COIN rides regulatory clarity and ecosystem growth, while RIOT bets big on AI-fueled data centers beyond mining.
The alternative asset space is one that's hard to define. Some investors view companies in private equity, real estate, or digital asset sectors as the best way to invest outside of the traditional system.
Robinhood UK's most-bought stocks in November show retail investors sticking with two big themes despite a choppy month: crypto miners and artificial intelligence. Bitcoin's slump made for grim reading across the mining cohort, yet MARA (formerly Marathon Digital), IREN and Cipher Mining still attracted strong buy orders.
New research from CoinShares breaks down why Bitcoin and Ethereum function as complementary rather than competing assets, a distinction that could support the investment case for dual-exposure products like the CoinShares Bitcoin and Ether ETF (BTF).
Bitcoin's recent bout with volatility — one that led to a noticeable pullback and surprisingly weak run in October — reminds investors of some important points. That includes the often-tight correlations to the crypto shared by companies that mine it.
It was a strong bounce-back day for the tech space, with all "Mag 7" stocks up for the session.
NVDA, HOOD and IBKR stand out as crypto-centric picks as Bitcoin's sharp pullback and rising earnings estimates create buy-the-dip openings.
Nicholas Crypto Income ETF (BLOX) offers a unique blend of cryptocurrency, crypto miners, trading platforms, and semiconductor stocks for diversified crypto exposure. BLOX employs options strategies to extract weekly dividends, targeting income generation alongside potential capital appreciation in a volatile asset class. Despite a recent -40% drawdown, BLOX remains positive on a 6-month total return basis and is positioned for a potential short-term rebound due to oversold conditions.
Investors would have been hoping for sizable gains, seeing as Nvidia's solid earnings have sparked a rally for tech stocks.
TON Strategy offers a unique, highly speculative opportunity as the only public vehicle for exposure to Toncoin and its exclusive Telegram integration. TONX benefits from emerging use cases within Telegram's vast user base, world-class leadership, backing from top-tier VCs, and a clean, unlevered balance sheet. Shares trade at a steep 67% discount to NAV, with potential value accretion via capital allocation, stock buybacks, and staking revenue opportunities.
Reiterate Buy rating on Bitcoin despite recent drop below $90,000, viewing current fear as a buying opportunity. BTC's investment thesis remains intact: crypto-friendly policies, ETF flows, and institutional adoption continue to support long-term upside. Technical indicators show low RSI and declining exchange balances, historically signaling strong future price appreciation for BTC.
Cryptocurrency-related stocks are in focus today, after Bitcoin (BTC) briefly slipped below $90,000 earlier, before staging a rebound.