Why Now Could Be the Best Time to Buy
The cryptocurrency market has been under pressure in recent weeks, with Bitcoin (BTC) slipping from its July all-time high of nearly $124,500 to as low as $107,000. Currently trading in the $110,000–$112,000 range, Bitcoin has entered a consolidation phase that has left many investors uncertain about its next move.
While short-term volatility has weighed on prices, analysts expect that a Federal Reserve rate cut and easing inflationary pressures could provide the perfect catalyst for Bitcoin’s next rally. Historically, periods of consolidation in Bitcoin have often created “buy-the-dip” opportunities not only for crypto itself, but also for crypto-linked stocks that benefit from broader adoption of digital assets.
In this environment, investors may want to consider stocks with direct exposure to the cryptocurrency ecosystem — companies that profit from trading, payments, or the infrastructure powering digital assets. Four such names stand out today: PayPal Holdings (PYPL), Interactive Brokers (IBKR), Robinhood Markets (HOOD), and NVIDIA (NVDA).
Bitcoin’s Pullback: A Setup for the Next Rally
Bitcoin’s decline of nearly 15% over the past month has been fueled by macroeconomic uncertainty. Investors are weighing weak labor market data, the impact of new tariffs under the Trump administration, and concerns about rising consumer prices.
Despite these headwinds, optimism is building around the Federal Reserve’s next policy meeting on September 17, where markets are pricing in a 97.6% chance of a 25-basis-point rate cut (CME FedWatch Tool). Historically, lower interest rates have boosted demand for risk assets, including Bitcoin and growth stocks.
Crypto analysts believe this consolidation phase is temporary. As Bitcoin dominance starts to slip, liquidity could shift into altcoins and crypto-centric equities — creating a secondary wave of opportunities for investors positioned early.
4 Crypto-Centric Stocks With Long-Term Potential
1. PayPal Holdings (PYPL)
PayPal has quietly become one of the largest fintech gateways for cryptocurrency adoption. Through its platform, users can buy, sell, and hold major digital assets such as Bitcoin, Ethereum, Litecoin, and Bitcoin Cash. Its subsidiary, Venmo, also allows peer-to-peer crypto transactions, making it one of the most widely accessible crypto wallets in the U.S.
- Earnings Growth (2025): +12.3% expected
- Consensus Estimate: Up 2.8% in the past 60 days
- Zacks Rank: #2 (Buy)
As digital payments and crypto integration expand globally, PayPal is well-positioned to benefit from mainstream adoption of crypto in e-commerce transactions.
2. Interactive Brokers Group (IBKR)
Interactive Brokers is a global leader in automated brokerage services, and one of the few major platforms offering direct access to cryptocurrency trading and crypto futures. Its commodities trading desk allows institutional and retail investors to gain exposure to crypto derivatives, a market segment seeing explosive growth.
- Earnings Growth (2025): +11.4% expected
- Consensus Estimate: Up 10.7% in the past 60 days
- Zacks Rank: #1 (Strong Buy)
With institutions increasingly exploring crypto, IBKR’s advanced platform ensures it will remain a top choice for professional traders and hedge funds.
3. Robinhood Markets (HOOD)
Robinhood revolutionized retail investing, and its Robinhood Crypto platform is now a major player in the U.S. crypto trading space. The platform enables users to trade Bitcoin, Ethereum, Dogecoin, and other altcoins with no commission fees, making it popular among younger investors.
- Earnings Growth (2025): +42.2% expected
- Consensus Estimate: Up 26% in the past 60 days
- Zacks Rank: #1 (Strong Buy)
Robinhood continues to attract millions of retail traders, and as crypto enthusiasm reignites, HOOD could see outsized benefits from both trading volume and user growth.
4. NVIDIA Corporation (NVDA)
While best known for powering the artificial intelligence (AI) revolution, NVIDIA also remains a critical enabler of crypto mining and blockchain infrastructure. Its GPUs (Graphics Processing Units) are widely used in Bitcoin and Ethereum mining, as well as in the data centers that support decentralized finance (DeFi) ecosystems.
- Earnings Growth (2025): +46.2% expected
- Consensus Estimate: Up 3.1% in the past 60 days
- Zacks Rank: #2 (Buy)
With crypto mining, AI, and high-performance computing converging, NVIDIA is positioned to thrive across multiple disruptive industries.
Copiable Table: Snapshot of Crypto-Centric Stocks
| Company | Ticker | Focus in Crypto | Expected Earnings Growth (2025) | Zacks Rank |
|---|---|---|---|---|
| PayPal Holdings | PYPL | Crypto payments & wallets (PayPal & Venmo) | +12.3% | #2 (Buy) |
| Interactive Brokers | IBKR | Direct crypto trading & futures desk | +11.4% | #1 (Strong Buy) |
| Robinhood Markets | HOOD | Retail crypto trading (Robinhood Crypto) | +42.2% | #1 (Strong Buy) |
| NVIDIA Corp. | NVDA | GPUs powering mining & blockchain infra | +46.2% | #2 (Buy) |
Final Take: Positioning for Bitcoin’s Next Bull Run
Bitcoin’s current pause is not the end of the rally — it may be the calm before the next leg higher. As the Fed signals easing monetary policy, risk assets like crypto are expected to benefit. Beyond buying Bitcoin directly, investors should look at stocks that profit from crypto adoption and blockchain innovation.
Companies like PayPal, Interactive Brokers, Robinhood, and NVIDIA offer diversified ways to gain exposure to the digital asset ecosystem, each playing a unique role in crypto’s growth story.
For long-term investors, these names could provide outsized returns once Bitcoin breaks out of its consolidation range — making now a smart time to accumulate before the next rally begins.
Reference : Ritujay Ghosh