The crypto sector’s heating up again — but not just because bitcoin hit another record high.
This time, the setup’s deeper. Lawmakers in Washington are pushing forward with three major crypto bills — the GENIUS Act, the CLARITY Act, and the Anti-CBDC Surveillance State Act. These could define the future of digital assets in the U.S. for years to come.
Cryptocurrency stocks include all of the following:
| Bitcoin mining | Companies that dedicate enormous amounts of computing power to “mining” new bitcoin make up this sector |
| Blockchain tech | Apps like PayPal (NASDAQ: PYPL) which handle cryptocurrency transfer fit into this sector |
| Crypto services | Exchanges are a big part of the crypto services sector |
The cryptocurrency sector is part of the financial services sector, which is cyclical — meaning that stocks tend to follow the direction of the larger economy. Prior to the crypto crash of 2022, crypto boosters theorized that the crypto sector would be resistant to larger economic currents, with crypto acting as a hedge against inflation. While it hasn’t quite worked in that way, crypto is turning into a force of its own.
Halfway through 2025, we’re seeing surges in crypto-linked stocks like Coinbase (COIN) and newly public Circle (CRCL). Bitcoin cracked $121,000 to start the week, and the sector’s now riding the kind of momentum traders dream of.
It’s not just about coins anymore. Regulation could reshape the entire industry — and traders are speculating on what that means for exchanges, miners, and stablecoin issuers. Combine that with Trump’s renewed tariff threats and inflation uncertainty, and we’re entering a pressure-cooker environment where volatility will spike.
At their best, every crypto stock trades like a penny stock. That’s why I watch this sector closely — not to invest in the future of blockchain, but to trade the patterns when hype meets momentum.
Here are six crypto-related stocks I’m watching — based on real news, price action, and market psychology.
The Best Cryptocurrency Stocks in 2026 — Sector Leaders
Let’s unpack what the ‘best cryptocurrency stocks’ should mean to you. I definitely don’t mean that they’re the best stocks to invest in.
I don’t think that any stocks are ‘safe.’ What I look for is volatility, and the best cryptocurrency stocks have plenty of it!
When you’re learning about a sector, pay attention to the sector leaders. Their charts can tell you a lot about the health of the sector.
When they’re running, their momentum can affect their entire sector and create the sympathy plays I like to trade!
Coinbase Global Inc [NASDAQ: COIN]
Coinbase is the dominant U.S.-based cryptocurrency exchange, originally founded in 2012 as a user-friendly on-ramp for crypto traders. Over the past decade, it’s evolved into a full-stack crypto platform offering everything from custody and prime brokerage to staking and analytics. With institutional inflows climbing and bitcoin trading above $120,000, Coinbase is positioned as the core infrastructure play in the crypto space. Shares have surged more than 80% in the past year, fueled by record trading volume and optimism around regulatory clarity coming out of D.C. With Congress now debating landmark crypto legislation, Coinbase is one of the most direct beneficiaries. This stock moves with bitcoin — but it also runs on regulation headlines, ETF flows, and sector-wide sentiment. Traders should watch both the chart and Capitol Hill.
Even though it’s a heavyweight stock, when the catalysts are there it can FLY.
MicroStrategy Inc [NASDAQ: MSTR]
Founded in 1989 as a business intelligence software firm, MicroStrategy has evolved into one of the largest corporate holders of bitcoin. Under Executive Chairman Michael Saylor, the company began aggressively purchasing bitcoin in 2020, transforming itself from a traditional software vendor into a de facto bitcoin investment vehicle.
Read more: Is MSTR Stock a Buy Right Now?
As of mid-2025, the company holds over 200,000 BTC on its balance sheet, making its stock performance heavily correlated with bitcoin’s price movements. While it still offers enterprise analytics tools, most traders and institutions now treat MSTR as a leveraged bitcoin proxy — especially when BTC breaks out to new highs. Its regulatory filings and treasury moves often act as sentiment signals for the broader crypto market.
Circle Internet Financial Ltd [NYSE: CRCL]
Circle is the issuer of USD Coin (USDC), one of the largest U.S. dollar-backed stablecoins in the world. Founded in 2013, Circle went public in June 2025 and quickly became one of the year’s biggest IPO stories.
Is Circle Internet Group Undervalued?
The company operates at the intersection of crypto infrastructure and fintech, offering stablecoin issuance, API-based payment solutions, and regulatory-compliant digital asset services. Circle’s business model depends on the growth and adoption of stablecoins across DeFi, remittances, and institutional settlements. With the GENIUS Act advancing in Congress — potentially giving regulated stablecoin issuers a clear legal framework — Circle stands to gain as one of the most established players in the space. Its early IPO momentum and ties to federal crypto legislation make CRCL one of the most-watched tickers in the sector.
