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🚨 FULL INTERVIEW: Devin Ryan (Devin Ryan), Head of Fintech Research at Citizens Devin is one of Wall Street's biggest $HOOD bulls and the lead analyst covering Robinhood at Citizens ($155 PT, Market Outperform) The heart of Devin's long-term $HOOD thesis is his belief that AI agents will drive...

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Hood House

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29,421 просмотров • 12 дней назад •via X (Twitter)

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🚨 TOM LEE ON $HOOD: "IT COULD 100X IN TEN YEARS" Here's my conversation with Thomas (Tom) Lee (not drummer) FundstratDirect.com. We discuss why Robinhood's Q2 beat got sold off, Kalshi vs. Robinhood, and Robinhood Chain's huge success out of the gate. We also discuss what Robinhood looks like in a decade, and why he thinks the company's real competition in 10 years isn't Schwab/IBKR but J.P. Morgan, Morgan Stanley, and Goldman Sachs. Thanks to Tom for joining the show! 00:55 - Robinhood Q2 earnings 02:34 - Tom Lee's $HOOD price target 03:42 - Prediction markets 05:14 - Kalshi is a call-option for Robinhood 06:39 - Kalshi vs. Robinhood 07:01 - Prediction markets regulatory risk 08:51 - Prediction markets size + fragmentation 14:02 - Robinhood Chain is a "breakaway success" 17:49 - Memecoins, then real-world assets 22:21 - Tom Lee's thoughts on Hyperliquid 25:14 - Robinhood could 100x in ten years 🤯 27:30 - Tom's thoughts on founder/CEO Vlad Tenev 29:17 - Weekend 24/7 markets 30:25 - MrBeast $200M investment Not financial or legal advice
31:24

🚨 TOM LEE ON $HOOD: "IT COULD 100X IN TEN YEARS" Here's my conversation with Thomas (Tom) Lee (not drummer) FundstratDirect.com. We discuss why Robinhood's Q2 beat got sold off, Kalshi vs. Robinhood, and Robinhood Chain's huge success out of the gate. We also discuss what Robinhood looks like in a decade, and why he thinks the company's real competition in 10 years isn't Schwab/IBKR but J.P. Morgan, Morgan Stanley, and Goldman Sachs. Thanks to Tom for joining the show! 00:55 - Robinhood Q2 earnings 02:34 - Tom Lee's $HOOD price target 03:42 - Prediction markets 05:14 - Kalshi is a call-option for Robinhood 06:39 - Kalshi vs. Robinhood 07:01 - Prediction markets regulatory risk 08:51 - Prediction markets size + fragmentation 14:02 - Robinhood Chain is a "breakaway success" 17:49 - Memecoins, then real-world assets 22:21 - Tom Lee's thoughts on Hyperliquid 25:14 - Robinhood could 100x in ten years 🤯 27:30 - Tom's thoughts on founder/CEO Vlad Tenev 29:17 - Weekend 24/7 markets 30:25 - MrBeast $200M investment Not financial or legal advice

Hood House

211,167 просмотров • 25 дней назад

I sat down with Robinhood CEO Vlad Tenev to discuss the company's growth, their new crypto product, whether they will put bitcoin on their balance sheet, how financial markets are evolving, changes in regulation, and the future of the company. YouTube: Spotify: Timestamps for $HOOD Conversation: 0:00 - Intro 1:39 - New generation of investment style 8:40 - Future of AI in investing 12:40 - Robinhood merging stocks & crypto 17:47 - Tokenization 21:15 - Regulation advice 23:52 - 24/7 trading 26:41 - Bitcoin on Robinhood balance sheet? 30:06 - Robinhood Gold 32:30 - Robinhood Legend 34:40 - How Robinhood plans to grow 38:20 - Event contracts & prediction markets 43:43 - Biggest lessons learned 47:41 - Future of Robinhood
49:53

I sat down with Robinhood CEO Vlad Tenev to discuss the company's growth, their new crypto product, whether they will put bitcoin on their balance sheet, how financial markets are evolving, changes in regulation, and the future of the company. YouTube: Spotify: Timestamps for $HOOD Conversation: 0:00 - Intro 1:39 - New generation of investment style 8:40 - Future of AI in investing 12:40 - Robinhood merging stocks & crypto 17:47 - Tokenization 21:15 - Regulation advice 23:52 - 24/7 trading 26:41 - Bitcoin on Robinhood balance sheet? 30:06 - Robinhood Gold 32:30 - Robinhood Legend 34:40 - How Robinhood plans to grow 38:20 - Event contracts & prediction markets 43:43 - Biggest lessons learned 47:41 - Future of Robinhood

Anthony Pompliano 🌪

283,871 просмотров • 1 год назад

BREAKING: Robinhood CEO Vlad Tenev on $HOOD’s Record Year Landing Robinhood in the Top 5 of the Highest-Growth S&P 500 Stocks for 2025. Jan 2025, $HOOD stock opened under $40/share, by the end of Dec it closed ~$113/share (+200% annual gain) pushing the company to over $100 Billion in market capitalization. But as Vlad (Vlad Tenev) explains, the bigger story is under the hood.. - Today, Robinhood has 11 separate business lines generating $100M+ in annual revenue (!!) - Prediction markets start new supercycle (sports, weather, insurance) - Tokenized stocks & 24/7 trading in Europe - Reinventing earnings calls as live, interactive experiences - Unlocking private markets & AI companies for retail investors - Robinhood Cortex, an AI financial assistant with full portfolio context - Why retail investors today look very different than in the 2021 WallStreetBets boom Shoutout to amit Highlights: (00:00) Welcome to Robinhood HQ (01:02) +200% record year & what actually changed (01:54) From IPO volatility to an "all-weather" business (02:55) The V6 → V12 engine analogy (03:15) 11 business lines generating $100M+ each (04:01) Cash sweep, margin growth, & Robinhood Gold (04:59) Gold subscriptions hit 4M users (05:45) The three arcs of Robinhood's long-term strategy (11:21) Why Robinhood must grow with each generation (15:09) Prediction markets & the supercycle (15:29) Weather, insurance, & real-world hedging (20:10) Amit's Corner: Retail traders today vs the 2021 meme era (24:16) $350B in assets under custody & diversification (27:32) Reinventing earnings calls for retail investors (30:10) Live earnings, retail Q&A, & engagement at scale (34:13) Tokenized stocks and 24/7 trading in Europe (36:21) Unlocking private markets through tokenization (38:44) Robinhood Ventures & access to private companies (44:51) Harmonic & mathematical superintelligence (09:35) Robinhood Cortex & AI-powered trading (51:18) Vlad's hottest prediction for 2026
54:14

BREAKING: Robinhood CEO Vlad Tenev on $HOOD’s Record Year Landing Robinhood in the Top 5 of the Highest-Growth S&P 500 Stocks for 2025. Jan 2025, $HOOD stock opened under $40/share, by the end of Dec it closed ~$113/share (+200% annual gain) pushing the company to over $100 Billion in market capitalization. But as Vlad (Vlad Tenev) explains, the bigger story is under the hood.. - Today, Robinhood has 11 separate business lines generating $100M+ in annual revenue (!!) - Prediction markets start new supercycle (sports, weather, insurance) - Tokenized stocks & 24/7 trading in Europe - Reinventing earnings calls as live, interactive experiences - Unlocking private markets & AI companies for retail investors - Robinhood Cortex, an AI financial assistant with full portfolio context - Why retail investors today look very different than in the 2021 WallStreetBets boom Shoutout to amit Highlights: (00:00) Welcome to Robinhood HQ (01:02) +200% record year & what actually changed (01:54) From IPO volatility to an "all-weather" business (02:55) The V6 → V12 engine analogy (03:15) 11 business lines generating $100M+ each (04:01) Cash sweep, margin growth, & Robinhood Gold (04:59) Gold subscriptions hit 4M users (05:45) The three arcs of Robinhood's long-term strategy (11:21) Why Robinhood must grow with each generation (15:09) Prediction markets & the supercycle (15:29) Weather, insurance, & real-world hedging (20:10) Amit's Corner: Retail traders today vs the 2021 meme era (24:16) $350B in assets under custody & diversification (27:32) Reinventing earnings calls for retail investors (30:10) Live earnings, retail Q&A, & engagement at scale (34:13) Tokenized stocks and 24/7 trading in Europe (36:21) Unlocking private markets through tokenization (38:44) Robinhood Ventures & access to private companies (44:51) Harmonic & mathematical superintelligence (09:35) Robinhood Cortex & AI-powered trading (51:18) Vlad's hottest prediction for 2026

