Weekly News, June 28 - July 4, 2025.
Crypto Stocks Surge 119% YTD, Outperforming Bitcoin.
Cryptocurrency-related stocks have significantly outperformed Bitcoin in the first half of 2025, surging 119% year-to-date, while Bitcoin has increased only slightly, less than 15%. Analysts at 10x Research state that this trend underscores Wall Street's growing interest in the crypto industry, driven by a more favorable regulatory environment in the United States. Companies such as Coinbase, Circle, and Robinhood have experienced double-digit growth and reached new highs, with Circle's market cap soaring to $41.000 billion. While 2024 was the year of Bitcoin ETF inflows, analysts at 10x Research suggest that 2025 is shaping up to be the year of crypto stocks, encompassing not only new IPOs but also crypto-related companies already listed on the stock exchange, such as mining companies, diversified businesses, and companies holding substantial digital asset treasuries.
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