**Crypto Stocks Surge as Regulation and Bitcoin Exposure Intensify**
The landscape of crypto stocks is rapidly evolving, with recent developments reshaping investor sentiment. One of the most notable changes is the rebranding of MicroStrategy to **Strategy (ticker: MSTR)**, highlighting the company’s complete pivot to a Bitcoin-focused treasury model. Strategy now holds approximately **592,100 BTC**, having recently raised \$1 billion through the issuance of junior perpetual preferred shares. These funds were used to acquire an additional 10,100 BTC, a move analysts describe as “significantly accretive,” projecting up to 60% upside in its valuation.
Meanwhile, **Coinbase (COIN)** has seen a sharp rally, gaining over 16% following the U.S. Senate’s approval of the **GENIUS Act**—a landmark bill aimed at establishing regulatory clarity for stablecoins. The bill’s passage is viewed as a turning point for the crypto industry, with investors showing renewed confidence in compliant, token-based financial systems. Coinbase is also seeking SEC approval to launch tokenized equities, signaling an ambitious expansion into blockchain-based stock trading.
**Circle (CRCL)**, the issuer of USDC, also benefited from the legislative progress, with its stock jumping 16% after the Senate vote. The GENIUS Act mandates full asset backing for stablecoins and transparency requirements, further legitimizing key players in the space.
These moves reflect broader trends in the crypto equity market: increasing institutionalization, regulatory acceptance, and strategic use of digital assets on corporate balance sheets. As companies like Strategy and Coinbase deepen their ties to the crypto ecosystem, investors are being offered new, diversified ways to gain exposure to the digital asset revolution within the traditional financial system.
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