Molly O’Shea

191,357 просмотров • 7 месяцев назад

My dear friend, Vlad Tenev, changed the landscape of investing forever! The rise of the retail investor is largely due to Robinhood's success... and in this new Journey Man, we discuss it all... Enjoy! 00:00 - Intro 00:53 - Introducing Vlad Tenev of Robinhood 01:27 - Why Take on Wall Street? 01:54 - Robinhood’s Zero-Fee Origin Story 02:53 - Inspiration from Instagram and Uber 04:24 - Reimagining Trading for Mobile 05:05 - The Challenge of Disrupting Finance 05:42 - Why Everything Is Hard 06:34 - Early Wrong Assumptions 07:42 - Raising Capital with a Small Vision 08:48 - Funding Robinhood on AngelList 09:50 - Early Investors Changed Their Lives 10:38 - The Crypto Explosion Begins 11:07 - Considering a Bitcoin Exchange First 12:17 - Bitcoin’s Early Skepticism and Growth 13:08 - Robinhood Launches Crypto in 2018 14:03 - 2020: Crypto Revenue Surges Overnight 15:04 - The Challenge of Crypto Cyclicality 16:11 - Staffing a Volatile Business 17:10 - Building Robinhood’s Lean Crypto Team 18:46 - Robinhood’s First Crypto Event Coming 19:38 - Where TradFi Meets DeFi 20:34 - Tokenizing Everything 21:09 - Robinhood’s Vision for Crypto + Finance 21:47 - Thoughts on Crypto Options Demand 23:04 - Why Crypto Options Haven’t Taken Off 24:09 - Millennials and the Speculative Economy 25:22 - Democratizing Trading for Everyone 26:08 - Why Buy-and-Hold Doesn’t Work for All 27:15 - Trading vs Investing: A Matter of Wealth 28:01 - Trading as a Skill Anyone Can Build 29:13 - Robinhood’s Role in Onboarding Millions 30:06 - The Fed's Role and Retail Insight 31:03 - The Rise of the Retail Macro Trader 32:17 - Helping Users Succeed with Robinhood Strategies 33:35 - Power of Community and the Hive Mind 34:55 - Will AI Disrupt Community Too? 36:14 - Technological Waves and Investor Opportunity 37:10 - Human Purpose in an AI World 37:52 - Tokenizing Human Connection 38:28 - Creators, Platforms, and Future-Proofing 39:26 - Vlad’s Long-Term View of the Future 40:05 - Financial Services at the Heart of Disruption 41:14 - If AI Replaces Jobs, What Happens to Investing? 42:25 - Entering the Economic Singularity 43:31 - What Happens When AIs Win the Markets? 44:16 - AI's Role in Capital and Markets 45:07 - Will AI Eliminate Human Emotion from Markets? 46:06 - HFT: The Original AI Traders 47:20 - AI and Long-Term Probabilistic Forecasting 48:48 - GPUs, Gaming, and the Origins of AI 50:01 - Nvidia, CUDA, and Wall Street Arms Races 51:04 - Flash Boys and Microwave Trading 51:54 - Will AI Costs Go to Zero? 52:52 - Lower Cost, Higher Usage 53:41 - Robinhood’s UX Won’t Be Just a Chatbox 55:16 - Cortex: AI-Powered Features at Robinhood 56:54 - Tokenization and the Future of Asset Management 57:44 - Crowdsourced, Tokenized Hedge Funds 58:48 - Portability of Tokenized Assets 59:39 - Blockchain as the New Rails of Finance 01:00:09 - The Trump Token and Capital Formation 01:01:00 - Capital Access Unlocks Innovation 01:01:49 - Why Crypto Needs Regulatory Clarity 01:03:17 - From Meme Coins to Real Assets 01:04:17 - Crypto's Path to $100 Trillion? 01:05:15 - The Financial System Will Run on Blockchains 01:06:00 - Platform Layer vs Application Layer Wealth 01:06:29 - AI Raises Money and Launches Tokens 01:07:39 - AIs Creating Software and Capital Formation 01:08:00 - Final Thoughts: A Wild Future Ahead 01:08:20 - When Will Vlad Buy a CryptoPunk? 01:08:51 - Wrapping Up: AI, Crypto, and the Road Ahead
1:09:53

My dear friend, Vlad Tenev, changed the landscape of investing forever! The rise of the retail investor is largely due to Robinhood's success... and in this new Journey Man, we discuss it all... Enjoy! 00:00 - Intro 00:53 - Introducing Vlad Tenev of Robinhood 01:27 - Why Take on Wall Street? 01:54 - Robinhood’s Zero-Fee Origin Story 02:53 - Inspiration from Instagram and Uber 04:24 - Reimagining Trading for Mobile 05:05 - The Challenge of Disrupting Finance 05:42 - Why Everything Is Hard 06:34 - Early Wrong Assumptions 07:42 - Raising Capital with a Small Vision 08:48 - Funding Robinhood on AngelList 09:50 - Early Investors Changed Their Lives 10:38 - The Crypto Explosion Begins 11:07 - Considering a Bitcoin Exchange First 12:17 - Bitcoin’s Early Skepticism and Growth 13:08 - Robinhood Launches Crypto in 2018 14:03 - 2020: Crypto Revenue Surges Overnight 15:04 - The Challenge of Crypto Cyclicality 16:11 - Staffing a Volatile Business 17:10 - Building Robinhood’s Lean Crypto Team 18:46 - Robinhood’s First Crypto Event Coming 19:38 - Where TradFi Meets DeFi 20:34 - Tokenizing Everything 21:09 - Robinhood’s Vision for Crypto + Finance 21:47 - Thoughts on Crypto Options Demand 23:04 - Why Crypto Options Haven’t Taken Off 24:09 - Millennials and the Speculative Economy 25:22 - Democratizing Trading for Everyone 26:08 - Why Buy-and-Hold Doesn’t Work for All 27:15 - Trading vs Investing: A Matter of Wealth 28:01 - Trading as a Skill Anyone Can Build 29:13 - Robinhood’s Role in Onboarding Millions 30:06 - The Fed's Role and Retail Insight 31:03 - The Rise of the Retail Macro Trader 32:17 - Helping Users Succeed with Robinhood Strategies 33:35 - Power of Community and the Hive Mind 34:55 - Will AI Disrupt Community Too? 36:14 - Technological Waves and Investor Opportunity 37:10 - Human Purpose in an AI World 37:52 - Tokenizing Human Connection 38:28 - Creators, Platforms, and Future-Proofing 39:26 - Vlad’s Long-Term View of the Future 40:05 - Financial Services at the Heart of Disruption 41:14 - If AI Replaces Jobs, What Happens to Investing? 42:25 - Entering the Economic Singularity 43:31 - What Happens When AIs Win the Markets? 44:16 - AI's Role in Capital and Markets 45:07 - Will AI Eliminate Human Emotion from Markets? 46:06 - HFT: The Original AI Traders 47:20 - AI and Long-Term Probabilistic Forecasting 48:48 - GPUs, Gaming, and the Origins of AI 50:01 - Nvidia, CUDA, and Wall Street Arms Races 51:04 - Flash Boys and Microwave Trading 51:54 - Will AI Costs Go to Zero? 52:52 - Lower Cost, Higher Usage 53:41 - Robinhood’s UX Won’t Be Just a Chatbox 55:16 - Cortex: AI-Powered Features at Robinhood 56:54 - Tokenization and the Future of Asset Management 57:44 - Crowdsourced, Tokenized Hedge Funds 58:48 - Portability of Tokenized Assets 59:39 - Blockchain as the New Rails of Finance 01:00:09 - The Trump Token and Capital Formation 01:01:00 - Capital Access Unlocks Innovation 01:01:49 - Why Crypto Needs Regulatory Clarity 01:03:17 - From Meme Coins to Real Assets 01:04:17 - Crypto's Path to $100 Trillion? 01:05:15 - The Financial System Will Run on Blockchains 01:06:00 - Platform Layer vs Application Layer Wealth 01:06:29 - AI Raises Money and Launches Tokens 01:07:39 - AIs Creating Software and Capital Formation 01:08:00 - Final Thoughts: A Wild Future Ahead 01:08:20 - When Will Vlad Buy a CryptoPunk? 01:08:51 - Wrapping Up: AI, Crypto, and the Road Ahead

