According to the source, Compass Point reiterated a bullish view on Robinhood (HOOD), highlighting accelerating prediction market growth as an engagement driver that could lift transaction-based revenue and on-platform crypto activity. Source: Compass Point research note dated Oct 27, 2025. Robinhood has stated that transaction-based revenues are driven by customer trading volumes across equities, options, and cryptocurrencies such as BTC and ETH. Source: Robinhood Markets, Inc. Form 10-K for the year ended Dec 31, 2023. US regulatory outcomes for prediction markets remain a key risk and timing catalyst for monetization paths. Source: U.S. CFTC public actions and statements on event-contract markets in 2023–2024. Traders can watch HOOD into earnings while tracking BTC and ETH volatility and Robinhood’s disclosed crypto trading volumes as leading indicators for engagement. Source: Robinhood quarterly results presentations and shareholder letters.