Post
almy
#Robinhood交易业务增长能否延续？ Robinhood交易业务的增长故事并未终结，但“延续”的前提是结构切换的顺利完成：预测市场和期权/股票需要持续放量，以覆盖加密业务萎缩留下的缺口，同时用户资产的沉淀速度不能显著放缓。目前的数据支持这一切换正在进行中，但加密的周期属性、交易收入对情绪的依赖以及监管的不确定性，决定了增长路径不会是平滑的直线。
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