3 Crypto-Centric Stocks to Grab Before Bitcoin's Next Rally

Market Overview - The cryptocurrency market experienced a rebound, with Bitcoin (BTC) surpassing $116,000, following a period of gains over the past two weeks [1][4] - Bitcoin's recent rally is attributed to news regarding its potential inclusion in retirement accounts or 401(k) plans [1][4] Economic Context - Cryptocurrencies faced pressure due to uncertainties surrounding President Trump's tariffs and a delay in Federal Reserve rate cuts [2][8] - Despite these challenges, Bitcoin maintained a value above $110,000 after reaching an all-time high in June [2] Investment Opportunities - The renewed optimism around Bitcoin presents an opportunity to invest in crypto-focused stocks, specifically Robinhood Markets, PayPal Holdings, and Interactive Brokers Group [3][10] - These companies have shown strong growth potential for 2025 and have experienced positive earnings estimate revisions in the past 90 days [3][10] Company Analysis Robinhood Markets, Inc. - Robinhood operates a financial services platform allowing users to invest in various assets, including cryptocurrencies [10] - The expected earnings growth rate for Robinhood is 39.5%, with a Zacks Consensus Estimate improvement of 22.6% over the past 60 days [11] PayPal Holdings - PayPal provides digital wallet services enabling users to buy, transfer, and sell cryptocurrencies [12] - The expected earnings growth rate for PayPal is 12%, with a Zacks Consensus Estimate improvement of 2.6% over the last 60 days [13] Interactive Brokers Group, Inc. - Interactive Brokers is a global automated electronic broker that facilitates cryptocurrency trading [14] - The expected earnings growth rate for Interactive Brokers is 11.4%, with a Zacks Consensus Estimate improvement of 11.4% over the last 60 days [14] Market Potential - The integration of Bitcoin into 401(k) plans is seen as a significant step towards mainstream crypto adoption, with the U.S. retirement market valued at $43 trillion and nearly $9 trillion in 401(k) plans [5] - This potential inclusion could position Bitcoin as a core component of the financial system and encourage long-term investment in the asset [5]