Raoul Pal

172,640 просмотров • 1 год назад

$HOOD ROBINHOOD CEO VLAD TENEV: "We're very focused on making sure that everyone hears about Trump Accounts and encouraging people to tell their friends and loved ones that these accounts are there." Whether or not you support the Trump adminstration, if you care about capital markets, this policy is a SLAM DUNK. American youth do not care about markets or financial literacy and this is really a structural problem around incentives and education. Giving people a tiny piece of the greatest economy in the world and letting them see it grow is an INCREDIBLE way to get them to think more positively about markets and discover the life changing opportunities that exist within them. As a $HOOD shareholder...man. This is so, so bullish. The design of these Trump accounts were developed by Robinhood. The sleek feel and easy UI to interact with is all Robinhood. The accounts themselves on HOOD's platform will compound their AUM growth but more importantly, the fact that the US gov chose Robinhood to play such a big role here...this is not your average financial institution. They are on the cutting edge of everything happening in financial markets on a global scale and the fact that their brand is so intimately tied with America's youth getting a piece of the stock market at birth is just incredible...Vlad is on a mission. LFG.
1:18

$HOOD ROBINHOOD CEO VLAD TENEV: "We're very focused on making sure that everyone hears about Trump Accounts and encouraging people to tell their friends and loved ones that these accounts are there." Whether or not you support the Trump adminstration, if you care about capital markets, this policy is a SLAM DUNK. American youth do not care about markets or financial literacy and this is really a structural problem around incentives and education. Giving people a tiny piece of the greatest economy in the world and letting them see it grow is an INCREDIBLE way to get them to think more positively about markets and discover the life changing opportunities that exist within them. As a $HOOD shareholder...man. This is so, so bullish. The design of these Trump accounts were developed by Robinhood. The sleek feel and easy UI to interact with is all Robinhood. The accounts themselves on HOOD's platform will compound their AUM growth but more importantly, the fact that the US gov chose Robinhood to play such a big role here...this is not your average financial institution. They are on the cutting edge of everything happening in financial markets on a global scale and the fact that their brand is so intimately tied with America's youth getting a piece of the stock market at birth is just incredible...Vlad is on a mission. LFG.

amit

169,477 просмотров • 1 месяц назад

$HOOD $JPM TOM LEE: IN 10 YEARS, THE LARGEST FINANCIAL COMPANY IN THE WORLD COULD BE WORTH $10 TRILLION 🤯 JONATHAN: "The largest financial company in the world right now is J.P. Morgan -- $900B market cap. In 10 years, how large is the largest financial company in the world?" TOM LEE (Thomas (Tom) Lee (not drummer) FundstratDirect.com): "Well, that's an important question. One thing to keep in mind is that because of crypto, more things are becoming money, which means financial services' share of the economy's going to be higher." "Another thing that's true is that in an AI world with agents and robots, that's going to make the financial services world bigger than the physical world." "So financial services market cap should be larger as a percentage of the total market." JONATHAN: "If I'm thinking about the size of Mag 7s in 10 years, I think it might be $10 trillion just to get into the club." TOM: "Correct. So one of these companies, it could be J.P. Morgan, it could be Robinhood, will be a Mag 7." JONATHAN: "And in a world in which Robinhood is a Mag 7 or something like a Mag 7 in 10 years, and $10 trillion is the entry price into that club, that's 100X from here for Robinhood." TOM: "Yeah, and presumably Robinhood won't be consuming a lot of capital. They could be buying back a lot of shares in that time. So actually it should do better than 100X because the number of shares could be lower."
2:00

$HOOD $JPM TOM LEE: IN 10 YEARS, THE LARGEST FINANCIAL COMPANY IN THE WORLD COULD BE WORTH $10 TRILLION 🤯 JONATHAN: "The largest financial company in the world right now is J.P. Morgan -- $900B market cap. In 10 years, how large is the largest financial company in the world?" TOM LEE (Thomas (Tom) Lee (not drummer) FundstratDirect.com): "Well, that's an important question. One thing to keep in mind is that because of crypto, more things are becoming money, which means financial services' share of the economy's going to be higher." "Another thing that's true is that in an AI world with agents and robots, that's going to make the financial services world bigger than the physical world." "So financial services market cap should be larger as a percentage of the total market." JONATHAN: "If I'm thinking about the size of Mag 7s in 10 years, I think it might be $10 trillion just to get into the club." TOM: "Correct. So one of these companies, it could be J.P. Morgan, it could be Robinhood, will be a Mag 7." JONATHAN: "And in a world in which Robinhood is a Mag 7 or something like a Mag 7 in 10 years, and $10 trillion is the entry price into that club, that's 100X from here for Robinhood." TOM: "Yeah, and presumably Robinhood won't be consuming a lot of capital. They could be buying back a lot of shares in that time. So actually it should do better than 100X because the number of shares could be lower."

Hood House

110,255 просмотров • 25 дней назад

Prediction Markets Are a $100 BILLION Annual Revenue Opportunity | CJ (晨杰) from Limitless 00:00 Why Onchain Prediction Markets Are Exploding 02:53 The Regulatory Battle Over Prediction Markets 04:00 Federal Regulation vs State Gambling Laws 05:29 Are Prediction Markets Gambling or Derivatives? 06:16 What Limitless Is Building Onchain 06:31 Why Up-Down Markets Became So Popular 07:34 Sports, Esports and Live In-Game Markets 08:45 PAX Markets and Limitless’ Global Strategy 09:14 The Push to Launch a Regulated US Exchange 11:45 The Limitless Token and Community Ownership 15:31 The $100 Billion Prediction Market Opportunity 16:40 What Limitless Could Look Like in Five Years 17:58 Why Institutional Investors Care About Hedging 18:16 What Users Can Trade on Limitless Today 19:11 Building AI Trading Agents on Limitless 19:32 F1 Markets and Closing Thoughts
20:28

Prediction Markets Are a $100 BILLION Annual Revenue Opportunity | CJ (晨杰) from Limitless 00:00 Why Onchain Prediction Markets Are Exploding 02:53 The Regulatory Battle Over Prediction Markets 04:00 Federal Regulation vs State Gambling Laws 05:29 Are Prediction Markets Gambling or Derivatives? 06:16 What Limitless Is Building Onchain 06:31 Why Up-Down Markets Became So Popular 07:34 Sports, Esports and Live In-Game Markets 08:45 PAX Markets and Limitless’ Global Strategy 09:14 The Push to Launch a Regulated US Exchange 11:45 The Limitless Token and Community Ownership 15:31 The $100 Billion Prediction Market Opportunity 16:40 What Limitless Could Look Like in Five Years 17:58 Why Institutional Investors Care About Hedging 18:16 What Users Can Trade on Limitless Today 19:11 Building AI Trading Agents on Limitless 19:32 F1 Markets and Closing Thoughts

