#CryptoStocks

Strong movements driven by new regulations

Coinbase (COIN) saw a jump of more than 16% after the U.S. Senate approved the GENIUS Act to regulate stablecoins, reinforcing its leading position in this sector.

Circle (USDC) has achieved a rise of up to 238% since its public offering, in a move the market described as a successful launch of a wave of digital currency-related IPOs.

🛡️ Regulation as fuel for stablecoin stocks

The GENIUS Act mandates full backing with liquid reserves (cash or Treasury bonds) and monthly disclosures, which enhances the credibility of stablecoins like USDC and boosts their institutional adoption.

🧭 Broader market impacts

Despite the regulations, Bitcoin has not seen a noticeable rise. Markets remain focused on geopolitical tensions (such as the situation in Israel-Iran) and upcoming Federal Reserve guidance.

In contrast, shares of traditional payment companies like Visa and Mastercard have declined, while funds have shifted towards platforms associated with stablecoins like Coinbase.

🗂️ Diverse opportunities: mining and Bitcoin savings

MicroStrategy (MSTR) announced the issuance of preferred shares to raise a billion dollars to purchase about 10,100 additional Bitcoins, with analysts' estimates increasingly leaning towards a bullish outlook.

Mining companies like CleanSpark, Riot, and Marathon have experienced notable volatility in early 2025.