Crypto & blockchain
Crypto trading and custody, bitcoin mining, stablecoins and blockchain networks, and companies whose main asset is crypto.
Crypto assets have grown into a market of their own. This theme covers crypto exchanges and custodians, bitcoin miners, stablecoin issuers, blockchain technology and companies whose main asset is crypto.
Companies
79
Core
62
With a moat
5%
Average quality
21
0 wide moat · 4 narrow moat · 74 no moat · Open in screener →
Core The theme describes the company's main business. Partial A meaningful part of the business, but not the main one.
Companies
| Company | Exposure | Industry | Moat | Quality | Market cap |
|---|---|---|---|---|---|
| MSTR Strategy Inc | Core | Digital Assets & Crypto | None | 30 | $52.4B |
| COIN Coinbase Global, Inc. | Core | Digital Assets & Crypto | Narrow | 52 | $44.4B |
| CRCL Circle Internet Group, Inc. | Core | Digital Assets & Crypto | None | 30 | $20.6B |
| IREN IREN Ltd | Core | Digital Assets & Crypto | None | 17 | $13.9B |
| BMNR BITMINE IMMERSION TECHNOLOGIES, INC. | Core | Digital Assets & Crypto | None | 26 | $13.0B |
| GLXY Galaxy Digital Inc. | Core | Digital Assets & Crypto | None | 15 | $6.1B |
| WULF TERAWULF INC. | Core | Digital Assets & Crypto | None | 15 | $6.0B |
| RIOT Riot Platforms, Inc. | Core | Digital Assets & Crypto | None | 19 | $5.2B |
| CORZ Core Scientific, Inc./tx | Core | Digital Assets & Crypto | None | 14 | $4.4B |
| BLSH Bullish | Core | Digital Assets & Crypto | None | 28 | $3.8B |
| CIFR Cipher Digital Inc. | Core | Digital Assets & Crypto | None | 20 | $3.7B |
| MARA MARA Holdings, Inc. | Core | Digital Assets & Crypto | None | 12 | $2.9B |
| BTDR Bitdeer Technologies Group | Core | Digital Assets & Crypto | None | 8 | $2.7B |
| CLSK CLEANSPARK, INC. | Core | Digital Assets & Crypto | None | 35 | $2.2B |
| PURR Hyperliquid Strategies Inc | Core | Digital Assets & Crypto | None | 56 | $1.8B |
| CANG Cango Inc. | Core | Digital Assets & Crypto | None | 16 | $1.8B |
| HIVE HIVE Digital Technologies Ltd. | Core | Digital Assets & Crypto | None | 25 | $1.6B |
| SBET Sharplink, Inc. | Core | Digital Assets & Crypto | None | 21 | $1.6B |
| KEEL Keel Infrastructure Corp. | Core | Digital Assets & Crypto | None | 12 | $1.5B |
| ABTC American Bitcoin Corp. | Core | Digital Assets & Crypto | None | 23 | $556M |
| TRON Tron Inc. | Core | Digital Assets & Crypto | None | 8 | $527M |
| FWDI Forward Industries, Inc. | Core | Digital Assets & Crypto | None | 23 | $504M |
| GREEL Greenidge Generation Holdings Inc. | Core | Digital Assets & Crypto | None | 16 | $468M |
| GEMI Gemini Space Station, Inc. | Core | Digital Assets & Crypto | None | 12 | $418M |
| BTBT Bit Digital, Inc | Core | Digital Assets & Crypto | None | 17 | $328M |
| DEFT Defi Technologies, Inc. | Core | Digital Assets & Crypto | None | 37 | $310M |
| FUFU Bitfufu Inc. | Core | Digital Assets & Crypto | None | 26 | $310M |
| BGIN BGIN BLOCKCHAIN Ltd | Core | Digital Assets & Crypto | None | 11 | $300M |
| BKKT Bakkt, Inc. | Core | Digital Assets & Crypto | None | 14 | $247M |
| CNCK Coincheck Group N.V. | Core | Digital Assets & Crypto | None | 23 | $222M |
| CAN Canaan Inc. | Core | Digital Assets & Crypto | None | 17 | $177M |
| EXOD Exodus Movement, Inc. | Core | Digital Assets & Crypto | None | 19 | $155M |
| TONX TON Strategy Co | Core | Digital Assets & Crypto | None | 24 | $150M |
| HSDT Solana Co | Core | Health Care Technology | None | 23 | $137M |
| NAKA Nakamoto Inc. | Core | Digital Assets & Crypto | None | 10 | $130M |
| DFDV DeFi Development Corp. | Core | Digital Assets & Crypto | None | 24 | $114M |
