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Feb 10
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AVOID
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Bryn Talkington
Managing Partner, Requisite Capital Management
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Talkington states Robinhood is "pulling ahead of Coinbase" and "pulling ahead of legacy custodians" regarding platform stickiness and product innovation (like prediction markets). Robinhood is successfully cross-selling new features (short selling, prediction markets) that lock users into their ecosystem more effectively than competitors. As HOOD gains share of wallet, pure-play crypto exchanges (COIN) and traditional brokers lose relative market share. Avoid relative to HOOD. Robinhood is winning the "stickiness" war. Coinbase re-accelerates innovation or regulatory hurdles hamper Robinhood's expansion. |
CNBC
Trump accounts and short selling offering is ...
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