From Coinbase to MicroStrategy: Decoding the Hottest Crypto-Linked Stocks in 2025

From Coinbase to MicroStrategy: Decoding the Hottest Crypto-Linked Stocks in 2025

As traditional markets embrace crypto, stocks like Coinbase (COIN), Circle (CRCL), and MicroStrategy (MSTR) are becoming proxies for digital asset exposure. This analysis breaks down the 'Bitcoin treasury' trend, stablecoin mania, and why GameStop just joined the party—with a side of cold hard data. Spoiler: Wall Street's playing catch-up with crypto natives.
Circle's IPO: How a Stablecoin Company Redefined Wall Street's Crypto Valuation Playbook

Circle's IPO: How a Stablecoin Company Redefined Wall Street's Crypto Valuation Playbook

When Circle's IPO skyrocketed 250% in two days, it wasn't just bankers choking on their martinis—it was crypto rewriting TradFi rules. As a quant who's seen seven bull cycles, I break down why Circle's 160x P/E isn't insanity (well, not entirely), how Coinbase quietly profits more than Circle itself, and whether Tether's US exit leaves $500B on the table. Grab your spreadsheets—we're decoding the new math of monetary disruption.