# $HOOD — X 热门讨论 (2026-09-24 13:56 UTC)
## @hood__house (Hood House) · 09-23 15:43 · ♥30 ↻0 💬5 $HOOD
🚨 @Dr_Crossroads says Vlad is getting "close" to being a top 5 public company CEO in the game today
Roy: "[Back in 2023] I'd probably put him in a category similar to Jack Dorsey. Maybe a little bit higher."
"Jack, I think, is an incredible product guy, but as far as a CEO, not a great CEO at all. I thought Vlad was maybe an okay CEO and a great product guy."
"And I was just, I was wrong. I was flat out wrong, and it took me a little while just to move fully off of that."
Jonathan: "Do you think Vlad is a top 5 public company CEO in the game today?"
Roy: "Ooooh. Top 10, yes. Top 5 is tough to crack because there's so many good CEOs out there right now. He's close."
"Alex Karp, Jensen Huang. Elon Musk, I know he's controversial, but I mean, look at the companies that he's built. I think that's a tier that's kind of in and of itself that you can put alone. Sundar Pichai, some people have pushed back on him. I think he's pretty incredible as well. And I think Brian Armstrong, I don't hold Coinbase, but I think he's a actually a pretty incredible CEO as well." > 引用 @hood__house: 🚨 FULL INTERVIEW: Roy (@Dr_Crossroads) first bought $HOOD in 2023 at $8/share -- now it's 25% of his portfolio
When Roy first bought Robinhood back in 2023, he meant it as a trade. What changed his mind was a simple question: if anyone can copy the app, why is nobody copying them?
He now thinks Robinhood is on its way to becoming a generational company, and he ranks Vlad "close" to a top 5 public company CEO. On Robinhood Chain, he says the launch is already well ahead of Base's early pace even, and we go over how much revenue Robinhood is actually making from the Chain.
Over the next 10 years he has $HOOD beating every fintech except one 👀 and his main bear case is Vlad stepping down
01:42 - Buying $HOOD at $8/share 03:38 - Why nobody copies them 06:08 - Vlad is close to a top 5 public company CEO 08:11 - Trump accounts prove the mission 10:36 - 85-90% of early chain volume = memes 13:59 - Already ahead of Base at 60 days 18:02 - He bet against the CLARITY Act 26:36 - Arbitrum revenue split 31:13 - $800-$900 million of prediction markets ARR 32:18 - Shifting prediction volume onto Rothera 36:41 - Could a sports ban could $500 million? 37:52 - A CLARITY Act hedge, and an $80 Fed loss 39:15 - Why Roy wouldn't invest in Kalshi at $40 billion 44:02 - Agentic trading is a free "call option" 46:36 - Wall Street sees 31M customers in 2030 (why so low?) 51:19 - Ranking the top fintechs over the next 10 yrs 55:33 - Figure $FIGR could be an 8x from here 🤯 58:39 - A 6-8x gets close to $1 trillion 01:01:02 - Vlad stepping down is the bear case
Not financial, legal, or medical advice https://x.com/hood__house/status/2102785848332738812