Crypto Stocks Circle, Coinbase, Robinhood Surge Ahead of Q3 2025 Altcoin Season

As the third quarter of 2025 approaches, investors are increasingly focusing on crypto stocks, with Circle Internet Group (CRCL), Coinbase Global Inc (COIN), and Robinhood Markets Inc (HOOD) emerging as top contenders for a potential rally. These stocks have shown significant pre-market gains, positioning them for a bullish week ahead. The anticipation is fueled by historical patterns that suggest a potential altcoin season in Q3 2025, which could further boost the performance of these crypto-related stocks.

Circle Internet Group (CRCL) has been a standout performer among crypto stocks. Despite a mild correction, CRCL's stock price was $187.33, up 0.92% in pre-market trading. The company began trading on the New York Stock Exchange (NYSE) on June 5, 2025, following its Initial Public Offering (IPO). The stock opened at $69, surged to $103.75 intraday, and closed at $83.23. Since its IPO, Circle's stock has rallied approximately 550%, indicating strong demand and effective positioning. As of July 14, 2025, the stock had a market capitalization of $42.64 Billion. Circle is the issuer of USDC, the second-largest stablecoin by market cap, $63 Billion. Beyond stablecoin settlements, Circle has a partner network of over 500. The GENIUS Act, passed by the US Senate, creates the first federal framework for dollar‑pegged stablecoins, further boosting CRCL’s outlook. According to the analyst's forecast, using a 10-year discounted cash flow model, Bernstein analysts forecasted a $230 target for Circle stock.

Coinbase Global Inc (COIN) is another promising stock to watch in the third quarter of 2025. COIN has rallied in pre-market trading on July 14, 2025, with the stock currently traded at $387.06, reflecting a 55% increase year-to-date. As of writing, COIN was trading at $393 atop 5-day rally of 8.45%. The Coinbase stock debuted at $381 on the Nasdaq Global Select Market on April 14, 2021. The rally is supported by the growing popularity of Bitcoin Exchange-Traded Funds (ETFs) and the fourth Bitcoin halving. Popular market analyst Ali Martinez recently predicted a $2,000 target for COIN, citing a rare bullish pattern on the COIN chart. Moreover, COIN recently rose as high as $388.96, despite Ark Invest selling 16,627 units of its Coinbase stock. Separately, the Czech National Bank has recently announced the acquisition of $18 Million worth of Coinbase shares during the second quarter of 2025.

Robinhood Markets Inc (HOOD) is the third crypto-related stock to consider in Q3 2025. HOOD opened at $98.34 on July 14, 2025, with a market capitalization of $86.78 Billion. As of writing, it was up 4.05% in the last 5 days to $99.36. Robinhood Markets has a fifty-two-week low of $13.98 and a fifty-two-week high of $101.50. HOOD surged over 163% year-to-date and 310.7% within the past year. Analysts noted a strong rising trend, with some predicting a 117% rise in the next three months. In a research note on Tuesday, July 1, KeyCorp boosted its price objective on HOOD shares from $60 to $110. The bank-based financial services company gave the HOOD stock an “overweight” rating. In its last quarterly earnings released on April 30, Robinhood reported $0.37 earnings per share (EPS) for the quarter. This figure comes short of analysts’ consensus estimates of $0.41. However, the firm reported revenue of $927.00 Million for the quarter, higher than the consensus estimate of $917.12 Million.

Historically, the altcoin season follows Bitcoin’s strong rallies and subsequent consolidation. Bitcoin has hit a new all-time high of $123,000, driven by positive market sentiments. This rally creates an opportunity for prices to consolidate, giving room for altcoins to shine. Ethereum (ETH) often leads altcoin rallies, as its performance against Bitcoin signals broader altcoin market strength. In the past 24 hours, ETH has surged over 2.7% to $3,046. Blockchains like Solana (SOL) and Avalanche have also benefited from the recent BTC rally. Additionally, altcoins like Aave (AAVE) and Toncoin (TON) are seeing renewed interest due to their scalability and DeFi innovations.