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Marc Arjoon 🟪 Profile picture
Marc Arjoon 🟪
@marcarjoon
Research @Blockworks_ / @blockworksres
Aug 29, 2025 • 8 tweets • 3 min read
1/ COIN vs HOOD:

- @Coinbase is a bet on crypto volumes + institutional infra.
- @Robinhood is a bet on the fintech super-app with broader, steadier growth.

Both are converging, but the paths (and risks) differ. Image 2/ Price Returns:

$HOOD has outperformed $COIN YTD, over 12 months, and since IPO.

This is because COIN’s equity story is tethered to crypto prices/volumes; HOOD broadened its revenue base (equities, options, crypto, prediction markets). Image