Post
Sunwar
#Robinhood交易业务增长能否延续？ 交易收入仍是Robinhood增长最快的引擎（Q2同比+44%），主要靠股票、期权放量和事件合约（prediction markets）爆发。事件合约已成新高增长点，正在部分对冲加密业务的下滑。
用户和资产底座还在扩大，产品也越来越多元，不完全依赖交易了。
风险在于：交易天然有周期，加密继续疲软，监管和竞争也会带来不确定性。
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