Best Crypto Stocks To Look Into In H2 2025 After Circle’s Strong Performance

The cryptocurrency market has taken off in 2025 thanks to institutional adoption, clearer rules, and new technologies. As a result, crypto stocks, which are shares of companies that are connected to blockchain and digital assets, have become very attractive investments.

These stocks let you invest in the crypto ecosystem without the risk of holding digital coins directly.

In this article, CryptoGuide talks about the best crypto stocks to consider adding to your investment portfolio for the second half of 2025.

It will also focus on Circle’s recent move into the stock market and offer smart analysis to help investors navigate this ever-changing landscape.

Why should you buy crypto stocks?

Before we look at individual stocks, let’s talk about why crypto stocks are becoming more popular. Crypto stocks provide stability by investing in regulated companies that offer various revenue-generating opportunities. This approach is in stark contrast to cryptocurrencies, which can be very unstable.

This investment instrument also shows how blockchain could change many fields, such as finance, gaming, and logistics. Crypto stocks give investors a way to take advantage of the 25% annual growth in blockchain adoption without having to deal with the difficulties of cryptocurrency wallets or decentralised platforms.

Furthermore, changes in regulations in 2025, especially under a U.S. administration that is friendly to cryptocurrencies, have made things less uncertain.

For example, the Internal Revenue Service (IRS)’s controversial decentralised finance (DeFi) broker rule was repealed. This has made it easier for blockchain companies to work together. Because of this, institutional investors are injecting a lot of money into the sector.

This has contributed significantly to the rise in the value of stocks. Now that we have examined some of the reasons why you should consider investing in crypto stocks, let’s look at the best crypto stocks for the second half of 2025.

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Circle’s Brave Stock Market Performance

Circle Internet Group, which issues the United States Dollar Coin (USDC) stablecoin, made news when it went public in June 2025 and traded under the ticker symbol CRCL.

Circle’s IPO, which was worth billions of dollars, is a big deal for the crypto industry. This put it on par with Coinbase’s 2021 debut. USDC is a key part of decentralised finance (DeFi). The stablecoin is pegged 1:1 to the U.S. dollar. As of publication, USDC had a circulating supply of 61 billion coins and a market capitalisation of $61 billion.

Circle’s revenue of $1.7 billion in 2024 shows that it is financially strong. Despite the positives, a 42% drop in net income to $156 million raises questions about how profitable it is.

Why should you consider Circle a viable crypto stock?

Stablecoins like USDC are the first step for institutional investors who want to get into DeFi. They provide stability in a market that is changing.

Furthermore, Circle’s partnership with Coinbase, which includes a revenue-sharing agreement based on USDC, makes it more likely to grow.

But like every investment within the crypto economy, there are risks. Competition from Tether (USDT), PayPal (PYUSD), and whispers of a ruble-backed stablecoin, as well as Santander Bank’s consideration of a stablecoin, could derail Circle’s fortunes.

Investors should closely monitor Circle’s stock. Posts on X (formerly Twitter) suggest positive market sentiment. Many believe that stock could surpass numerous price milestones in the medium and long term.

Coinbase Global (COIN): The Biggest Crypto Exchange By Trading Volume in the US  

Coinbase is still a giant in the world of crypto stocks. The trading platform was the biggest U.S. crypto exchange in terms of trading volume in 2024, handling more than $1.5 trillion and serving 130 million users in more than 100 countries. Statista ranks it among the biggest crypto exchanges by daily trading volume, with at least $3 billion every 24 hours.

Retailers and institutional investors love Coinbase because it has a user-friendly platform, educational modules, and staking programs.

Coinbase’s stock spikes by 21% in January 2025 after opening and reaching year-high prices of $256.48 and $310.61, respectively. As of the publication date, COIN‘s closing price was $251.47 on Friday, June 6, reflecting a 2% dip year-to-date (YTD).

The Trump administration has made it easier for people to buy and sell cryptocurrencies. With clearer regulations, more sceptics could consider COIN a viable investment instrument as they begin to view digital assets positively.

Also, Coinbase’s many ways to make money, such as trading fees, staking rewards, and USDC-related income, make it more stable. Morpho’s Bitcoin-backed USDC loan program makes the company even more profitable.

However, there are still regulatory risks because Coinbase was once involved in a suit by the SEC.

While the SEC has filed for a dismissal, being involved in such suits could cast a dark cloud over the crypto stock for individuals who are not interested in finding out the facts before making judgement decisions on certain assets.

Still, its strong fundamentals and global reach make it a top choice for the second half of 2025.

Marathon Digital Holdings (MARA): A big player in Bitcoin mining

Marathon Digital Holdings (NASDAQ: MARA) is one of the best companies for mining Bitcoin. It made a lot of money when the price of Bitcoin surpassed $110,000 in May 2025. Marathon stands out because it has increased its hashrate from 35 to 37 to 50 EH/s.

Marathon keeps track of its Bitcoin rewards as digital assets, which means that its stock price is mostly aligned with the price of Bitcoin.

