amit
2025.12.01 20:56

$Robinhood(HOOD.US)

ROBINHOOD ANNOUNCES PREDICTION MARKETS UPDATE FOR NOVEMBER:

- November was the biggest month yet for Prediction Markets, 3B contracts traded up +20% from October

- 9.5 billion contracts have been traded all time

- New event called "Robinhood Presents: YES/NO” will be livestreamed on Dec 16th and cover AI + prediction markets updates

Okay, there is a lot to break down here.

First off, I have been studying the prediction markets industry obsessively over the past month. I am coming out with a long-form substack on my thoughts for the industry this week. I have concluded that most of the talking heads screaming about it being gambling and unethical just don't understand the market and I will be presenting the data I'm compiling soon.

Second, my goodness. This entire industry is growing FAST but Robinhood is growing FASTER. 2.3B contracts in all of Q3, then 2.5B in October, now 3B in November. This will become one of the most important products for them over the long term and I think Vlad knows how meaningful of a business it can be but also how it can position Robinhood at the intersection of financial data + the risk pricing of EVERYTHING, which is a very, very large TAM.

Finally, we saw the announcement last week for Robinhood expanding its prediction markets offering through a new joint venture with Susquehanna to operate a CFTC-licensed exchange & clearinghouse. The reason for this has become even more clear: this product is growing so fast that $Robinhood(HOOD.US) is focused on making sure the liquidity and market-making around it is as strong as possible as more volume continues to come in.

Prediction markets are going to be a $1B business for $Robinhood(HOOD.US) within the next few years, if not more, but the applications of this product outside of just the revenue it can generate is even more exciting.

Also, they are doing another event...the fourth one in less than a year...relentless execution.

LFG.

Source: amit

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