$HOOD

监管变化使代币化股票交易成为可能,这将让 HOOD 提高利润率并使股票业务收入翻倍,支撑看涨论点,潜在上行空间为 20-30%。

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《How Trump JUST Bailed out All Stocks & Crypto. Again.》
Meet Kevin发布 2026-09-18 · 28 段内容
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28 段内容
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Donald Trump 刚刚出手救助了加密货币市场和 Robin Hood 的股票,而且他可能为股市救助铺平道路,在市场仅比历史高点高出 4% 的时候说这种话,实在疯狂。

Donald Trump just bailed out the cryptocurrency market and Robin Hood stock , and he may pave the way for a stock market bailout, which is crazy to say at a time when the market is only 4% up from its record highs.

我们还会讨论 Robin Hood 的估值和股价目标,以及这可能如何影响券商和其他机构。

We will also discuss Robin Hood's valuation and stock price targets, and how this could affect brokers and others.

等一下。这一切跟我、或者跟 Robin Hood 平台有什么关系?

Wait a minute. What does all this have to do with me or the Robin Hood platform?"

这对 Robinhood 平台和券商来说是一场重大胜利。

This represents a major win for the Robinhood platform and brokers.

那么,这对 Robin Hood 意味着什么,它又是如何赚钱的?有意思的地方就在这里。因为 Robin Hood 显然通过为订单流付费赚了很多钱。指导规则不再存在,这意味着对这些代币化平台来说,你不再拥有一个真正透明的市场。

这意味着利润率可能更高,Robin Hood 可能赚更多钱。

Now, what does this mean for "Robin Hood," and how does it make its profits? This is where things get interesting. Because Robin Hood makes a lot of money, obviously, by paying for the flow of orders.

The guidance rules no longer exist , which means you no longer have a truly transparent market for these tokenized platforms. This means the margins could be wider, and Robin Hood could make more money.

Vlad 就是这样推销这个想法的。我们来谈谈如何营销它,然后我们再谈 Vlad 是如何从中赚了很多钱的。

And that's how Vlad will promote this idea. Let's talk about how to market this, and then we'll talk about how Vlad made a lot of money from it.

那么,这对 Robinhood 来说是如何运作的?为什么这对 Robin Hood 如此有意思,以至于它的股票今天上涨了 7.7%,而比特币突破了 80,000 美元?这是怎么回事?

为什么会发生这种情况?我们会讨论这个,因为 Robin Hood 将从中赚很多钱,

So , how does this work for Robinhood? And why is this so interesting for Robin Hood that its stock rose 7.7% today and Bitcoin surpassed $80,000? What's going on here? Why does this happen?

We'll talk about that because Robin Hood will make a lot of money from it,

Robin Hood 是如何从这种代币交易中赚取巨额利润的。

how Robin Hood makes huge profits from this token trading.

那么,Robin Hood 是如何从订单中赚钱的?你是通过 Robin Hood 平台下的这个订单。作为感谢,Citadel 会提供所谓的“返佣”,可能会给 Robinhood 2 美元,作为对订单流的感谢。

Okay, so how does Robin Hood make money from orders? You are placing that order through the Robin Hood platform. As a thank you, Citadel will offer what is called a "rebate," and may give Robinhood $2 as a thank you for the flow of orders.

所以,举例来说,五美分的差价给 Robin Hood 两美分,给做市商三美分。

So, a five-cent difference gives Robin Hood two cents, and the market maker three cents, for example.

这就引出了一个问题:Robin Hood 是如何在一个历史上并不怎么赚钱的领域里赚到很多钱的。Robinhood 目前绝大部分收入来自期权和加密货币,因为他们从那里获得的佣金是最高的。

This brings us to the question of how Robin Hood managed to make a lot of money from a field that historically did not generate much profit. Robinhood currently makes the vast majority of its money from options and cryptocurrencies , because the commissions they receive there are the highest.

这就是“Robin Hood”投资组合目前的收入情况。2025 年,他们 25% 的利润来自期权。

So, this is the current income from the "Robin Hood" portfolio. In 2025, they generated 25% of their profits from options.

但他们只赚了 3 亿美元。我的意思是,这已经是巨额了。他们 2025 年的收入中只有 7% 来自股票,因为市场太紧了。

But they only earn 300 million. I mean, just, that's a huge amount. They are only generating 7% of their 2025 revenue from stocks because the markets are too tight.

期权在规模上是最小的,但他们赚的钱最多,因为某些随机的单日交易有很大的价差,给 Robinhood 带来更高的佣金。

Options are the smallest in terms of size, but they make the most money because some random one-day deals have a large price difference, and a larger commission for Robinhood.

加密货币,正如我刚刚在 Webpoll 上向你展示的,有巨大的价差,这里交易的钱有 20%。那么,这对 Robin Hood 意味着什么?嗯,它实际意味着,如果他们能拿到一部分,比如说 10%,的代币化股票交易价值,假设按 10 个基点。

Robin Hood 理论上,根据我们做出的一些估算,Robin Hood 理论上可以把他们的股票收入从 3 亿美元翻倍到 6 亿美元。因为他们现在以高得多的利润率来卖出股票。

Cryptocurrencies, as I just showed you on Webpoll, have a huge price difference, 20% of the money for trading here. So, what does this mean for Robin Hood? Well, what it actually means is if they can get a portion, let's say 10%, of the tokenized share exchange value, say at 10 basis points.

