# Robinhood — X 热门讨论 (2026-09-23 03:30 UTC)

## @Parody_RH (Robinhood Gems 💎) · 09-23 03:14 · ♥205 ↻112 💬14 Everyone wants the next meme narrative.

$FYHI kept it simple:

Fuck you, higher. 🫡

First meme paired with wsNET.

5% tax goes toward the floor, with the floor increasing every 8 hours alongside each $NET rebase.

A meme that keeps you exposed to staked $NET.

$FYHI on Robinhood Chain. 👀

CA: 0x1eB152f779235Ba2Ca697cCB369e02E3B9D110e7

Chart: https://t.co/8FIGE15plp

DYOR / NFA https://x.com/Parody_RH/status/2102597370487934994

## @gem_detecter (🕵️GEM DETECTER🕵️) · 09-23 02:44 · ♥137 ↻3 💬3 Nate, LONGxyz CTO, said they’re about to drop a new flywheel for LONG tokens today.

robinhood:0x134c4fb13dc3c873d699957a8493e463b56f1e18 is holding almost $200k worth of $NVDA in liquidity, but somehow still under $1.5m MC.

it’s kind of a stable liquidity game that Solana degens don’t really like.

but imo, that’s exactly what could improve one of the biggest weaknesses of the meme market.

when robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18 gets back to ATH, i don’t think you’ll see robinhood:0x134c4fb13dc3c873d699957a8493e463b56f1e18 below $5m anymore. https://x.com/gem_detecter/status/2102589850939801982

## @1nxnn__ (Aminul (아미눌)) · 09-23 02:48 · ♥80 ↻1 💬53 Good Morning

Important update for the MINT ecosystem.

$MNTD is set to launch on Robinhood.

This is another step in connecting the token layer with the wider @PlayOnMint ecosystem, including MintABear, Status, rewards and community activity.

The token becomes more important when it is tied to actual platform behavior.

Follow @PlayOnMint official updates closely.

More details soon. https://x.com/1nxnn__/status/2102590935175737738

## @hoangberger (hungbeck89) · 09-23 00:49 · ♥57 ↻0 💬59 opened @PlayOnMint this morning and checked my XP again.

same number i would've looked at a few days ago.

except now i can't really look at it without thinking about $MNTD coming to Robinhood.

which is slightly annoying because we still don't know enough about the drop.

so naturally my brain is already trying to connect things that may not even be connected.

does the XP matter?

does my activity now matter?

no idea.

probably better not to invent an answer.

i'll just keep doing what i've been doing on MINT and wait for the next update.

still, i noticed i stared at my XP a little longer this morning.

funny what one announcement can do to a number.

anyway, still collecting.

@PlayOnMint #PlayOnMint #MNTD #Robinhood > 引用 @hoangberger: okay, didn't expect this @PlayOnMint update today.

$MNTD is dropping on Robinhood.

i've been spending most of my time on MINT thinking about XP, my rank and what all of it eventually leads to.

well, there's one answer.

Robinhood.

not much else has been revealed yet, so i'm not going to pretend i know what the drop looks like or when it's happening.

but this definitely makes all the time i've spent collecting XP feel a little more interesting.

especially because i've been wondering for a while where $MNTD actually fits once it moves beyond being something we talk about inside MINT.

guess i'll be keeping notifications on for this one.

still collecting XP in the meantime.

@PlayOnMint #MNTD #PlayOnMint #Robinhood https://x.com/hoangberger/status/2102561011480027268

## @ArtofSpecuycky (Art of Speculation) · 09-23 00:52 · ♥51 ↻9 💬9 Tom Lee这次说对了:9月初的看涨判断,没毛病 上周9月FOMC会议,新任主席沃什三年来首次选择了加息25个基点。当时市场情绪一片哀嚎,但回过头看Tom当时给出的分析框架分析的没问题。

美联储给的三大加息理由,Tom的分析是 第一个理由是经济过于强劲。Tom的反驳是克利夫兰联储早在30年前就论证过经济增长不是低通胀的敌人,堪萨斯联储今年也明确指出,由AI和生产力进步驱动的供给侧扩张,能同时提升产出、压低价格,本质上是通缩性质的,不该被当成加息的理由。更讽刺的是,沃什自己过去当联储理事的时候还说过美联储不该因为经济增长就加息,应该盯紧通胀,这次自己打自己的脸。

