Robinhood Markets, Inc.
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Robinhood and USDC: Cryptoland Predicting the Future

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Ion Jauregui – Analyst at ActivTrades

Robinhood (NASDAQ: HOOD) is not only focused on stocks and cryptocurrencies; it is now taking a bold step into sports prediction markets. Thanks to its integration with Kalshi, the app will allow users to bet on NFL and NCAA outcomes throughout the regular season. This move, presented as a “prediction market” to avoid conflicts with the CFTC, demonstrates Robinhood’s intention to become the “one-stop shop” for the modern investor, combining finance, entertainment, and cryptocurrencies.

Kalshi, Robinhood’s technology partner, accepts payments in USDC, Bitcoin, Solana, and WLD, directly integrating the stablecoin ecosystem into betting and predictions. This approach highlights the growing importance of stablecoins as a vehicle for liquidity and digital transactions.

Interest in USDC is accelerating alongside the regulatory clarity provided by the recent GENIUS Act, which establishes federal standards for stablecoins. According to a Goldman Sachs report, the global stablecoin market, valued at $271 billion, could see a significant boost for USDC, with projected growth of $77 billion between 2024 and 2027. Circle, the issuer of USDC, stands to benefit from reserve transparency and a favorable regulatory environment, positioning itself against Tether in the so-called “stablecoin gold rush.”

Robinhood (Ticker AT: HOOD) continues gaining ground.
Robinhood has confirmed that it is still in full expansion. In Q2 2025, the platform reported revenues of $989 million, a 45% increase compared to the same period last year, while net profit doubled, rising 105%, demonstrating that its business model remains profitable.

The company is not only focused on stock trading but has diversified its offerings. With premium services such as Robinhood Gold, a new credit card, the Robinhood Legend platform, and the acquisition of Bitstamp, Robinhood aims to consolidate its presence in the cryptocurrency and futures markets, diversifying its revenue streams. The company’s ambitious goal is to capture a significant share of the estimated $84 trillion wealth transfer to younger generations over the next two decades.

From a technical perspective, HOOD shares are trading at $105.34 as of yesterday, up 182% over the past year, confirming a sustained upward trend.

Technical
Currently, Robinhood shares trade at $105.34, with a P/E ratio of 46.21 and EPS of 1.96. Over the past year, the stock has risen 182.72%, showing a strong upward trend. Yesterday’s bearish close after hitting a high of $117.70 for the second time in August suggests the bullish momentum may require more volume to continue. The RSI at 50.15% and MACD entering negative territory, along with a Point of Control (POC) at $49.11 (less than half of the current price), could signal a potential price correction despite the hype and high expectations. The volume over the last two sessions has been relatively high (56.52M vs. 41.47M), suggesting a possible pause in the rally, provided strong support levels at $90 and $96.86 hold. The price has lost support from the 50-day moving average but remains above the 100-day moving average.

USDC: The Stablecoin That Keeps Growing
In the cryptocurrency world, USDC continues to strengthen its position. The stablecoin issued by Circle has seen its circulation exceed $65.2 billion, a 90% increase over the past year, reflecting growing confidence from both institutional and retail investors. Although Circle reported revenues of $658 million in Q2 2025, up 53% from last year, it still shows a net loss of $482 million due to accounting adjustments related to its IPO. However, recent stablecoin regulation (GENIUS Act) has provided greater security for users and boosted institutional adoption of USDC as a payment method and store of value.

Technical
Practically speaking, USDC continues to fulfill its goal: maintaining parity with the US dollar, trading steadily at $1, offering confidence in a volatile market. Its stability, backed by liquid and secure assets, reinforces its position as one of the most reliable stablecoins. Yesterday’s session saw a correction from a high of $1.00050 to today’s price of $0.99997. The RSI today is around 50.79%, and the MACD indicates an expansion of the bullish trend.

Looking Ahead: Innovation and Stability Hand in Hand
Robinhood and USDC are not just individual market movements but part of an interconnected financial ecosystem. While Robinhood expands into prediction and financial entertainment markets, USDC solidifies its role as a reliable stablecoin, driven by regulation and institutional trust.

The combination of technological innovation, product diversification, and regulatory stability is redefining how we interact with markets. For investors, this is not just a trend—it is a clear signal that digital finance is evolving from an experiment into global infrastructure. Those who identify these opportunities could benefit from both growth in prediction markets and the widespread adoption of regulated stablecoins.

In short: Robinhood predicts, USDC supports, and the digital market moves toward a more integrated and secure future.


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