If BTC & ETH start to rally over the next few quarters...
Here's my "of interest" crypto-related stocks:
Bitcoin-Focused
$Bitfarms Ltd.(BITF)$ , (global BTC miner; low-cost hydro)
$TeraWulf Inc.(WULF)$ (zero-carbon miner; pivoting to AI/HPC)
$Strive(ASST)$ (BTC treasury; social buzz)⭐️
$Strategy(MSTR)$ (largest BTC holder; leveraged BTC ETF)
$CleanSpark, Inc.(CLSK)$ (efficient U.S. miner; rapid fleet growth)
$IREN Ltd(IREN)$ (renewable miner; building AI cloud)⭐️
Ethereum-Focused
$BitMine Immersion Technologies Inc.(BMNR)$ (2M+ ETH; immersion cooling, social fav)⭐️
$Bit Digital, Inc.(BTBT)$ (ETH staking; pivoted from BTC)
$HIVE Digital Technologies Ltd(HIVE)$ (dual BTC/ETH; high staking yield)
$Core Scientific, Inc.(CORZ)$ (ETH validator; massive infra rebuild)
Miners (Turned Data Centers?!)
$Riot Platforms(RIOT)$ (Texas mega-site; AI hosting deals)⭐️
$MARA Holdings(MARA)$ (largest miner; AI expansion underway)
$Cipher Mining Inc.(CIFR)$ (BTC fleet; adding AI colocation)
$Galaxy Digital Holdings Ltd.(GLXY)$ (mining + trading; venture upside)
$Hut 8 Mining Corp(HUT)$ (merged miner; AI revenue up 300%)
$Canaan Inc.(CAN)$ (ASIC leader; hash-rate arms race)
Stablecoins / Payments / Exchanges
$Circle Internet Corp.(CRCL)$ (USDC issuer; $50B+ circulation)⭐️
$PayPal(PYPL)$ (PYUSD stablecoin; 430M users)
$FISERV INC(FI)$ (enterprise rails; Circle partnerships)
$Coinbase Global, Inc.(COIN)$ (largest US crypto exchange)
$Robinhood(HOOD)$ (most buzz for retail crypto)⭐️
I put a *⭐️* next to the most attractive for me at the moment, but still building out a full thesis on highest conviction ideas.
BMNR is my overall favorite here.
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