: A strong performer in 2025, Robinhood continues to bridge retail trading with crypto integration, managing over $300 billion in assets.

: Following its 2025 IPO, the issuer of the USDC stablecoin is viewed as a foundational payments infrastructure play.

: This remains a core infrastructure play. It recently traded near $199, about 55% off its 2025 highs, presenting a potential entry point for those betting on its role in institutional custody and tokenized assets.

: Functioning as a major Bitcoin proxy, the company now holds over 760,000 BTC. It remains a high-leverage bet on the price of Bitcoin, though it has seen significant volatility.