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Robinhood Weighs Adding Bitcoin to Balance Sheet as Crypto Sales Surge

Robinhood Considers Adding Bitcoin to Balance Sheet Amid 339% Surge in Crypto Revenues, Shares Drop Over 8%

  • Robinhood is exploring the possibility of buying Bitcoin for its corporate balance sheet.
  • Robinhood’s crypto revenues increased 339% year-over-year, reaching $268 million in Q3 2025.
  • Crypto trading accounted for about 20% of the company’s total income during the third quarter.
  • Other financial institutions like JPMorgan and Bank of America are also expanding crypto-related offerings.
  • Following the announcement, Robinhood shares dropped over 8%, and Bitcoin traded near six-month lows around $101,000.

Robinhood, the financial exchange platform, announced that it is considering purchasing Bitcoin (BTC) to hold on its balance sheet. CEO Vlad Tenev mentioned this during the company’s third-quarter 2025 earnings call, noting efforts to evaluate the move amid substantial growth in crypto revenues.

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Tenev explained, “If you put it [Bitcoin] on your balance sheet, it has the positives in that you’re aligned with the community, but it does take up capital,” as reported in the earnings call. The firm’s crypto-related income surged by 339% year-over-year to $268 million in Q3, equating to roughly 20% of Robinhood’s total revenue for the period.

Shiv Verma, vice president of finance and strategy at Robinhood, addressed the company’s cautious stance regarding Bitcoin investment. According to Verma, “There’s a lot of different things you’re doing, you know, from new products, for growth, investing in engineering… we’re still thinking about it. There are pros and cons to both of them. And it’s one that we’re gonna keep actively looking at.”

The increased interest in crypto assets is not limited to Robinhood. Major banks such as JPMorgan and Bank of America have introduced crypto products, including Bitcoin exchange-traded funds (ETFs), for their customers. These institutions have also launched stablecoins, which are digital currencies linked to traditional fiat money.

Following the earnings call, Robinhood shares fell more than 8%. Meanwhile, Bitcoin declined to approximately $101,000, trading near its lowest level in six months.

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