The Wolf Of All Streets

74,326 просмотров • 1 день назад

“How many assets can get brought on-chain? We think it could be tens of trillions.” Citizens's Devin Ryan calls Securitize's post-earnings selloff an overreaction and stands by his $15 target. Pantera Capital's Cosmo Jiang reveals why Bitcoin was left out of the S&P Pantera Digital Asset Index. And, Robinhood CFO Shiv Verma on opening early-stage investing to retail investors. Watch Public Keys from the NYSE 🏛 with Jenn Sanasie: Chapters/Timecodes: 00:00 Welcome to Public Keys 00:29 Securitize Stumbles in First Public Earnings Report 00:50 Citizens' Devin Ryan Joins Public Keys 02:07 From Speculation to Real Blockchain Usage 03:52 Securitize's 26% Selloff and a $15 Price Target 05:29 The Bull and Bear Case for SECZ 06:47 Will the SEC and CFTC Fill the Regulatory Gap? 09:58 What to Watch: BlackRock and Tokenized AUM 12:18 Bitcoin ETFs Post $390M in Weekly Outflows 12:46 13F Filings: Harvard Holds, JPMorgan and Tudor Add 13:06 Ethereum ETFs Snap Five-Week Inflow Streak 13:42 Pantera's Cosmo Jiang on the Market Outlook 16:59 Bitcoin's 42% Discount vs. AI Stocks' Premium 18:26 Blockchain and the Agentic Economy 20:17 Why Solana Leads on AI Agent Activity 21:15 Inside the S&P Pantera Digital Asset Index 25:07 Robinhood Ventures Fund II Debuts on NYSE 26:03 The Risk and Reward of Early-Stage Investing 28:32 How Daily Liquidity for Private Assets Works 30:38 Robinhood Chain, Tokenization and Yield 32:48 Crypto Fear & Greed Index at 31
33:11

“How many assets can get brought on-chain? We think it could be tens of trillions.” Citizens's Devin Ryan calls Securitize's post-earnings selloff an overreaction and stands by his $15 target. Pantera Capital's Cosmo Jiang reveals why Bitcoin was left out of the S&P Pantera Digital Asset Index. And, Robinhood CFO Shiv Verma on opening early-stage investing to retail investors. Watch Public Keys from the NYSE 🏛 with Jenn Sanasie: Chapters/Timecodes: 00:00 Welcome to Public Keys 00:29 Securitize Stumbles in First Public Earnings Report 00:50 Citizens' Devin Ryan Joins Public Keys 02:07 From Speculation to Real Blockchain Usage 03:52 Securitize's 26% Selloff and a $15 Price Target 05:29 The Bull and Bear Case for SECZ 06:47 Will the SEC and CFTC Fill the Regulatory Gap? 09:58 What to Watch: BlackRock and Tokenized AUM 12:18 Bitcoin ETFs Post $390M in Weekly Outflows 12:46 13F Filings: Harvard Holds, JPMorgan and Tudor Add 13:06 Ethereum ETFs Snap Five-Week Inflow Streak 13:42 Pantera's Cosmo Jiang on the Market Outlook 16:59 Bitcoin's 42% Discount vs. AI Stocks' Premium 18:26 Blockchain and the Agentic Economy 20:17 Why Solana Leads on AI Agent Activity 21:15 Inside the S&P Pantera Digital Asset Index 25:07 Robinhood Ventures Fund II Debuts on NYSE 26:03 The Risk and Reward of Early-Stage Investing 28:32 How Daily Liquidity for Private Assets Works 30:38 Robinhood Chain, Tokenization and Yield 32:48 Crypto Fear & Greed Index at 31

CoinDesk

94,851 просмотров • 12 дней назад

$HOOD ROBINHOOD IS GOING AFTER THE ENTIRE FINANCIAL SERVICES ECOSYSTEM. CEO Vlad Tenev yesterday discussed the opportunity to introduce startup investing for Robinhood users. I think it is a FANTASTIC idea and based on how Vlad talks about it below, you can tell he has already put serious thought into this. Essentially, when startup employees want liquidity, they could use a platform like Robinhood to offload their shares to retail investors. Currently, the secondary markets are only available to people who have connections and it's not easy to get shares of Discord, Stripe, OpenAI, Anduril, etc. without having those connections. Yet, there is plenty of liquidity since those employees that have been there since series A may want to take some chips off the table in the series C round. For retail, getting in at series C is still way better than waiting till IPO, so there's a real marketplace that could be created via Robinhood and it would be, in my opinion, one of the LARGEST secondary markets for startup companies on the planet. Vlad says below in the clip, "How is it easier to buy a memecoin than to get allocation to SpaceX?!" $HOOD is simply thinking far beyond everyone else when it comes to innovating and really bringing value to their users with new opportunities for shareholders that can open brand new lines of businesses for Robinhood and continue to diversify the business. Don't. Bet. Against. Vlad.
5:53

$HOOD ROBINHOOD IS GOING AFTER THE ENTIRE FINANCIAL SERVICES ECOSYSTEM. CEO Vlad Tenev yesterday discussed the opportunity to introduce startup investing for Robinhood users. I think it is a FANTASTIC idea and based on how Vlad talks about it below, you can tell he has already put serious thought into this. Essentially, when startup employees want liquidity, they could use a platform like Robinhood to offload their shares to retail investors. Currently, the secondary markets are only available to people who have connections and it's not easy to get shares of Discord, Stripe, OpenAI, Anduril, etc. without having those connections. Yet, there is plenty of liquidity since those employees that have been there since series A may want to take some chips off the table in the series C round. For retail, getting in at series C is still way better than waiting till IPO, so there's a real marketplace that could be created via Robinhood and it would be, in my opinion, one of the LARGEST secondary markets for startup companies on the planet. Vlad says below in the clip, "How is it easier to buy a memecoin than to get allocation to SpaceX?!" $HOOD is simply thinking far beyond everyone else when it comes to innovating and really bringing value to their users with new opportunities for shareholders that can open brand new lines of businesses for Robinhood and continue to diversify the business. Don't. Bet. Against. Vlad.

amit

217,109 просмотров • 1 год назад

Today on MCG: ksett | Derive.xyz 99% of people in crypto know perps but few understand options... Ksett breaks down why they are the next frontier, how they will be accessible on-chain, and why $22.3 billion in notional volume is just the beginning 👇 00:46 - Meet Ksett 01:19 - Background 01:37 - From user to team member 02:11 - Most people know perps — why options are the next step 02:48 - Perps limitations 03:36 - What you can build with options 04:42 - The team 05:56 - What Derive offers 08:59 - On-chain benefits 09:33 - Self-custodial 11:53 - How Derive came to be 21:26 - Who is the target audience? 21:55 - The institutional set 22:10 - The broker program 23:47 - Agentic trading 27:05 - A retail agent version 28:32 - Is Derive bridging CeFi to DeFi? 29:38 - Commodities on Derive 41:10 - Coinbase acquisition 42:17 - $22.3 billion in notional volume 43:28 - Governance and tokenomics 45:40 - Options MM program 50:31 - The SEC side and regulation 51:37 - White label opportunities 51:53 - 35% of fees go to buybacks 57:07 - Wrap up and takeaways
59:24

