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3 Crypto-Centric Stocks to Buy on the Dip Before Bitcoin Resumes Rally
ZACKSยท2025-10-14 12:56

Market Overview - The cryptocurrency market experienced a significant decline, with nearly $500 billion lost as panic spread due to President Trump's threat of 100% tariffs on China [1] - Bitcoin (BTC) fell nearly 19% from its all-time high earlier in the week, reaching a low of $103,800 before recovering to around $112,000 [4][5] - The Federal Reserve's recent interest rate cuts and concerns about inflation and a shrinking labor market have led investors to shift from riskier assets like cryptocurrencies to safer options such as gold [6] Bitcoin Recovery - Bitcoin is attempting a rebound after its decline, with expectations that it will resume its upward trajectory once market conditions improve [2][7] - The cryptocurrency's recent volatility is attributed to unclear statements from President Trump regarding trade relations with China [4] Investment Opportunities - A "buy-the-dip" strategy is suggested for investing in crypto-focused stocks, with three companies highlighted: Robinhood Markets, NVIDIA Corporation, and Visa Inc. [3][11] Robinhood Markets, Inc. - Robinhood operates a financial services platform allowing users to invest in various assets, including cryptocurrencies [8] - The expected earnings growth rate for Robinhood for the current year is 62.4%, with a 16.4% improvement in earnings estimates over the past 60 days [9] NVIDIA Corporation - NVIDIA is a leading designer of graphics processing units (GPUs), which are essential for cryptocurrency mining and production [12] - The expected earnings growth rate for NVIDIA for the current year is 48.3%, with a 4.7% improvement in earnings estimates over the past 60 days [13] Visa Inc. - Visa is modernizing cross-border money movement by expanding its stablecoin settlement capabilities on the Solana blockchain [14] - The expected earnings growth rate for Visa for the current year is 13.7%, with a 0.9% improvement in earnings estimates over the last 90 days [15]