Robinhood gold is the personal finance equivalent of Amazon Prime

Financial services has scattered over the past decade (credit card from amex, fidelity brokerage, chase banking) and it is ripe for a bundling again

Longer form thoughts: https://www.jaypeg.me/p/robinhood-gold

/cryptostocks

5365

jay 🎩🍖🧾🐹

@him·

big week?

soon

"Yo @0xjaypeg, thoughts on CLSK?"

The confluence of factors (CLSK competent management, spot BTC ETF performance, MARA price action in previous cycles) makes me very comfy in CLSK. So long as BTC trades higher, CLSK will be much much higher

https://www.jaypeg.me/p/thoughts-on-clsk

- BTC just hit ATHs
- $COIN trading volumes are back at 2021 levels (we are going higher)

And Goldman Sachs upgrades to neutral (and not buy)??

We are going to sell $COIN to them when its 4 digits

$HOOD thesis in 14 words:

- Hated tickers pump the hardest
- Wall St is oblivious (once again)
- Chart looks great

Feels sim to COIN in Oct '23 + CLSK in Nov '23 (but as a catch-up play)

Longer write-up with pictures/charts/graphs: https://www.jaypeg.me/p/robinhood-thesis

speechless

$20 CLSK incoing

Here’s my price model on $COIN

Similar to how we look at BTC.D or ETHBTC, we use a relative value measure on the total crypto marketcap (call it COIN.D)

If we see a 5-10T total crypto marketcap, $1000 is a very realistic target for $COIN (even factoring an increase in float)

gm

what we thinking for nvidia earnings today

5 weeks later..

+50% increase in 30D volumes
+28% increase in OI
+5 new trading pairs listed

Coinbase Intl derivatives still growing at a great pace, we love to see it

How do we think $COIN opens on Tuesday?

$180 was the last ATH before we retraced

how far we going this time? this is $COIN btw

/cryptostocks

5365