Bitcoin Rally Lifts MSTR, CRCL, COIN

Bitcoin nears $69K, lifting crypto stocks like Coinbase and Circle after strong earnings.

  • Bitcoin‘s rally toward $69,000 on Wednesday fueled a jump in related equities like Coinbase Global and Strategy.
  • Circle Internet Group led the charge, soaring over 35% after its earnings beat Wall Street expectations.
  • A CryptoQuant analyst noted Bitcoin demand growth for the first time since late November 2025.

Crypto-linked stocks surged on Wednesday as Bitcoin’s price flirted with the $69,000 mark, though gains moderated as the asset retreated slightly. The broader market rally triggered nearly $580 million in liquidations and pushed the total crypto market capitalization above $2.44 trillion.

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Circle Internet Group was the standout performer, leaping over 35% in regular trading. This surge followed the company’s quarterly report, which exceeded analyst forecasts and reiterated strong guidance for 2026. Its stock continued to climb after hours as retail sentiment on social platforms shifted dramatically.

Consequently, equities tied directly to Bitcoin’s performance also posted significant gains. Strategy closed up nearly 9%, while Bitmine Immersion Technologies jumped 10% on the day. Meanwhile, Strive Asset Management registered a nearly 20% increase, becoming the second-largest gainer.

However, these stocks pared some after-hours gains as Bitcoin’s price consolidated around $68,700. The positive momentum may have room to run, as data shows Bitcoin demand has begun growing for the first time in months. This potential shift in market dynamics could support further advances for crypto-correlated equities.

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