500 million in June to $1.5 billion in July—a 200% month-over-month increase, or triple the previous figure. Fomo predicted at the time that August trading volume would exceed $2.8 billion, representing at least another ~87% growth over July.

Fomo also projected August monthly revenue of approximately $17 million, corresponding to an annualized revenue level exceeding $200 million.

Why Are Referral Codes Flooding Social Media?

The concentrated sharing of Fomo referral codes by KOLs is not merely spontaneous endorsement. Around user growth and social trading, Fomo has built three interconnected mechanisms: Clans, Trader Rewards, and Referral incentives.

First, there's the Referral program. According to official information released by Fomo on June 2, 2026, when a new user registers through a referral code, the referrer receives 25% of the trading fees generated by that user. At the time, Fomo announced that cumulative referral fees paid to users had already exceeded $2 million.

Second, Trader Rewards incentivize "those who drive the spread of trading ideas." According to Fomo's introduction published on August 28, users can share their trading views or investment theses on the platform. If this content prompts other users to execute trades, the publisher can receive corresponding rewards in real time. However, Fomo has not yet disclosed the specific calculation formula, reward ratios, or applicable trading scope in that post, so this should not be simplistically interpreted as a fixed rebate percentage.

Clans, meanwhile, transforms individual trading into a team activity, emphasizing squad-based trading. A user can only join one Clan at a time, can be invited into a team, and can display their Clan affiliation on their profile page.

From Spot to Perps: Fomo Is No Longer Just a Mobile Trading App

Fomo's ability to capture momentum across different chains is tied to its product design. Users can access multiple blockchains through a single account and balance without having to manually handle network switching, cross-chain bridging, or preparing different gas assets. Leaderboards, live trade feeds, and quick buy features shorten the path from asset discovery to trade execution.

Over the past few months, Fomo has added Web access, professional charts, perpetual contracts, and team competition features in succession. In April 2026, Fomo launched its Web version. According to data disclosed by Fomo at the end of August, the Web terminal currently accounts for approximately 25% of total platform trading volume.

In June, Fomo launched Fomo Perps. This product is backed by Hyperliquid and TradeXYZ, covering perpetual contracts related to crypto assets, equities, pre-IPO companies, stock indices, and commodities, while offering features such as long/short trading, leverage, isolated margin, and take-profit/stop-loss orders.

Perps is not isolated from Fomo's original social features. Related positions are also integrated into user profiles and activity feeds, allowing users to see when other traders open positions.

19-Year-Old Founder Executes Eight-Figure Exit as Fomo Acquires Mobula's Core Technology

As daily active traders grew from a few thousand to over 100,000, while simultaneously needing to handle multiple networks such as Solana, Robinhood Chain, and BNB Chain, the pressure Fomo faces comes from on-chain data.

When a new token appears, an application needs to identify its contract address, name, and native network, while continuously reading transactions, liquidity, prices, holder addresses, and wallet behavior—then organize raw records from different blockchains into data users can understand.

This is precisely the type of infrastructure Mobula provides. Its public documentation shows that Mobula's data products cover token prices and market data, wallet assets and transaction history, token metadata, position P&L, and real-time data streams, delivered to other applications via APIs and other means.

On August 31, Fomo announced the acquisition of proprietary software and intellectual property developed by Mobula. According to Axios, citing Fomo CEO Paul Erlanger, the deal is valued at $17 million, though Fomo's official announcement itself did not disclose the amount.

Mobula founder Sacha Marcus, co-founder and CTO Sacha Delhoux, and infrastructure lead Cyril Conan will join Fomo's engineering team. The deal also carries a highly shareable detail: Sacha Delhoux was only 19 years old when the transaction was completed.

He subsequently reflected on his entrepreneurial journey on X with the theme "How I sold my company at 19 for an eight-figure sum." He attributed Mobula's growth to a small but technologically dense team, long-standing trust built with B2B clients, and product differentiators such as data latency, stability, and service responsiveness that clients can directly perceive.

The scope of the transaction needs to be precisely delineated. Fomo's official announcement confirms that it acquired the software and intellectual property developed by Mobula, while bringing in select core team members.

Summary

Fomo is no longer just a mobile application that simplifies trading steps—it has gradually evolved into a product ecosystem encompassing asset discovery, social distribution, creator monetization, trading gateways, and data infrastructure.

As the operational barriers to on-chain trading continue to lower, competition among consumer-facing applications is shifting from "whether trades can be completed" to "who can simultaneously command users, distribution, and data."

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