弗拉基米尔·特涅夫：数万亿资产即将登陆Robinhood链（将世界代币化）

快速回答。

Quick hit.

你为什么这么看好代币化？

Why are you so bullish on tokenization?

对你来说，这到底为什么重要？

Why does it actually matter to you deep down?

我觉得它重要，是因为它能让全世界的人都有机会接触和拥有高质量的美国资产。

I think it matters because it allows you to give exposure and ownership of high quality US assets to everyone around the world.

所以在美国，很多人会问这个问题，但我……

So a lot of people ask about it in The US, but what I...

最让我兴奋的是，能让厄瓜多尔的人，对，

What gets me most excited is getting like the person that's in Ecuador Sure.

或者非洲的人，对，

Or in Africa Sure.

在某个地方，比如

Somewhere in like

东欧。

Eastern Europe.

东欧。

Eastern Europe.

让……

Get...

让他们只要有网络和智能手机，就能非常方便地买到股票，是的。

Making it super easy for them just with an Internet connection and a smartphone to get access to equities Yep.

之后还有私募市场，以及在美国罗宾汉上能买到的一切，是的。

And then later private markets and everything you can get on Robinhood in The US Yep.

都应该触手可及。

Should be should be accessible.

Vlad，关于股票代币、股票代币借贷，你有什么想对我们的观众分享的吗？或者你更广泛的计划？

Vlad, anything for our audience on stock tokens, stock token lending, anything that you can share about your kind of broader view plans here?

我觉得首先就是扩大选择范围。

I mean, I think the first thing is just expanding the the selection.

我们现在大约有200个股票代币。

We have about 200 stock tokens now.

对。

Yep.

得把这个数字提升到几千。

Gotta get that up into the thousands.

对。

Yep.

我一直在谈论私有股票代币。

I've been talking about private stock tokens for a while.

所以是的。

So Yes.

是的。

Yes.

我们已经找到了实现的方法。

We figured out how to do that.

你应该预期到这会大规模发生。

You should expect that at large scale.

而且实际上，通过我们在Robinhood Ventures的工作

And actually with our work in Robinhood Ventures

对。

Yep.

我们正在和这里的私营公司建立良好的关系。

We're building great relationships with private companies here.

作为承销商，我们帮助他们思考上市时的零售策略。

With our work as an underwriter, we're helping them as they think through retail strategy for going public.

所以现在我们有了独特的渠道和机会，很多公司都主动联系我们，问怎么参与代币化。

So now we have like unique access and opportunity and a lot of them have reached out about how can they be a part of tokenization.

当然。

Sure.

然后，是的，我们应该就……

And then, yeah, we should just...

我们还有很多东西没有。

There's a lot of things that we don't have.

看看美国的Robinhood应用，想象一下所有产品的链上版本。

Look at the Robinhood app in The US and imagine onchain versions of all of

那些产品。

those products.

我想说的是。

What I wanted to talk about.

你们推出了永续合约。

You you guys had this perps launch.

显然，你知道，你和Vlad是高中同学，来自那个团队。

Obviously, you know, you went to high school with Vlad from the lighter team.

你们在Robinhood钱包上宣布了永续合约，我觉得很棒。

You guys announced the perps on the Robinhood wallet, which I thought was great.

你对这里的策略有什么看法？

What's your thoughts on kind of the strategy here?

你们是先做链外的永续合约，然后再慢慢转到链上。

You start off chain with perps, then you kinda move on chain.

这是不是就是永续合约和代币化资产的更广泛的产品策略？

Is that kinda like the broader product strategy for perps, for tokenized assets?

你们怎么看待这个策略与Robinhood Chain、Lighter以及其他永续合约平台比如Hyper Liquid之间的关系？

How do you think about that in relation to Robinhood Chain, lighter, and other perps platforms like Hyper Liquid, etcetera?

嗯，Robinhood Chain上的永续合约最近表现很火。

Well, perps on Robinhood Chain have been having a moment.

我觉得过去几天，我们的永续合约交易量每天超过10亿美元。对。

I think for the last couple of days, we've been doing over 1,000,000,000 in perps volume Yep.

另外还有10亿美元的DEX交易量。

In addition to 1,000,000,000 in DEX volume.

我们还有通过Bitstamp提供的永续合约。对。

We also have perps through Bitstamp Yep.

这更偏向中心化金融。

Which is more CFi centralized.

你们收购了他们？

You acquired them?

是的，我们收购了他们。

We acquired them.

对。

Yep.

去年我们在欧洲推出了永续合约。

We launched perps in Europe last year.

对。

Yep.

实际上，关于在美国的永续合约业务，我们昨晚宣布了，我们正在利用Bitstamp。

And actually, with the perps offering in The US, we announced last night, we're tapping into Bitstamp.

对。

Yep.

所以这是一个共享的全球流动性池。

So it's one shared global liquidity pool.