| EMPD Empery Digital Inc. | Core | Digital Assets & Crypto | None | 11 | $77M |
| UPXI UPEXI, INC. | Core | Digital Assets & Crypto | None | 19 | $75M |
| AMBR Amber International Holding Ltd | Core | Digital Assets & Crypto | None | 23 | $70M |
| BTCS BTCS Inc. | Core | Digital Assets & Crypto | None | 25 | $57M |
| NCTY The9 LTD | Core | Digital Assets & Crypto | None | 18 | $51M |
| EDGM Edgemode, Inc. | Core | Digital Assets & Crypto | None | 4 | $48M |
| HYPD HYPERION DEFI, INC. | Core | Digital Assets & Crypto | None | 18 | $45M |
| FRMM FORUM MARKETS Inc | Core | Digital Assets & Crypto | None | 5 | $44M |
| STEX Streamex Corp. | Core | Digital Assets & Crypto | None | 25 | $43M |
| SDEV Stablecoin Development Corp | Core | Digital Assets & Crypto | None | 30 | $42M |
| ABIT Athena Bitcoin Global | Core | Digital Assets & Crypto | None | 14 | $41M |
| AVX AVAX ONE TECHNOLOGY LTD. | Core | Food Products | None | 28 | $40M |
| NA Nano Labs Ltd | Core | Digital Assets & Crypto | None | 27 | $40M |
| STKE SOL Strategies Inc. | Core | Digital Assets & Crypto | None | 7 | $40M |
| FGC FG Nexus Inc. | Core | Consumer & Specialty Finance | — | 21 | $38M |
| MATH Metalpha Technology Holding Ltd | Core | Digital Assets & Crypto | None | 33 | $30M |
| FLD Fold Holdings, Inc. | Core | Digital Assets & Crypto | None | 20 | $28M |
| AIXC AIxCrypto Holdings, Inc. | Core | Digital Assets & Crypto | None | 14 | $20M |
| ARBK Argo Blockchain Plc | Core | Digital Assets & Crypto | None | 3 | $20M |
| MGTI MGT CAPITAL INVESTMENTS, INC. | Core | Digital Assets & Crypto | None | 5 | $17M |
| EBON Ebang International Holdings Inc. | Core | Digital Assets & Crypto | None | 18 | $13M |
| ICG Intchains Group Ltd | Core | Digital Assets & Crypto | None | 29 | $11M |
| BTM Bitcoin Depot Inc. | Core | Digital Assets & Crypto | None | 36 | $6M |
| PWCM PowerCompute, Inc. | Core | Digital Assets & Crypto | None | 15 | $1M |
| ZNB Zeta Network Group | Core | Education & Consumer Services | None | 6 | $1M |
| BTCT BTC Digital Ltd. | Core | Digital Assets & Crypto | None | 13 | — |
| HOOD Robinhood Markets, Inc. | Partial | Brokers & Investment Banks | Narrow | 56 | $86.8B |
| XYZ Block, Inc. | Partial | Payments & Fintech | Narrow | 52 | $46.6B |
| HUT Hut 8 Corp. | Partial | Digital Assets & Crypto | None | 23 | $8.4B |
| APLD Applied Digital Corp. | Partial | IT Services & Consulting | None | 18 | $5.8B |
| FIGR Figure Technology Solutions, Inc. | Partial | Consumer & Specialty Finance | Narrow | 47 | $5.8B |
| ETOR eToro Group Ltd. | Partial | Brokers & Investment Banks | None | 38 | $3.3B |
| SAIH SAIHEAT Ltd | Partial | Digital Assets & Crypto | None | 16 | $677M |
| DGXX Digi Power X Inc. | Partial | Digital Assets & Crypto | None | 13 | $339M |
| SLNH Soluna Holdings, Inc | Partial | Digital Assets & Crypto | None | 15 | $144M |
| GPUS Hyperscale Data, Inc. | Partial | Digital Assets & Crypto | None | 13 | $99M |
| KULR KULR Technology Group, Inc. | Partial | Electronic Components & Instruments | None | 23 | $84M |
| AXG Solowin Holdings, Ltd. | Partial | Brokers & Investment Banks | None | 16 | $60M |
| VIVO VivoPower PLC | Partial | Electric & Multi-Utilities | None | 8 | $40M |
| INVU Investview, Inc. | Partial | Digital Assets & Crypto | None | 32 | $37M |
| SOS SOS Ltd | Partial | Digital Assets & Crypto | None | 16 | $20M |
| OLB OLB GROUP, INC. | Partial | Payments & Fintech | None | 15 | $11M |
| CNET ZW Data Action Technologies Inc. | Partial | Internet & Interactive Media | None | 14 | — |
79 companies.
Price versus fair value for every company is in the screener.