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0xleek | 合约交易员
0xleek | 合约交易员
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今天,Robinhood Chain 概念币如期爆发。 $ARB $UNI 盘中一度涨超 32%、24%,就连协议收入尚未分配给持币人的 $MORPHO 也上涨近 10%,只有 $LIT 表现疲软,盘中甚至出现下跌。 从协议收入看, $LIT 和 $UNI 的差距的确不小。$UNI 收入主要靠现货交易分成, $LIT 则是靠永续合约手续费。过去 30 天, $UNI 协议收入约 1560 万美元,是 $LIT 的 3 倍有余。 但这里有一个容易被忽略的细节:在 $UNI 手续费中,只有约 8% 是协议收入,其余大部分流向了 LP; $LIT 手续费到协议收入的转化率约 77%,且协议收入几乎 100% 用于回购销毁。 因此,从价值捕获的角度来看, $LIT 的效率其实远高于 $UNI。今天 $LIT 欠佳的价格表现,对于交易者而言反而可能是新的机会。
0xleek | 合约交易员
0xleek | 合约交易员
The Federal Reserve's interest rate hike dust has settled, but Robinhood Chain remains crazy. After the mainnet launch on July 1, the single-day DEX trading volume once surged to $3.7 billion. Although it has slightly retreated recently, it still fluctuates around $1.5 billion. If you missed $HOOD in the US stock market, remember to add the following 4 tokens to your watchlist: 1. $UNI The spot liquidity layer of Robinhood Chain, routing trades to Uniswap V2/V3/V4 and UniswapX, with fee revenue used to buy back and burn UNI. 2. $LIT Lighter is the official perpetual contract gateway of Robinhood Chain, embedded in Robinhood Wallet, sharing profits 50/50 with Robinhood, with protocol fee revenue used to buy back and burn LIT. 3. $ARB Robinhood Chain is developed based on the Arbitrum Orbit tech stack, with a portion of net profits (about 10%) flowing back to the Arbitrum ecosystem, but without direct buyback or burning of ARB. 4. $MORPHO Morpho is the USDG lending backend of Robinhood Earn, with TVL growing rapidly, but protocol fees are currently not distributed to MORPHO token holders.

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