Crypto Stocks
Cryptocurrency-related stocks are gaining momentum, driven by regulatory advancements and strong market outlooks. Specifically:
Coinbase (COIN) rose +17% following the progress of the GENIUS Act bill in the U.S. Senate, which establishes a clear framework for stablecoins. This reinforces its value as the second source of revenue behind crypto trading.
Circle (CRCL), creator of USDC, had a spectacular debut on the stock exchange: +120% in a month, encouraged by the same regulatory context.
Among the “micro-cap” stocks, Sol Strategies (HODL/CYFRF) announced its listing on Nasdaq, while MicroStrategy (MSTR), Riot Platforms (RIOT), and others stand out for their direct or indirect link to the crypto ecosystem.
Global context: the growing institutional adoption of crypto assets, reflected in ETFs and the regulation of stablecoins, is driving capital flows towards stocks like COIN, CRCL, and MSTR.
In summary: the regulatory advancements of the GENIUS Act and institutional shift offer a positive environment for “crypto stocks.” Coinbase and Circle are emerging as key players, with MicroStrategy and Riot as attractive alternatives.
