4 Crypto-Centric Stocks to Buy Before Bitcoin Resumes Its Rally

Market Overview - The cryptocurrency market has experienced a slowdown, with Bitcoin (BTC) retreating from its all-time high of $123,153.22 to around $115,100, entering a short-term bearish zone [3][4][11] - Factors contributing to this decline include President Trump's tariffs, a delay in interest rate cuts by the Federal Reserve, and rising inflation concerns due to higher tariffs [4][5][6] Investment Opportunities - The current dip in Bitcoin presents an opportunity to invest in crypto-focused stocks, specifically Interactive Brokers Group (IBKR), Visa Inc. (V), Robinhood Markets, Inc. (HOOD), and PayPal Holdings (PYPL), all of which show strong growth potential for 2025 [2][11] - Each of these companies has seen positive earnings estimate revisions in the last 90 days, indicating favorable market sentiment [2][11] Company Insights Interactive Brokers Group (IBKR) - IBKR is a global automated electronic broker that facilitates cryptocurrency trading and has an expected earnings growth rate of 9.7% for the current year [8][9] - The Zacks Consensus Estimate for current-year earnings has improved by 9% over the last 90 days, and IBKR holds a Zacks Rank 1 (Strong Buy) [9] Visa Inc. (V) - Visa is expanding its stablecoin settlement capabilities on the Solana blockchain, enhancing global transaction efficiency [12] - The expected earnings growth rate for Visa is 13.5%, with a 0.5% improvement in the Zacks Consensus Estimate over the last 90 days, and it holds a Zacks Rank 2 (Buy) [13] Robinhood Markets (HOOD) - Robinhood operates a financial services platform that allows users to trade various cryptocurrencies, including Bitcoin and Ethereum [14] - The expected earnings growth rate for Robinhood is 20.2%, with a 7.4% improvement in the Zacks Consensus Estimate over the last 60 days, and it holds a Zacks Rank 1 [15] PayPal Holdings (PYPL) - PayPal provides digital wallet services for purchasing and selling cryptocurrencies, including Bitcoin and Ethereum, and allows users to use cryptocurrencies for online transactions [16] - The expected earnings growth rate for PayPal is 11.4%, with a 2.2% improvement in the Zacks Consensus Estimate over the last 90 days, and it holds a Zacks Rank 2 [17]