Crypto stocks rally on rotation from AI infrastructure while bitcoin miners lag, with BTC at $64973.82 holding bullish EMA support amid neutral RSI.

Lookonchain reports whale who made $1.71M on MU long now opens 2x position on 30,584 GOOGL worth $10.65M ahead of earnings.

Bitget expands into stocks, commodities and stock options via regulated broker-dealers and strict KYC as crypto exchanges target traditional assets.

SPCX sees retail momentum as @NFT5lut turns $10 into 60x returns and commits proceeds to SPCX stocks after Messi-linked catalyst.

Binance rolls out bStocks giving 24/7 stock exposure on exchange and Binance Wallet with no opening bells required.

AltcoinDaily flags Bitcoin undervaluation and altcoin season as Clarity Act advances despite bank opposition and Iran talks collapse.

Hut 8 shares surge to record highs after signing $9.8 billion AI data center lease, boosting Bitcoin mining stocks amid crypto market rally.

According to DecryptMedia, Bitcoin and crypto-related stocks have seen significant upward momentum following reports indicating that Iran's President is ready to negotiate peace and end ongoing conflicts. This development has positively impacted market sentiment, driving increased interest in cryptocurrency trading as geopolitical risks appear to potentially ease.

According to DecryptMedia, Bernstein has reduced the price targets for Coinbase, Robinhood, and Figure but has maintained its 'Outperform' ratings on these crypto-related stocks. The firm suggests that these stocks have likely reached their bottom, signalling potential opportunities for investors focused on the cryptocurrency sector.

According to the source, investment bank TD Cowen lowered its 12-month price target for MicroStrategy (MSTR) to $440 from $500, citing Bitcoin (BTC) price weakness. According to the source, this is the second target reduction since December.

According to the source, shares of Robinhood (HOOD) and Coinbase (COIN) fell 7.8% and 6.5%, respectively, after the U.S. Congress delayed crypto market structure legislation on January 15, 2026. The source attributes the declines to the legislative delay, underscoring regulatory headlines as the immediate catalyst for the two crypto-exposed stocks.

According to @AltcoinDaily, Coinbase CEO Brian Armstrong called the current Clarity Act "catastrophic for the average American consumer" and said it has been delayed for "another few weeks"; source: @AltcoinDaily on X, Jan 15, 2026. The post offers no firm date for the Clarity Act, indicating the schedule remains unsettled and unresolved at this time; source: @AltcoinDaily on X, Jan 15, 2026. Coinbase’s 2023 Form 10-K discloses that changes or delays in U.S. crypto regulation can materially affect its transaction volumes, compliance costs, and operating results, making regulatory timelines a key input for trading COIN and U.S.-listed crypto-exposed equities; source: Coinbase Global, Inc., Form 10-K for the year ended Dec 31, 2023.

According to @saylor, Sen. Jim Justice advocated for market neutrality and support for the digital asset industry during discussions with MSCI. Source: @saylor on X, Jan 8, 2026. For traders, engagement with MSCI matters because the firm is a leading global index and analytics provider used by institutions to set benchmarks and allocations, making any stance on digital assets relevant to crypto-linked equities and funds. Source: MSCI official materials.

According to @CoinMarketCap, the crypto market rallied on Monday with Bitcoin nearing $95,000, signaling strong upside momentum in large-cap tokens (source: CoinMarketCap). @CoinMarketCap also reported that XRP gained about 9% on the day, highlighting renewed interest in major altcoins (source: CoinMarketCap). @CoinMarketCap noted that crypto-exposed stocks posted sharp, broad-based gains, reinforcing risk-on sentiment across crypto-linked equities (source: CoinMarketCap).

