# Robinhood — X 热门讨论 (2026-09-30 03:50 UTC)

## @chjokka (chjokka) · 09-30 02:07 · ♥55 ↻0 💬50 I’m looking for Robinhood infrastructure coins with a lot of activity on their product and a good looking chart.

I believe there will be a few that reach 500M/1B this cycle.

Pill me in the comments please. https://x.com/chjokka/status/2105117284712988696

## @tagsincos (00K) · 09-30 01:03 · ♥50 ↻1 💬51 same bear.

different origin stories.

that's what i'm watching as @PlayOnMint moves MintABear closer to its Robinhood drop.

some holders may arrive through reputation campaigns. others through community allocations. others will discover the collection much later. that creates an underrated nft design problem. different access routes can strengthen distribution, but they can also create invisible hierarchies inside a community.

“i earned mine.”

“i got mine here.”

“you joined later.”

if that becomes the identity, the collection fragments before the Bears themselves have time to build one.

for me, the healthier outcome is when acquisition history stays interesting without defining someone's status forever.

the Bear should gradually matter more than the route used to get it.

4,444 NFTs can enter through different doors.

the real challenge is making them feel like one collection once they're inside.

personal nft product view only. not financial advice or a recommendation to participate.

@NucleusCodes > 引用 @tagsincos: the closer MintABear gets to mint, the less i'm thinking about what @PlayOnMint can add later.

i'm thinking about what should never change.

a progressive nft needs two things at once:

something permanent enough to feel like the same Bear years later

and enough flexibility for that Bear to actually evolve.

freeze everything at mint and progression becomes mostly external metadata.

make everything mutable and the original collectible starts losing its identity.

that boundary matters.

art, core traits, history, level, future states

they don't all need the same rules.

with 4,444 MintABears moving closer to RobinhoodApp, this is the architecture i'm most curious about.

a good evolving nft shouldn't become a different asset every time it changes.

it should become a deeper version of the asset you already owned.

personal nft product analysis only. not financial advice or a recommendation to mint, buy or trade. @NucleusCodes https://x.com/tagsincos/status/2105101263537115524

## @IncomeSharks (IncomeSharks) · 09-30 03:05 · ♥77 ↻2 💬13 Robinhood consistently leads in the finance space. Been preaching this since $8 a share and it will get to $200 by 2030. > 引用 @RobinhoodApp: Perps are now rolling out for US traders 🛸

Perpetual futures never expire, trade around the clock, and let you customize leverage up to 10:1.

With them, Robinhood is now the first major brokerage to offer all six asset classes on one platform: stocks, options, crypto, futures, prediction markets, and perps. https://x.com/IncomeSharks/status/2105131973278626136

## @AntCaveClub (链求君 🔥) · 09-30 00:52 · ♥51 ↻13 💬13 PONS 跌到了 $0.49 你慌了？ 来吧， 充值一波信仰。

💯 先说结论： $STONK 的表现是正常的， $PONS 完全被超卖了。

此时此刻， $PONS 是黄金抄底位。

在 @DefiLlama 的 Fee（费用/手续费） 数据统计中:

@ponsdotfamily 的 fee 收益是 TOP 10 （去掉 Canton 这个虚假项目）

24小时 fee 收益： $1.41m

@LaunchOnSF 的 fee 收益是 TOP 30

24小时 fee 收益： $601,020 是远低于 PONS

---- 而实际上 还有一个 Revenue（营收/收入） 排名

这个排名中， StonkFun 远远高于 PONS 。

恰恰是这个误区， 让人误以为， PONS 现在颓势， 被 STONK 反超了。

Revenue（营收/收入） 和 Fee（费用/手续费） 不是同一层级的概念

Revenue = 各种收入来源的总和 Fee = 其中一种常见的收入来源

https://t.co/NxXiCqegMD

为什么 $PONS 的 Fee 高、Revenue 却没 $STONK 高 ？

✅ Pons（Robinhood Chain） 交易费大约是 1% 其中大约 70% 给代币创作者，30% 给协议 所以用户付了很多 Fee，但协议只留下一小截

近 30 天大致是：Fees 约 $146M，Revenue 约 $25M 协议留存率大约只有 17% 左右 （$25M / $146M）

✅ StonkFun（Solana，$STONK ）

DefiLlama 统计的 Fees，本来就主要是 平台自己那一份 所以它的 Fees ≈ Revenue 近 30 天大约都是 $24.3M 也就是：页面上的 Fee 排名，对 StonkFun 几乎等于“协议真正进账”的排名