Today on MCG: ksett | Derive.xyz 99% of people in crypto know perps but few understand options... Ksett breaks down why they are the next frontier, how they will be accessible on-chain, and why $22.3 billion in notional volume is just the beginning 👇 00:46 - Meet Ksett 01:19 - Background 01:37 - From user to team member 02:11 - Most people know perps — why options are the next step 02:48 - Perps limitations 03:36 - What you can build with options 04:42 - The team 05:56 - What Derive offers 08:59 - On-chain benefits 09:33 - Self-custodial 11:53 - How Derive came to be 21:26 - Who is the target audience? 21:55 - The institutional set 22:10 - The broker program 23:47 - Agentic trading 27:05 - A retail agent version 28:32 - Is Derive bridging CeFi to DeFi? 29:38 - Commodities on Derive 41:10 - Coinbase acquisition 42:17 - $22.3 billion in notional volume 43:28 - Governance and tokenomics 45:40 - Options MM program 50:31 - The SEC side and regulation 51:37 - White label opportunities 51:53 - 35% of fees go to buybacks 57:07 - Wrap up and takeaways

MCG

10,272 просмотров • 4 месяцев назад

"We have 11 business lines that generate $100 million in annual revenue or more." A direct result of CEO Vlad Tenev’s (Vlad Tenev) strategic push to build Robinhood into a 'Financial Super App' aka a business that can endure & grow across any market cycles But, how'd $HOOD get here? At the time Robinhood went public, the company’s business was concentrated in options, crypto, & equities.. products that benefited directly from the conditions of 2020–2021, with booming markets & low interest rates. But that concentration quickly became a point of concern as interest rates rose & many of the trends that supported Robinhood’s IPO-era growth reversed. As Tenev explains, the shift in macro conditions forced the company to reassess its strategy & operating model.. leading Robinhood to make the tactical decision to broaden its product base & revenue streams. In roughly four years, the company matured past its original concentrated model to now operate 11 business lines generating $100+ million in annual revenue (!!) with several additional products scaling in the $10-$100 million range. The vision? Financial Super App. . . . “The time we went public, Robinhood was pretty much an options, crypto and equities business, and now we have 11 business lines that generate $100 million in annual revenue or more. For a long time we were criticized that we were sort of a business that would do well when markets were going up, interest rates were going down, as was the case in 2020 and a large part of 2021. But what happened when interest rates went up and we had sort of like the reversal of most of the trends that were powering our business and our IPO during Covid, we had to kind of bear down and pivot our business into one that was more all weather. So the Robinhood you see today, much more diversified, where we have 11 business lines that are at scale and a couple more that are also, you know, in that $10M to $100M range.”
0:59

"We have 11 business lines that generate $100 million in annual revenue or more." A direct result of CEO Vlad Tenev’s (Vlad Tenev) strategic push to build Robinhood into a 'Financial Super App' aka a business that can endure & grow across any market cycles But, how'd $HOOD get here? At the time Robinhood went public, the company’s business was concentrated in options, crypto, & equities.. products that benefited directly from the conditions of 2020–2021, with booming markets & low interest rates. But that concentration quickly became a point of concern as interest rates rose & many of the trends that supported Robinhood’s IPO-era growth reversed. As Tenev explains, the shift in macro conditions forced the company to reassess its strategy & operating model.. leading Robinhood to make the tactical decision to broaden its product base & revenue streams. In roughly four years, the company matured past its original concentrated model to now operate 11 business lines generating $100+ million in annual revenue (!!) with several additional products scaling in the $10-$100 million range. The vision? Financial Super App. . . . “The time we went public, Robinhood was pretty much an options, crypto and equities business, and now we have 11 business lines that generate $100 million in annual revenue or more. For a long time we were criticized that we were sort of a business that would do well when markets were going up, interest rates were going down, as was the case in 2020 and a large part of 2021. But what happened when interest rates went up and we had sort of like the reversal of most of the trends that were powering our business and our IPO during Covid, we had to kind of bear down and pivot our business into one that was more all weather. So the Robinhood you see today, much more diversified, where we have 11 business lines that are at scale and a couple more that are also, you know, in that $10M to $100M range.”

Molly O’Shea

228,703 просмотров • 7 месяцев назад

E174: Tarek Mansour - Launching the First Regulated Perps In The U.S and building the next generation of financial markets Tarek Mansour is the co-founder and CEO of Kalshi, the first regulated prediction market exchange in the US, valued at $22 Billion. He grew up in Lebanon with a single mom, studied at MIT, worked at Citadel, and spent 6 years years building a company most people ignored before it finally took off. We talk about what it actually takes to not give up, why markets are better at finding truth than experts, why Kalshi is launching the first regulated Perps in the US, and how his team is building what he calls the next generation of financial markets. Timestamps: 0:00 Intro 1:54 Urgency 3:11 Anime 4:53 Who is Tarek? 7:02 Mathematics & Certainty 9:10 Tarek's chip on the shoulder 13:33 Partnerships: Trezor Bitwise 15:19 Resilience 16:31 Entrepreneurship is Therapy 18:23 The startup emotional rollercoaster 22:16 Showing up for 2000 days with no results 24:45 First time Founder advantage 26:40 When Kalshi almost made it, but did not 29:54 Partnerships: KAST 31:19 Focus Inputs, Not Results 33:16 The Kalshi beginnings story 36:00 The True Innovation Of Prediction Markets 38:28 How Prediction Markets Revolutionize The Media 41:37 Prediction Markets and Hedging explained simply 44:55 Leverage In Prediction Markets 47:16 Partnerships: Jupiter Ethena 48:00 Insider Trading 51:19 Insider Trading Rules enforcement: who is responsible? 55:26 How Kalshi spots Suspicious Behavior 56:59 Tarek's Honest View On Crypto 59:41 Launching the first Regulated Perps In The U.S 1:00:30 What Does Regulated Perps Mean? 1:02:22 Was Kalshi perps launch inspired by Hyperliquid? 1:03:41 Competition 1:05:58 Kalshi Endgame 1:07:06 What is Kalshi doing with the billions of $ they raised 1:08:31 Happiness and engagement 1:13:08 One Thing Tarek Should Let Go Of 1:14:18 Closing Thoughts
1:15:03

E174: Tarek Mansour - Launching the First Regulated Perps In The U.S and building the next generation of financial markets Tarek Mansour is the co-founder and CEO of Kalshi, the first regulated prediction market exchange in the US, valued at $22 Billion. He grew up in Lebanon with a single mom, studied at MIT, worked at Citadel, and spent 6 years years building a company most people ignored before it finally took off. We talk about what it actually takes to not give up, why markets are better at finding truth than experts, why Kalshi is launching the first regulated Perps in the US, and how his team is building what he calls the next generation of financial markets. Timestamps: 0:00 Intro 1:54 Urgency 3:11 Anime 4:53 Who is Tarek? 7:02 Mathematics & Certainty 9:10 Tarek's chip on the shoulder 13:33 Partnerships: Trezor Bitwise 15:19 Resilience 16:31 Entrepreneurship is Therapy 18:23 The startup emotional rollercoaster 22:16 Showing up for 2000 days with no results 24:45 First time Founder advantage 26:40 When Kalshi almost made it, but did not 29:54 Partnerships: KAST 31:19 Focus Inputs, Not Results 33:16 The Kalshi beginnings story 36:00 The True Innovation Of Prediction Markets 38:28 How Prediction Markets Revolutionize The Media 41:37 Prediction Markets and Hedging explained simply 44:55 Leverage In Prediction Markets 47:16 Partnerships: Jupiter Ethena 48:00 Insider Trading 51:19 Insider Trading Rules enforcement: who is responsible? 55:26 How Kalshi spots Suspicious Behavior 56:59 Tarek's Honest View On Crypto 59:41 Launching the first Regulated Perps In The U.S 1:00:30 What Does Regulated Perps Mean? 1:02:22 Was Kalshi perps launch inspired by Hyperliquid? 1:03:41 Competition 1:05:58 Kalshi Endgame 1:07:06 What is Kalshi doing with the billions of $ they raised 1:08:31 Happiness and engagement 1:13:08 One Thing Tarek Should Let Go Of 1:14:18 Closing Thoughts

