To The Moon

Bitcoin has hit a new all-time high — and as always, clients and friends are asking: "Should I jump in?" "Is it too late to buy?" "How can I benefit without touching crypto directly?"

Fair questions. Personally, I’m not diving into crypto tokens. But I do believe this breakout opens doors to US-listed equities that ride on the same momentum — just with more structure, regulation, and visibility.

Below are 5 companies I’m watching that benefit from the Bitcoin surge — some direct, some indirect, all fundamentally sound. I’ve also included rough buy zones based on current price action for those looking to dollar cost average or buy on dips.

1. $Coinbase Global, Inc.(COIN)$ – The Cleanest Proxy to Crypto

• One of the most regulated crypto exchanges in the US

• Revenue spikes as BTC volume grows

• Also earns interest from USDC reserves

• Buy Zone: $190–$215

• Risk: Regulatory overhang is still present

If you want pure crypto exposure but prefer equities, COIN is the most straightforward option.

2. $Block, Inc.(XYZ)$ – Quiet Fintech Giant with Bitcoin Ties

• Behind Cash App (big in the US) — allows Bitcoin purchases

• Partners with Circle (USDC)

• Also owns Square — strong digital payments ecosystem

• Buy Zone: $65–$72

• Risk: Broader fintech exposure, not a direct BTC bet

If you like the digital payment theme with a BTC twist, Block is worth a look.

3. $CleanSpark, Inc.(CLSK)$ – Efficient Bitcoin Miner

• Profitable due to low energy costs

• Upside is very sensitive to BTC price

• Moves quickly in bull runs

• Buy Zone: $13–$15

• Risk: High volatility + energy prices affect margins

High risk, high reward. This is not for everyone — but if you're bullish and want leverage, CLSK could be it.

4. $NVIDIA(NVDA)$ – Not Just AI

• Known for AI chips, but GPUs still play a role in crypto

• Long-term winner in digital infrastructure

• Buy Zone (post-split): $110–$120

• Risk: Lofty valuation, AI expectations priced in

NVDA isn’t a pure BTC play, but it’s a strong name that catches upside from many tech trends, including blockchain.

5. $Circle Internet Corp.(CRCL)$ – The Stablecoin Infrastructure Play

• Issuer of USDC, the #2 stablecoin globally

• Revenue from interest on USDC reserves

• Partnered with Coinbase, Visa, BlackRock

• Buy Zone: $100–$130

• Risk: IPO hype + stablecoin competition

Circle is a solid “picks and shovels” bet for the digital currency space — and finally, it’s listed.

Crypto may still feel speculative — and it is, in many ways. But behind the headlines are real companies building infrastructure, processing payments, or enabling transfers. You don’t need to buy Bitcoin to benefit from the trend.

This isn’t financial advice — just sharing how I’m positioning and what I’m keeping on my radar. Happy to hear what others are watching too.

Stay steady, Darren