简单讲， Pons 交易量很大，但抽成低、大部分收益用于代币回购了。 StonkFun 交易量没那么夸张，但平台自己拿走的比例更高 。

最后，显得两者势均力敌。

‼️ 它们采用相同模式两边都是：

发币 → 交易产生手续费 → 协议抽成 → 回购销毁平台币

差别在分配：

✅ Pons：先让创作者拿大头（做大盘子），协议拿小头，但小头里 80% 几乎全拿去烧 $PONS

✅ StonkFun：平台留下的份额更高，再拿约 60% 去烧 $STONK

这个微妙的差异， 你会发现，PONS 格局打开之后， 上面代币的天花板更高：

这时你会发现： @ponsdotfamily 发射台中至少拥有 8 个1000 万市值的应用型代币。

这些代币带来的强交易量， 使得 PONS 始终保持高额收益。

从输血结构来看， PONS 几乎没有失败的选项。

另外值得一提的是： Robin hood TVL 依然在突破 $1B 之后， 继续每日创新高。

我们不用凭感觉， 就凭数据说话， PONS 现在真就是黄金抄底位置。

所以，有什么担忧？ https://x.com/AntCaveClub/status/2105098343802339401

## @CryptoCaligh (Caligh 土豆) · 09-30 02:04 · ♥56 ↻6 💬20 看到很多人在说 罗宾链跌惨了。 大约一个月前，我就说过很多罗宾链上的币已经在砸盘了。我当时说不会再在这里承担更多风险，风险应该在一个月前就承担。现在一个月后，我还是同样的话。你现在不该做空 Robinhood，而应找机会，看看哪个还没归零的项目。这不仅仅是罗宾链而是炒币的原理。

交易加密货币的方式是当所有人开始感兴趣时卖出，当所有人说它是垃圾时买入，而不是反过来。

我之前也BTC 在 60k、ZEC 在 275 暴跌时狠狠的抄底，多次说过并且示范过。

我的教诲到底有没有人听进去的🤣 > 引用 @CryptoCaligh: Be honest with yourself.

What am I seeing on my timeline vs whats the facts? people ignoring data.

people bragging about 1 day pumps to 9 figs like its normal and saying 'its so easy uponly skill issue' while I am looking at the charts of several 1 month ago coins and 2 weeks ago coin all tend to zero.

Uponly? yea theres the top 5% as always but look at the fact yourself.

I would be very cautious in taking even more risk, I already took it 1-2 months ago. Remember local tops are always when everyone is celebrating https://x.com/CryptoCaligh/status/2105116513657385218

## @0xLunic (Lunic) · 09-30 02:08 · ♥63 ↻8 💬5 I don't see this as a particularly unusual situation.

we went through something very similar with ai16z in 2024. due to fud, ai16z crashed from $400M to $170M, and at the time I pointed out the mispricing gap.

back then, ai16z's github stars were growing rapidly, while the price was falling. to me, that meant the mispricing gap was significant, and I believed that gap would eventually close.

so I bought the dip, and ai16z went on to surge to $2B.

looking back, it's kind of funny. who would have thought that github stars could represent fundamentals? but given the onchain mania at the time, along with the advantage of being the first major theme, it was enough to make people believe that github stars were a proxy for fundamentals.

I see $AI, artificial inu, as being in a similar situation. the difference is that we no longer have to count github stars. instead, the narrative is being driven by the tokenized stock theme, backed by Robinhood.

I think this dip, caused by several short term hyped pnds on solana, will be quickly absorbed.

the moat is incomparably stronger than it was in 2024. we are trading the native token of the flagship theme of this cycle.

what's the concern? https://x.com/0xLunic/status/2105117607242400241

## @SteveQuirk_ (Steve Quirk) · 09-30 01:56 · ♥54 ↻3 💬15 Today we unveiled the next era of active trading at Robinhood: in-app AI agents and a marketplace of tools to power them; 24/7 trading, including weekends; perpetual futures and earnings contracts; and much more. We’ve put the tools of a hedge fund in your pocket. > 引用 @RobinhoodApp: Introducing Robinhood Agents. 🔥

With Agents, anyone can now build their own agent directly inside Robinhood and get started with agentic trading. You can:

- Create an agent in just a few taps, no technical setup required - Analyze, strategize, and execute through your agent - Create Loops that let your agent run 24/7 - Have safety built in with a dedicated account and trade approvals

Coming soon. https://x.com/SteveQuirk_/status/2105114525557272708

## @berdyn (Berdyn) · 09-30 00:50 · ♥66 ↻3 💬2 Don’t think I’ve seen a founder cook as hard as Vlad

It’s gonna be a Robinhood cycle in every vector

Higher. > 引用 @vladtenev: Robinhood is bringing America its first true perps.

No expiry, with P&L settled every 15 minutes.

A new chapter for US derivatives. https://x.com/berdyn/status/2105097829198991437

## @JackRobinhood87 (Jack Robinhood) · 09-30 02:16 · ♥62 ↻0 💬0 @JackThompsonFOX She’s living in a separate reality apparently https://x.com/JackRobinhood87/status/2105119666725163176