MR SHIFT 🦁

603,332 просмотров • 2 месяцев назад

🚨 BIG INTERVIEW: Heads of the SEC and CFTC join the All-In Pod! Paul Atkins and Mike Selig join @jason and Chamath Palihapitiya to discuss: -- Fixing the IPO drought -- Making private markets more accessible -- Prediction markets and the "insider trading" question -- Top priorities for 2026 -- AI trading bots and autonomous hedge funds -- Crypto classification -- Biggest risks (0:00) Jason and Chamath welcome SEC's Paul Atkins and CFTC's Michael Selig (0:53) Atkins on how US markets have changed over his 40 year career (3:04) Top priorities across both agencies: Fixing the IPO drought, crypto regulation, cutting unnecessary rules (8:16) AI trading bots, autonomous hedge funds, and investing with leverage (15:30) Ending the "Turf War" between the SEC and CFTC, super app vision (19:15) Prediction markets, insider trading, gray area (26:56) Trump advocates for changing quarterly earnings to bi-annual (30:30) Changing the accreditation rules a priority for 2026 (34:56) HFT firms that dominate the futures markets, swap reporting (40:36) VC fund formation (46:18) US markets vs the world, crypto classification (52:54) Biggest risks: Market manipulation, crypto scams, and the Gen Z gambling crisis
1:00:09

🚨 BIG INTERVIEW: Heads of the SEC and CFTC join the All-In Pod! Paul Atkins and Mike Selig join @jason and Chamath Palihapitiya to discuss: -- Fixing the IPO drought -- Making private markets more accessible -- Prediction markets and the "insider trading" question -- Top priorities for 2026 -- AI trading bots and autonomous hedge funds -- Crypto classification -- Biggest risks (0:00) Jason and Chamath welcome SEC's Paul Atkins and CFTC's Michael Selig (0:53) Atkins on how US markets have changed over his 40 year career (3:04) Top priorities across both agencies: Fixing the IPO drought, crypto regulation, cutting unnecessary rules (8:16) AI trading bots, autonomous hedge funds, and investing with leverage (15:30) Ending the "Turf War" between the SEC and CFTC, super app vision (19:15) Prediction markets, insider trading, gray area (26:56) Trump advocates for changing quarterly earnings to bi-annual (30:30) Changing the accreditation rules a priority for 2026 (34:56) HFT firms that dominate the futures markets, swap reporting (40:36) VC fund formation (46:18) US markets vs the world, crypto classification (52:54) Biggest risks: Market manipulation, crypto scams, and the Gen Z gambling crisis

The All-In Podcast

273,908 просмотров • 5 месяцев назад

DROPS E33: Edison from Based: The Robinhood of Hyperliquid and why AI Agents Need Wallets Edison is a co-founder of Based, a non-custodial trading platform built on top of Hyperliquid. We discuss the four pivots he went through, the fraud attack that wiped out profitability, and a $200K-in-the-bank moment where he had to decide whether to keep going or walk away - and the numbers now speak for themselves. $40B in trading volume and $50M in revenue in under 8 months. We talk about: - Losing 95% of his net worth in the Terra/Luna collapse in 2022 - Four pivots in four years - from DeFi yield protocol, to stablecoin payment gateway, to crypto card issuer, to where Based is today - Why builders in crypto need to also be traders - How Based monetises on top of Hyperliquid - The three buckets of crypto traders - retail, retail pro, and pro - Why AI agents are the next massive wave of wallet users - The fraud attack in April 2024 that wiped out a profitable card business overnight And much more.... Timestamps: 0:00 - Introduction 1:08 - Welcome to DROPS 1:47 - Who are you? 2:20 - What is Ziliqa? 3:42 - Ziliqa Joining Story 6:04 - Inspiration to build own project 8:16 - LUNA and the Promises 10:04 - Building in Terra ecosystem 11:37 - Terra Crash 13:10 - Hyperliquid X Terra 13:50 - The Recovery Playbook 17:04 - Builder vs Trader? 20:26 - How to raise funds? 31:05 - Hit by a Fraud 34:17 - Motivation for Builders 37:54 - What is BASED? 38:53 - Builder's Code 39:37 - Comparisons with Binance and Coinbase Pro 40:41 - Importance of Social Variety 42:33 - From Last Shot to $15M Revenue 44:06 - Role of Ethena in HyENA 44:53 - Believe in yourself 46:48 - What different BASED is doing with perps? 49:57 - BASED AI Gateway 54:51 - Outro
55:49

DROPS E33: Edison from Based: The Robinhood of Hyperliquid and why AI Agents Need Wallets Edison is a co-founder of Based, a non-custodial trading platform built on top of Hyperliquid. We discuss the four pivots he went through, the fraud attack that wiped out profitability, and a $200K-in-the-bank moment where he had to decide whether to keep going or walk away - and the numbers now speak for themselves. $40B in trading volume and $50M in revenue in under 8 months. We talk about: - Losing 95% of his net worth in the Terra/Luna collapse in 2022 - Four pivots in four years - from DeFi yield protocol, to stablecoin payment gateway, to crypto card issuer, to where Based is today - Why builders in crypto need to also be traders - How Based monetises on top of Hyperliquid - The three buckets of crypto traders - retail, retail pro, and pro - Why AI agents are the next massive wave of wallet users - The fraud attack in April 2024 that wiped out a profitable card business overnight And much more.... Timestamps: 0:00 - Introduction 1:08 - Welcome to DROPS 1:47 - Who are you? 2:20 - What is Ziliqa? 3:42 - Ziliqa Joining Story 6:04 - Inspiration to build own project 8:16 - LUNA and the Promises 10:04 - Building in Terra ecosystem 11:37 - Terra Crash 13:10 - Hyperliquid X Terra 13:50 - The Recovery Playbook 17:04 - Builder vs Trader? 20:26 - How to raise funds? 31:05 - Hit by a Fraud 34:17 - Motivation for Builders 37:54 - What is BASED? 38:53 - Builder's Code 39:37 - Comparisons with Binance and Coinbase Pro 40:41 - Importance of Social Variety 42:33 - From Last Shot to $15M Revenue 44:06 - Role of Ethena in HyENA 44:53 - Believe in yourself 46:48 - What different BASED is doing with perps? 49:57 - BASED AI Gateway 54:51 - Outro

MR SHIFT 🦁

34,801 просмотров • 5 месяцев назад

🚨NEW: This week we sat down with Dan Gallagher, Chief Legal Officer at Robinhood, to discuss his path from SEC Commissioner to leading legal at the retail trading platform now in the S&P 500. We get into: • The meme stock frenzy • The future of tokenization + DeFi • Friendship with SEC Chair Paul Atkins • Market structure legislation • Why event contracts are the next big thing And, yes, we asked: could an SEC Chairmanship be in his future? 👀 TIMESTAMPS: 0:00 - Welcome Dan Gallagher To Crypto In America 0:30 - What Does Crypto In America Mean To Dan? 01:38 - The Meme Stock Craze and Robinhood's Response 04:51 - Crypto's Role in Robinhood's Growth 11:12 - Navigating Under SEC Chair Gensler, Low Points in Crypto 19:40 - Working With Paul Atkins 22:03 - Tokenization and the Future of Trading 32:21 - Liquitidy & 24/7 Trading Under Tokenization 42:37 - Market Structure Legislation 46:33 - Competitor Products (Coinbase's Base, Stripe L1) 49:00 - Approaching Gray Areas In The Legal Framework 54:00 - SEC Chair Gallagher In The Future? 55:30 - What Dan Is Watching Currenty - Event Contracts Coming to Robinhood 58:24 - Thanks Dan For Joining!
58:36

