meta_pixel
Tapesearch Logo
Log in
Unchained

Inside Robinhood's Big Super App Plan: ‘There's Still a Lot of Work to Be Done’ - Ep. 983

Unchained

Laura Shin

News, Tech News, Business News

4.61.3K Ratings

🗓️ 18 December 2025

⏱️ 60 minutes

🧾️ Download transcript

Summary

Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com Thank you to our sponsors! Figure Uniswap Robinhood is moving toward offering a full suite of crypto services and overhauling the infrastructure underpinning its stock trading services with blockchain technology.  In this episode of Unchained, Robinhood Crypto Senior Vice President and General Manager Johann Kerbrat discusses the company's “super app ambitions” and potential competition with Coinbase.  He also discusses the platform's entry into prediction markets and resistance from state regulators. Could state opposition to prediction markets drive businesses offshore? Plus, will tokenized stocks make IPOs redundant? And where are we in the crypto market? Guest: Johann Kerbrat, Senior Vice President and General Manager of Robinhood Crypto Links: Previous appearances on Unchained: Why Robinhood, a TradFi Hub, Is Growing Its Crypto Business Globally Unchained: Robinhood Is Building Its Own Layer 2 Blockchain Perps Are Coming to America. Will Coinbase and Robinhood Win the Race? OpenAI Says Robinhood’s Stock Tokens Are Not Equity Coinbase Expands Into Tokenized Stocks and Prediction Markets Coinbase Launches Digital Token Sales Platform Coinbase Buys Cobie’s ‘Up Only’ NFT and Echo in $375 Million Deal Timestamps: 🚀 00:00 Introduction  🤔 1:33 What drove Robinhood's 3x year-on-year crypto revenue growth in Q3? 💡 5:34 Why Johann says we are still far from a bear market 💥 7:49 How the crypto users on Robinhood have evolved overtime ⚔️ 11:08 How Robinhood views competition from Coinbase 🧏 14:30 What Robinhood's Susquehanna deal for prediction markets brings to the table 👀 18:48 Could state opposition to prediction markets drive businesses offshore? 💡 20:34 Why Robinhood chose Ethereum over Solana 🤔 25:19 When will Robinhood bring perps to other jurisdictions? 📍 27:00 Why Robinhood chose to invest in Lighter over the competition ⚠️ 29:17 Why Johann says the crypto industry needs to build resilience after 10/10 📈 33:50 How Robinhood's tokenized stock offering might come to the US 💥 39:16 Why Johann says private companies would eventually seek retail participation 💡 43:26 What tokenization of physical assets would look like 💫 47:12 How tokenization could impact the financial lives of users 🚨 49:18 Why Johann thinks crypto founders should talk less about the protocol 🧏‍♂️ 51:19 How Robinhood is looking to combine with DeFi  🤔 53:03 Will Robinhood follow Coinbase to launch an ICO platform? ⚡️ 54:22 Why Robinhood is expanding to Indonesia 🗣 56:28 What being a “super app” means for Robinhood  🔮 58:11 Johann reveals his crypto predictions for 2026 Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

We think that in the future, tokenization kind of level everything else.

0:05.2

The customer could have the same right as an important VC or someone with a hundred millions of dollars.

0:11.6

And it could also give the same type of access to these companies.

0:14.8

Clearly, still some work in progress to be done.

0:18.0

But I really think that's where the buck is going.

0:24.1

Hi, everyone. Welcome to Unchained. Your no hype resource for all things, crypto. I'm your host,

0:29.0

Laura Shin. Before we get started, a quick reminder. Nothing you hear on Unchained is an investment advice.

0:34.3

This show is for informational and entertainment purposes only, and my guest and I may

0:38.1

hold assets discussed in the show. For more disclosures, visit Unchained Crypto.com. Looking to unlock

0:44.2

your crypto's liquidity? Figure offers crypto-backed loans with an industry low 8.91% fixed rate.

0:51.0

They're the only major provider with decentralized MPC custody and new liquidation

0:55.5

protection. Take out a loan at fit your markets.co slash unchained. Are you a builder who needs to

1:02.2

add on-chain trading to your product? The Uniswap Trading API from Uniswap Labs offers plug-in-play

1:07.9

access to some of the deepest liquidity in crypto. It's on-chain execution at an enterprise level.

1:13.6

More liquidity, less complexity.

1:16.6

Visit hub.uniswop.org to learn more.

1:19.6

Today's guest is Johan Kerbrot, senior vice president and general manager of Robin Hood Crypto.

1:25.6

Welcome, Johan.

1:26.6

Hi, good to see you again. How are you?

1:29.3

Nice to see you. I'm good. Good. Glad to have you.

1:33.3

So for Q3, Robin Hood saw quite a boost in earnings from the year prior, and crypto revenue tripled.

1:41.3

Why do you think crypto revenue on Robin Hood grew so much year over year?

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Laura Shin, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Laura Shin and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.