Robinhood’s leadership is weighing the potential to hold Bitcoin or other crypto assets on its balance sheet, weighing pros like signaling alignment with the crypto community against capital being tied up and alternative uses for shareholder value.

The company continues to bridge traditional finance with crypto, and remains a platform where shareholders can buy Bitcoin directly.

Earnings per share of $0.61 beat expectations, with revenue topping estimates of about $1.19 billion.

Robinhood reported a notable user and account growth, with funded customer accounts rising to about 26.8 million and investment accounts near 27.9 million.

Crypto revenue surged 300% year over year to $268 million in Q3 2025, contributing to a total net revenue of $1.27 billion and EPS of $0.61.

Total transaction-based revenue reached $730 million, and prediction markets generated over $100 million, underscoring diversification beyond core trading.

Shiv Verma, Robinhood’s SVP of finance and strategy and incoming CFO, emphasized that crypto holdings on the balance sheet carry both signaling benefits and capital allocation costs, requiring careful evaluation of best use of shareholder value.

Strategic international moves include the Bitstamp acquisition to expand crypto perps in the EU and a partnership with Arbitrum to offer over 400 stock tokens mirroring U.S. equities.

Robinhood is narrowing the gap with Coinbase by broadening product offerings and expanding its client base, signaling a shift toward diversified financial services.

Development efforts focus on staking, upgraded wallets, and other digital-asset features to boost engagement across the multi-asset platform.

Prediction markets remain a growth driver with ongoing expansion plans, including international opportunities and content partnerships like NFL collaborations.

The company is moving toward wealth management, aided by acquisitions like TradePMR and deposit-match incentives to attract clients from traditional brokers.