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nairolf
@0xNairolf
complex concepts in easy words | threads in highlights | ily 🫶
参加 September 2021
645 フォロー中    42.3K ファン
time to save the robinhood chain ecosystem robinhood is at a pretty interesting point rn: 100 days live, got the massive attention spike and now back near the lowest levels of revenue generated by its apps is it completely over? no have other chains experienced that? hell yea how to run it back turbo? hard but (i) the fundamental value prop hasnt changed. robinhood has massive distribution and the ability to kingmake apps. time to actually use it (ii) the ecosystem is surprisingly diversified. look at the better pons coins and many of them have nothing to do with memes. imo thats bullish because it means builders arent just coming for one temporary meta (iii) there is still no clear identity for robinhood chain. that sounds bearish but imo it is also the opportunity. the winning vertical is still up for grabs. tokenized stocks? ai stuff? still open tldr: the fundamentals are still there. it all comes down to apps + kingmaking your ecosystem robinhood or not, every chain eventually ends up with the same problem
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