had a well-respected trader ask me for my take on robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18 recently so I thought I would relay the general ideas I shared with him here: 1. "AI" as a term is backed by a field of research that has existed for 70+ years and isn't going anywhere I would argue that the recent controversy has only added to the lore and given it more attention as fuel for its next leg every major CT account posting about the chart this past week is very telling of the power this token holds 2. Robinhood chain is still only about 3 months old and has ~$1b in TVL a lot of people compare it to Solana or Base but imo the better comparison for the upside is Robinhood’s main US stock trading app which has around $384b in AUM if Vlad’s goal is to open tokenized equities to the rest of the world then the TAM is much larger than what is onchain today and even a 10-20x from here would not be unreasonable robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18 being paired to NVDA which is the most traded stock in the world makes it the best proxy for that bet 3. stock-pairs are still the most novel experiment we have seen in the last 2 years and I do not expect onchain to go back to pure memecoins anytime soon people are also quick to forget what @Natan_benish recently shipped with LONG 500 where a portion of fees from all new stock-pair launches accrues to robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18 ’s community vault this makes it much more resilient than a narrative that relies purely on memetics and has turned it into THE bet for the future of onchain converging with tradfi (the last meta) 4. robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18 is still the first mover in its category, with almost 3 months of organic distribution, 55k+ holders, ~$6m in its lp, and an IP that can't be undone overnight that makes it the most attractive investment for large investors and institutions seeking exposure to Robinhood chain's growth 5. every token that has ever run to multi-billion dollar valuations has had major retracements no one gets a free ride up without having their conviction tested a couple of times these dips are simply a cleansing to rotate tokens from the hands of non-believers to believers considering the recent course of events, I think it is safe to say the worst we could have seen is mostly behind us