FOLDMARK

Market Intelligence Layer for Robinhood Chain

Markets have structure. FOLDMARK makes it visible.

FOLDMARK turns raw Robinhood Chain activity into readable financial structure.

An asset is more than a ticker or a price.

Behind it are:

• addresses
• counterparties
• markets
• liquidity
• protocols
• capital flows
• relationships

FOLDMARK connects those relationships into a readable market map.

What is FOLDMARK?

FOLDMARK is an onchain market intelligence system built for Robinhood Chain.

It observes market activity, normalizes blockchain observations, and transforms those observations into structured relationships that humans and machines can interpret.

Traditional products answer different questions:

Product	Question
Explorer	What happened?
Chart	What did price do?
Portfolio	What do I own?
DEX	What can I trade?
FOLDMARK	How is the market structured, and where is capital moving?

FOLDMARK is not intended to replace an explorer, exchange, wallet, portfolio tracker or charting platform. It is the market context layer around them.

Product

Fabric

FOLDMARK's market topology surface.

Fabric maps observed assets, addresses, venues, protocols and directed relationships into a readable graph. Node shape carries class, position encodes role — assets inner, venues and protocols around them, addresses on the rim — and an arrowhead states which way value moved.

Measured Fabric is built from real observations. Architecture Preview is a separate mode drawn from generic category placeholders; it is labelled as such and is never presented as observed market activity.

Flows

A structured view of how value moves between observed entities and counterparties.

Supported relationships are classified into semantic flow classes:

DEX_BUY · DEX_SELL · LP_DEPOSIT · LP_WITHDRAW · LEND · BORROW · REPAY · BRIDGE_IN · BRIDGE_OUT · WALLET_TRANSFER · UNCLASSIFIED

Direction decides meaning: the same pool and the same address are a buy or a sell depending only on which way value went. Unknown relationships remain UNCLASSIFIED until sufficient evidence exists.

LP_DEPOSIT, LP_WITHDRAW and LEND are reserved names in the vocabulary that the current classifier does not yet assign.

Asset Passports

A contextual intelligence surface for individual assets.

Depending on available evidence and coverage, an Asset Passport can expose canonical contract identity, activity, counterparties, market and flow relationships, price provenance, liquidity, protocol exposure, coverage, freshness and source information.

Protocols

A verification-aware contract and protocol intelligence surface.

Protocol identity is not inferred from ticker, name or behaviour alone.

FOLDMARK Intelligence

A conversational product intelligence layer.

It combines deterministic canonical product knowledge, current page context, application state, and optional external language-model reasoning. Canonical FOLDMARK semantics remain controlled by the deterministic knowledge layer: the meaning of a term is fixed text, not generated, and cannot vary between two readings of it.

Data Principles

FOLDMARK is built around explicit data truth.

• Observed ≠ Identified
• Identified ≠ Categorized
• Categorized ≠ Verified
• Reference price ≠ Onchain price
• Reference price ≠ Oracle price
• Reference price ≠ DEX spot price
• Unknown ≠ Wallet
• Unknown ≠ Protocol
• Unknown ≠ DEX
• UNCLASSIFIED is a valid state
• Token transfer ≠ Economic inflow
• Non-comparable token units are never silently combined as capital
• Missing measurements are never replaced with synthetic financial data
• Architecture Preview ≠ Measured observation
• Market recognition ≠ Authoritative verification

FOLDMARK prefers unknown over incorrect.

A transfer carries the timestamp of its block, never the moment ingestion ran. A price is aligned to the time of the transfer it values, with no look-ahead.

Architecture

Robinhood Chain
      ↓
Persistent ingestion
      ↓
Normalized observations
      ↓
PostgreSQL / Supabase
      ↓
Flow + relationship engines
      ↓
FOLDMARK API
      ↓
Fabric / Flows / Assets / Protocols / Intelligence

Where applicable, observations retain source, chain, block, transaction, timestamp, provenance, freshness and coverage.

The product preserves traceability from visible market structure back to the underlying observations: an edge on the canvas resolves to an aggregate, which resolves to stored transfers, which resolve to a transaction hash and block on chain.

Robinhood Chain

FOLDMARK currently targets Robinhood Chain mainnet.

Chain ID: 4663

For onchain assets, canonical identity is:

CHAIN + CONTRACT ADDRESS

Ticker and token name alone are not authoritative identifiers.

Technology

• Next.js 16 and React 19, App Router
• TypeScript, strict
• Tailwind CSS v4
• Vercel — application host and server runtime
• PostgreSQL / Supabase — persistent observation store, read over SQL where a direct connection is available and over PostgREST otherwise
• Robinhood Chain RPC — block, log and contract reads
• viem / wagmi — chain types and client
• TradingView — reference-market charts, kept strictly separate from onchain price
• OpenRouter — optional reasoning layer behind the deterministic knowledge base
• Vitest — test suite
• GitHub Actions — hosted ingestion scheduler

Status

FOLDMARK is under active development.

Live in production:

• measured market topology built from indexed transfers
• capital-flow classification
• asset intelligence surfaces
• provenance-aware observations and data states
• hosted ingestion running on a fixed schedule, independent of any local machine
• FOLDMARK Intelligence

Partial or not yet implemented:

• Coverage is partial by design. Chain 4663 produces roughly 9.7 blocks per second, and the RPC caps a log query at ten blocks. Ingestion therefore follows the head within a bounded budget rather than claiming continuous history, and coverage is reported as PARTIAL wherever that is the case.
• Nothing is VERIFIED. Verification requires an authoritative issuer source confirming an exact contract on an exact chain. No such source is wired, so no asset carries the badge.
• The contracts registry is empty, so every observed counterparty is unidentified and flows classify as UNCLASSIFIED. That is the correct output of the rules, not a gap being hidden.
• Price, liquidity, holder and protocol-exposure enrichment are not yet populated.

FOLDMARK does not generate fake financial data to fill unavailable measurements.

Development

npm install
npm run dev

Quality gates:

npm run lint
npm run typecheck
npm test
npm run build

Configuration

Environment variable names only. Values belong in the deployment environment, never in the repository. See .env.example.

Variable	Purpose
DATABASE_URL	Direct Postgres connection. Preferred when reachable.
SUPABASE_URL	Observation store over PostgREST, used when SQL is unavailable.
SUPABASE_SERVICE_ROLE_JWT	Service credential for that path. Server-only.
ROBINHOOD_RPC_URL	Chain RPC endpoint for logs, blocks and contract reads.
NEXT_PUBLIC_ROBINHOOD_RPC	Public fallback RPC for chain health display.
INGEST_SECRET	Shared secret authorising the hosted ingestion endpoint.
OPENROUTER_API_KEY	Optional. Enables the reasoning layer.
OPENROUTER_MODEL	Optional. Overrides the default model.
OPENROUTER_BASE_URL	Optional. Overrides the provider base URL.

No credential is ever exposed through a NEXT_PUBLIC_ variable or sent to the browser. The application talks to its own API; the API holds the credentials.

License

FOLDMARK is open source and released under the MIT License.