New York, January 13, 2026, 12:40 PM EST — Regular session
- Robinhood shares edged up roughly 0.6% in afternoon trading, trailing behind stronger rallies seen in several crypto-related stocks
- A draft Senate bill aims to clarify regulatory boundaries for crypto oversight and establish stablecoin rules
- Traders are eyeing developments in Washington alongside Robinhood’s earnings report due Feb. 10
Shares of Robinhood Markets (HOOD.O) edged up Tuesday, trailing behind a wider rally in crypto-related names following the introduction of a draft bill by U.S. senators targeting regulation of digital-asset markets. The stock ticked up around 0.6% to $118.25, while bitcoin jumped about 2% and Coinbase rose near 3%.
Unveiled late Monday, the draft sets out clear rules for when crypto tokens qualify as securities or commodities, expanding the Commodity Futures Trading Commission’s authority in spot crypto markets to include direct buying and selling of tokens—not just futures contracts. It also aims to restrict firms from earning interest merely by holding stablecoins, the dollar-pegged tokens often used as cash substitutes in crypto.
Risk appetite received a boost from inflation data showing consumer prices steady at 2.7% year-on-year in December, while core inflation, excluding food and energy, dipped to 2.6%. “This should give the Fed some breathing room to cut rates in Q1 if the trend continues,” said Art Hogan, chief market strategist at B. Riley Wealth. Reuters
Robinhood operates at the crossroads of brokerage and crypto. The app-driven company still relies heavily on transaction revenue from retail trading but has expanded its crypto and derivatives offerings to keep users engaged during lulls in stock activity.
That balance cuts both ways. A looser rulebook might boost participation and reduce compliance shocks, but policy changes often hit token prices first — and ripple through the stocks linked to them.
Robinhood is set to release its fourth-quarter and full-year results after market close on February 10. The company will also hold a video call featuring CEO Vlad Tenev and incoming CFO Shiv Verma.
Rates remain in focus. The Federal Reserve will convene next on Jan. 27-28, following inflation data that’s been muddied by last year’s government shutdown effects.
Traders are closely tracking the pace at which the Senate crypto draft advances through committee, keeping an eye on potential rewrites to sections involving stablecoin rewards and regulatory authority.
Regulatory hurdles remain a familiar threat for Robinhood, especially as it expands into offerings critics liken to betting. “But with us being early to market, we’ve been able to fine-tune our product,” said Adam Hickerson, senior director of futures at Robinhood, discussing their event contracts and prediction-style markets. Reuters
In the short run, the market will track two key factors: Washington’s crypto agenda and bitcoin’s next move. Then all eyes shift to Feb. 10, when volumes, guidance, and clues about the staying power of newer products will come into focus.