Robin Hood could theoretically, based on some of the estimates we have made. Robin Hood could theoretically double their equity revenue from $300 million to $600 million. Because they are now selling shares in a way that has a much higher profit margin .

Robin Hood 还没有把一切都给我们。这没关系。这可能是他们的特殊竞争优势,不是吗?

Robin Hood doesn't give us everything yet. That's fine. This might be their special competitive advantage, wouldn't it?

这就是为什么 Robin Hood 从股票上赚不到多少钱。他们实现了巨大的交易量,但从中赚不到多少钱。机会就在这里,就在代币化股票上,这就是为什么 Robin Hood 的股票今天上涨了。

That's why Robin Hood doesn't make much money from stocks. They achieve enormous volume, but they don't make much money from it . This is where the opportunity lies with tokenized stocks, and that's why Robin Hood's stock rose today.

期权为他们带来约48美分的收入。加密货币带来约53美分。在预测市场,每100美元能带来约1.20美元。所以,他们现在大部分收入来自预测市场,但那里还不是大部分交易量所在的地方。

The options earn them about 48 cents. Cryptocurrencies, they earn about 53 cents. In the prediction markets, they earn about $ 1.20 per $100. So, they are making most of their money now from the prediction markets, but that is not where most of the trading volume is yet.

但代币化股票——我们刚才谈到它只是向市场注入资金的一种方式——也是Robinhood平台的一个主要拉抬工具;因为他们从代币化股票中赚取的利润将是四到八倍。

But tokenized shares, which we just talked about as simply a way to pump money into the market, are also a major pumping tool for the Robinhood platform ; Because they will earn between four and eight times the profits from the tokenized shares.

我们不知道。因此,这每100美元十美分只是一个估计。最终可能远高于此,因为正如我们之前提到的,他们取消了NBBO系统,即全国最佳买卖报价。他们取消了它。因此,没有要求为你争取最佳价格。最佳价格。价差很可能会很大。

We don't know. Therefore, this ten cents per $100 is just an estimate. It may end up being much more than that , because as we mentioned earlier, they got rid of the NBBO system, i.e., the best national bid or ask price.

They got rid of that. Therefore, there is no requirement to get the best price for you. Best price. Price differences are likely to be wide.

那些想在加密货币中加杠杆并分散投资股票的人,现在不仅可以把钱投入股市,还可以投入Robinhood。所以,利用这一代码变更最直接的方式就是“Robinhood”。

People who want to increase their leverage in cryptocurrencies and diversify into stocks can now not only put money into the stock market , but also into Robin Hood. So , the most direct way to take advantage of this coding change is "Robin Hood".

Robinhood目前的市盈率约为两倍。我真的相信,得益于预测市场,Robinhood的增长将大幅加速,因为这是一个许多人已经在使用的平台。

Robin Hood is currently trading at a price-to-earnings ratio of around two. I truly believe that Robinhood's growth will accelerate significantly thanks to prediction markets, because it is a platform that many people already use.

但我也认为Robinhood将从这一变化中获益良多。就我个人而言,我认为“Robinhood”经常出现在白宫并不令人意外。

But I also think Robin Hood will gain a lot from this change. Personally, I don't think it's surprising that "Robin Hood" is often found in the White House.

昨天,当我整理这些数据时,我们的股票AI显示Robinhood有9%到10%的上涨潜力。但现在,该股已经涨到接近我们股票产品中其公允价值所在的位置,你可以在我们的会员服务中看到该产品的原型。

Yesterday, when I was compiling this data , our stock AI indicated that Robin Hood had a 9 to 10% upside potential. But now, the stock has risen almost to where its fair value lies in our equity product, a prototype of which you can see in our membership.

无论如何,我认为这可能是一个偏低的估计,因为这一点尚未被定价。这些资金没有包含在我所看到的这份评估中,因为规则变更才刚刚发生。人们还没有对此做出任何估计。

In any case, I think this may be a low estimate because this has not yet been priced. These funds are not included in this assessment that I see, because the rule change has just happened. People haven't made any estimates for this yet.

我实际上认为,这个代码化交易所问题可能使价值提升20%到30%。所以,如果你拿120乘以30%,例如,我们可能得出156美元作为Robinhood的大致公允价值。

I actually believe that this coded exchange issue could raise the value by between 20 and 30 percent. So, if you take 120 and multiply it by 30 percent, for example, we might arrive at $156 as a roughly fair value for Robin Hood.

但这不仅仅关乎加密货币或Robinhood的复兴——人们将更少需要卖出自己的币,因为他们可以用它们作为杠杆,以更安全的方式买入股票;这同时也是Robinhood的复兴。

But it's not just about a cryptocurrency or Robinhood revival, where people will have less to sell their coins because they can use them as leverage to buy stocks in a safer way; it's also a Robinhood revival.

所以,Robinhood和加密货币,这就是显而易见的玩法。

So, Robin Hood and cryptocurrencies, that's the obvious game.

观察点

代币化股票交易带来更高利润率的实现
营收增长与股票业务收入翻倍相符
未来的财报财报
若利润率如预期扩大,则支持看涨论点;若竞争或监管限制定价能力,则削弱该论点

这个频道对 $HOOD 的历次判断

Meet Kevin 在这只股票上只有这一条判断。

2026-09-18看涨本条
Donald Trump 刚刚出手救助了加密货币市场和 Robin Hood 的股票,而且他可能为股市救助铺平道路,在市场仅比历史高点高出 4% 的时候说这种话,实在疯狂。
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