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
Miners and treasuries are high-risk side bets. Miners might gain from lower energy costs but remain tied to Bitcoin’s swings. Treasuries like $MicroStrategy(MSTR)$ carry big upside but act like leveraged crypto, so I’d only take small positions. Between Coinbase and Robinhood, I see Robinhood ahead thanks to diversification and its broader user mix.
For $BitMine Immersion Technologies Inc.(BMNR)$ lock-up, I’d be cautious since pressure usually leans downward. Overall, I focus on scalability, regulatory resilience, and balance sheet strength when selecting crypto stocks — favoring models that endure cycles over chasing extreme volatility.
@Tiger_comments @TigerStars