All Eyes on Coinbase After Robinhood's Crypto Revenue Falls 47%

Robinhood missed earnings, is Coinbase next? On this episode of Public Keys at the New York Stock Exchange, hosted by Jennifer Sanasie, Tether has proposed merging 21 Capital, Strike, and Elektron Energy into a single publicly listed Bitcoin company spanning accumulation, payments, and mining. Earnings season is here: Robinhood just posted a 47% drop in crypto revenue alongside a 320% surge in events contracts. Dan Dolev, Senior Analyst covering FinTech and Payments at Mizuho, breaks down what those numbers mean and what he's watching when Coinbase reports this week. Latin America's largest Bitcoin treasury company, OranjeBTC, just launched an American Depositary Receipt giving US investors direct access. Chairman Josh Levine explains why Brazil is one of the world's most natural Bitcoin markets. Plus, Visa and WeFi are merging traditional banking and blockchain rails. WeFi co-founder Reeve Collins, who also co-founded Tether, explains what that means for the future of global payments. - Timecodes: 00:00 Welcome to Public Keys 00:30 Tether Proposes 3-Way Bitcoin Mega-Merger 02:02 Robinhood Earnings: Mizuho's Dan Dolev 03:49 Prediction Markets and Retail Demand 06:13 Robinhood Price Targets: Bull, Base, Bear 07:35 Coinbase Earnings Preview: Take Rates in Focus 10:03 OranjeBTC's Josh Levine on US ADR Launch 13:27 Stablecoins vs Bitcoin as Store of Value 14:54 The Future of Bitcoin Treasury Companies 15:56 Bitcoin Price Outlook: $300K-$500K in 5 Years 17:17 "Zero Bitcoin Is An Active Choice" 19:34 WeFi's Reeve Collins on Visa Partnership 23:20 Tether Co-Founder on Stablecoin Evolution 24:27 Stablecoin Regulation and Yield Wars 27:32 Why Every Ecosystem Will Issue Its Own Coin - This episode was hosted by Jennifer Sanasie.

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All Eyes on Coinbase After Robinhood's Crypto Revenue Falls 47% is an episode from Late Confirmation by CoinDesk by CoinDesk.

This episode is 28:42 long.

This episode was published on May 4, 2026.

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