BIC -jeva video -novica: Robinhood IPO

V tej epizodi oddaje BeInCrypto video novice si voditeljica Jessica Walker ogleda Robinhood. 

The company just had an IPO and experienced spectacular growth in terms of new users and revenue. They definitely made the most of the meme stock phenomenon and the hype around Dogecoin in Bitcoin. But what are they more focused on, democratizing access to the stock market and meme stocks, or crypto, where they’ll do battle with Coinbase and Binance?

Kripto nepričakovano

Robinhood’s second-quarter poroča plače late Wednesday revealed its reliance on cryptocurrency trades. This highlights the benefits and potential pitfalls of dealing in this emerging asset class. The trading platform’s cryptocurrency-related revenues exploded during the quarter. The company logged $233 million in such revenue, compared to just $5 million a year ago. 

Več kot 60% računov, ki jih financira Robinhood, se je v četrtletju trgovalo s kriptovalutami. To obdobje je zaznamovalo večji del novih strank, ki so prvič trgovale s kripto in ne z delnicami, je dejal Robinhood. Kriptovaluta Domecoin, ki temelji na memeh, je v četrtletju predstavljala 62% obsega trgovanja s kripto Robinhood in velik del prodaje. Prihodki od trgovanja s kriptovalutami so zmanjšali znesek trgovanja z delnicami, ki je padel za 26% na le 52 milijonov dolarjev.

Kripto denarnica

Similar to cryptocurrency exchange Coinbase, Robin Hood is also putting more focus on adding new crypto products. “We’re working on rolling out new crypto features, such as more coins, recurring investments, the ability to deposit and withdraw your crypto,” CEO Vlad Tenev said on Robinhood’s earnings call. “We’re excited about the future of our crypto product.”

Tenev also noted that the company had to expand its staff to match the rise in crypto enthusiasm. He said Robinhood was working on providing access to a kripto denarnica for the platform. But he said there were challenges that would come with rolling one out. “Of course, offering crypto wallets and the ability to deposit and withdraw our cryptocurrencies is tricky to do at scale,” he said. “We want to make sure it’s done correctly and properly.”

Potop po konici?

Rezultati skupine Robinhood v drugem četrtletju so na splošno presegli pričakovanja. Toda Robinhood pravi, da bodo "sezonski vetrovi" znižali trgovinsko aktivnost v celotni industriji in v tretjem četrtletju znižali prihodke in nove račune. 

Management says the volatilnosti in cryptocurrencies made forecasting difficult. DOGE volumes are down ~80% on a quarterly basis, and app downloads are also down ~80% versus the year-to-date pace.

Konkurenca

Nekateri opazovalci so se spraševali, ali bi se razcvet trgovanja na drobno, ki ga povzroča pandemija, obdržal, potem ko so omejitve trgovanja v začetku tega leta razjezile nekatere trgovce Robinhood, ob ponovnem odprtju gospodarstva pa imajo ljudje več dela.

Critics say Robinhood’s crypto trading capabilities are not a reliable growth driver for its future because there is too much competition in crypto trading. PayPal, Square and Coinbase have all become popular among US consumers and are looking to expand their services in the coming years.

Rekapitulacija

Kljub nepredvidljivim gibanjem cen Bitcoina je Robinhood dejal, da so tržne turbulence na njegovi strani. Robinhood zasluži z kripto kriptom tako, da naročila posreduje oblikovalcem trga, za katere podjetje pravi, da ponujajo "konkurenčne cene", in vzame odstotek vrednosti naročila. Na splošno so se kriptovalute na platformi v drugem četrtletju skoraj podvojile na 22.7 milijarde dolarjev v primerjavi z 11.6 milijarde dolarjev četrtletje prej in 3.5 milijarde dolarjev konec leta 2020.