Bitcoin On Track to Resume Rally: 4 Crypto Stocks in Focus

Bitcoin’s price action in early 2025 has been a rollercoaster, but beneath the volatility lies a compelling narrative of institutional adoption, regulatory clarity, and technical momentum. After hitting an all-time high of $109,000 in January, the cryptocurrency faced a brutal correction, plummeting to $74,000 by April. Yet that pullback appears to have been a buying opportunity rather than a death knell. Technical indicators suggest Bitcoin is now primed to resume its upward trajectory, with analysts at Standard Chartered and VanEck forecasting prices as high as $200,000 by year-end. For investors, the question is no longer if Bitcoin will rally but which stocks will profit most from its ascent.

Bitcoin’s Bullish Case: More Than a Hype Cycle

Bitcoin’s recent volatility masks a structural shift. On-chain data reveals a stark divergence between retail investors, who sold during the dip, and institutional “whales” buying aggressively. Analysts at Presto Research note that entities holding 1,000–10,000 BTC accumulated 1.0 score worth of Bitcoin in late April—a metric signaling net buying. Meanwhile, exchange inflows hit a two-year low, suggesting investors are holding coins rather than speculating.

The Power Law Model, which applies Metcalfe’s Law to Bitcoin’s network effects, predicts a “Acceleration Phase” rally in late 2025. This model aligns with historical cycles: Bitcoin’s price often surges after periods of consolidation. Add in macro tailwinds like Federal Reserve rate cuts, tariff-driven capital reallocation, and the approval of Bitcoin ETFs, and the case for a $200,000 finish grows stronger.

Top 4 Crypto Stocks to Watch in 2025

1. MicroStrategy (MSTR): The Bitcoin Reserve Champion

MicroStrategy has long been the poster child for corporate Bitcoin accumulation. CEO Michael Saylor’s strategy—using Bitcoin as a reserve asset—has paid off. Over five years, MSTR’s stock has surged 2,000%, dwarfing the S&P 500’s 35% gain. In late 2024, the company bought 15,355 BTC at an average price of $92,737, solidifying its position as a Bitcoin powerhouse.

As Bitcoin’s price rises, MicroStrategy’s balance sheet becomes a leveraged bet on its own holdings. Analysts at Zacks note that MSTR’s stock could climb further if Bitcoin breaches $120,000 in Q2—a milestone many expect.

2. Robinhood Markets (HOOD): The Democratizer of Crypto Access

Robinhood’s user base of 50+ million customers makes it the most scalable crypto gateway for retail investors. Its Robinhood Crypto platform allows users to trade Bitcoin, Ethereum, and other digital assets, positioning it to profit directly from Bitcoin’s institutional adoption wave.

Zacks Investment Research has labeled HOOD a “Stock Most Likely to Double,” citing its Zacks Rank #1 (Strong Buy) and a projected earnings growth rate exceeding 100% for 2025. With Bitcoin ETFs now available and retail interest surging, Robinhood’s role as a democratizing force in crypto finance is only beginning.

3. GameStop (GME): From Retail to Crypto Reckoning

GameStop’s pivot to crypto has been controversial but strategically astute. While its foray into NFTs and blockchain gaming has drawn skepticism, its Bitcoin accumulation—a reported 14,000 BTC—has quietly built value.

GME’s stock, once a meme-driven anomaly, now trades on fundamentals. A Bitcoin rally to $150,000 could add $2 billion to its balance sheet, unlocking new avenues for shareholder returns. CEO Chris Avary’s vision—aligning GME with Bitcoin’s “digital gold” narrative—could finally silence critics.

4. CME Group (CME): The Institution’s Bitcoin Playground

CME Group, operator of the world’s largest Bitcoin futures market, is the quiet beneficiary of crypto’s maturation. As ETFs and corporate reserves gain traction, institutional demand for regulated Bitcoin exposure is soaring.

In 2024, CME’s Bitcoin futures volume hit $1.2 trillion, a 40% year-over-year jump. Analysts at VanEck predict this figure could double by 2025 if Bitcoin ETFs gain traction. For CME, the path to higher earnings is straightforward: more volume equals more fees.

Risks to the Rally

Bitcoin’s ascent is not without pitfalls. A Federal Reserve policy misstep, regulatory overreach (e.g., the SEC blocking Bitcoin ETFs), or a breach of $74,000 support could trigger another leg down. Additionally, the “halving effect” post-2024 may reduce new supply, but it could also amplify volatility.

Conclusion: Bitcoin’s Bull Run—and Its Winners—are Here to Stay

Bitcoin’s Q1 stumble was a necessary correction, not a death knell. With whales buying, ETFs inflowing, and macro tailwinds gathering, the path to $200,000 is clear. Among the stocks, MicroStrategy and Robinhood stand out for their direct exposure to Bitcoin’s upside, while CME and GameStop offer diversified plays on crypto’s institutionalization.

The data is unequivocal: Bitcoin’s rally is resuming, and the stocks positioned to profit are no longer speculative bets—they’re strategic plays in a $2 trillion market. For investors, the question is no longer why to bet on crypto stocks but which ones to bet on—and when.

With consensus pointing toward $200,000 by year-end, the time to act is now.