🚨NEW: This week we sat down with Dan Gallagher, Chief Legal Officer at Robinhood, to discuss his path from SEC Commissioner to leading legal at the retail trading platform now in the S&P 500. We get into: • The meme stock frenzy • The future of tokenization + DeFi • Friendship with SEC Chair Paul Atkins • Market structure legislation • Why event contracts are the next big thing And, yes, we asked: could an SEC Chairmanship be in his future? 👀 TIMESTAMPS: 0:00 - Welcome Dan Gallagher To Crypto In America 0:30 - What Does Crypto In America Mean To Dan? 01:38 - The Meme Stock Craze and Robinhood's Response 04:51 - Crypto's Role in Robinhood's Growth 11:12 - Navigating Under SEC Chair Gensler, Low Points in Crypto 19:40 - Working With Paul Atkins 22:03 - Tokenization and the Future of Trading 32:21 - Liquitidy & 24/7 Trading Under Tokenization 42:37 - Market Structure Legislation 46:33 - Competitor Products (Coinbase's Base, Stripe L1) 49:00 - Approaching Gray Areas In The Legal Framework 54:00 - SEC Chair Gallagher In The Future? 55:30 - What Dan Is Watching Currenty - Event Contracts Coming to Robinhood 58:24 - Thanks Dan For Joining!

Crypto In America

20,139 просмотров • 11 месяцев назад

Bitcoin hitting $50 million, and Ethereum hitting $1.5 million in 15 years. This is the outlook from veteran investor Eric Jackson He believes Agentic AI to be one of the main drivers behind his thesis. The catch? The way up will be filled with significant drawdowns. That's why his firm built a proprietary AI macro model that scans thousands of variables to dynamically flip defensive before the market dumps. FT LG DOUCET Tune in to know more ⏱ TIME POINTS⏱ 00:00 - Intro 01:58 - Eric's Model Flips Defensive On Bitcoin 10:14 - Trading Models For A Bear Market 12:25 - Agentic Trading Is Here 16:39 - Finding The Small Caps Ready To Explode 26:19 - Sponsor: Nexo 26:58 - Sponsor: Cape 27:42 - Connecting With CEO's Without Barriers 30:48 - What's On The Radar For Summer 33:24 - The Next Big Plays In Stocks 38:19 - Sponsor: Kalshi 38:53 - Comparing Small Cap Stocks To Crypto Alts
43:03

Bitcoin hitting $50 million, and Ethereum hitting $1.5 million in 15 years. This is the outlook from veteran investor Eric Jackson He believes Agentic AI to be one of the main drivers behind his thesis. The catch? The way up will be filled with significant drawdowns. That's why his firm built a proprietary AI macro model that scans thousands of variables to dynamically flip defensive before the market dumps. FT LG DOUCET Tune in to know more ⏱ TIME POINTS⏱ 00:00 - Intro 01:58 - Eric's Model Flips Defensive On Bitcoin 10:14 - Trading Models For A Bear Market 12:25 - Agentic Trading Is Here 16:39 - Finding The Small Caps Ready To Explode 26:19 - Sponsor: Nexo 26:58 - Sponsor: Cape 27:42 - Connecting With CEO's Without Barriers 30:48 - What's On The Radar For Summer 33:24 - The Next Big Plays In Stocks 38:19 - Sponsor: Kalshi 38:53 - Comparing Small Cap Stocks To Crypto Alts

Milk Road

30,831 просмотров • 3 месяцев назад

BREAKING: Public Co-CEO Leif Abraham (Leif Abraham) Says Their AI Plan is Seriously Working Millions of users, billions in assets, billions in trading volume, + revenue doubling annually Recorded at NYSE 🏛 this is one of the more fun chats on finance & how Public is building the next-gen investing platform “for those who take it seriously." Public represents the first modern alternative to Schwab, Fidelity, & Vanguard — platforms built on decades-old infrastructure that haven't kept pace with today's investors or technology. Financial advisors are cooked. Public's difference: - Top 25% of wealth w/ real assets to compound - AI Agents automating investment workflows - "Generated Assets" creating custom indices — defense index up 350% in a month - Multi-asset trading (stocks, crypto, options, bonds - all in one place) 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Leif Abraham, Co-Founder & Co-CEO at Public (01:10) Competing with traditional brokers (03:45) AI agents for investing (05:22) Are Public’s videos AI or real? (06:31) Why the co-CEO model works (09:34) The evolution of Public (15:06) Growth, scale, and market cycles (17:59) Breaking down the product ecosystem (20:45) Public's design philosophy (22:59) Building portfolios with AI (26:33) Ideal customers (30:20) The decline of financial advisors (33:00) What AI replaces in wealth management (35:45) Risks and limits of AI agents (37:32) The “financial super app” debate (42:39) Prediction markets vs real investing (45:04) Will everything become tradable? (46:22) Tokenization: the hype vs. the reality (50:37) The future of financial platforms (55:56) VCX, closed-end funds & speculation risk (59:09) Would Public go public? (01:02:22) What’s next for Public (01:04:08) The dark AI prediction (01:06:52) Wealth taxes vs. UBI
1:09:17

BREAKING: Public Co-CEO Leif Abraham (Leif Abraham) Says Their AI Plan is Seriously Working Millions of users, billions in assets, billions in trading volume, + revenue doubling annually Recorded at NYSE 🏛 this is one of the more fun chats on finance & how Public is building the next-gen investing platform “for those who take it seriously." Public represents the first modern alternative to Schwab, Fidelity, & Vanguard — platforms built on decades-old infrastructure that haven't kept pace with today's investors or technology. Financial advisors are cooked. Public's difference: - Top 25% of wealth w/ real assets to compound - AI Agents automating investment workflows - "Generated Assets" creating custom indices — defense index up 350% in a month - Multi-asset trading (stocks, crypto, options, bonds - all in one place) 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Leif Abraham, Co-Founder & Co-CEO at Public (01:10) Competing with traditional brokers (03:45) AI agents for investing (05:22) Are Public’s videos AI or real? (06:31) Why the co-CEO model works (09:34) The evolution of Public (15:06) Growth, scale, and market cycles (17:59) Breaking down the product ecosystem (20:45) Public's design philosophy (22:59) Building portfolios with AI (26:33) Ideal customers (30:20) The decline of financial advisors (33:00) What AI replaces in wealth management (35:45) Risks and limits of AI agents (37:32) The “financial super app” debate (42:39) Prediction markets vs real investing (45:04) Will everything become tradable? (46:22) Tokenization: the hype vs. the reality (50:37) The future of financial platforms (55:56) VCX, closed-end funds & speculation risk (59:09) Would Public go public? (01:02:22) What’s next for Public (01:04:08) The dark AI prediction (01:06:52) Wealth taxes vs. UBI

Molly O’Shea

99,045 просмотров • 4 месяцев назад

Today I sat down with Jordan Levi, the Kosher Cowboy - a Jewish kid from the Chicago suburbs who became the largest cattle feeder in America. Jordan runs Five Rivers Cattle Feeding with a capacity of nearly a million head. He started as a runner on the Chicago Board of Trade at 13 and found his way to cattle through a hedge fund that sent him to a feedlot in Amarillo. He showed up in Gucci loafers and never left the industry. We go deep on how he trades the curve instead of making binary bets, why the cattle supply is the tightest since the 1950s, and what it takes to manage risk on nearly a million animals across 13 feedlots. I hope you enjoy this episode as much as I did. 02:16 - The Belted Galloway 03:51 - The Kosher Cowboy 08:05 - Pulling value of the futures forward 11:43 - Learning Cattle trading 16:48 - Daily average gain in cattle 18:20 - Jordan’s Eureka moment in the cattle industry 21:08 - What does trading in animals actually look like? 27:05 - How Jordan defines his ROI in trading cattle 31:17 - The Cattle curve 33:37 - The state of the cattle market 42:10 - Buying the largest cattle feeder in the world 46:09 - Grass vs. grain fed cattle 49:15 - Predictions for the cattle supply over the next 10 years 50:54 - The international market 53:17 - Trading frequencies and macro thesis 01:00:27 - USA beef vs. international beef 01:05:21 - The cattle supply chain 01:07:32 - The future of auction yards and ranchers 01:09:40 - AI in AgTech 01:12:52 - The biggest problem facing the industry 01:14:42 - Livestock as a commodity that dies and how that impacts trading theory 01:20:51 - Is there a market for new entrants into cattle? 01:21:41 - Beef prices and the impact of a closed border on the industry 01:24:39 - Jordan’s biggest ideas for the industry 01:26:49 - Philanthropic efforts 01:31:24 - a day in the life of Jordan 01:26:42 - Risk management in cattle 01:41:17 - Does what you do show a leading indicator to the broader health of the American economy?
1:42:29

