what's happening in crypto?

Chill w R2 订阅播客 1h 6m 0 次下载 收录于 2026-10-01 #热门

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Robinhood 峰会首日聚焦其受监管 App 的新功能(24/7 市场、AI Agents、社交层、美国版 Perps),而链上 DeFi 相关内容留待第二天。 - 主讲人认为峰会首日内容并非“无事发生”,Robinhood 持续在展示其受监管产品的实质性布局。 - 需区分两个实体:Robinhood App(受监管终端产品)与 Robinhood Chain(链上业务),峰会首日几乎只涉及前者。 - Robinhood App 相关新闻包括 24/7 市场、AI Agents、社交层(已进入 Beta)、美国受监管 Perps 以及加密功能。 - Robinhood Chain 首日唯一亮点是“买入更多积分”,链上 DeFi 内容预计在第二天(尤其是 Katie Wood 主持的代币化资产主题演讲)展开。 - 主讲人提醒不应期待代币因峰会消息立刻上涨,市场反应并非如此直接。 - 数据方面,Solana 生态 DeFi 费用从 9 月 23 日约 32 亿美元降至约 14 亿美元,呈下行趋势。 - Pump.fun 单日产生近 1700 万美元费用,主讲人认为这一数字极为惊人。 结论:关注峰会第二天代币化资产与链上 DeFi 环节,同时以链上费用数据而非社媒情绪判断生态真实热度。

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saying keep buying bonds. They also had the cat come up and they wrapped up the conference and thought that's going to be the end. But they wrapped it up by teleporting to the defy realm and they said that's going to come up today. So I don't know if we're going to get any more news. I think a lot of people look at it as a nothing burger. Some of them, you know, don't look at it that way. I'm one of them. I don't think this was a nothing burger especially because of the, you know, the continuous, let's say, proof that they're providing that they're looking at it because it's I mean, you know, the shilling the hard stuff there. I don't know what's going to happen today. I'm going to keep my eyes on it. But that's it, you know, we've been talking about Robin Hood for so long. So I just want to open up with that kind of settle it and not sound like a broken machine for the remaining of the space. But you guys should watch some of it and just look at the freaking costumes, please, and the way that these people talk. It's like we're living in a utopia world. This is, yeah, this was very, very crazy. Have you looked at it too? I'm just going to say like, no, I've not. It was like crazy late for me. I'm sorry, but like, I'm not going to stay up until 3 AM to just watch whatever, how important the event is. I do have a life. I do have kids. I do have a wife and so on. So no, I'm past that. But I'm happy that you did because you know, you're sharing some cool stuff. But I was looking this morning on the timeline and I get one impression which to me is like still to this date, people do not understand that there are two different entities. And one is Robin Hood app, which is a regulated whatever that's the kind of the product, the end product. But behind it is a regulated entity that has different things to do. And in my opinion, what happened yesterday, they have all opened up with that. The 24, 7, 7, 7, you know, markets that they introduced the I agents, they're going to be built on top of the app. The social layer, which apparently is now on beta, the regulated Pepsi, US, which my opinion, this is one of the biggest I would say news. They're also touching crypto. That's all for Robin Hood app. That's not really anything to do with Robin on chain. So on revenue chain was like just buy more points. That was probably the only major ceiling effect that happened yesterday. When he's like, what you just said, today, the second day, basically because this is a two day summit, they should now today speak about the defile stuff, whatever happens on chain. So this is more going to be about the Robin chain actually, rather than just like, you know, everyone expecting yesterday, oh my god, my coins are just going to go up because I'm holding this or that or no, it's not happening just like that. But that's kind of my perception. Anyway, let's move. I don't want us to speak about Robin for chain. Yeah, I want to give a last last update on this today. So today, it's like the event is like over nine hours and the law of the stuff that I looked at is just like, track five and about the Robin Hood app. However, there is one keynote that is going to be about tokenized assets and crypto. Katie Wood is going to be leading that and that's going to be at around 2 p.m. CT. So that connect good time. So for those injured, it's a lot of what's something that I believe is going to be crypto specific and especially around tokenized assets to PMCT, they're going to be live. Good job. Look, I'm just going to quickly go through the pin tweet that I've made this morning. Let's look at the last seven day action in terms of some of the major change. And then we're going to open up the stage. We have three with us. Just going to speak about a couple of different things. I can see Keiko, Janus, people, more people, hopefully, would join. I've looked around DeFiLama is the source of data this morning. I was just like, if I'm looking on the timeline, I see a lot of bullish people on Solana. I just like, oh my God, Solana is going up. Coins are doing this. Coins are doing that, which is great by the way to see as a sentiment. There were some stories of the weekend. But I guess the data, when you're looking at what's happening in terms of volume, regenerating fees, that's never kind of lying. And I do like to use this as one metric, at least check it once a week, just to understand how are