Bitcoin Soars: Crypto Stocks Rocket as BTC Notches Historic Weekly Gains

Crypto markets erupt as Bitcoin's record-breaking rally sends correlated stocks screaming higher. Wall Street scrambles to catch up—as usual.

The Domino Effect

When BTC flexes, the entire digital asset ecosystem follows suit. This week's parabolic move triggered a feeding frenzy across mining firms, exchanges, and crypto-adjacent tech plays. Even legacy finance dinosaurs are dusting off their 'blockchain strategies' memos.

Greed Is Good (Again)

Traders are piling in with the kind of enthusiasm usually reserved for tax loopholes and insider trading tips. Short sellers got steamrolled—not that anyone's shedding tears for those particular market participants.

The Institutional Two-Step

Watch the suits perform their ritual dance: first denying crypto's viability, then frantically backpedaling to avoid missing the gravy train. Bonus points when they blame 'market irrationality' for their own tardiness.

The revolution won't be centralized—but today's price action proves it's getting harder to ignore.

In Brief

• Bitcoin hits a new record at $118,500, sparking a surge in crypto-related stocks.
• Coinbase, Strategy, and leading miners post double-digit gains.
• Donald Trump’s support and the rise of ETFs boost market optimism.

A Wave of Euphoria Sweeps Wall Street, with Bitcoin as the Conductor

Bitcoin has just marked a historic week. Following a more accommodative economic climate and driven by unexpected political declarations, the digital asset smashed every ceiling, reaching $118,500. The result? An unprecedented bullish rush on crypto-economy related securities.

Coinbase, Robinhood, Strategy, as well as Bitcoin mining giants like MARA Holdings, CleanSpark, and Riot Platforms, all saw their shares soar. A synchronized takeoff that is no accident: institutional investors are reintegrating bitcoin into their portfolios at an unprecedented pace. The signal is clear: crypto euphoria is no longer a passing trend. It now establishes itself as a full-fledged driver of stock market performance.

At the heart of this dynamic is the promise of monetary easing fueling appetite for risk. But what truly electrified the market was Donald Trump’s explicit support for cryptocurrencies. A stance that could permanently reshape the power dynamics between traditional finance and new digital paradigms.

Coinbase and Strategy: The New Barometers of Crypto Health?

When bitcoin coughs, Coinbase sneezes. But when bitcoin explodes, the platform soars. With a 50% increase since January, Coinbase stock no longer merely follows the trend; it amplifies it. Supported by a series of strategic deals, notably with Perplexity AI and Liquifi, the company establishes itself as a technological and financial pillar. Bernstein saw it clearly: the price target was raised to $510.

Meanwhile, Strategy (formerly MicroStrategy) continues its spectacular transformation. By becoming a true bitcoin holding fund, with nearly 600,000 units in its portfolio, the company is no longer just playing the speculation card but that of a corporate store of value. A radical stance that appeals to investors seeking direct exposure to the asset without managing custody.

These companies, once seen as marginal or excessively speculative, are gradually becoming the new blue chips of digital finance. A shift that illustrates a profound paradigm change: cryptocurrency is no longer a gamble, it is becoming a strategic component of modern portfolios.

Bitcoin, ETFs, and Politics: The Winning Triangulation

The success of BlackRock’s spot bitcoin ETF (IBIT) is a shining proof: with $80 billion in assets under management, it is the fastest launch in the history of exchange-traded funds. At the same time, the iShares ethereum Trust (ETHA) jumped 17%, confirming the market’s appetite for regulated crypto-related products.

But it is the political context that gives this surge an almost tectonic dimension. Donald Trump’s pro-crypto messages, published on Truth Social, acted as a catalyst. By calling on the Fed to cut rates, TRUMP fueled a bullish anticipation climate that propelled bitcoin to new heights.

Despite geopolitical tensions and trade uncertainties, notably with Canada, the markets have chosen their camp: innovation, scarcity, and digital sovereignty. And in this grand dance of economic transformations, bitcoin now plays the role of global conductor.

With over $81 billion traded in 24 hours, the bitcoin market is reaching a critical threshold. The psychological resistance of $120,000 could break quickly, driven by a highly favorable technical and macroeconomic context, as highlighted by investors’ expectations.

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