I like the "other revenue" segment of Circle Internet Group (CRCL). However, reserve income is still the main top-line contributor. Therefore, a good part of the company's revenue is tied to USDC circulation. Despite the 72% yoy jump last year, reserve income was up a mere 3% qoq. Specifically, reserve income was $733M in Q4 (+77% YoY), yet only +3% sequentially vs +12.1% in Q3; I see that as evidence that USDC growth tracks Bitcoin-led crypto cycles.
Strategy Inc (NASDAQ:MSTR) stock was last seen trading down 4.2% at $125.53, falling with the broader crypto sector as investors unpack President Donald Trump's latest global tariff threat of 15%.
The performance of digital assets in recent months, especially bitcoin, has been testing investor conviction in both the category's near-term growth potential as well as bitcoin's standing as a gold-like store of value and a key character in the debasement trade story.
It seemed for a while that a meteoric—if uneven—rise in Bitcoin was all but inevitable, as the top cryptocurrency flew past the $100,000 threshold midway through 2025. However, an October high couldn't last, and despite making a modest recovery to end the year, BTC is once again plummeting early in 2026.
Here, we discuss three stocks, MSTR, WULF and RIOT, which are well-poised to benefit from the growing proliferation of bitcoin and other cryptocurrencies.
The biggest U.S. crypto exchange reports a 22% drop in revenue during the fourth quarter, when prices of bitcoin and other digital assets fell sharply.
Coinbase Global Inc (NASDAQ:COIN) stock was last seen down 6% at $152.73, as investors remain pessimistic about its Bitcoin (BTC) adjacent business ahead of the company's fourth-quarter earnings report, due out after the close tomorrow, Feb. 15.
Robinhood Markets, Inc. offers a compelling opportunity after a sharp pullback driven by weak Q4 crypto revenues. HOOD's revenue growth opportunity is fueled by options transactions, prediction markets, and net interest income, not solely crypto trading. The prediction markets present a massive long-term growth runway, with potential for 10x-15x business expansion by 2030.
On today's episode of CNBC Crypto World, experts weigh in on recent crypto market pressure as bitcoin heads for its fourth negative week in a row. We also recap some highlights from the 2026 CNBC Digital Finance Forum earlier this week, an event sponsored by MoonPay.
HOOD beats Q4 earnings estimates as trading ex-crypto, higher NIR and Gold subscribers lift results, but shares drop on weak crypto activity.
Shares of Robinhood fell in after-hours trade on Tuesday, after caution on crypto trading weighed on the trading app's fourth-quarter sales and the company forecast a big jump in spending for the year.
The brokerage finished 2025 on a strong note, though its stock is down roughly 24% this year.