Bitcoin's Bull Run: How Visa, NVIDIA, and PayPal Are Poised to Profit

The crypto market is roaring back to life. Bitcoin (BTC) has surged past $104,000, its highest level in nearly five months, fueled by easing trade tensions, cooling inflation, and the Federal Reserve’s dovish pivot. This isn’t just a crypto rally—it’s a macroeconomic gold rush. And three companies are uniquely positioned to capitalize: Visa (V), NVIDIA (NVDA), and PayPal (PYPL). Their crypto integrations, despite neutral Zacks rankings (#3 "Hold"), are the hidden engines of growth that could power their stocks to outperform in 2025.

The Macro Catalysts Fueling Bitcoin’s Bull Run

The stage is set for Bitcoin’s ascent. Inflation dropped to 2.3% year-over-year in April—the lowest since 2021—while core inflation edged down to 2.8%. This has the Fed on hold, with markets pricing in 1-4 rate cuts by year-end. Easing monetary policy reduces the opportunity cost of holding Bitcoin, a non-yield asset, while trade truces—like the U.S.-China tariff rollback—lower geopolitical risks, boosting risk-on sentiment.

Trade deals also matter. The U.S.-China agreement to slash tariffs by 115 points and the U.S.-UK deal to zero out auto and steel duties have stabilized supply chains, indirectly supporting Bitcoin’s role as a hedge against systemic instability. With inflation tamed and central banks pausing hikes, Bitcoin’s $140,000 target is no longer a pipe dream.

Visa: Stablecoin Settlements Are the New Gold Standard

Visa (V) isn’t just a payment processor—it’s building the infrastructure for the crypto economy. The company is expanding its stablecoin settlement capabilities onto the Solana blockchain, partnering with merchant acquirers Worldpay and Nuvei to modernize cross-border transactions. This move bypasses traditional banking fees and delays, offering a 21st-century alternative to fiat.

Visa’s Q4 2024 results reflect its growth: revenue hit $9.6 billion (+12% YoY), with net revenue up 10% in Q1 2025. While Zacks downplays it, Visa’s 12.8% 2025 earnings growth rate and $15 billion buyback program signal confidence. Stablecoin adoption is still nascent, but Visa’s early-mover advantage in blockchain settlements could make it the MasterCard of crypto.

NVIDIA: GPU Demand Isn’t Just for Gaming—It’s for the Blockchain Economy

NVIDIA (NVDA) is the unsung hero of the crypto boom. Its GPUs are the backbone of crypto mining and AI-driven data centers, which underpin everything from Bitcoin mining to smart contract execution. With AI and blockchain converging—think agentic AI powering decentralized apps—NVIDIA’s dominance in high-performance computing is a gold mine.

NVIDIA’s Q4 Data Center revenue hit $35.6 billion, up 93% YoY, driven by generative AI and cloud partnerships. Even as gaming revenue dipped 22% sequentially (to $2.5B), its focus on Blackwell AI supercomputers and the $500B Stargate Project positions it as the backbone of the new digital economy. With Bitcoin’s hash rate rising alongside its price, NVIDIA’s GPUs will keep crunching the numbers—and the profits.

PayPal: Crypto Transactions Are the New Growth Lever

PayPal (PYPL) is underappreciated for its crypto play. While its Q4 2024 results were lackluster (net income down 20%), its Venmo and PayPal apps allow users to buy, sell, and spend crypto, including Bitcoin and Ethereum. This isn’t just a side feature—it’s a strategic play to future-proof its platform in a world where crypto is mainstream.

Despite a 9% 2025 earnings growth forecast, PayPal’s crypto platform is a Trojan horse. As Bitcoin’s price rallies and institutional adoption accelerates, PayPal’s 350+ million users become a liquidity pool for crypto transactions. The company’s $9 billion consensus price target ignores this: crypto adoption could turn its app into a $1 trillion digital asset hub.

Why the Zacks Rankings Are Wrong

Zacks ranks these stocks a neutral #3, missing the crypto angle. Their focus on near-term earnings overlooks three truths:
1. Inflation is tamed, but not dead—Bitcoin remains a hedge.
2. Crypto adoption is accelerating—Visa’s Solana, NVIDIA’s GPUs, and PayPal’s platform are the gateways.
3. 2025 is the year of institutional crypto—ETF inflows, central bank reserves, and corporate treasuries will push adoption.

Action Plan: Buy Now Before the Surge

• Visa (V): Target $340 (current $320) with a 10% upside. Buy on dips below $330.
• NVIDIA (NVDA): Target $650 (current $570) with 14% upside. Hold through AI/ crypto volatility.
• PayPal (PYPL): Target $95 (current $74) with 30% upside. Accumulate below $80.

The Fed’s pause, trade truces, and Bitcoin’s ascent are creating a perfect storm. These three stocks aren’t just riding the wave—they’re shaping the future of money. Don’t let neutral rankings blind you to the crypto revolution.

The bull run is here. Get in now—or watch your portfolio fall behind.

Disclaimer: This analysis is for educational purposes. Always conduct your own research before investing.