Introduction
The start of 2025 saw Wall Street experiencing a shaky beginning, with volatility returning to markets in the final weeks of December. However, the cryptocurrency market has held its ground on expectations that technological progress, regulatory clarity, and increased institutional adoption will play key roles in shaping the market this year.
Bitcoin’s Solid Surge
Bitcoin (BTC), especially, saw a solid surge last year, surpassing the $100,000 mark for the first time. Although it has retreated slightly from its all-time high over the past few days, the cryptocurrency had an impressive start to 2025 and was hovering around $99,550 on Monday.
Investing in Bitcoin-Centric Stocks
Investing in Bitcoin-centric stocks like:
- Robinhood Markets, Inc. (HOOD): A financial services platform that allows users to invest in stocks, exchange-traded funds, options, gold, and cryptocurrencies.
- NVIDIA Corporation (NVDA): A major player in the semiconductor industry that has been one of the standout success stories of 2023.
- Visa Inc. (V): Taking a significant step toward modernizing cross-border money movement by expanding its stablecoin settlement capabilities to the high-performing Solana blockchain.
- Shopify Inc. (SHOP): An e-commerce corporation that provides a platform for merchants to accept cryptocurrencies as a form of payment.
Each of these stocks has seen positive earnings estimate revision in the past 60 days and has a strong growth potential for 2025.
Bitcoin on Track to Reach Newer Heights
Bitcoin hit an all-time high of $106,533 on Dec. 22, triggered by Donald Trump’s victory in the Presidential election, which raised hopes of a crypto-friendly environment and regulatory clarity under his regime. The positive sentiment has been fueling the rally over the past couple of months.
2025 Holds Promise for Cryptocurrencies
Despite the hawkish outlook, investors are hopeful about Bitcoin’s surge this year after a stellar 2024. Bitcoin jumped more than 125% in 2024, doubling its market cap. Experts believe that 2025 could prove to be yet another outstanding year for cryptocurrencies as a large number of regulatory changes are expected.
China, Canada, and the EU Ease Regulatory Restrictions
China, Canada, and the EU, along with the Middle East have been easing regulatory restrictions, which is expected to create a healthier crypto environment. Also, Trump’s pro-crypto leadership is likely to push for more institutional activity through Bitcoin ETFs.
Technological Progress Enhances Blockchain Importance
Besides, technological progress is anticipated to enhance the importance of blockchain in practical, real-world uses.
History Repeats Itself
Moreover, Bitcoin has typically hit new all-time highs every four years during its last two bullish cycles since 2017. In each cycle, Bitcoin saw a surge of 2300% and 1700%, respectively, followed by corrections of 70% to 80%.
A Solid Foundation for Growth
From hitting a low of $16,000 two years ago in early 2023, Bitcoin has surged nearly 600%, suggesting significant potential for continued growth in the next two years.
4 Crypto-Centric Stocks With Upside
Here are four crypto-centric stocks with upside:
- Robinhood Markets (HOOD): Expected earnings growth rate for the current year is more than 100%. The Zacks Consensus Estimate for current-year earnings has improved 16.9% over the last 60 days.
- NVIDIA Corporation (NVDA): Expected earnings growth rate for the current year is 11.6%. The Zacks Consensus Estimate for current-year earnings has improved 0.1% over the last 60 days.
- Visa Inc. (V): Expected earnings growth rate for the current year is 11.6%. The Zacks Consensus Estimate for current-year earnings has improved 0.1% over the last 60 days.
- Shopify Inc. (SHOP): Expected earnings growth rate for the current year is 70.3%. The Zacks Consensus Estimate for its current-year earnings has improved 11.5% over the past 60 days.
Conclusion
The cryptocurrency market has held its ground on expectations that technological progress, regulatory clarity, and increased institutional adoption will play key roles in shaping the market this year. Investing in Bitcoin-centric stocks like Robinhood Markets, NVIDIA Corporation, Visa Inc., and Shopify Inc. could be a good starting point for investors looking to tap into the growth potential of the cryptocurrency market.
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