第二个理由是通胀向2%回落的速度不够快。Tom指出当前的通胀数据存在严重的统计失真和一次性扰动。高盛的分析显示,有四大一次性因素会在未来6个月让通胀自然下降100个基点。股市上涨导致资产管理费按比例走高、被错误统计成服务通胀。闪存和存储芯片价格出现偏离9个标准差的异常波动,扭曲了软件和配件的通胀分项。再加上伊朗地缘危机和关税带来的短期价格脉冲。更关键的是美国经济分析局9月30日会调整核心PCE的统计方法,预计直接下修20到40个基点,让核心PCE从3.4%骤降到接近3.0%。

第三个理由是地缘政治与原油冲击。Tom的反驳是油价飙升属于典型的供给侧冲击,货币政策对短期供给端根本没有作用,而且政策传导存在明显滞后。等6个月后加息开始在实体经济里显现效果的时候,油价冲击早就消退了,到时候这轮紧缩会变成不合时宜地压制一个正常运转的经济,时机踩反了。

为什么Tom当时判断这是绝佳的入场时机 除了逐条拆解加息理由,Tom还列出了六个支撑他继续看多的核心逻辑。

一是鹰派政策已经见顶。美联储已经亮出了自己能拿出的最严苛底牌,不可能变得更鹰了,接下来只要数据稍微边际转软,官员们就只能从极端鹰派的表态往回走。 二是9月30日的PCE统计修正,会给鸽派转向提供直接的数据支持,这是已经排上日程的事。 三是特朗普这次的反应耐人寻味。他没有像以前对鲍威尔那样猛烈抨击沃什,只是重申美国应该维持1%以下的低利率来减轻利息负担,语气明显温和了不少,侧面说明这次加息很可能只是新班子在建立抗通胀信誉的一次短期姿态动作,不是要开启一轮紧缩周期。 四是加息幅度不足以真正扼杀经济,累计25到50个基点的微幅加息,不可能摧毁目前这么强韧的美国实体经济和上市公司盈利能力。 五是技术面出现了底背离,大盘在利率决议后经历了一波瀑布式急跌,但RSI却在悄悄回升,这个形态跟8月份见底大涨前的走势很像。 六是消费端的风向标,Costco即将公布财报,有机会重新提振市场对美国消费韧性的信心。

领涨主线跑出来了,滞后板块也在修复 从组合表现看,这套逻辑这段时间确实兑现得不错。大盘组合里表现最好的是加密生态(MicroStrategy、Robinhood)以及AI基础设施这条主线。中盘组合里生物科技和加密矿企也在领跑。相对滞后的是金融股,短期受加息和收益率曲线扰动压制。 https://x.com/ArtofSpecuycky/status/2102561709047321056

## @RAILGUN_Project (RAILGUN - Private Ethereum DeFi) · 09-23 00:04 · ♥54 ↻2 💬11 When Robinhood chain? https://x.com/RAILGUN_Project/status/2102549602431906135

## @luigidemeo (Luigi D'Onorio DeMeo) · 09-23 00:27 · ♥50 ↻3 💬7 That capital is not connected in any form - in fact both earn programs (largely subsidized by you) are actually competing for the same borrowers… which is likely the reason for the post > 引用 @PaulFrambot: I’ve been asked a lot what it’s like to partner with both Coinbase and Robinhood when they compete so fiercely.

The answer comes down to Morpho’s fundamental purpose: connecting.

Morpho is an open credit network designed to connect lenders and borrowers across any boundary (social, geographic, political, …). More borrowers create more demand for capital. More lenders create more competition to fund borrowers. Over time, that means deeper liquidity and better terms for everyone using the Morpho network.

Competitors sharing infrastructure isn’t unique to Morpho. Banks compete fiercely for customers while relying on shared payment networks like Visa. Tech companies compete while building on the same internet protocols like HTTP. Credit should work the same way: it works better when you are maximally connected.

Our ambition is to bring as much of the world's credit onto one shared network as possible. If you’re building on Morpho, expect us to keep connecting new companies, new markets, new ecosystems, including the ones you compete with, because this is what will make your financial products stronger! https://x.com/luigidemeo/status/2102555491150778832