Today I sat down with Jordan Levi, the Kosher Cowboy - a Jewish kid from the Chicago suburbs who became the largest cattle feeder in America. Jordan runs Five Rivers Cattle Feeding with a capacity of nearly a million head. He started as a runner on the Chicago Board of Trade at 13 and found his way to cattle through a hedge fund that sent him to a feedlot in Amarillo. He showed up in Gucci loafers and never left the industry. We go deep on how he trades the curve instead of making binary bets, why the cattle supply is the tightest since the 1950s, and what it takes to manage risk on nearly a million animals across 13 feedlots. I hope you enjoy this episode as much as I did. 02:16 - The Belted Galloway 03:51 - The Kosher Cowboy 08:05 - Pulling value of the futures forward 11:43 - Learning Cattle trading 16:48 - Daily average gain in cattle 18:20 - Jordan’s Eureka moment in the cattle industry 21:08 - What does trading in animals actually look like? 27:05 - How Jordan defines his ROI in trading cattle 31:17 - The Cattle curve 33:37 - The state of the cattle market 42:10 - Buying the largest cattle feeder in the world 46:09 - Grass vs. grain fed cattle 49:15 - Predictions for the cattle supply over the next 10 years 50:54 - The international market 53:17 - Trading frequencies and macro thesis 01:00:27 - USA beef vs. international beef 01:05:21 - The cattle supply chain 01:07:32 - The future of auction yards and ranchers 01:09:40 - AI in AgTech 01:12:52 - The biggest problem facing the industry 01:14:42 - Livestock as a commodity that dies and how that impacts trading theory 01:20:51 - Is there a market for new entrants into cattle? 01:21:41 - Beef prices and the impact of a closed border on the industry 01:24:39 - Jordan’s biggest ideas for the industry 01:26:49 - Philanthropic efforts 01:31:24 - a day in the life of Jordan 01:26:42 - Risk management in cattle 01:41:17 - Does what you do show a leading indicator to the broader health of the American economy?

Chris Powers

822,631 просмотров • 5 месяцев назад

🚨 $HIMS Q1 EARNINGS BREAKDOWN Thanks to The Psycho Analyst for coming on the show! We cover Q1 earnings, the Novo GLP-1 saga, Ro's competitive threat, peptides, wearables, insider selling, and why Brian is still long $HIMS. I think both Hims bulls and bears will enjoy this one! 00:56 - Meet Brian Birnbaum 01:51 - Why “The Psycho Analyst” 03:03 - Market psychology and Hims 04:38 - Q1 numbers that actually matter 07:07 - Bullish revenue guidance 07:56 - Gross margins 10:17 - Testosterone and Wegovy scale 13:26 - Branded GLPs 14:30 - Subscribers, churn, and Q2 guidance 19:02 - Novo lawsuit aftermath 21:41 - Volatility and conviction 23:53 - Why Brian trusts Andrew 25:25 - International risk and Ro pressure 28:22 - Ro’s domestic momentum 31:08 - Is Ro preparing to IPO? 32:14 - Peptides 34:39 - Why best beats first 36:34 - Speed 40:40 - The AI doctor thesis 41:19 - Wearables 46:59 - Insider selling 50:30 - Valuing a venture-stage public company 52:35 - Broader market outlook 58:33 - Final takeaways Not financial, legal, or medical advice
59:23

🚨 $HIMS Q1 EARNINGS BREAKDOWN Thanks to The Psycho Analyst for coming on the show! We cover Q1 earnings, the Novo GLP-1 saga, Ro's competitive threat, peptides, wearables, insider selling, and why Brian is still long $HIMS. I think both Hims bulls and bears will enjoy this one! 00:56 - Meet Brian Birnbaum 01:51 - Why “The Psycho Analyst” 03:03 - Market psychology and Hims 04:38 - Q1 numbers that actually matter 07:07 - Bullish revenue guidance 07:56 - Gross margins 10:17 - Testosterone and Wegovy scale 13:26 - Branded GLPs 14:30 - Subscribers, churn, and Q2 guidance 19:02 - Novo lawsuit aftermath 21:41 - Volatility and conviction 23:53 - Why Brian trusts Andrew 25:25 - International risk and Ro pressure 28:22 - Ro’s domestic momentum 31:08 - Is Ro preparing to IPO? 32:14 - Peptides 34:39 - Why best beats first 36:34 - Speed 40:40 - The AI doctor thesis 41:19 - Wearables 46:59 - Insider selling 50:30 - Valuing a venture-stage public company 52:35 - Broader market outlook 58:33 - Final takeaways Not financial, legal, or medical advice

Hims House

48,323 просмотров • 3 месяцев назад

NEW EPISODE - Jito Is Coming for Coinbase and Binance founder buffalu joins David Hoffman to unveil JTX, a new trading terminal built to make Solana feel like a centralized exchange without giving up onchain execution. They talk about: - Why Solana can already beat CEX pricing on some trades - How prop AMMs could move price discovery onchain - JTX’s expansion into equities, perps, and prediction markets - Why 80% of JTX revenue will flow back to the Jito DAO - Why Lucas believes SOL remains uniquely undervalued TIMESTAMPS --- 0:00 Solana and Tokenized Stocks 2:22 What Is JTX? 8:44 A Better Trading UX 11:25 Better Execution 15:37 The JTX Roadmap 19:35 solana:jtojtomepa8beP8AuQc6eXt5FriJwfFMwQx2v2f9mCL and solana:So11111111111111111111111111111111111111112 Tokenomics 25:23 Why Solana Got Better 29:34 Prop AMMs Explained 37:25 Liquidity and Market Makers 40:04 Solana vs. Robinhood Chain 46:51 The JTX Rollout 48:07 Global Markets and the SOL Thesis
52:03

NEW EPISODE - Jito Is Coming for Coinbase and Binance founder buffalu joins David Hoffman to unveil JTX, a new trading terminal built to make Solana feel like a centralized exchange without giving up onchain execution. They talk about: - Why Solana can already beat CEX pricing on some trades - How prop AMMs could move price discovery onchain - JTX’s expansion into equities, perps, and prediction markets - Why 80% of JTX revenue will flow back to the Jito DAO - Why Lucas believes SOL remains uniquely undervalued TIMESTAMPS --- 0:00 Solana and Tokenized Stocks 2:22 What Is JTX? 8:44 A Better Trading UX 11:25 Better Execution 15:37 The JTX Roadmap 19:35 solana:jtojtomepa8beP8AuQc6eXt5FriJwfFMwQx2v2f9mCL and solana:So11111111111111111111111111111111111111112 Tokenomics 25:23 Why Solana Got Better 29:34 Prop AMMs Explained 37:25 Liquidity and Market Makers 40:04 Solana vs. Robinhood Chain 46:51 The JTX Rollout 48:07 Global Markets and the SOL Thesis

Bankless

88,400 просмотров • 1 месяц назад