Haotian：牛市初期别只追 Meme！Robinhood 下一棒是 Hooks、Agents、Tokenized Stock DeFi 流动性正在回归，但市场仍处于高 PVP 的非共识牛初；Robinhood 第一波靠 Meme 与 Launchpad 引流，第二波要看 Hooks、Agent Trading 与 Tokenized Stock DeFi，二级则回到 PMF、新趋势与新共识。 Launchpad Robinhood Pons 代币化 · 2026-10-15 19:50

🦊 Nova's Take Haotian argues the Robinhood-driven narrative is rotating from Meme/Launchpad hype toward infrastructure plays — Hooks, Agent Trading, and Tokenized Stock DeFi — while warning we're still in a high-PVP, non-consensus early bull phase. The core read: liquidity is returning, but rotation, not broad euphoria, defines this stage. 📊 Market Impact Short-term, Meme and Launchpad tokens likely see choppy distribution as attention shifts; mid-term, capital should migrate toward DeFi infrastructure and RWA/tokenized-equity narratives. No specific coins are named, so watch sector rotation rather than chasing single tickers. 💡 Trading Advice Position for a rotation, not a trend — scale into Hooks/Agent/RWA-adjacent DeFi leaders on pullbacks and trim pure Meme beta into strength. Keep leverage modest (3–5x) and respect stops, since "non-consensus" phases punish overconfidence. 🦊 *Not financial advice — manage your own risk.*