Head of digital assets research @VanEck_us. PM, VanEck Onchain Economy ETF ($NODE). Disclosures https://t.co/oN8RR1GzoJ https://t.co/kuyqdO3qgW
Cite asCryptoQuant has tracked the directional calls on HOOD by @matthew_sigel on X since Apr 2024: not yet scored on HOOD (as of Nov 11, 2026).
Other assets covered (42)
7 HOOD calls on record, a thin history.
Relative view by default: fewer than 30 HOOD calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @matthew_sigel to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
We've been tracking every broker/exchange that has reported Q3 and the obvious weak link is pricing. $HOOD continued that today with weak-ish pricing power across options, equities and crypto. When I put all our broker/exchange EPS wraps into Claude, here was the summary: "The pattern across space is decent volume y/y, but weak q/q and deteriorating further. Unit pricing is the weak link. Rates and FX products have the best mix of volume and price, helped by the rate backdrop. Everything driven by retail or micro-sized flow is growing volume but not revenue due to weakening pricing. For both brokers and exchanges, non-trading lines (net interest, market data, solutions, clearing and treasury income) are carrying more of the earnings growth than trading."
View original →>Total revenues +12%; transaction revs +19% >Crypto trading revenue $120M vs. $114M est >Total platform AUM +19% y/y; net deposits +17% annualized >Retirement AUC +51% >Relative strength in options (+53% y/y) >Lowers expense guidance by ~1% >Share count flat >$1.35B remaining on share buyback authorization
$HOOD trading -5% AH on a topline miss and Q3 MAUs 13M vs est 14.4M. >Total revenues +12%; transaction revs +19% >Crypto trading revenue $120M vs. $114M est >Total platform AUM +19% y/y; net deposits +17% annualized >Retirement AUC +51% >Relative strength in options (+53% y/y) >Lowers expense guidance by ~1% >Share count flat >$1.35B remaining on share buyback authorization
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