Robinhood misses on Q3 earnings, plus IBM, Intel, and Oracle object to tokenized plans
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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