Art of Speculation|9月 04, 2026 09:34
HOOD quickly approaches the front height of 150
HOOD, which fluctuated for a while after the financial report, showed some performance today, with a large bullish candlestick directly breaking through the daily and weekly Bollinger Bands. In addition to the BTC rebound, the market is also re pricing Robinhood with several new growth curves.
Robinhood Chain is the most noteworthy new growth line in my opinion. Since its launch in July, the cumulative DEX transaction volume has reached 34.6 billion US dollars, with 576 million transactions completed and over 12.3 million addresses. The highest daily DEX trading volume has reached $1.5 billion, with approximately $3.75 million in transaction fees generated on September 1st. At the same time, there are already over 190 stock tokens on the chain, with a cumulative trading volume exceeding 3 billion US dollars. The highest daily trading volume of RWA reached 390 million US dollars, and the entire ecosystem's TVL also exceeded 750 million US dollars.
Robinhood is turning US stock tokens into assets that can be repeatedly called by on chain protocols. Meme/NVDA and Meme/TSLA stock token LPs have already emerged, and in the future, they can continue to enter into collateralization, lending, margin, and derivatives. HOOD is trying to turn stocks into underlying assets of DeFi. If this path runs smoothly, Robinhood Chain will bring a valuation of the entire on chain financial infrastructure to HOOD.
Predicting the market is also important. Previously, HOOD was mainly used to guide Kalshi and earn brokerage income. Now, through Rothera, HOOD has taken control of the exchange and clearing capabilities. If more traffic migrates to Rothera in the future, HOOD can upgrade from simply earning profits to simultaneously consuming the entire value of brokers, exchanges, and clearing.
Trump Accounts' long-term logic. In the coming years, eligible American children can receive government start-up funds, combined with Dell's children's account donation program, with a potential coverage of tens of millions of people. The most important thing for HOOD is the opportunity to capture the next generation of American investors in advance. Users have established investment habits in Robinhood since childhood, and the long-term value will be very high.
AI Trading is another new story. Robinhood has started to integrate third-party AI agents into independent investment accounts, and in the future, AI can help users analyze, adjust positions, and even execute transactions. If Agentic Finance really takes off, HOOD is likely to become one of the important entry points for AI to manage personal assets.
Looking back now, we still bought less HOOD in May and haven't restocked since then. In a bear market, it is still necessary to dare to layout when the valuation and position of a good company are comfortable, and then give it time to bloom and bear fruit on its own. A few months have passed, and HOOD has re approached its previous high of 150. This round, my medium - and long-term goals are $300 and $150000 for BTC.
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