Regulatory changes enabling tokenized stock trading allow HOOD to increase margins and double equity revenue, supporting a bull thesis with a potential 20-30% upside.

Donald Trump just bailed out the cryptocurrency market and Robin Hood stock , and he may pave the way for a stock market bailout, which is crazy to say at a time when the market is only 4% up from its record highs.

We will also discuss Robin Hood's valuation and stock price targets, and how this could affect brokers and others.

Wait a minute. What does all this have to do with me or the Robin Hood platform?"

This represents a major win for the Robinhood platform and brokers.

Now, what does this mean for "Robin Hood," and how does it make its profits? This is where things get interesting. Because Robin Hood makes a lot of money, obviously, by paying for the flow of orders.

The guidance rules no longer exist , which means you no longer have a truly transparent market for these tokenized platforms. This means the margins could be wider, and Robin Hood could make more money.

And that's how Vlad will promote this idea. Let's talk about how to market this, and then we'll talk about how Vlad made a lot of money from it.

So , how does this work for Robinhood? And why is this so interesting for Robin Hood that its stock rose 7.7% today and Bitcoin surpassed $80,000? What's going on here? Why does this happen?

We'll talk about that because Robin Hood will make a lot of money from it,

how Robin Hood makes huge profits from this token trading.

Okay, so how does Robin Hood make money from orders? You are placing that order through the Robin Hood platform. As a thank you, Citadel will offer what is called a "rebate," and may give Robinhood $2 as a thank you for the flow of orders.

So, a five-cent difference gives Robin Hood two cents, and the market maker three cents, for example.

This brings us to the question of how Robin Hood managed to make a lot of money from a field that historically did not generate much profit. Robinhood currently makes the vast majority of its money from options and cryptocurrencies , because the commissions they receive there are the highest.

So, this is the current income from the "Robin Hood" portfolio. In 2025, they generated 25% of their profits from options.

But they only earn 300 million. I mean, just, that's a huge amount. They are only generating 7% of their 2025 revenue from stocks because the markets are too tight.

Options are the smallest in terms of size, but they make the most money because some random one-day deals have a large price difference, and a larger commission for Robinhood.

Cryptocurrencies, as I just showed you on Webpoll, have a huge price difference, 20% of the money for trading here. So, what does this mean for Robin Hood? Well, what it actually means is if they can get a portion, let's say 10%, of the tokenized share exchange value, say at 10 basis points.

Robin Hood could theoretically, based on some of the estimates we have made. Robin Hood could theoretically double their equity revenue from $300 million to $600 million. Because they are now selling shares in a way that has a much higher profit margin .

Robin Hood doesn't give us everything yet. That's fine. This might be their special competitive advantage, wouldn't it?

That's why Robin Hood doesn't make much money from stocks. They achieve enormous volume, but they don't make much money from it . This is where the opportunity lies with tokenized stocks, and that's why Robin Hood's stock rose today.

The options earn them about 48 cents. Cryptocurrencies, they earn about 53 cents. In the prediction markets, they earn about $ 1.20 per $100. So, they are making most of their money now from the prediction markets, but that is not where most of the trading volume is yet.

But tokenized shares, which we just talked about as simply a way to pump money into the market, are also a major pumping tool for the Robinhood platform ; Because they will earn between four and eight times the profits from the tokenized shares.

We don't know. Therefore, this ten cents per $100 is just an estimate. It may end up being much more than that , because as we mentioned earlier, they got rid of the NBBO system, i.e., the best national bid or ask price.

They got rid of that. Therefore, there is no requirement to get the best price for you. Best price. Price differences are likely to be wide.

People who want to increase their leverage in cryptocurrencies and diversify into stocks can now not only put money into the stock market , but also into Robin Hood. So , the most direct way to take advantage of this coding change is "Robin Hood".

Robin Hood is currently trading at a price-to-earnings ratio of around two. I truly believe that Robinhood's growth will accelerate significantly thanks to prediction markets, because it is a platform that many people already use.

But I also think Robin Hood will gain a lot from this change. Personally, I don't think it's surprising that "Robin Hood" is often found in the White House.

Yesterday, when I was compiling this data , our stock AI indicated that Robin Hood had a 9 to 10% upside potential. But now, the stock has risen almost to where its fair value lies in our equity product, a prototype of which you can see in our membership.

In any case, I think this may be a low estimate because this has not yet been priced. These funds are not included in this assessment that I see, because the rule change has just happened. People haven't made any estimates for this yet.

I actually believe that this coded exchange issue could raise the value by between 20 and 30 percent. So, if you take 120 and multiply it by 30 percent, for example, we might arrive at $156 as a roughly fair value for Robin Hood.

But it's not just about a cryptocurrency or Robinhood revival, where people will have less to sell their coins because they can use them as leverage to buy stocks in a safer way; it's also a Robinhood revival.

So, Robin Hood and cryptocurrencies, that's the obvious game.