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Top Cryptocurrency Stocks You Should Watch for a Healthy Portfolio

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An updated edition of the Feb. 13, 2025, article.

Cryptocurrencies such as Bitcoin, Ethereum, Solana, Cardano, Dogecoin, XRP, stablecoins and other altcoins operate on blockchain networks, decentralized systems that use advanced cryptography to deliver secure, transparent and immutable recordkeeping. This tamper-resistant architecture continues to support growing adoption and investor confidence worldwide.

However, these digital assets have undergone sharp corrections and extended periods of sideways trading in the past 3 months. Bitcoin, the largest cryptocurrency, has faced bearish sentiment amid a difficult macroeconomic backdrop and tighter liquidity conditions. In the year-to-date period, Bitcoin has traded between a low of $62,839.77 and a high of $96,917.94. Over the past seven days, Bitcoin has slipped 4.7%, while Ethereum and Solana have declined 4.8% and 10.8%, respectively. This has led to a sharp decline in crypto-related stocks, including Coinbase (COIN - Free Report) , Robinhood (HOOD - Free Report) , Strategy (MSTR - Free Report) and Visa (V - Free Report) .

Long-term expectations remain bullish due to a favorable regulatory environment and the growing institutional acceptance of cryptocurrencies. U.S. policy direction under President Donald Trump has further supported the market. The GENIUS Act, passed on July 17, 2025, establishes a legislative foundation for stablecoins, which benefits the likes of Circle Internet Group (CRCL - Free Report) that offers USDC. On Dec. 18, SoFi Technologies launched SoFiUSD, a fully reserved U.S. dollar stablecoin that can be used by banks, fintechs and enterprise platforms. J.P. Morgan recently launched a tokenized money-market fund on Ethereum, while Italian bank UniCredit issued its first tokenized structured note on a public blockchain. 

Meanwhile, blockchain technology is benefiting from innovations. Layer 2 and Layer 3 solutions are helping in completing transactions faster and cheaper. Cross-chain systems are connecting the Bitcoin, Ethereum and Solana platforms. However, security risks are rising with Google’s warning that quantum computers can break crypto security by 2029. This is expected to accelerate the development of the quantum-resistant blockchain technology.

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Strategy’s continued expansion of its bitcoin holdings underscores a disciplined strategy aimed at scaling long-term shareholder value. The company now holds more than 762,099 bitcoins, representing one of the largest corporate positions in the asset, and continues to add incrementally, including a recent purchase of 1,031 bitcoins. The company benefits from a diversified capital strategy, including ATM equity programs, preferred stock offerings and digital credit instruments, enabling it to continuously expand its bitcoin exposure. Through disciplined capital allocation and steady accumulation across cycles, MSTR is constructing a compounding portfolio geared toward long-term growth.

This Zacks Rank #1 (Strong Buy) company has successfully launched multiple instruments, including STRC, STRF and STRK, with STRC alone reaching $3.4 billion in size, highlighting strong investor demand for Bitcoin-backed, high-yield products. You can see the complete list of today’s Zacks #1 Rank stocks here.

At the same time, Strategy has raised $5.5 billion in 2025 through preferred equity IPOs and continued additional issuance via ATM programs, reinforcing digital credit as a powerful capital-raising engine. MSTR raised $25.3 billion in 2025 and has been deploying this capital to expand its bitcoin holdings, driving growth in bitcoin per share — a key performance metric.

Visa inked partnerships with the likes of Paxos, Bridge, Baanx and Rain that helped it proactively embrace the stablecoin technology. An investment in BVNK, along with these collaborations, is aimed at building a robust payment infrastructure for faster, cheaper and more secure cross-border payments. 

Visa has moved beyond its early USDC settlement pilot to support three additional stablecoins — PYUSD, USDG and EURC — across four major blockchains: Ethereum, Solana, Stellar and Avalanche. This expansion positions Visa to capture growth in digital currency settlements while safeguarding its payments dominance against stablecoin-native challengers. Visa processes more than $3.5 billion in annual stablecoin settlement volume. The company launched USDC settlement in the United States in late 2025 with initial banking partners, including Cross River Bank and Lead Bank.

Blockchain networks tout speed and cost efficiency, which, combined with Visa’s decades of expertise in fraud prevention, compliance and global interoperability, provide enduring competitive advantages. This Zacks Rank #2 (Buy) company has integrated crypto into everyday payments through cards, with crypto card use growing 525% year over year in 2025. 

Circle Internet Group offers USDC stablecoin, which is redeemable on a one-for-one basis for U.S. dollars and is backed by reserves consisting of highly liquid, price-stable cash and cash equivalents. As of March 30, $77.3 billion USDCs were in circulation compared with $75.3 billion at the end of 2025. The use of USDC is also expanding rapidly across blockchain networks and real-world financial applications. In the fourth quarter of 2025, on-chain USDC transaction volume reached $11.9 trillion, surging 247% year over year. An expanding partner base, which includes the likes of Kraken, Binance, Corpay, FIS, Fiserv, OKX, Finastra and Fireblocks, is noteworthy.

This Zacks Rank #3 (Hold) continues to strengthen the sustainability of its growth through deeper ecosystem integration. USDC usage is expanding across more than 30 blockchain networks, supported by growing wallet adoption, rising mint and redemption activity, and increasing institutional participation through partnerships with companies like Visa and Intuit. Circle’s long-term growth outlook remains convincing, with management expecting USDC circulation to see a 40% CAGR, supporting continued expansion in reserve-driven revenues.

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