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@EvanCrypto17

昨天和朋友聊到 Robinhood 为什么能成功？一个是它起的名字，很完美。 Robinhood 罗宾汉原型是英国一个民间传说人物，行侠仗义，劫富济贫，比最早设定的 CashCat 更有深度。Robinhood 借此宣扬自己公司的价值观，不从散户手里赚手续费，而从机构、做市商手里赚反拥。最终获得了美国和欧洲 2700w 用户，且都以年轻人为主。单词后缀 hood 一语双关，指明交易场所。二是 Robinhood 公司的审美别具一格。剪辑这条视频的时候，我去寻找 Robinhood 素材，他们的市场宣发/视频，可以说是我觉得最舒服的。在大家拙劣模仿“乔布斯式简约”的时代，另辟蹊径，一种复古高雅的 taste。App 的设计也是，并不追求绝对简约，而是把交易变成一种，很高大上的事情，情绪价值拉满。三是 Robinhood 拥有欧美绝对的散户流量。这让 Robinhood 卖新产品，新服务更加容易，broker 业务也最好做。就像币安的 bstocks、RWA 合约一样，就算别家比我上的早又如何，我就是有大量用户和资沉，量也能迅速干到第一。这两家公司是一个道理，用户数量与业务转化高度正相关。现在 Robinhood 已经与加密行业绑定的比较深了，因为加密就是它最大增长点，昨天财报出来，加密的营收变低，占比也从 12.6% 降低到 7.6%（不包含预测市场）， $HOOD 应声下跌。原因也是这半年的行情太拉了。不过 Robinhood Chain 的上线表现，又增强了下半年的预期，但做链毕竟不怎么赚钱。还是得赶紧上线永续合约，这才是真正的印钞机。

今天，我们来聊聊 Robinhood 的加密故事！ 7 月 1 日，Robinhood Chain 上线即王炸，不仅诞生了 CashCat 和几个神级 meme 代币，发射台 Pons 代币价格还持续新高，RWA 持有地址排名和收入也瞬间第一。当所有人都在问，为什么这家美国年轻人爱用的股票 APP 突然做链？还做的这么好？Crazy！其实 Robinhood 的加密行业要从 18 年说起，它与狗狗币还有一段神奇的故事......

3:44 AM · Jul 31, 2026 · 2.2K Views

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6 replies collected

Lewis888 @Lewis8888888 · Jul 31 10K

@EvanCrypto17 I never expected the name Robinhood to have such a profound meaning.

original · zh

@EvanCrypto17 Robinhood这名字没想到那么有深意

K-Line @Maddere7 · Jul 31 10K

@EvanCrypto17 Seeing the part about crypto revenue dropping to 7.6%, I'm actually starting to doubt whether perpetual contracts are really a money-printing machine. I lost a lot of money playing contracts before, and I think the launch of Robinhood Chain is more realistic. What do you guys think?

original · zh

@EvanCrypto17 看到加密营收占比掉到7.6%那段，我其实有点怀疑永续合约是不是真印钞机，之前玩合约爆仓亏麻了，倒是觉得Robinhood Chain上线更实在，你们怎么看

Crypted K。互fo @fveswvojk066829 · Jul 31

@EvanCrypto17 Robinhood attracted 27 million young people with its Robin Hood persona, but the fact that crypto revenue has fallen to 7.6% is a real slap in the face. Building blockchains isn't profitable; perpetual contracts are the real money-printing machine. But can retail investor traffic truly support compliance?

original · zh

@EvanCrypto17 Robinhood靠劫富济贫的人设圈了2700w年轻人，但加密营收占比跌到7.6%确实打脸，做链不赚钱，永续合约才是印钞机，可散户流量真能撑起合规吗

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币圈 . 麻辣烫 @Skyn2026 · Jul 31

@EvanCrypto17 I was drawn in by Robin Hood's aesthetic back then, but saying that sustainability is a money-printing machine seems to underestimate compliance costs. Crypto revenue dropping to 7.6% is worse than I imagined.

original · zh

@EvanCrypto17 我当年就是被罗宾汉的审美拉进场，但说永续是印钞机是不是低估合规成本了，加密营收占比掉到7 6%这数据比想象中惨啊

Eric SJ @sjbtc9 · Jul 31 10K

@EvanCrypto17 RH said it will become the world's first trillion-dollar financial company.

original · zh

@EvanCrypto17 RH说它将会成为世界上第一家万亿美元的金融公司

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Viki_Nan.mp3 @ec_unoxx · Jul 31 10K

@EvanCrypto17 It was him who unplugged the network cable back then.

original · zh

@EvanCrypto17 当初 GME 拔网线的也是丫

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2 replies whose parent comment X withheld

Solomon | 加密牧师 @Solomon_Nahhh · Jul 31

@EvanCrypto17 @ec_unoxx The story of GameStop: Because GameStop was shorted by Citadel and was a shareholder of Robinhood, Robinhood ultimately only allowed selling, not buying.

original · zh

@EvanCrypto17 @ec_unoxx 游戏驿站的故事, 因为gamestop被citadel做空且是robinhood的股东, robinhood最后只让卖不让买了

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小塞 @EvanCrypto17 · Jul 31

@Solomon_Nahhh @ec_unoxx 666 There's even this story, hahaha!

original · zh

@Solomon_Nahhh @ec_unoxx 666 还有这故事哈哈哈哈哈哈

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