According to the source, Bitcoin (BTC), Ethereum (ETH) and XRP hit multi-week highs, with crypto-exposed stocks jumping alongside the move; source: the source. Coinbase (COIN) derives the majority of its net revenue from transaction fees that scale with trading activity, linking the stock to crypto market volumes; source: Coinbase Global, Inc. 2023 Form 10-K. MicroStrategy (MSTR) holds a substantial Bitcoin position on its balance sheet, making the equity a high-beta proxy for BTC price direction; source: MicroStrategy Incorporated 2023 Form 10-K. Bitcoin miners such as Riot Platforms (RIOT) and Marathon Digital (MARA) generate revenue tied to BTC price and network conditions, amplifying sensitivity to crypto rallies; source: Riot Platforms 2024 Investor Presentation and Marathon Digital Holdings 2023 Annual Report.

According to @CryptoMichNL, Bitcoin (BTC) is due for a strong uptrend and is a compelling add for traders, framing BTC strength as a catalyst for crypto-exposed equities. Source: @CryptoMichNL on X, Jan 5, 2026. He highlights $BTQ stock, stating its testnet is scheduled to go live today. Source: @CryptoMichNL on X, Jan 5, 2026. He also notes the BTQ CEO purchased another 150,000 shares, indicating conviction. Source: @CryptoMichNL on X, Jan 5, 2026. He suggests that in rising BTC markets, stocks like $BTQ can benefit alongside tokens, making $BTQ a ticker to watch around the testnet milestone. Source: @CryptoMichNL on X, Jan 5, 2026.

According to the source, Goldman Sachs upgraded Coinbase Global (COIN) to Buy and cut eToro to Neutral on Jan 5, 2026; source: Goldman Sachs Research. For traders, the Buy on COIN signals expectations of stronger earnings leverage to crypto trading volumes, which historically drive Coinbase’s transaction revenue mix; source: Coinbase Global Q3 2024 Shareholder Letter. The Neutral on eToro indicates a more balanced near-term risk‑reward among exchange peers versus Coinbase in the current crypto liquidity cycle; source: Goldman Sachs Research. Key positioning catalysts to monitor are BTC and ETH spot volumes and realized volatility, which have been primary determinants of Coinbase trading activity; source: Coinbase Global Q3 2024 Shareholder Letter. Given crypto-equity beta to liquidity, COIN tends to benefit when crypto prices and turnover rise, while a Neutral call on a peer can temper sector multiple expansion; source: Coinbase Global filings; Goldman Sachs Research.

According to @CNBC, Goldman Sachs has turned bullish on Coinbase after the stock’s 12-month slide (source: CNBC tweet on Jan 5, 2026). According to @CNBC, the report highlights a timing shift in Wall Street stance toward a crypto-exposed equity that traders track for headline-driven moves (source: CNBC tweet on Jan 5, 2026).

According to @KobeissiLetter, MicroStrategy MSTR set a new 52-week low at 153.52 and is down nearly 50 percent in 2025, source: @KobeissiLetter. MicroStrategy adopted Bitcoin as its primary treasury reserve asset and discloses its equity is materially affected by Bitcoin price volatility, making MSTR a commonly used BTC proxy among traders, source: MicroStrategy press release August 11 2020 and MicroStrategy 2023 Form 10-K risk factors. Academic research documents that momentum strategies respond to price trends and that 52-week reference prices are widely used in trading, underscoring the relevance of a 52-week low break as a technical signal, source: Jegadeesh and Titman 1993 and George and Hwang 2004. For crypto market context, Bitcoin price moves and spot ETF flows are tracked when assessing MSTR because the company highlights BTC price sensitivity and US spot Bitcoin ETFs were approved in 2024, source: MicroStrategy 2023 Form 10-K risk factors and US SEC order January 10 2024.

According to @KobeissiLetter, MicroStrategy (MSTR) is falling toward a new 52-week low and is on track to finish 2025 down 48%, signaling heightened downside momentum into year-end. Source: The Kobeissi Letter, Dec 31, 2025. MicroStrategy holds Bitcoin as its primary treasury reserve asset, making MSTR a widely used equity proxy for Bitcoin (BTC) sentiment among traders. Source: MicroStrategy Investor Relations, Corporate Bitcoin Strategy overview. Approaching a 52-week low places MSTR at a widely tracked reference point used in momentum and breakout strategies, increasing short-term trading focus. Source: George and Hwang, Journal of Finance, 2004.