From Cathie Wood to Cantor Fitzgerald, the big money is betting that Robinhood’s crypto slump is just a temporary speed bump

Big investors and Wall Street analysts are treating Robinhood’s weak quarter as a temporary setback, with Cathie Wood’s Ark Invest buying roughly $39.7 million (about 500,000 shares) across funds and brokers like Cantor Fitzgerald and Compass Point reiterating bullish ratings. Firms point to robust early-April equity and options volumes as a counterweight to ongoing softness in crypto trading, while some analysts warn that falling transaction fees and crypto volumes could pressure results for years. The story lifts sentiment around crypto-adjacent equities: Coinbase (COIN) also rose ~3% on the day. Market impact hinges on whether recent trading momentum continues and whether new revenue drivers — notably Robinhood’s planned prediction-markets product Rothera — materialize; absent a sustained rebound, pressure on transaction revenue could persist into H2. Overall the piece highlights mixed institutional views leaning toward cautious optimism.