Vincent(@WhiteCollarExit):$HOOD to $1T thesis: Exposing its ~29M users to blockchain rails which could unlock ~$800T of assets for AI agents to trade! - Tokenization expands what assets users can trade - DeFi expands what users can do with those assets - AI agents trade those assets for users automatically Basically, monetizing more actions per user on rails HOOD increasingly owns = higher ARPU. And the SEC with it's Innovation Exemption opened the path for this 2 days after the Clarity Act fail!

Vincent

@WhiteCollarExit

Analyst @MilkRoadAI | Finding opportunities across the AI value chain

Joined February 2022

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Vincent@WhiteCollarExit

2026.09.19 13:30

$HOOD to $1T thesis: Exposing its ~29M users to blockchain rails which could unlock ~$800T of assets for AI agents to trade! - Tokenization expands what assets users can trade - DeFi expands what users can do with those assets - AI agents trade those assets for users automatically Basically, monetizing more actions per user on rails HOOD increasingly owns = higher ARPU. And the SEC with it's Innovation Exemption opened the path for this 2 days after the Clarity Act fail!