# $HOOD — X 热门讨论 (2026-09-14 04:33 UTC)
## @Venu_7_ (Venu) · 09-13 21:13 · ♥39 ↻3 💬2 3/ Robinhood $HOOD https://t.co/o7p5sU1hQg https://x.com/Venu_7_/status/2099245035892138281
## @Venu_7_ (Venu) · 09-14 03:52 · ♥35 ↻2 💬7 US Senators officially release the final draft of the Crypto CLARITY Act ahead of Tuesday’s vote.
Huge tailwind for $CRCL, $COIN and $HOOD.
And technically, all three are knocking on the door of Stage 2. https://t.co/RN1oXAEIeb > 引用 @Venu_7_: Two of my core holdings, Robinhood and Circle, had their best day in a while today - both closed +15%.
$HOOD + $CRCL now make up 18% of my portfolio.
I added Robinhood during the June dip around $105 and recently doubled down on Circle at $81, bringing my average to $103.
My thesis goes beyond Bitcoin simply going higher.
$HOOD - evolving from a brokerage into an all-in-one financial platform. Crypto, prediction markets, tokenization and new financial products give Robinhood multiple growth engines as retail participation comes back.
$CRCL - still an under-the-radar emerging leader IMO. Stablecoin adoption is one of my highest-conviction crypto themes, and USDC puts Circle directly at the center of that growth.
HOOD = picks & shovels for retail participation CRCL = picks & shovels for stablecoin adoption
Current exposure: Software: 37% Semi/Hardware: 26% Crypto: 18% Growth: 15%
If the next crypto run is as big as I think it could be, $HOOD and $CRCL won’t just participate.
I think they’ll be two of the names leading it.
That’s why they’re 18% of my portfolio. https://x.com/Venu_7_/status/2099345484913770702
## @negligible_cap (Negligible Capital) · 09-14 01:52 · ♥33 ↻0 💬1 The fact that I had to check the $HOOD app to make sure this was fake is a pretty good indicator of where we stand > 引用 @balexle: Robinhood “Gaming Markets” https://t.co/ve8jP0Kv8Q https://x.com/negligible_cap/status/2099315381483499925