Also, Marathon’s focus on renewable energy addresses environmental issues, which is something that ESG-conscious investors like. Bitcoin is going through its next halving cycle, which could cause less efficient miners to leave. This would give Marathon a good chance to take over. But investors should keep in mind that Bitcoin is still a highly volatile asset, which affects Marathon’s stock price.

As of publication, MARA was down 9%. The stock opened the year at $17.47, rose by 21% to a year-high price of $21.18, and closed on Friday, June 6, at a price of $15.78.

Nvidia (NVDA): A crypto stock that links blockchain and AI

Nvidia (NASDAQ: NVDA) isn’t a pure-play crypto stock. This is a very important stock because it is backed by a company that is great at making graphics processing units (GPUs).

Nvidia’s graphic processing units (GPUs) are used a lot in blockchain networks and artificial intelligence (AI) apps. This explains why the company’s revenue has grown by 125% to $61 billion in 2024 from $27 billion in 2023. Nvidia’s chips are still in high demand as DeFi and AI-powered crypto projects like Bittensor become more popular.

Also, Nvidia’s income comes from a variety of sources, such as gaming, AI, and blockchain, which makes it less risky than stocks that only focus on cryptocurrencies. Its new chip designs will keep it growing, so it’s a stable but high-growth option for 2025. Nvidia is a good choice for investors who want to get into both crypto and AI trends.

MicroStrategy (MSTR): The Business Champion for Bitcoin

MicroStrategy (NASDAQ: MSTR), which has changed its name to Strategy, is now an investment vehicle that focuses on Bitcoin. MicroStrategy’s stock is a good way to see how well Bitcoin is doing. As of June 4, 2025, the company holds 580,955 BTCs worth $61 billion.

Since it changed its cash reserves to Bitcoin in 2020, its stock has gone up a lot, thanks to Bitcoin’s multiple percentage gains growth since 2016.

But MicroStrategy’s large stake in Bitcoin adds risk. If the market goes down, its value could change a lot. For investors who are optimistic about Bitcoin’s long-term potential, MicroStrategy is still a good way to get exposure through a regulated stock.

As of publication, MSTR had soared more than 40% YTD. After opening at $300.11 on January 1, it rose by 43% to a year-high price of $430.35 on May 9 and exchanged hands for $374.47 on Friday, June 6.

Trends that will affect crypto stocks in 2025

In the second half of 2025, a number of trends will affect crypto stocks. First, stablecoin use is growing quickly, with Circle, Tether Limited, and PayPal being three of the most popular companies. Stablecoins make payments faster and include more people in the financial system, which makes stocks related to them appealing.

Secondly, the combination of AI and crypto, as seen in projects like Bittensor, is making new investment opportunities possible.

Thirdly, clear rules, especially in the U.S., are making investors feel more confident. The Trump administration’s pro-crypto policies, like the Strategic Bitcoin Reserve, show that the environment is good for crypto.

Also, Bitcoin and Ethereum ETFs, which were approved in 2024, have made crypto easier to get, which has led to more institutional investments. Companies like Coinbase and CME Group, which let people trade Bitcoin futures, benefit from these ETFs. Finally, the growth of DeFi, with Ethereum, Cardano, Solana, Algorand, Avalanche, Binance Smart Chain, TRON, and others commanding great total value locked (TVL), shows that blockchain-focused stocks could be a good investment.

Things to think about when it comes to risks

Even though the future looks good for crypto stocks, there are still risks. Changes in regulations, which are good right now, could happen. Circle, for example, has to compete with USDT, DAI, PYUSD, and the potential Santander Bank stablecoin.

Also, crypto stocks that are linked to Bitcoin, like Marathon and MicroStrategy, can change in price quickly. Investors should also keep an eye on macroeconomic factors like changes in interest rates and inflation that could affect how people feel about the market.

To lower your risk, invest in a variety of stocks that have different levels of crypto exposure. For example, Nvidia has a broader tech exposure, while Coinbase has direct ties to crypto. Fidelity says that regularly rebalancing portfolios can help with volatility.

Ways to Invest in Crypto Stocks

Take a strategic approach to get the most out of your investments. First, look into companies that have strong fundamentals, like Coinbase’s trading volume or Nvidia’s revenue growth. Secondly, use tools like TradingView to look at price trends and set stop-loss orders.

Moreover, consider ETFs, which give you a wide range of exposure.

Lastly, keep up with changes in technology and regulations, as they will affect how the market works.

Conclusion: Should you buy crypto stocks in Q2 2025 and beyond?

The second half of 2025 will be a great time to invest in crypto stocks because of Circle’s IPO, Coinbase’s market dominance, Marathon’s mining efficiency, Nvidia’s tech synergy, and MicroStrategy’s Bitcoin strategy.

Investors can set themselves up for success by learning about market trends, figuring out risks, and using smart strategies.

As blockchain continues to change industries, these stocks are a good way to ride the crypto wave.

Before you invest in crypto, always do your own due diligence. While many are interested in short-term gains, Bitcoin’s price over a 16-year period has shown us that having time in the DeFi market is far better than trying to time the market. Invest in crypto stocks with an eye on the long term.

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