Robinhood vs. Coinbase: Who Wins the Future of Finance? | David Rodriguez & Omar Kanji
Bankless3 Heinä 2025

Robinhood vs. Coinbase: Who Wins the Future of Finance? | David Rodriguez & Omar Kanji

David from Blockworks and Omar from Dragonfly join the show to debate Coinbase vs Robinhood, two companies racing to become the dominant financial super app. We break down their business models, growth strategies, tokenized asset plays, and how each is approaching crypto, equities, and infrastructure. Will Robinhood’s slick UX and expanding product suite win the next generation? Or will Coinbase’s onchain infra and stablecoin moat prove unbeatable? Omar & Dragonfly https://x.com/TheOneandOmsy https://x.com/Dragonfly_xyz David & Blockworks https://x.com/EffortCapital https://x.com/BlockworksAdv --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE https://bankless.cc/binance --- TIMESTAMPS 0:00 Intro 2:37 Understanding Coinbase 8:31 Coinbase B2B 13:39 Comparing Revenue, Valuation, & Infrastructure 23:12 Future Growth of Coinbase 28:14 Understanding Robinhood 38:22 Robinhood Competition 45:42 Robinhood 2021 Crisis Explained 48:14 Robinhood Bank 52:02 Tokenized Stocks & L2 55:32 Defending the Coinbase Moat 1:06:19 Forecasting Robinhood’s Future 1:11:08 Forecasting Coinbase’s Future 1:15:31 Closing & Disclaimers --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

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Jaksot(1266)

12 Big Crypto Predictions for 2026 | Ryan & David

12 Big Crypto Predictions for 2026 | Ryan & David

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24 Joulu 20251h 11min

Where is Crypto Going in 2026? | Ben Cowen

Where is Crypto Going in 2026? | Ben Cowen

Is the crypto cycle already over? Ben Cowen returns to break down what a post-euphoria cycle looks like, why Bitcoin may have already topped, and how 2026 could play out across crypto, stocks, and mac...

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Is the Crypto-Native Era Coming to an End? - Lessons from 10 Years in Crypto with Joey Krug, Founders Fund Partner

Is the Crypto-Native Era Coming to an End? - Lessons from 10 Years in Crypto with Joey Krug, Founders Fund Partner

Joey Krug (Founders Fund partner, former Pantera co-CIO, and Augur co-founder) returns to unpack whether the “crypto-native era” is fading as institutions and mainstream apps adopt crypto rails withou...

22 Joulu 20251h 23min

ROLLUP: Coinbase Ships | JPMorgan Onchain | Solana Firedancer | Aave Civil War | DTCC Tokenizes

ROLLUP: Coinbase Ships | JPMorgan Onchain | Solana Firedancer | Aave Civil War | DTCC Tokenizes

Crypto prices are down, but the most important players are still building. In this week’s Weekly Rollup, Ryan and David break down Coinbase’s push to become a financial super app, JPMorgan’s first tok...

19 Joulu 20251h 3min

Why Gen Z Will Turn Everything Into a Market | Threadguy

Why Gen Z Will Turn Everything Into a Market | Threadguy

Trading is no longer just a financial activity; it has become a spectator sport. In this episode, Threadguy explains how Gen Z’s internet-native fluency, built through sneaker markets, NFTs, and meme ...

18 Joulu 20251h 4min

The DeFi Report Podcast | Was the Fed Rate Cut a False Signal for Crypto?

The DeFi Report Podcast | Was the Fed Rate Cut a False Signal for Crypto?

The Fed cut rates and announced $40B/month in T bill purchases. Is that the signal to buy back into crypto? Mike says no. In this episode, we explain why “QE light” is not real easing, the key indicat...

17 Joulu 202534min

10 Crypto Predictions for 2026: $1M BTC, Wall Street Onchain & ETF Takeover | Matt Hougan & Ryan Rasmussen from Bitwise

10 Crypto Predictions for 2026: $1M BTC, Wall Street Onchain & ETF Takeover | Matt Hougan & Ryan Rasmussen from Bitwise

Bitwise’s Matt Hougan and Ryan Rasmussen return with 10 big predictions for 2026. From the case for $1M BTC (and why the classic four-year cycle may be dead) to a world where ETFs soak up more than 1...

16 Joulu 20251h 14min

Is Privacy A Winnable Battle? | Andy Yen, Founder of Proton

Is Privacy A Winnable Battle? | Andy Yen, Founder of Proton

AI is becoming the most powerful surveillance machine ever built and most people are feeding it their deepest secrets without realizing who can read them. Proton founder Andy Yen joins Bankless to exp...

15 Joulu 20251h 45min

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