3 Crypto-Linked Stocks Positioned to Benefit from Bitcoin's Potential Rebound to $95,000

As Bitcoin (BTC) consolidates between $85,000 and $95,000 in late 2025, market participants are closely watching for signs of a breakout. Technical indicators suggest a potential rebound from key support levels, while macroeconomic tailwinds-including Fed rate cuts and institutional demand-create a favorable backdrop for risk assets. For investors seeking exposure to Bitcoin's potential rally without directly holding the cryptocurrency, three equities stand out: NVIDIA (NVDA), Robinhood (HOOD), and Interactive Brokers (IBKR). These stocks are strategically positioned to capitalize on Bitcoin's technical recovery and broader macroeconomic shifts, offering compelling buy-the-dip opportunities amid short-term volatility.

1. NVIDIA (NVDA): Powering the AI-Driven Crypto Ecosystem

NVIDIA's dominance in AI and GPU technology places it at the intersection of two high-growth sectors: artificial intelligence and cryptocurrency mining. The company's Q3 2025 results highlighted record revenue of $57.0 billion, driven by a 66% year-over-year surge in data center segment revenue. While crypto mining revenue is not explicitly segmented, the Blackwell architecture's adoption by cloud providers and AI firms has indirectly boosted demand for NVIDIA's GPUs.

A Bitcoin rebound to $95,000 would likely accelerate institutional interest in AI-driven crypto infrastructure, as firms like IREN and Cipher Mining repurpose NVIDIA-powered hardware for compute services. Additionally, NVIDIA's Zacks Rank of #1 (Strong Buy) and 54.5% expected earnings growth for 2025 underscore its resilience amid macroeconomic uncertainty. With the Federal Reserve's dovish pivot and ETF inflows supporting Bitcoin's long-term trajectory, NVIDIA's role as a foundational enabler of crypto and AI innovation positions it as a strategic play for 2026.

2. Robinhood (HOOD): Capturing Retail and Institutional Crypto Demand

Robinhood's Q3 2025 results revealed a 176% year-over-year increase in crypto notional trading volume, reaching $40 billion through its app. This growth aligns with broader optimism around Bitcoin's rebound, fueled by regulatory clarity and ETF inflows. The platform's expansion into prediction markets-such as Pro and College Football contracts-further diversifies its revenue streams and attracts a new wave of crypto-native users.

With a Zacks Rank of #1 and 78.9% expected earnings growth for 2025, Robinhood is well-positioned to benefit from Bitcoin's potential move above $95,000. A rebound would likely drive increased retail participation and institutional onboarding, as spot Bitcoin ETFs continue to attract capital. Moreover, the company's low-cost trading model and user-friendly interface make it a natural beneficiary of renewed crypto enthusiasm, particularly in a post-halving environment where scarcity and demand dynamics favor bullish outcomes.

3. Interactive Brokers (IBKR): Facilitating Institutional Crypto Exposure

Interactive Brokers, a global automated broker, has expanded its crypto futures offerings to cater to institutional demand. Its November 2025 brokerage metrics showed a 29% year-over-year increase in daily average revenue trades (DARTs), reflecting growing participation in crypto derivatives. The firm's commission revenue also rose 27% year-over-year in Q2 2025, driven by heightened activity in crypto futures and equities tied to the sector.

A Bitcoin rebound to $95,000 would likely amplify IBKR's role as a gateway for institutional investors seeking leveraged exposure to crypto markets. The firm's Zacks Rank of #2 and 17.1% expected earnings growth for 2025 highlight its defensive positioning amid market volatility. Additionally, the Federal Reserve's 25-basis-point rate cut in December 2025 has injected liquidity into risk assets, further supporting IBKR's client equity growth and commission revenue. As Bitcoin's institutional adoption accelerates, IBKR's infrastructure and regulatory expertise position it as a critical player in the crypto ecosystem.

Macro Tailwinds and Technical Catalysts

Bitcoin's technical setup remains bullish for a $95,000 rebound. The $85,000 support level has held as a key floor, with Fibonacci retracement levels and negative funding rates in derivatives markets suggesting a potential short squeeze. On the macroeconomic front, the Fed's dovish pivot and ETF inflows have created a supportive environment for risk assets. For the three stocks analyzed, these factors translate into:
- NVIDIA: Increased demand for AI and crypto infrastructure.
- Robinhood: Higher retail and institutional trading volumes.
- Interactive Brokers: Growth in crypto futures and institutional onboarding.

Conclusion

While Bitcoin's short-term volatility persists, the long-term case for a $95,000 rebound-and beyond-remains intact. NVIDIA, Robinhood, and Interactive Brokers are uniquely positioned to benefit from this trajectory, leveraging their roles in AI, retail trading, and institutional infrastructure. For investors seeking to capitalize on Bitcoin's potential without direct crypto exposure, these stocks offer a diversified, high-conviction approach to navigating the crypto-linked equity market.