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Ryan

๐Ÿ‘ค Speaker
5402 total appearances

Appearances Over Time

Podcast Appearances

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

So we talked about Ethereum Solana, Coinbase versus Robinhood.

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

Who wins here?

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

So Robinhood has shipped a bunch of new products and they're growing immensely in their market price in the trad market.

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

I think it started last year, about a year ago, pretty equal to Coinbase, like $60 million each, I think is what I remember.

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

So 50, excuse me, billion.

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

$50 or $60 billion each.

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

Robinhood has taken the lead in terms of market valuation.

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

Robinhood is currently at $106 billion to Coinbase's $70 billion.

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

And each one of them are starting to reposition themselves or position themselves as like a financial super app.

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

Do you have a take on who gains more of a lead in 2026, Robinhood or Coinbase?

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

I got access to Robinhood Banking just because I'm just trying, I hate Wells Fargo and they have fantastic UX.

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

So I got some early access to Robinhood Banking.

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

And it's not like,

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

All it is, you put your money in there and you can send your money around.

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

But the UX of it is so good.

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

It's so simple.

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

Like I can log in Face ID into Robinhood.

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

It looks just as cleanly and polished as the normal Robinhood app.

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

And there's something about that just like fits with millennials and Gen Z where like this is just what I've always wanted.

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

I don't have to go to my boomer bank anymore.