subsidy is a chain KPI, not a bench

src/components/chain-kpi-strip.tsx

@@ -20,6 +20,8 @@ type CardDef = {
   label: string;
   value: number | null;
   tip: string;
+  /** Optional formatter override; defaults to fmtUSD. */
+  fmt?: (v: number) => string;
 };
 
 export function ChainKpiStrip({
@@ -35,7 +37,32 @@ export function ChainKpiStrip({
   tvlHistory?: ChainTvlHistory | null;
   chainLabel: string;
 }) {
+  const subsidyCards: CardDef[] = slug === "robinhood"
+    ? [
+        {
+          label: "Gas subsidy days left",
+          value: kpis.subsidyDaysRemaining,
+          tip:
+            "Days remaining until Robinhood Chain's 90-day launch gas subsidy ends on 2026-09-29. Users pay $0 in gas during this window; Robinhood covers the sequencer cost.",
+          fmt: fmtDays,
+        },
+        {
+          label: "Subsidy paid so far",
+          value: kpis.subsidyCostToDate,
+          tip:
+            "Estimated cumulative USD Robinhood has paid the sequencer since launch to cover user gas. This is NOT growthepie's fees_paid_by_users (~$0 during the subsidy by design). Refreshed hourly.",
+        },
+        {
+          label: "Projected subsidy total",
+          value: kpis.subsidyProjectedTotal,
+          tip:
+            "Where the subsidy lands if the current daily burn rate holds through Sep 29. Linear projection: cumulative_cost x (90 / days_elapsed).",
+        },
+      ]
+    : [];
+
   const staticCards: CardDef[] = [
+    ...subsidyCards,
     {
       label: "TVL",
       value: kpis.tvl,
@@ -133,7 +160,7 @@ function KpiCard({ card }: { card: CardDef }) {
         {card.label}
       </p>
       <p className="mt-auto text-lg sm:text-xl font-semibold tabular-nums leading-tight">
-        {fmtUSD(card.value!)}
+        {(card.fmt ?? fmtUSD)(card.value!)}
       </p>
       {/* Empty slot mirrors the live-card sparkline space so static and
           live KpiCards share the exact same baseline geometry. */}
@@ -142,6 +169,12 @@ function KpiCard({ card }: { card: CardDef }) {
   );
 }
 
+function fmtDays(v: number): string {
+  if (!Number.isFinite(v)) return "-";
+  if (v < 0) return "ended";
+  return `${Math.round(v)}d`;
+}
+
 function fmtUSD(v: number): string {
   if (!Number.isFinite(v) || v === 0) return "$0";
   const abs = Math.abs(v);

src/lib/chain-kpis.ts

@@ -34,6 +34,12 @@ export type ChainKpis = {
   nativePrice: number | null;
   /** Mobula native token circulating market cap in USD. */
   nativeMcap: number | null;
+  /** Robinhood Chain gas subsidy: days remaining until 2026-09-29 (null on every other chain). */
+  subsidyDaysRemaining: number | null;
+  /** Robinhood Chain gas subsidy: cumulative USD Robinhood has paid the sequencer since launch. */
+  subsidyCostToDate: number | null;
+  /** Robinhood Chain gas subsidy: projected total cost at the current daily rate through Sep 29. */
+  subsidyProjectedTotal: number | null;
 };
 
 /** TVL daily samples for the sparkline chart. Last 30 days, oldest first. */
@@ -78,14 +84,28 @@ export async function fetchChainKpisFresh(
   }
 
   const sel = `{chain="${slug}"}`;
-  const [tvl, dexVolume24h, stablesMcap, nativePrice, nativeMcap] =
-    await Promise.all([
-      prom.scalar(`chain_tvl_usd${sel}`),
-      prom.scalar(`chain_dex_volume_24h_usd${sel}`),
-      prom.scalar(`chain_stables_mcap_usd${sel}`),
-      prom.scalar(`chain_native_price_usd${sel}`),
-      prom.scalar(`chain_native_mcap_usd${sel}`),
-    ]);
+  const isRobinhood = slug === "robinhood";
+  const [
+    tvl,
+    dexVolume24h,
+    stablesMcap,
+    nativePrice,
+    nativeMcap,
+    subsidyDaysRemaining,
+    subsidyCostToDate,
+    subsidyProjectedTotal,
+  ] = await Promise.all([
+    prom.scalar(`chain_tvl_usd${sel}`),
+    prom.scalar(`chain_dex_volume_24h_usd${sel}`),
+    prom.scalar(`chain_stables_mcap_usd${sel}`),
+    prom.scalar(`chain_native_price_usd${sel}`),
+    prom.scalar(`chain_native_mcap_usd${sel}`),
+    // Robinhood-only. On every other chain these queries return null,
+    // and the strip skips the cards silently.
+    isRobinhood ? prom.scalar(`robinhood_subsidy_days_remaining`) : Promise.resolve(null),
+    isRobinhood ? prom.scalar(`robinhood_subsidy_chainside_cost_total_usd`) : Promise.resolve(null),
+    isRobinhood ? prom.scalar(`robinhood_subsidy_projected_total_usd`) : Promise.resolve(null),
+  ]);
 
   return {
     slug,
@@ -94,6 +114,9 @@ export async function fetchChainKpisFresh(
     stablesMcap,
     nativePrice,
     nativeMcap,
+    subsidyDaysRemaining,
+    subsidyCostToDate,
+    subsidyProjectedTotal,
   };
 }
 
@@ -146,7 +169,10 @@ export function hasAnyKpi(k: ChainKpis | null): boolean {
     k.dexVolume24h != null ||
     k.stablesMcap != null ||
     k.nativePrice != null ||
-    k.nativeMcap != null
+    k.nativeMcap != null ||
+    k.subsidyDaysRemaining != null ||
+    k.subsidyCostToDate != null ||
+    k.subsidyProjectedTotal != null
   );
 }
 

src/lib/removed-benches.ts

@@ -40,7 +40,6 @@ export const REMOVED_BENCH_SLUGS = new Set([
   "tokenized-stock-peg",
   "tokenized-stock-weekend-drift",
   "tokenized-stock-arb-latency",
-  "robinhood-subsidy",
   "xstocks-peg",
   "usdy-nav-basis",
   "portfolio-chain-coverage",