Robinhood Leads, Can Coinbase Close the Gap?
Sep 30, 2025
Discussed in today’s video:
- Robinhood strength: HOOD has surged on prediction market traction (>$2B Q3 volume), underscoring its ability to execute and monetize Gen Z through a full financial product suite.
- Coinbase catch-up trade: With HOOD’s market cap now ~50% above COIN, Coinbase may look to accelerate product launches (tokenized equities, prediction markets). Combined with a supportive crypto backdrop, this sets up Q4 as a potential catch-up opportunity.
- Macro backdrop supportive: Soft JOLTS data and a likely government shutdown reinforce a dovish October Fed outlook and a constructive setup for crypto into Q4.
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