OKX, one of the world's largest cryptocurrency exchanges, was valued at $25 billion after it received a minority investment from Intercontinental Exchange , the NYSE parent said on Thursday.
Coinbase Global Inc (NASDAQ:COIN) stock is charging higher this morning, last seen up 7.5% to trade at $196.08, the cryptocurrency wallet enjoying a halo lift alongside Bitcoin (BTC).
Crypto-linked equities are surging in premarket trading Wednesday morning. Strategy (Nasdaq: MSTR) is up 6.7%, Coinbase (Nasdaq: COIN) is up 5.6%, and Circle (NYSE: CRCL) is up 2.9% as of 7:55 AM ET, with Bitcoin providing the fuel for all three moves.
Nicholas Crypto Income ETF stands out as a high-quality, actively managed crypto income fund with a sustainable strategy and weekly distributions. BLOX's methodical holdings, option-writing approach, and diversification offer resilience during crypto downturns, with a current annual yield of approximately 36%. The fund's active management allows dynamic option strategies, reducing NAV erosion and volatility compared to higher-yielding, less flexible peers.
HOOD's shares are down nearly 30% as crypto trading slumps, but global expansion, new products and buybacks could reshape the stock's risk-reward.
Most crypto funds bet on a single asset. Bitwise 10 Crypto Index Fund ( NYSEARCA:BITW ) takes a different approach, offering diversified exposure to the top 10 cryptocurrencies by market cap, weighted by free-float.
Bitmine (NASDAQ: BMNR) has quietly become one of the most interesting crypto-related stocks on the board — not because it mines Bitcoin, but because it no longer does. The company made a decisive pivot away from Bitcoin mining and went all-in on Ethereum.
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.