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Tag: Robinhood

  • Robinhood Weighs Bitcoin Treasury Amid 300% Crypto Revenue Surge

    Introduction to Robinhood’s Crypto Conundrum

    Robinhood, the popular trading platform, is facing a critical decision regarding its corporate treasury. With a 300% surge in crypto revenue, reaching $268 million in Q3 2025, the company must decide whether to add Bitcoin to its balance sheet or maintain liquidity for innovation. This dilemma comes as the company’s overall revenue hit $1.27 billion, with crypto trading volume reaching $80 billion during the quarter.

    Crypto Revenue Soars

    According to Yahoo Finance, Robinhood’s crypto-related revenue climbed to $268 million, representing a 300% increase from the same quarter last year. This growth is attributed to the company’s expanding user base and increased trading activity, with Bitcoin Magazine noting that cryptocurrency trading accounted for about 20% of the company’s total income during the quarter.

    Bitcoin Treasury Considerations

    As reported by Coindesk, Robinhood executives are carefully evaluating the potential move to add Bitcoin to the company’s corporate treasury. CEO Vlad Tenev emphasized that this decision would signal alignment with the crypto community but also tie up capital. The company’s CFO, Jason Warnick, highlighted a ‘nice step-up in crypto volumes,’ which contributed to the revenue growth.

    Q3 Earnings and Revenue

    Retail investors have been driving the growth in Robinhood’s revenue, with the company’s Q3 earnings beating analyst expectations. As Insights4VC noted, Robinhood’s total net revenue doubled year-on-year to a record $1.27 billion, driven by broad-based growth across its transaction-based and net interest revenue streams.

    Conclusion and Future Implications

    In conclusion, Robinhood’s crypto revenue surge presents a significant opportunity for the company to expand its presence in the cryptocurrency market. However, the decision to add Bitcoin to its corporate treasury requires careful consideration. As Finance Yahoo reported, Robinhood’s CEO has unveiled an ambitious revenue generation plan for the next 10 years, aiming to generate over 50% of its revenue from non-U.S. markets and institutional segments.