Robinhood's onchain business is growing fast, and insuring its onchain yield makes DeFi safer for new users. Per Robinhood Earn's Hillary Skeffington, Robinhood backstopped onchain yield with a Lloyd's of London policy, one of the largest active onchain insurance products in the industry, which shields users from risks like smart-contract hacks. Robinhood Chain is posting insane growth, and per Robinhood's Nicola White, it is introducing what it calls the first true US perps offering. x.com  … Show more

Robinhood is oozing free cash flow despite the less favorable market. At 27x forward free cash flow, it is an undeniable bargain, and the stock is unlikely to get much cheaper. The near-term outlook is not particularly exciting, but risk appetite will return and investors will trade aggressively again; a crypto recovery would light a spark under the business. The $185 target by end-2027 remains. x.com 

Arbitrum's breakout reflects real demand from Robinhood Chain, which runs on Arbitrum and cleared over $1.5 billion of DEX volume in a single day this month. After seven months between $0.08 and $0.14, ARB has more than doubled off its August low to press $0.20, with $0.18-0.20 now support. Holding $0.20 opens $0.28, then $0.35 and $0.51. About 92 million ARB, around $18 million, unlocks to the team and investors. x.com 

Robinhood's position as the first true institution to come on-chain may give it staying power beyond a hype cycle. Hype cycles come and go, but it is too early to count Robinhood out; its presence is unlikely to disappear over the long term. x.com 

Robinhood's prediction-market growth can support revenue regardless of crypto sentiment because event contracts, including sports betting, are less boom-and-bust than crypto. Its Q3 event-contract revenue reached $173 million, or 12.2% of total revenue, versus $120 million from crypto trading. x.com 

Robinhood Chain revenue flowing to Arbitrum is not priced into ARB at all. 10% of Robinhood Chain revenue goes to Arbitrum: 8% to the DAO treasury controlled by ARB holders and 2% to the Arbitrum Developer Guild. Per @itsbrendanma, the chain is already run-rating above $12.5M a year, versus FalconX's forecast of $1.3M in six months; annualizing a short period is rough, but it validates product-market fit and the size of the opportunity. x.com  x.com  x.com 

Robinhood's expansion into new markets and products supports a potential bounce as its shares revisit a repeatedly tested support line near $95. DFSA authorization permits a Dubai retail trading and custody launch in 2027; a Toronto headquarters expands its Canadian presence, while futures and Robinhood Agents broaden the platform. Bitcoin may dip before bouncing, so Robinhood exposure might be good here. x.com  x.com 

Robinhood's growing prediction markets, options and Gold subscriptions make the $90s one of the most exciting times to buy. Q3 event-contract revenue reached $173 million, up over sixfold, options rose 31% to $399 million, and Gold subscribers reached a record 5.2 million. Crypto revenue fell 55% year over year to $120 million, and Dr. Crossroads reported misses on revenue and EPS; Robinhood remains a great buy as its international reach and banking services expand. x.com  x.com  x.com 

Arbitrum looks bottomed and could rally 3–4x on a mean reversion. Between Hyperliquid and Robinhood Chain choosing it, Arbitrum is a clear winner among Ethereum layer-2s to build on. ARB looks bottomed against BTC and ETH, is closer to full circulation than peers, and sits at a $550M market cap after topping $3B in a weak August 2025 pump; even an echo pump would take it to about $2B. It is a governance token with zero value accrual, though, and supply unlocks remain. x.com 

US regulated perps could be one of the most profitable narratives in the next six months as a mostly offshore market opens to US retail. Robinhood has a large retail base; Coinbase has Deribit liquidity and seeks stock perps. Hyperliquid could gain from sector validation despite competition. Lighter has Robinhood Wallet integration; Robinhood Chain uses Arbitrum's stack under a deal designed to send part of protocol revenue to its ecosystem. Regulation and token value capture remain uncertain. … Show more