Partnerships & Integrations - Robinhood 将过渡到由 Arbitrum Orbit stack 提供支持的链 [1] - Tokenized Stocks (代币化股票) 只是第一阶段 [1] - Assets (资产) 正在 Arbitrum One 上进行铸造和交易 [1] - DeFi Integrations (DeFi 集成) 用于 Tokenized Stocks (代币化股票) [1] Governance & Revenue - 10% of Sequencer Profits (排序器利润) → @arbitrum DAO [1] Future Vision - 行业预测在 10 年后，我们都将称之为金融 [1] - Self-Custody (自我托管) 和 Composability (可组合性) 是关键 [1]

Market Analysis & Investment Strategies - The market may be coiling beneath the surface, suggesting potential for future movement [1] - Altcoins might experience a "hate rally" [1] - Valuation metrics indicate surprising accumulation trends [1] Onchain Data Insights - Discussion of BTC onchain data and its relation to price [2] - Analysis of ETH and Solana onchain data [2] - Examination of the Altcoin Season Index [2] Portfolio & Asset Allocation - Sharing of current portfolio moves, including high-beta bets like Pepe and ENA [1] - Bull case for beta assets is presented [2] - Discussion on how to value an L1 (Layer 1 blockchain) [2] Macroeconomic Factors - Macro triggers that could spark the next leg up are laid out [1] - Consideration of the macro setup in relation to Liquity [2] Specific Projects & Concepts - Ethena is mentioned with a dedicated memo [2] - Discussion of crypto equities [2] - Rethinking conviction in a naturally extractive market, referred to as "The HODLer's Fallacy" [2]

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Robinhood makes huge crypto moves at their Cannes Summit.Crypto GM @JohannKerbrat says 30% of @RobinhoodApp revenue already flows through crypto.Next up:- Perps for EU traders- Tokenized US stocks- Custom @arbitrum L2Is Robinhood seeking to beat Coinbase at their own game?Full Cannes chat with @TrustlessState at #ToCatchAToken summit 👇 ...

STOCK TOKENS!@RobinhoodApp is rewiring Wall St at their "To Catch a Token" summit in Cannes.Tokenizing private companies is insane.CEO @vladtenev tell us:- 1M @OpenAI + 500k @SpaceX shares- 24/7/365 Stock Trading- Arbitrum wins 10% of RH Chain Sequencer FeesFull interview 👇 ...

Robinhood's New Features and Expansion - Robinhood shares surged over 12% following the announcement of new crypto-enabled features [1] - Robinhood Europe now offers tokenized U S stocks, ETFs, and pre-IPO opportunities like Open AI and Space X, initially on Arbitrum L2 [2][3] - Robinhood intends to launch a proprietary L2 chain to host its tokenized stock offerings [3] - Robinhood Europe transforms into a crypto-powered investment app, offering 200+ American stocks and indexes trading 24/5 with zero commissions [4] - Eligible European investors gain access to 3x leveraged perpetuals through the Bitstamp acquisition [4] U S Market Updates - U S clients in select states can now earn staking yield on ETH and SOL due to regulatory clarity from the SEC [5] - U S Robinhood Gold credit card holders can automatically convert cash back rewards into crypto [6] - Crypto transfers to Robinhood receive a 1% deposit boost, potentially doubling to 2% if total crypto deposits reach $500 million [6] - Robinhood now offers "tax lots" for U S clients on crypto assets, enabling strategic cost basis selection for tax optimization [7] Industry Implications - Robinhood's moves signal a shift in the balance of power in the crypto exchange landscape, challenging Coinbase's dominance [8] - Robinhood's SEC-regulated status gives it a potential advantage in being first-to-market with tokenized stocks in the U S [9] - The push for tokenized stocks by Robinhood, Kraken, and Dinari brings TradFi and DeFi convergence closer to reality, signaling the maturation of crypto [11][12]

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What happens once Stablecoins 10x?According to @fundstrat:- Stablecoins are biggest holder of treasuries- Dollar dominance remains strong- $2T in stablecoins = Ethereum network feesThis will seem obvious in retrospect. https://t.co/QuZgCNnWyt ...

Financial Independence & Wealth Building - The discussion revolves around achieving financial independence and becoming a millionaire, applicable to crypto and other asset classes [1] - The roadmap includes 10 milestones to millionaire status, covering mindset, momentum, investing, real estate, and entrepreneurship [2] - Focus on avoiding financial pitfalls and aligning financial goals with a partner [2] - Emphasizes defining a life where money serves a purpose [2] Key Strategies & Considerations - Highlights the importance of a millionaire mindset [2] - Addresses the probability of becoming a millionaire [2] - Discusses the significance of understanding one's "why" in financial pursuits [2] - Explores the concept of freedom through finance [2] - Touches on the magic of $250,000 as a financial milestone [2] - Differentiates between smart debt and smart risk [2]