The Best Cryptocurrency Penny Stocks in February 2026
With Donald Trump sworn in as the 47th President of the United States, the cryptocurrency market is riding high. Bitcoin (BTC) smashed through a new all-time high on a day when traditional markets were closed for Martin Luther King Jr. Day—coincidentally, the same day as Trump’s inauguration. Traders and crypto enthusiasts alike are paying attention to Trump’s desire to make the U.S. a global leader in the crypto space.
The incoming administration has committed to investing in digital currencies. Trump’s crypto ideas include the creation of a federal Bitcoin reserve, streamlined regulations to attract institutional investment, and policies aimed at promoting widespread adoption of cryptocurrencies. The buzz surrounding Trump’s pro-crypto stance has ignited momentum across the board, with Bitcoin-related stocks, blockchain companies, and digital assets benefiting from the market’s optimism. The launch of Trump’s digital tokens—Crypto Emperor Trump ($TRUMP) and Official Melania Meme ($MELANIA)—is another part of this hype sandwich.
For short-term traders, the volatility surrounding these developments creates plenty of opportunities to trade the spikes. But, as I always teach, don’t get caught up in the hype. The crypto market is as unpredictable as ever, and it’s critical to stick to your trading framework. Cut losses quickly, lock in your profits, and always remember that no stock—or coin—is “safe.”
The stocks on my watchlist aren’t recommendations to buy. This is just ONE of the many watchlists I keep…
I want to show you how to create your own watchlists, so that you’re prepared for anything the market throws at you!
Sign up for my NO-COST weekly watchlist to get my latest picks!
Hyperscale Data Inc. (AMEX: GPUS)
GPUS spiked big on July 1 — then faded just as fast. Classic crypto news mover. The company dropped a headline about launching a U.S.-based decentralized exchange under its Ault Markets subsidiary. Traders piled in premarket, sending it up near $3 before it slammed back down to $1.49 by the close.
This is textbook summer action: fast move, fast fade.
What I’m watching for: Another spike off similar news or a chat pump. The float is relatively low and this has run before. But it needs volume and a clear breakout level. No volume = no play. No setup = no trade.
Marathon Digital Holdings Inc. (NASDAQ: MARA)
MARA ripped nearly 10% to start the week as bitcoin hit a new all-time high above $122,000 and “Crypto Week” kicked off in Washington. This isn’t just a sympathy bounce — MARA is one of the largest bitcoin miners in the U.S., with 48,000 BTC on the balance sheet and a plan to scale to 75 EH/s by year-end. That puts it in rare territory for production power and exposure.
Volume surged past 14 million shares on Monday, a sign that the sector is officially back in play. Momentum like this can build fast when bitcoin holds highs and political headlines line up. The Genius Act vote is a wildcard — and any regulatory clarity could give this move legs.
What I’m watching for: If bitcoin stays strong and the House passes any pro-crypto bill, MARA could retest recent highs or better. But I won’t chase strength — I’ll wait for dips with support or clean afternoon breakouts.
Riot Platforms Inc. (NASDAQ: RIOT)
RIOT is another bitcoin miner catching a bid off Crypto Week hype and BTC’s latest record run. Shares jumped 3.6% after hours Monday, piggybacking off the same momentum as MARA — though with less exposure to the regulatory narrative and more focus on pure mining. The company also builds infrastructure and electrical components, giving it a slightly more diversified revenue base.
Still, RIOT trades as a leveraged bitcoin play. And right now, traders are piling into anything that moves with BTC. It’s not as strong as MARA, but the chart’s heating up and volume is ticking higher.
What I’m watching for: I want to see how it trades around the $13 area — if bitcoin holds or spikes again, this could become a second-tier runner. Weakness after the open = avoid. Otherwise, I’ll stay nimble and look for VWAP holds or afternoon setups.
* Past performance doesn’t indicate future results.
How to Trade Cryptocurrency Stocks
Learning how to trade cryptocurrency stocks starts with your education. You need to learn what penny stocks are, how they work, and how to identify their patterns.
My FREE penny stock trading guide is a good start.
From there, if you want to take it to the next level, consider joining my Trading Challenge.
Once you’re ready to start trading, you need a few key things…
Choose the Right Broker
To trade stocks, you need a brokerage account. Your broker is the gateway between you and trades. Choose a good one … Do your research and check out this guide for more tips.
Check out this quick startup guide to choosing a broker:
Get a Powerful Stock Platform
A stock screener can help you narrow down the many stocks available to trade. I use StocksToTrade, which can also help with the next item…
Build Your Watchlist
Before every trade, you need to perform a detailed stock analysis.
There are two key types of stock analysis: fundamental analysis and technical analysis.
See how I build my watchlists every Sunday by signing up to my NO-COST weekly watchlist!
StocksToTrade can help you do both: it has awesome charting software and links to stock news, SEC filings, and even social media mentions.
With day trading penny stocks, technical analysis — reading the charts — matters more. Chart patterns show me how a stock’s performed over weeks, months, or even years. That helps me build my…
Follow Your Trading Plan
A trading plan is where you plot out entry and exit points, risk, and profit goals. Ideally, you base the plan on careful research and stick to it.