3 Crypto Stocks To Own In September 2026

Energy price swings linked to the U.S.–Iran standoff over the Strait of Hormuz have pushed crypto back into the spotlight as investors hunt for assets that move to different rhythms than traditional oil and bond trades. That search is creating fresh attention on listed businesses tied to digital assets and blockchain infrastructure. This article breaks down three stocks from our curated crypto and blockchain basket that investors may want on their radar now.

The three stocks covered below are only a starter sample from this theme, since the full screen surfaced 18 more companies with equally compelling crypto and blockchain narratives that are not covered in this article. To weigh those side by side, head straight into the Top Cryptocurrency and Blockchain Stocks screener to identify, filter, and analyze the ideas that best fit your own conviction profile.

CoreWeave (CRWV)

Overview: CoreWeave runs a GPU-heavy cloud platform that powers crypto mining, blockchain validation, and other high-intensity AI and computing workloads.

Operations: CoreWeave reports US$7.59b in data processing revenue, with US$7.01b generated in the United States and US$577 million from other regions.

Market Cap: US$48.32b

CoreWeave matters for this crypto and blockchain screen because its GPU cloud is built to serve miners, validators, and node operators directly, with broader AI and rendering workloads sitting alongside that core crypto infrastructure story.

"If major cloud providers internalize their compute capacity, CRWV faces a potential "stranded asset" risk with a high-interest debt burden that does not disappear when customers leave."

What happens to CoreWeave’s long-term appeal if one unseen pressure quietly reshapes how much customers are willing to pay for that capacity?

That pressure point is the spine of the CoreWeave story, and the full narrative for CoreWeave explains how that risk could be masking larger upside optionality.

Bitmine Immersion Technologies (BMNR)

Overview: Bitmine Immersion Technologies runs a crypto focused business built around ETH and BTC treasury operations, mining services, and equipment sales.

Operations: Bitmine Immersion Technologies records US$61 million in revenue from the cryptocurrency mining industry, all generated within the United States.

Market Cap: US$16.62b

Bitmine Immersion Technologies provides direct exposure to the crypto theme, with ETH and BTC treasury operations alongside mining services and equipment sales. The stock is associated with high growth expectations as well as funding, dilution, and profitability risks. Much of the long term outcome may depend on how one unseen pressure influences future treasury economics.

That unseen pressure is exactly what the analysis report for Bitmine Immersion Technologies unpacks so you can judge whether Bitmine Immersion Technologies is quietly setting up for an upside surprise.

Applied Digital (APLD)

Overview: Applied Digital designs, builds, and operates power-hungry data centers that host cryptocurrency miners alongside broader high-performance and AI workloads.

Operations: Applied Digital generates about US$385 million from its HPC Hosting Segment and roughly US$154 million from its Data Center Hosting Segment.

Market Cap: US$7.65b

Applied Digital matters for this crypto and blockchain screen because its energized hosting facilities give miners turnkey access to power, cooling, and compute capacity without owning the physical infrastructure themselves.

"The company has recently secured long-term (15-year) leasing agreements with CoreWeave, a major AI hyperscaler, for its purpose-built AI/HPC data center campus, Polaris Forge 1, representing a total of $7 billion in contracted revenue and a multi-year, recurring, and predictable revenue stream that directly supports future revenue growth and cash flow stability."

What happens to Applied Digital’s appeal if one unresolved tension between crypto hosting demand and funding costs tips in either direction?

That tipping point is exactly what the full narrative for Applied Digital unpacks, showing how Applied Digital’s crypto hosting and AI commitments could be quietly accelerating a very different long term trajectory.

Seeking Alternatives Before The Crowd?

Fresh themes can pick up momentum before they hit headlines. Identify potential breakouts while they are still under the radar. Avoid falling behind by evaluating opportunities early.

• Explore early-stage opportunities by scanning 8 elite penny stocks with strong financials that pair tiny market caps with balance sheets structured to handle volatility before wider interest increases.
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• Review resilient cash generators through the 8 dividend fortresses that combine high yields with business models focused on keeping payouts steady when markets move without a clear direction.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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