所以我们支持链上永续合约，也支持链下永续合约，这真的是，你知道，这这……

So we're we're supportive of onchain perps, offchain perps, and it's really, you know, it it...

我们先推出哪个产品，取决于监管框架和什么被允许。

What product we offer first depends on regulatory structure and what's permissible.

而且我觉得我们也愿意提供多种产品。

And I think we're also open to offering multiple products.

所以我们不一定想，如果像……

So we don't necessarily wanna be if like...

只想走一条路。

Wanna have one way.

好的。

Okay.

所以我们有点倾向于这个想法。

So kind of We're minded.

听到这个很遗憾。

Sorry to hear.

就像在策略上保持开放心态，不管是产品类型还是协议类型。

Like open minded on like the strategy as far as what type of products, what type of protocols.

因为现在DeFi里有太多这种久经考验的协议了。

Because there's so many of these Lindy protocols in DeFi now.

Aave和Uniswap都做得非常好。

The Aaves and and the Uniswap is doing extremely well.

Morpho。

Morpho.

这些经过实战检验的协议现在都在等着你成为主角，Vlad，不管你想不想当。

You've got these Lindy battle tested protocols that have been yearning for you being the main character now, Vlad, whether you, know, you want that or not.

还有这个行业的前端。

And also for the the front end of this industry.

我们一直在寻找这样的前端。

We've been looking for this front end.

我们有了这个……

We've got this...

所有这些技术。

All this technology.

你怎么看Robinhood进来，成为所有这些经过时间考验的链上协议的用户体验层？

How do you think about Robinhood kinda coming in and being the the user experience layer for all these Lindy battle tested, you know, protocols on chain?

我觉得Robinhood Chain能这么成功，原因之一就是我们并没有真的在挑选赢家。

I mean, I think one of the reasons Robinhood Chain has been so successful is we haven't really been picking winners.

我们是在帮助……

I mean, we help...

我们想帮助开发者，但我们真的想保持一个中立的平台。

We we wanna help developers out, but we really wanna stay a neutral platform

当然。

Sure.

并且尽可能降低费用，我们已经做到了。

And lower the fees as much as possible, which we've done.

你知道，链上费用……

You know, the onchain fees...

刚才那会儿有点乱。

Things got crazy there for a second.

很多

A lot

时候人们会说，哦，Robinhood Chain的收入下降了，但交易量一直非常高。

times people people were like, oh, well, Robinhood Chain's revenue decreased, but volume has been really, really high.

那只是因为团队已经做了……

And that's just because the team has done...

我们的首要任务是能不能让所有人都来用Robinhood Chain，并且让它尽可能好用。

Our main priority is can we make it so that everyone just comes on Robinhood Chain and and makes it as great as possible.

所以我们……

So we...

我们已经……

We've...

我觉得我们在开发者活跃度上也是第一。

I think we're number one in developer activity too.

是的。

Yep.

我们差不多成了开发者最常用的链。

We kind of became the number one chain for developers.

所以……

So...

而且这才过了两个月。

And it's only been two months.

我知道。

I know.

太疯狂了。

It's crazy.

我觉得最打动人的是，我们给了大家这些新的金融积木，而且背后有真实世界的资产支撑。

And I I think the thing that's resonating the most is that we're we're giving people these new financial Legos with real world assets.

确实。

Sure.

你知道，我们有股票代币，还有和Lighter等合作的股票永续合约。

You know, you've got stock tokens, you've got stock perps in partnership with with lighter and others.

对。

Yep.

而且，你想想，如果我们把这些东西扩大一百倍的种类给人们。

And, you know, imagine if we just take that and give people a 100 times as much variety.

所以我觉得这是我们拥有的一个独特优势，别人不容易复制。

So I think that's that's one unique thing that we've got that others will will not easily be able to replicate.

最后一件事，Vlad。

Last thing, Vlad.

你在CNBC上谈论代币化和其他很多事情，那些人一直在刁难你，而且他们并不是……

You were on CNBC talking about tokenization and a ton of things, and these guys were grilling you hard, and and they were not...

你知道，他们对加密货币有某种偏见。

You know, they've got a certain perception of crypto.

你为这个行业挺身而出。

You stood up for the industry.

这对你来说意味着什么？

What does that mean to you?

这对社区意义重大。

It means a lot to the community.

你为什么愿意挺身而出，承担风险？

Why stand up and put your neck out there?

我们就剩几秒钟了。

We just have a couple of seconds.

我们只是在支持自己的产品和社区。

Well, we're just supporting our own products and our community.

我是说，我们正在做这件事。

I mean, we're doing this thing.

我们之所以这么做，是因为对我们来说最重要的事情是确保高质量金融资产的所有权尽可能广泛地分布。

We're doing these things because the most important thing for us is making sure ownership of high quality financial assets is distributed as broadly as possible.

我们认为这不仅对投资者有利，也对世界和这些公司有益。

We think it's not just good for investors, but it's good for the world and for these companies.