Bitcoin News Update: Robinhood Investors Profit While Crypto Community Seeks Unity

Robinhood Markets Inc. (HOOD) is taking a measured approach when it comes to adopting the crypto treasury trend, according to Shiv Verma, who serves as the company’s vice president of finance and strategy. Speaking during the third-quarter earnings call, Verma explained that although adding crypto assets to the company’s balance sheet could strengthen its ties with the crypto sector, Robinhood’s main focus remains on maximizing shareholder returns and making prudent capital decisions. “We’re still evaluating our options,” he stated, pointing out the importance of carefully considering the balance between aligning with the crypto community and making strategic capital choices, as reported by

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This stance comes as Robinhood announced a 300% year-over-year increase in crypto-related revenue, reaching $268 million in the third quarter of 2025. This surge pushed total net revenue to $1.27 billion, surpassing analyst projections, according to

. The platform’s crypto trading activity hit $80 billion for the quarter, fueling a 339% jump in crypto revenue compared to the previous year. Earnings per share (EPS) climbed to $0.61, beating the expected $0.53, and net income soared to $556 million—almost four times higher than before, as noted by . Robinhood also broadened its crypto portfolio by adding (SEI), the native token of the Sei Network, which is now available for trading to the platform’s 26.7 million active users. Analysts believe this listing boosts SEI’s exposure among retail investors, leveraging Robinhood’s fiat gateway to draw in new demand, according to .

The broader landscape for crypto treasuries remains a subject of debate. More than 200 companies currently hold

and as part of their strategic reserves, with the total value of crypto treasuries now exceeding $121 billion. Supporters see this as evidence of growing institutional involvement, while critics caution about potential systemic dangers. Business models that rely heavily on leverage, such as those using share issuance or debt, have heightened market swings, especially during downturns. Blockchain specialist Omid Malekan observed that forced asset sales by overleveraged companies have worsened Bitcoin’s decline in 2025, according to Coinotag’s review of treasury strategies. , despite its strong crypto performance, has chosen to concentrate on developing new products and expanding internationally, rather than adopting a treasury approach. Verma pointed out that shareholders already have the option to purchase Bitcoin directly on Robinhood, raising the question of whether the company should make that choice on their behalf—a topic highlighted by Cointelegraph.

Robinhood’s approach illustrates a wider split within the industry. While companies like MicroStrategy and Tesla have aggressively accumulated crypto assets, others—including Robinhood—are focusing on diversifying their operations. The company has introduced Bitstamp and prediction markets to its platform and is aiming to expand its reach to over 50 countries. CFO Jason Warnick stressed the need to maintain user interest without depending on speculative booms, as reported by FinanceFeeds. At the same time, Robinhood’s 26.8 million funded accounts and 27.9 million investment accounts highlight its popularity among younger, growth-focused investors, according to Yahoo Finance.

As crypto treasuries come under increased regulatory scrutiny and the market consolidates, Robinhood’s careful strategy underscores the ongoing tension between aligning with the crypto community and maintaining financial discipline. With its crypto revenues rebounding and profits outpacing expectations, the company appears to be steering through the unpredictable market by balancing innovation with a commitment to shareholder interests.