President elected Donald Trump will be in mandate today and since he was elected cryptocurrency and related stocks have been on the rise as it is expected that new president will be more friendly with the world of crypto. Being that the case, we have decided to create a pie with a selection of stocks with big exposure to cryptocurrencies, the ‘Top 20 – Crypto Exposure‘. As you know, past performance is not an indicator of what will be happening in the future, however we are happy to dedicate a part of our investing budget into this thematic.
Bitcoin, the world’s first and most popular cryptocurrency, has grown from a niche asset to a global phenomenon. Its volatile nature and potential for high returns have attracted both retail and institutional investors. While investing directly in Bitcoin can be daunting due to its price swings and technical complexity, an alternative approach is what we have just done, gain exposure through publicly traded companies involved in the cryptocurrency ecosystem. As the pie with the crypto exposure contains Top 20 stocks crypto related, on this article we will be reviewing only what we think is the Top 5 Stocks with exposure to crypto, touching a bit about their strategies, strengths, and potential. Time to start!
1. MicroStrategy (MSTR)
MicroStrategy, a business intelligence and software company, has become synonymous with Bitcoin exposure in the stock market. Under the leadership of Michael Saylor, its co-founder and executive chairman, MicroStrategy has adopted an aggressive Bitcoin acquisition strategy. The company holds over 150,000 Bitcoins as of 2025, making it one of the largest corporate Bitcoin holders globally.
Why Consider MicroStrategy?
- Bitcoin as a Treasury Asset: MicroStrategy has transformed its balance sheet by replacing cash reserves with Bitcoin, viewing it as a superior store of value.
- Stock Performance: The company’s share price has shown a strong correlation with Bitcoin’s price movements, providing a leveraged exposure to the cryptocurrency, although note in here, if Bitcoin goes badly down the hill, likely the stock will follow.
- Institutional Confidence: The firm’s Bitcoin strategy has attracted significant attention, solidifying its reputation as a Bitcoin proxy.
2. Coinbase Global (COIN)
Coinbase, the largest cryptocurrency exchange in the United States, offers a direct way to capitalise on the growing adoption of Bitcoin and other digital assets. Founded in 2012, Coinbase provides a secure platform for buying, selling, and storing cryptocurrencies, catering to both retail and institutional clients.
Why Consider Coinbase?
- Transaction Revenue: Coinbase earns significant revenue from transaction fees, which increase during periods of high trading activity.
- Diversified Services: Beyond trading, Coinbase offers staking, institutional custody solutions, and a growing range of decentralised finance (DeFi) products.
- Regulatory Position: As a publicly traded company, Coinbase has prioritised compliance with regulatory requirements, giving it a competitive edge in a heavily scrutinised industry.
While Coinbase benefits from Bitcoin’s growth, its performance is tied to overall cryptocurrency market conditions. A prolonged bear market could reduce trading volumes and impact revenues, this is the main risk on these stocks.
3. Tesla (TSLA)
Tesla, the renowned electric vehicle (EV) manufacturer, made headlines in early 2021 when it disclosed a $1.5 billion Bitcoin purchase. Although the company later trimmed its holdings, it remains an influential player in the Bitcoin ecosystem. Tesla also briefly accepted Bitcoin as a payment method for its vehicles, showcasing its openness to cryptocurrency integration.
Why Consider Tesla?
- Innovation and Leadership: Tesla’s embrace of Bitcoin reflects its broader strategy of challenging conventional norms and adopting innovative technologies.
- Indirect Exposure: While Bitcoin is not Tesla’s core focus, its involvement provides shareholders with marginal exposure to cryptocurrency.
- Diversification: Investors in Tesla gain exposure to both the EV revolution and Bitcoin, combining two transformative trends in a single investment.
Tesla’s Bitcoin exposure is relatively limited compared to other companies on this list, but its influence as a market leader amplifies its impact on cryptocurrency adoption.
4. Riot Platforms (RIOT)
Riot Platforms is one of the leading Bitcoin mining companies in North America. The firm focuses on sustainable and efficient Bitcoin mining operations, leveraging state-of-the-art technology and renewable energy sources. With its vertically integrated strategy, Riot is positioned to benefit directly from Bitcoin’s price appreciation and network growth.
Why Consider Riot Platforms?
- Direct Mining Exposure: Riot’s revenues are closely tied to Bitcoin mining, offering investors a direct link to the cryptocurrency’s performance.
- Scaling Operations: The company has consistently expanded its mining capacity, increasing its hash rate and operational efficiency.
- Green Initiatives: Riot’s commitment to using renewable energy aligns with the growing demand for environmentally conscious Bitcoin mining.
Investors should note that Riot’s stock is highly volatile and sensitive to Bitcoin price fluctuations. Regulatory changes or increases in mining difficulty could also affect its profitability.
5. Block, Inc. (SQ)
Formerly known as Square, Block is a fintech company co-founded by Jack Dorsey, a prominent Bitcoin advocate. Block has integrated Bitcoin into its ecosystem through services like Cash App, which allows users to buy, sell, and transfer Bitcoin seamlessly. The company also invests in Bitcoin to diversify its treasury assets. We like a lot this one and was once of our choices for the growth challenge we are running.
Why Consider Block?
- Cash App Growth: Bitcoin trading on Cash App has become a significant revenue driver for Block, showcasing the platform’s user appeal.
- Bitcoin Development: Block has invested in Bitcoin-focused initiatives, such as open-source development and hardware wallets, to promote cryptocurrency adoption.
- Expanding Ecosystem: Block’s diverse offerings, including point-of-sale systems and peer-to-peer payment solutions, complement its Bitcoin integration.
Block’s innovative approach and commitment to Bitcoin position it as a unique player in the fintech and cryptocurrency space.
Our point
While we believe crypto has potential to grow we don’t like to be purely exposed to them, so for investors seeking exposure to Bitcoin without directly purchasing the cryptocurrency, stocks like MicroStrategy, Coinbase, Tesla, Riot Platforms, and Block offer compelling opportunities, we created a pie with our Top 20 stocks with exposure to crypto. Each of these companies provides a unique angle, from Bitcoin holdings and mining operations to facilitating cryptocurrency transactions and integrating Bitcoin into broader business models, so no all the risk is on the same nest.
While these stocks offer potential for high returns, they also come with risks tied to Bitcoin’s price volatility, regulatory uncertainties, and market dynamics, although with Donald Trump presidency that is meant to ease.
As we always say, investors should conduct thorough research, consider their risk tolerance, and diversify their portfolios to navigate the challenges and opportunities, specially in the cryptocurrency space.
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