Sean Hagan, lead market analyst at Bitcoin Magazine TV, sees upside in three names on the Roundtable 100 that he believes the market hasn't fully priced in: Superplanet, Strive, and Robinhood
Sean Hagan, lead market analyst at Bitcoin Magazine TV, sees upside in three names on the Roundtable 100 that he believes the market hasn't fully priced in: Superplanet, Strive, and Robinhood.
Hagan shared his analysis in an interview with TheStreet Roundtable, breaking down what he sees as asymmetric opportunity across Bitcoin treasury plays and a brokerage that keeps expanding its crypto footprint.
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Hagan is extremely bullish on Superplanet. Currently trading under the ticker SLE, the company rose 20 places to sit at No. 2 on the Roundtable 100 this week.
The company is the planned U.S.-listed Bitcoin treasury platform created from the restructuring and renaming of Super League Enterprise (Nasdaq: SLE), backed by the Japanese firm Metaplanet, the world's third-largest corporate Bitcoin holder.
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If a shareholder vote passes in early Q4, Superplanet would become a fully operated Metaplanet subsidiary and launch a preferred perpetual equity product in the U.S. market, a move the Japanese entity has struggled to get approved by regulators at home.
"They will almost immediately have double the amount of assets on their balance sheet," Hagan said, noting that Metaplanet is contributing roughly 2,100 BTC initially, with a target to double that to 4,200 BTC through the preferred offering.
He sees the small public float as a potential catalyst.
"Even if that MNAV drops to a discount of 0.8 or 0.7, you're still going to have a substantial jump from around $5 to $8 a share," Hagan said.
"There's way more asymmetric upside in the short to medium time frame."
Strive (Nasdaq: ASST), the Dallas-based financial services company founded by Vivek Ramaswamy and Anson Frericks, currently sits at No. 9 on the Roundtable 100. The company jumped six places this week.
The ASST stock has surged over 100% this year and currently trades around $30, but Hagan isn't concerned about the premium.
"I don't think you can underestimate what a firm that was able to execute at such a high level in a bear market is going to do when things go right," Hagan said.
He pointed to Strive keeping its preferred perpetual equity offering at par through most of the recent downturn as evidence of strong execution.
Follow Strive on the Roundtable 100
With Bitcoin reclaiming its 50-week moving average and ETF inflows turning positive on the year, Hagan sees the macro environment now working in Strive's favour.
"Every day that passes that it stays kind of around this $30 or less mark, it's just looking like a better and better opportunity," he said.
Robinhood Markets (Nasdaq: HOOD) has fully embraced crypto, prediction markets, and an expanding product suite, but what stands out to Hagan is how deliberately the company is moving.
He highlighted the Bitstamp acquisition to roll out perpetual futures and the company’s approach to agentic trading, where AI agents can trade within controlled parameters.
Find out Robinhood's score on the Roundtable 100
He also discussed its interest in tokenizing equities on what Hagan called “an institutional chain,” without the governance token structures that have tripped up other companies.
"It's not just that they're innovating. They're doing the right moves," Hagan said. "They're taking a very mature, very measured approach."
When asked whether any other exchange belongs in the same conversation, Hagan said no household name currently matches Robinhood's user experience, "especially when it comes to agentic trading and then hopefully here soon perpetual futures."
Robinhood jumped eight places to occupy No. 27 in the Roundtable 100 this week.
See the full ranking on the Roundtable 100.
Disclaimer: This article is for informational purposes only and does not constitute financial advice. Investments are subject to market risk. Always conduct your own research before making any investment decisions.
Disclosure: RTB Digital, Inc. (Nasdaq: RTB), publisher of the Roundtable 100, is itself a ranked constituent of the index. The Roundtable 100 is published for informational purposes only and is not investment advice, an offer, or a recommendation to buy or sell any security, commodity or digital asset. Rankings reflect the views of Roundtable analysts as of the ranking date. Investing involves risk, including loss of principal.
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