Robinhood Is the Top Crypto Deregulation Trade, Bernstein Says
Robinhood is poised to be the primary beneficiary of potential crypto deregulation in the U.S., according to Bernstein's research report. The broker increased its price target for Robinhood (HOOD) from $30 to $51, reflecting an optimistic outlook as it maintains an outperform rating on the shares. Bernstein noted that the trading platform has been limited in its crypto offerings, having only listed 19 cryptocurrencies without generating revenue from staking, lending, derivatives, or stablecoins. However, they expect these constraints to lift under a pro-crypto U.S. Securities and Exchange Commission, particularly with a Donald Trump administration. Robinhood's recent acquisition of crypto exchange Bitstamp is also expected to enhance its value-added crypto services, including access to new tokens and lending opportunities. The company recently expanded its trading options by adding coins like Solana, Pepe, Cardano, and XRP, now offering a total of 19 cryptocurrencies to U.S. clients.
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