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Dear Fellow Investor,
Bitcoin’s momentum continues to capture headlines—and portfolios—with many analysts forecasting even more explosive growth ahead.
MicroStrategy (NASDAQ: MSTR) CEO Michael Saylor, a longtime Bitcoin bull, recently doubled down on his conviction, announcing a fresh $555.8 million Bitcoin purchase. As of April 20, MicroStrategy now owns a staggering 538,200 Bitcoins, valued at approximately $50.4 billion using Bitcoin’s recent price of $93,783.
This is not just a bullish development for MicroStrategy; it’s a broader signal of strength for Bitcoin-related stocks—companies riding the coattails of Bitcoin’s parabolic potential.
And according to Binance CEO Richard Teng, the U.S. political climate is also turning into a major tailwind.
Teng said that under President Trump’s administration, crypto adoption has skyrocketed, with proposals for a U.S. strategic Bitcoin reserve now being seriously discussed. In an interview quoted by DailyHodl.com, he noted:
“President Trump came in very pro-crypto, came in and introduced a strategic reserve for the US and crypto, I think that’s a very landmark issue on that front. And he has appointed many smart administrators to the respective [regulatory] agencies, and he has the Senate and the House behind him with very pro-crypto legislators. So, we are very bullish on that front. So long-term drivers are strong.”
In other words, Bitcoin and Bitcoin-related stocks could have an even stronger runway ahead, fueled by both private sector enthusiasm and unprecedented political support.
While investors can always buy Bitcoin directly, some may prefer leveraged exposure through stocks heavily tied to Bitcoin’s performance. Here are three stocks worth watching closely:
Company: Strategy Incorporated (SYM: MSTR)
Strategy Incorporated (formerly MicroStrategy) is practically a Bitcoin ETF at this point. CEO Michael Saylor’s aggressive accumulation strategy has turned the company into the largest corporate holder of Bitcoin.
After its latest purchase of $555.8 million, the company’s total Bitcoin holdings now stand at 538,200 Bitcoin. With Bitcoin pushing toward all-time highs, MicroStrategy’s Bitcoin position alone is worth roughly $50.4 billion—a number that dwarfs the company’s actual business operations.
Last trading around $368.71, MSTR still looks incredibly attractive, especially as Bitcoin trends higher. A near-term target could be a retest of $450, and if momentum continues, an even bigger move could be ahead.
In fact, Saylor isn’t shy about thinking big: during his Bitcoin 2024 Keynote Speech, he outlined a jaw-dropping future:
"At Bitcoin's current price around $65,000, it's got a market cap of $1.3 trillion, or just 0.1% of all global wealth. For Bitcoin to get to my base case of $13 million in 2045 would require an annual rate of return of 29%. At that level, Bitcoin would have a market cap of $280 trillion and account for 7% of global wealth."
While that $13 million Bitcoin price target is two decades away (and clearly very speculative), it highlights just how bullish Saylor remains. If Bitcoin even comes close to fulfilling that vision, MSTR stock could deliver life-changing returns.
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Company: Marathon Digital Holdings (SYM: MARA)
Marathon Digital Holdings (SYM: MARA) is one of the largest Bitcoin miners in North America, and it's beginning to show signs of life again.
After bottoming out around $10, MARA rallied to about $14.30 in April. Momentum looks strong, and the next upside target could be $17 initially as Bitcoin prices stay strong.
Operationally, Marathon continues to post impressive results. In March, the company produced 829 Bitcoins, marking a 17% increase compared to February production levels.
CEO Fred Thiel noted:
"In March, our production saw a 17% month-over-month increase in blocks won, even as global hash rate and mining difficulty grew. Our bitcoin holdings surpassed 47,000 BTC during March, and the 242 blocks mined were the third most in a month on record."
The company's growing efficiency in a more competitive mining environment bodes well for future profitability—especially if Bitcoin prices remain elevated.
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Company: Riot Platforms (SYM: RIOT)
Another notable Bitcoin miner, Riot Platforms (SYM: RIOT), is bouncing back as well.
After finding a bottom around $6.20, RIOT has climbed back toward $8.21. Like MARA, we could see RIOT retest higher levels, with a short-term target of about $12.
In March, Riot mined 533 Bitcoins, an impressive 13% increase from February’s output. CEO Jason Les praised the company’s operational gains:
"Riot mined 533 Bitcoin in March, which represents a new post-halving production high for the Company. The operational improvements our onsite teams have made are demonstrating results in both operating hash rate growth and bitcoin production, despite increases in the network difficulty."
Mining difficulty is rising across the network, which makes Riot’s production growth even more impressive. Increased mining efficiency amid tougher conditions gives Riot a competitive edge that could pay off significantly as Bitcoin prices surge.
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Have you been buying bitcoin or other cryptocurrencies lately? If so, which ones are you most interested in? What other sectors of the market do you feel are the best places to put your money to work right now? Hit "reply" to this email and let us know your thoughts!
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