Reward 500 Tiger-coinsBitcoin has pulled back to $108,579. Recently, hype around crypto-related stocks has cooled, but many still believe the bull market isn’t over under Trump’s term. That said, performance among crypto stocks has started to diverge sharply.
Crypto is becoming more “Wall Street-like,” with tokens, miners, and exchanges increasingly tied to U.S. equities. If you want exposure, here are the 4 main types of crypto-related stocks to watch:
1. Stablecoin Plays
Think of them as the bridge between traditional finance and crypto. $Circle Internet Corp.(CRCL)$ , Tether, and Paxos are the big names. Risks are relatively low, but growth ceiling is limited. Perfect for institutions looking for steady exposure.
2. Exchanges
$Coinbase Global, Inc.(COIN)$ and $Robinhood(HOOD)$ dominate here. Unlike 2021’s retail-driven frenzy, this cycle is institution-led (institutions now make up 40%+ of trading). For exchanges, watch metrics like custody revenue growth, institutional margin balances, and regulated derivatives expansion. Robinhood is moving faster with diversification, while Kraken is waiting in the wings with IPO plans.
3. Miners
$Riot Platforms(RIOT)$ , $MARA Holdings(MARA)$ , $CleanSpark, Inc.(CLSK)$ and others are essentially high-beta plays on Bitcoin. Miners thrive in bull markets but bleed in bear cycles. U.S. mining share is rising to 38%, with Trump’s energy plan potentially lowering power costs by 15–20%. Scale and capital strength matter most.
4. Crypto Treasuries
$Strategy(MSTR)$ pioneered the “raise funds → buy Bitcoin → push price up” loop. Others like $SharpLink Gaming(SBET)$ and $Tron Inc.(TRON)$ follow similar models for ETH, Solana, or TRON. These plays carry the highest upside — but also leverage and regulatory risks. They’re for investors with strong risk appetite and deep due diligence skills.
In short: Stablecoins + Exchanges = Infrastructure.
Miners + Treasuries = High-risk, high-reward bets.
💬 What about you?
Would you prefer stable, infrastructure-style plays (stablecoins/exchanges) or go after high-risk miners/treasuries?
Do you think Robinhood could outgrow Coinbase in this cycle?
With BMNR’s lock-up shares set to be released on Sept 2, should investors consider exiting early?
More importantly, what key factors should guide stock selection in the crypto space?
Comments
矿商和国债是高风险的附带赌注。矿商可能会从较低的能源成本中受益，但仍受到比特币波动的影响。国债喜欢 $Strategy(MSTR)$ 有很大的上涨空间，但表现得像杠杆加密货币，所以我只会持有小头寸。在Coinbase和Robinhood之间，我认为Robinhood凭借多元化和更广泛的用户组合而领先。
为了 $比特矿沉浸技术公司（BMNR)$ 锁定，我会很谨慎，因为压力通常是向下倾斜的。总体而言，我在选择加密货币股票时重点关注可扩展性、监管弹性和资产负债表实力——更喜欢忍受周期而不是追逐极端波动的模型。
@Tiger_comments @TigerStars