the ecosystems doing, what's happening. And I guess on Solana there is a bit of a downtrend at the moment. From the 23rd September, we were absolutely crazy, I would say, like $3.2 billion in terms of DeFiLama. That was a very hot day. Now they're sitting around $1.4. I do want to mention Popeye, which is, in my opinion, nuts. We discussed briefly about this. She'll kill this morning. Almost $17 million in fees generated. You like it, you hate it, you know, it's insane. I know that you have a lot to say about this final pass down to you in a second. I guess Robinhood, we need to mention it, although I said that when I'm going to discuss much about it today, because there's so much else to talk about. Three months, the chain. I've seen a lot of tweets with our people asking, oh, what happened with Robinhood, what's this, what that's like, is doing pretty well. Yes, revenue wise, that's not doing quite well, just because of number of different elements that they've been tweaking in terms of fees and so on. But from a DeX volume perspective, guess what, $1.56 billion yesterday. Pretty bullish, I would say, for change that three months old. Now, base, oh, there is one thing to just quickly mention on Robinhood. So, while we had pawns, you know, leading for a number of weeks, now it looks like Uniswamp has come again as number one in terms of leading in fees. So, it's something to pay attention here. Base absolutely booming at the moment. I'm saying this from a perspective of two elements. One, the own chain DeX activity has picked up significantly this week. From $933 million to yesterday, $1.3 billion, but also important to consider here the TBL, which is at all time high and at the moment, $6.2 billion. Yesterday was a major event on base with Aver, they've launched tokenized assets on it. That looks to be like quite a big success there. So, a lot of things are happening on base. Although most of the time there might be sign line here, I'm personally sign like this, well, I've not done much on base over the past whatever months. But clearly base is cooking, which is good news for the industry, in my opinion. Finally, just to wrap up two more things to mention, BNB, CZ Shield, his green face. I've seen so many memes this morning last night. Some of them with the FBI guys coming knocking out his door. And because of that, his face was green. I guess, you know, I just mentioned when we started 11 days until 1010. I hope we're not going to see one. I hope we're going to have a lot better October than we had last year for anyone who doesn't remember 1010 was like something absolutely insane last year, 10 of October. And we were shaking so hard for months. We were just like, absolutely in the gutter. So, let's see what's going to happen. BNB is doing quite well. A lot of people are still surprised, but the surprise people are more mainly in Western countries. In my opinion, still leading BNB in Asia is doing quite well there. And the numbers, you know, are here, flapp.s shot or whatever it's, I'm sorry, I don't know exactly the project just to see how, you know, silent on anything that's happening on BNB. Apparently, they're doing four million dollars in fees. That's that to me. It's incredible. And then lastly, to mention Monad, I'm saying Monad, because I know a lot of people still on, you know, I'm telling my dad, I love it, I hate it, whatever. I've seen a post from interesting one, Stacey Moore, I think she done a post about how surprised she was about the TVL, oh my god, it's reaching one billion. Monad is back and so on. And I've looked at the volume on chain and is actually dreadful for a chain that let's remind ourselves raised hundreds of millions of dollars, 33 million in volume. That's absolutely disgraceful. I do hope Monad is going to come back and we're going to see a lot more activity there, but for the time being, it's like, wow, so I'm just going to, I said a lot, a lot of numbers to digest, but I'm just going to pass it back to you and we can also open up the stage. Yeah, I think Stacey should mark her post paid partnership, but that's just me. Well, it's funny because she said something about, you know, yesterday's a go chance, like, oh, what happened to Robin Hood with a, you know, chart showing down only and then the second day she comes back and say, oh my god, look at Monad, one billion TVL numbers just going up. Yeah, this is the time when we have. Yeah, this is like, also in crypto and when, whenever it comes like to ecosystem sort of like chains, you can have this selective attention and showcase something and make it look very sure bullish. Like, that's why you shouldn't trust any person to be honest. She's just like, that kind of takes the back and understand what's going on. Everyone is incentivized to some extent. I'm going to touch based on pump fund when it comes to this. And then we can open up the stage. I think, look, 17 million dollars is like in a day, pump fund has been here for a big time already. I'm not going to start talking about like how they got here. I think what's important is what role they play right now and what they're