Rising real interest rates in the global bond market are shining a harsh light on anything that cannot justify its role in a portfolio. That pressure is pushing investors to focus on crypto and blockchain businesses with clear use cases, solid balance sheets, and credible execution. This article walks through three stocks from our curated crypto and blockchain list that many investors are watching closely right now.
The three crypto and blockchain stocks below are just a starting sample. The full screen surfaced 15 more companies with equally compelling narratives that are not covered here. To identify, compare, and analyze your highest conviction ideas straight away, head into the Top Cryptocurrency and Blockchain Stocks screener.
CoreWeave gives crypto miners and blockchain operators access to high performance GPU and cloud infrastructure while also serving AI and visual effects customers, generating about US$7.6b from data processing and carrying a market value of roughly US$48.8b.
For crypto focused investors, CoreWeave matters because it turns high powered GPU hardware, power contracts, and networking into a service that miners and blockchain projects can rent instead of owning outright, which makes the structure of its balance sheet a key part of the story.
"The financial structure is heavily weighted toward fixed debt and non-negotiable depreciation cycles."
What ultimately happens to CoreWeave’s returns may hinge on how one quiet pressure shapes the economics of that rented compute capacity.
That quiet pressure is exactly what the full narrative for CoreWeave unpacks for CoreWeave, showing where fixed costs could be masking flexibility and where returns might still accelerate.
SoFi Technologies is building a single app where members can borrow, save, and invest while also offering SoFi Crypto trading inside SoFi Invest for direct exposure to digital assets. The group generated about US$2.4b from Lending, US$1.7b from Financial Services, and US$396 million from its Technology Platform, with a market value near US$20.5b.
SoFi Technologies gives this screener real infrastructure weight by linking everyday banking, lending, and investing accounts to on-platform crypto trading and blockchain-based payment rails in a way most pure crypto stocks cannot match.
"In December 2025, SoFi became the first nationally chartered US bank to issue a fully reserved stablecoin on a public blockchain. Through its acquisitions of Galileo and Technisys, SoFi operates the foundational software for the next generation of finance."
The real swing factor for SoFi now is how that new payments plumbing eventually filters through into fee income and profitability.
That payments flywheel is exactly what the full narrative for SoFi Technologies digs into, showing where fee income could accelerate and where SoFi Technologies might still be underappreciated by the market.
TeraWulf runs Bitcoin mining facilities and broader digital infrastructure in the United States that are closely tied to crypto economics, generating about US$95 million from digital asset mining within total segment revenue of roughly US$165 million and carrying a market value near US$7.4b.
TeraWulf is where pure crypto exposure starts to blur into broader compute, with its Bitcoin mining roots now sitting alongside a fast-growing hosting and data center buildout that matters for this screener’s crypto infrastructure theme.
"TeraWulf's recent multi-billion-dollar, multi-year hyperscale hosting agreements (e.g., with Fluidstack and Google) mark a significant shift from a pure bitcoin mining model toward diversified, contracted revenue streams in high-demand digital infrastructure. This underpins higher revenue visibility and can provide some insulation for earnings from bitcoin price volatility."
What happens to margins if that long dated contracted capacity has to work harder to cover rising build costs and funding pressure?
If that trade off matters for you, read the full narrative for TeraWulf to see how TeraWulf’s contracted hosting, capex cycle, and crypto exposure could be decoupling.
Fresh ideas do not stay quiet forever. Once momentum catches on, entry points can move fast and slip away while you watch. Scan these under-the-radar prospects and consider them before they become widely followed.
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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