Circle’s Crypto Stock Skyrockets 500% Post-IPO: Is Blockchain the Ultimate Equity Play in 2025?

Wall Street's sleeping on blockchain stocks again—just like they did with Bitcoin at $100. Meanwhile, Circle’s shares are mooning while traditional finance scrambles to keep up.

The 500% elephant in the room

No fancy footwork here—just cold, hard outperformance. While S&P 500 stocks grind out single-digit gains, crypto-native equities are leaving them in the dust. The market’s voting with its wallet, and the tally looks brutal for legacy finance.

Institutions vs. innovation

Bankers still dismiss blockchain as a ‘niche play’—right before quietly adding exposure through backdoor ETFs. Meanwhile, companies building actual infrastructure (read: not just slapping ‘Web3’ on PowerPoints) are printing returns that make hedge funds blush.

Remember: the same suits calling crypto volatile are the ones who missed Circle’s rally. Maybe ‘risk management’ is just code for ‘fear of being obsolete.’

I believe the Genius Act could push stablecoins like $USDT and $CRCL from “nice to have” to “need to have.” pic.twitter.com/wR9iaqRXNH

— Pius the Banker (@PiusSprenger) June 18, 2025

“History Is Being Made”, Says Circle CEO Following News That The US Senate Passed The GENIUS Act Bill

Since going public at the beginning of June, Circle crypto and its CRCL stock have risen roughly 530%. In the past 24 hours alone, CRCL soared more than 30% after the Senate officially passed the GENIUS Act bill, which WOULD establish a federal framework for dollar-backed cryptocurrencies, also known as stablecoins.

The GENIUS Act is seemingly a revolutionary step in global crypto adoption. Still, it has to be approved by the House and gain a signature from President Trump, setting up regulations for how US companies can issue and manage dollar-backed stablecoins for payments.

Circle crypto co-founder and CEO Jeremy Allaire took to X following the bill’s passing. He had this to say;

“History is being made, as the US Senate passes the GENIUS Act, taking us one step closer to breakthrough legislation being signed into law that will drive US economic and national competitiveness for decades to come.”

CRCL wasn’t the only crypto-related stock that saw impressive overnight gains following the bill’s passage late on June 17. It also sent shares of leading crypto exchange platform Coinbase (COIN) up 12% and trading platform Robinhood (HOOD) gained 4%.

This MOVE comes as companies big and small worldwide are beginning to pivot into crypto, whether as a company reserve asset or as existing Web3 firms going public on the stock market.

Circle Crypto (CRCL): The Latest In A Long Line Of Blockchain Stock Success Stories

GameStop just bought 4,710 bitcoin for $512M.

Wall Street called it a joke.
Now it’s front-running 99% of the S&P in monetary intelligence.

And with $5.5 billion in cash, it's just getting started,pic.twitter.com/ffTdGKT6P7

— Swan (@Swan) May 28, 2025

In the past year alone, companies such as MetaPlanet in Japan have begun stockpiling BTC, similar to Michael Saylor’s Strategy. They recently surpassed 10,000 BTC in holdings, making the Tokyo-based firm the seventh largest holder of BTC by any publicly traded company.

Another well-known company recently pivoting to Bitcoin accumulation is the gaming retailer GameStop. Between May 3 and June 10, 2025, the company reportedly spent $500 million on the token, amounting to 4,710 BTC.

This move for GameStop has helped to stem the bleeding of its GME stock, which had dropped from $35, to $21 in May but has since rebounded to $23.44, showing signs of a reversal amid its recent Bitcoin spending spree.

Then there is the more peculiar story of Vanadi Coffee. It is a Spanish coffee shop chain that posted losses of $3.7 million in 2024, exceeding its annual revenue. The firm’s President, Salvador Martí, wants to turn Vanadi into a ‘Bitcoin-first’ company rather than a traditional coffee chain.

Following the Saylor Strategy, he plans to invest $1.1 billion in bitcoin. Salvador Martí is betting on Bitcoin to turn around the fortunes of his struggling coffee chain, and as of yesterday, the firm had purchased 30 BTC.

So far, Vanadi’s pivot to Bitcoin seems to be working, as its VANA stock is currently up over 200% since the company’s official announcement that it would be adopting a Bitcoin accumulation approach.

This playbook will likely be the go-to for many struggling but innovative business owners as by purchasing Bitcoin as a reserve asset is proving to be a positive for a companies share price.

Rumors also circulate that several leading Web3 firms are now seeking to launch an IPO and go public, following Coinbase and Circle crypto. Ripple Labs, home of the XRP token, Consensys, and crypto exchange Kraken, are three of the more notable.

(SOURCE)