converting into. Why feel is like they want to own everything, the same way that Robin Hood app wants to own everything when it comes to like trading that type of trading in the US. So like, they have a huge word chest. They have enormous amounts of money, probably the most liquid team in crypto, I would say, especially because of the type of business they have. They need to do stuff, right? Like they incentivize launching. They need to keep themselves ahead. Their programs are distributing a lot of money. A lot of what I think you're seeing with pump funds revenue is bought. I don't know how, how to better explain this, but it's kind of subsidized. That's what I believe. Now, do I think this is sustainable? No, but I think they do have big enough covers for them to just keep ahead regardless of what's going on. Yeah, they're going to have ups and downs, but you can never count them out and they are definitely becoming a behemoth of like on chain trading. Not really a big fan of their tactics all the time. A lot of it is also like, you know, fucking conspirational and willing crypto. So not everything is true, but I don't, I'm not personally a big fan of this kind of, let me say aggressive campaign for capturing and caging people and traders. I think you should never do that. I think you should make your own choices about like what you where you trade and what you do and you should be open to everything. What I feel is happening with pump funds that they are creating this they're talking at least, right on the social side. So let's see what happens. It's not one or the other for sure, you know, as a trader and pressure, pump fund is probably the most attractive proposition for you if you're creating content around trading and make money that way. So yeah, keep that in mind all the time. Everyone here is incentivized, guys. Welcome to the incentivization of the world. Forget about the organization. Let's open up the stage. I want to say hi to Trunic as the minister of Normies here. What do you think about what pump fund is doing to Normies? Good morning, good day. I don't want to know what pump fund is doing to me. Sorry, I was going to call you enough Trunic. You're actually very active on pump fund. What? I started looking at your, yeah, yeah, look, I'm someone, I'm someone who's trying to learn everything. Whatever I like the product, but not I'm clicking and true. I've looked at your profile. Absolutely insane how many posts you've made, how active you are. I'm saying this from a good, in a good way, not in a shame or whatever. I'm actually appreciating the fact that you're actually very active there and you're doing it quite well, I would say. Well, I appreciate it. Yeah, I mean, it's not going badly, I would say. And I tried to approach it in a way that I tried to give warning if there is warning to be made and then a funny positive, it just feels like that. But yeah, I mean, I would say like this, to me, FOMO is kind of a miss on many ends and I personally don't like the fact that it's like VC back then blah, blah, blah, extracting from the space however you want to kind of look at. And POMFON is like the better alternative so supporting them is a net positive for the space. From a gambling perspective and like a norm. Wait, wait, I'm unclear. So FOMO is a social trading app. POMFON just has a social trading integration but they're not really making money out of that. They're launching that, right? They're not really competing with FOMO completely. Yes, they are not but that's why I think it's like a better option when it comes to which one is better for this space in my opinion because it's just my opinion. I'm not a huge trader, I'm not a huge meme-conner but if I would have to choose between these two which have been kind of fighting for attention or traders in a sense, I would go with POMFON. So I enjoyed our UI also more. So that's just me. And yeah, not sure what any of these apps does. And I can ask you, like, I think you're talking about the POMFON trading terminal, right? Like you're using the terminal, I think you're like you're a fan or whatever you like that experience. Can I ask you about the launch pad side? Like what do you think about the way that POMFON has shaped token launches, how they're making money? Do you agree with that? Have you looked into it? Have you seen like their Mayhem mode? For example, yeah, what do you think it's their, let's say, impact on token launches? Well, I'm not sure if people remember what happened with their streaming or other experiments. So yeah, you can have opinions about them and what they've done to this base, but you can't deny that they're at least experimenting a lot. And they have a token, their own chain volume, one chain successful projects on chain is good. So you know, again, what I said in the early stages, like what does what does data do to normies? Probably nothing good. Social training, trading memes, I don't think in general they do good in a short-sighted way if you want to look at it. A lot of people who's money, some people make a lot of money.

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