#CryptoStocks

Coinbase (COIN)

- Seeking SEC approval to offer **tokenized equities, enabling blockchain-based stock trading to rival Robinhood and Charles Schwab .

- Shares surged 16% after the Senate passed the GENIUS Act, which regulates stablecoins and could expand Coinbase’s revenue from USDC stablecoin services .

2. Circle (CRCL)

- Issuer of the USDC stablecoin shares skyrocketed 33% post-GENIUS Act clearance. The bill mandates reserve transparency, boosting institutional trust .

- Stablecoin-related revenue jumped 50% YoY in Q1 2025, driven by record USDC adoption .

3. MicroStrategy (MSTR)

- Up 400%+ YTD, holding 439,000 BTC** ($47B+). Recently added to the Nasdaq 100 with a price target of $650 .

4. Bitcoin Miners

- Core Scientific (CORZ) Up 320% YTD**, leveraging AI partnerships .

- Hut 8 (HUT) Diversifying into AI infrastructure; a top holding in Amplify’s blockchain ETF (BLOK) .

Catalysts

- Regulatory Wins GENIUS Act’s House passage (expected by summer) may ignite stablecoin growth .

- Corporate Adoption Amazon, Walmart, and Ant Group exploring proprietary stablecoins .

> 💡 Insight Crypto stocks thrive on regulatory clarity and BTC momentum. Coinbase and Circle lead in infrastructure, while miners pivot to AI for sustainability.