# Robinhood — X 热门讨论 (2026-09-26 21:43 UTC)
## @elliotrades (EllioTrades) · 09-26 20:43 · ♥71 ↻5 💬19 If @RobinhoodApp wants to dominate crypto again
ALL they have to do is directly integrate $PONS launchpad into the main RH app
It would send shockwaves through the indsutry, cement PONS as a bluechip, and firmly regain the mandate from heavin in the trenches > 引用 @ellioclips: EllioTrades explains why he’s cautious on Pons and what needs to change before he turns bullish again
“It looks a little bit like it's bear flagging, and that it wants to leg down to somewhere else”
“If the revenue kicks up, I would be excited for it” https://t.co/GZ10bYH4X0 https://x.com/elliotrades/status/2103948637156077779
## @mr_benft (BeNFT) · 09-26 18:57 · ♥65 ↻9 💬8 I’ve been an $AERO enjoyer for a while now.
It finally seems to be getting its moment in the sun again, but short-term pumps and people yelling on twitter can distort the timeline’s view of what’s actually happening here. I hope this post helps some people look beyond the last 24hrs of green candles and see the larger picture.
Facts: -Aerodrome is the leading DEX on Base. Its sister protocol, Velodrome, built the same model on Optimism.
-The model is different from most DEXs: ALL protocol revenue flows back to participants in the ecosystem rather than simply accumulating to a company or treasury.
And wherever the “dromes” have operated, they’ve dominated. There isn't a better word to describe their performance where they operate. Currently:
-Aerodrome: 61% of Base DEX volume -Velodrome: 56% of Optimism DEX volume
On Oct. 21, that same model expands to Ethereum Mainnet, Robinhood Chain, Arbitrum and several others.
Let’s NOT assume they repeat 50-60% market share. Let's cut it in half... Assume 30%.
Here’s the size of the pie today:
Ethereum ~$41.2B/month of DEX volume 30% share = ~$12.4B/month through AERO ≈ $183M/year in gross fees
Robinhood Chain ~$52.1B/month 30% = ~$15.6B/month ≈ $231M/year in gross fees
Arbitrum ~$6.2B/month 30% = ~$1.85B/month ≈ $27M/year in gross fees
Combined: ~$358B/year of additional AERO-routed volume ~$441M/year of gross fees (again, this is ALL passed to aero token lockers)
No assumption that tokenized stocks explode. No assumption that more of global finance moves onchain.
-No bull-market volume expansion. -No Arc (I'm unsure what this one will become.. could be big, might be noting). -No Ink (also unsure what this can become).
Currently, the existing Base/OP business generates roughly $17.5m per month in fees.
At 30% share, Ethereum alone would add roughly that much again.
Robinhood Chain alone would add even more.
Do I think Aero will do better than 30% on these chains? Probably yes. But it doesn't need to, the pie is big enough already.
Good job on coms the last couple of weeks by the team. I know they've been dragged heavily on twitter since Novembers incredibly impressive event... now it's time to have a smooth launch and gobble up some market share.
Rock n roll. https://x.com/mr_benft/status/2103921901848379875
## @BitmanTW (Bitman) · 09-26 19:01 · ♥53 ↻5 💬12 This is a huge update from @prismassets
This particular part will be critical over the next few months.
robinhood:0x20024e485c0b22b42855589700721b28320a7777 to 1B. > 引用 @prismassets: Prism Shareholder Voting Rights Registry, coming soon.
This could become one of the most important pieces of infrastructure for the future of tokenization.
Robinhood has already tokenized more than 190 U.S. stocks for offshore markets and reportedly has more than 900,000 non-US buyers.
In theory, as platforms such as Robinhood acquire and hold the underlying shares backing tokenized stocks, they could accumulate significant voting power in those companies.
At sufficient ownership levels, those voting rights could potentially influence corporate governance and, depending on the circumstances, board representation and control.
Many companies may not want intermediaries controlling large amounts of voting power attached to their shares.
Companies may soon start tokenizing their own stocks after the new SEC exemption, and this is very obvious according to multiple Wall Street experts.
That makes voting rights for tokenized stocks an increasingly important issue.
The Prism Shareholder Voting Rights Registry is a system for identifying and verifying the rights attached to tokenized shares and build a decentralized governance model around it.
It records whether a token provides economic rights, voting rights, dividend rights, redemption rights, and access to corporate actions such as mergers, stock splits, and shareholder votes.
The goal is to give investors, issuers, and market participants a clear and standardized way to understand what each tokenized security represents and which shareholder rights its holder is entitled to. https://x.com/BitmanTW/status/2103922989217824923