Cripto Push saw that the Robinhouse turned into “Schwab Elite Banking, but for all” – DL News

Robbhood is converted to “Schwab Elite Banking, but for everyone.”

This is what Bernstein analysts in the note were told investors 27. Marta during the price of 105 dollars in stock.

If it affects that level, the Robus Market Cap would be left to 95 billion dollars, placing In addition to companies like a derivative in the CME Group market.

“Robinhood wants to have their target demographic services, using torn technologies, using torn technologies like Cripto and AI,” Bernstein analysts, Mahika Sapra and Saskar Chindalia said.

Bernstein is not alone in her bichina.

Morgan Stanley Analysts predict a stock supply of $ 90 in the next 12 months from the back series new Products Firm announced On Thursday.

The company has published Explosive results In the ecosystem of cryptocurrency.

Digital funds accounted for half of $ 670 million income in the last quarter of 2024. Years.

The image is 700% leap compared with the quarter a year, according to the company’s annual results.

Moreover, these numbers rejected 58% higher in the total wage income in 2024. Years.

“We can be the main player,” said Johann Kerbrat, the Robinity Crypto head Honcho, he said DL News In January.

During the past two years, Roby has found its own Cripto teamexpanded Cripto Trading Services in Europe and performed Stablecoin In a joint investment with Galaxy Digital and Kraken.

These initiatives put it on collision course with crypto companies Coin and other Fintech firms that muscular in digital property.

Hood vs Coin

Bernstein Analysts asked investors who are inventories of companies that are betting: coinbase or commodity.

“Hood is the most impressive pipeline in the product of the scalable revenue line,” Bernstein wrote in investor notes 21. March.

Meanwhile, in the meantime, it is harder to understand.

“Investors believe that salts are simple crypto thesis trading and are concerned about the growing competition that affect margins.”

The competition also comes from another traditional finance company: revolution.

Fintech based in the UK is dissemination His width of the CRIPTO produces its 45 million clients, with plans to start 210 “Vetted” tokens and cripto payment card.

This week, SchrodersOne of the biggest revolutions of the largest lower legs, has upgraded the value of its share in Fintech. A new assessment would put a Challenger bank assessment at $ 48 billion.

Compare it with a $ 49 billion market capitalization.

Riding Trump Store

When U.S. President Donald Trump began to join his campaign in his campaign, traditional Fintech companies that decreased in crypto-similar birth – it stood most.

After Trump was elected 5. November, and the vague value of the volume of trading of spiked wobileting is almost six times, at 35 billion dollars.

“The past few weeks was crazy,” Kerbrat said.

And analysts predict Robbhood will be largely benefited during Trump second time in the office – after the macro covers are clear.

In the January note to investors, Morgan Stanley said:

“A more favorable American regulatory regime for crypto should allow birth to lean and participate aggressively.”

Pedro Solimano is correspondent market based in Buenos Aires. You have the top? Send it by email at psolimano@dlnevs.com.