Robinhood misses on Q3 earnings, plus IBM, Intel, and Oracle object to tokenized plans
View original at finance.yahoo.com“Now, net income fell 14% to 476 million, but obviously having something to do with earnings versus expenses.”
What we drew from this source
The claims Via News extracted from this document. We point to the source; we don't replace it.
Crypto will become part of the 'everything app' and 'everything portfolio' across TradFi exchanges, crypto exchanges and Robinhood.
60% confidenceThe objections by Intel, Oracle and IBM are much ado about nothing; large companies with strict risk management and fiduciary duties will wait for regulatory clarity and volume before tokenizing.
60% confidenceRobinhood's crypto revenue fell 55% YoY but rose 20% QoQ, which no articles mention. The YoY comparison is against the peak-FOMO Q3 2025, so the business is doing well.
60% confidenceBrazil's election-weekend stablecoin surge shows stablecoins act as a de facto weekend forex market for people without open access to US dollars.
60% confidenceEurope has laws but is confused about what people and platforms can do; Binance is technically not operating in Europe.
60% confidenceDigital assets and stablecoins could reinforce the dollar's global position.
60% confidenceTenev wants investors comfortable putting serious assets on chain, but some companies still don't want their shares on the proposed tokenized venue.
60% confidenceWarsh will probably hold rates steady and offer very little guidance; forward guidance from the Fed is usually wrong.
60% confidenceTreasury could coordinate with the SEC and CFTC on crypto rules and advocated regulatory safeguards against crypto debanking (Operation Choke Point 2.0).
60% confidenceStablecoin issuers are likely the best and most reliable buyers of US Treasuries as foreign governments buy less, and stablecoins spread dollar access globally.
60% confidenceMarkets move on results versus arbitrarily set expectations, not on fact-based metrics.
60% confidence
Cited in these Via News reports
- Event Contracts Now Earn Robinhood $173 Million a Quarter as Exchanges Plan Round-the-Clock Trading →
- Markets Are Heading Toward Round-the-Clock Trading, and Robinhood's Latest Results Show Where the Money Is Moving →
- Markets Are Heading Toward Round-the-Clock Trading, and the Rulebook Is Being Written While the Products Launch →
- Markets That Never Close, Agents That Need ID: Robinhood's Numbers, LY Corp's Guidance and the Trust Gap in Automated Finance →
- Robinhood's Event-Contract Revenue Jumped Sixfold as Markets Move Toward 23-Hour Trading and Regulators Scramble to Keep Up →