Can Coinbase and Crypto Stocks Defy Bitcoin & Altcoin Volatility? The 2025 Survival Guide
Crypto's wild ride isn't slowing down—but neither are the exchanges cashing in. As Bitcoin dances with uncertainty and altcoins swing like pendulum clocks, publicly traded crypto firms face their ultimate stress test.
Wall Street's new casino
While traditional investors clutch their pearls, Coinbase and friends keep printing fees—whether markets go up, down, or sideways. The 2025 playbook? Volatility as a business model.
Regulatory roulette
SEC lawsuits gather dust while trading volumes gather zeros. Every politician suddenly has a 'blockchain policy' (read: fundraising gimmick). Meanwhile, the smart money's already moved to the next narrative.
Survival of the fattest
Liquidity begets liquidity. The big players now feast on retail's carcass—$50M 'institutional-only' OTC deals, VIP negative fee tiers, and that sweet, sweet staking revenue the SEC wishes it could tax twice.
Here's the dirty secret: Crypto stocks don't need mooning prices to thrive—just enough fear and greed to keep the rubes clicking. The house always wins.
Crypto stocks like Coinbase (COIN) are in the spotlight as Bitcoin (BTC) and top market altcoins face intense volatility.
In the past few days, the price of Bitcoin has plummeted to $101,000, while ethereum (ETH) dropped to the $2,200 level.
The ongoing volatility in the crypto market is due to escalating wars between the US and Iran.
The market uncertainty raises concerns about implications for crypto stocks like Coinbase’s COIN and Strategy’s MSTR.
How Crypto and Coinbase Stock Is Faring
According to Google Finance, the value of Coinbase (COIN) has increased slightly to $312 in the pre-market session today.
On the hourly charts, Coinbase stock has risen by over 4.4%. This is a huge turnaround after it lagged behind last week.
The pullback at the time follows the drop in Bitcoin price from a local high of $105,000.
Coinbase also reported a disappointing earnings report. In the first quarter, profit plunged significantly, while operating costs spiked 51%.
Thus, the rise of COIN to $312 is impressive, especially considering the ongoing volatility of bitcoin prices.
Coinbase gained traders’ attention last week after filing for US SEC approval to launch tokenized stock trading.
Similar to Coinbase stock, Strategy stock, MSTR, is showing resilience. The price of MSTR is up slightly by 0.3% over the previous day to $369.7. The surge comes after Strategy recently acquired Bitcoin.
The firm bought 10,100 Bitcoin, valued at about $1.05 billion, with an average price of $104,080 per BTC. With this new acquisition, Strategy now holds 592,100 BTC in its crypto reserve.
Meanwhile, the stocks from other crypto-based firms, including Metaplanet (MTPLF) and Circle (CRCL), tumbled.
Iran-US War Triggered Mass Bitcoin Liquidations
According to CoinMarketCap data, the price of Bitcoin declined to an intraday low of $99,705.
As of writing, Bitcoin price was changing hands at $105,224, up around 4% over the past 24 hours. The flagship cryptocurrency hit an all-time high of $111,924 on May 22, 2025.
However, the price of Bitcoin dropped recently amid the US escalating tensions with Iran, raising concern among investors.
The rising risks of a spillover have made the Bitcoin market less enticing to traders and investors.
On Sunday, June 22, Bitcoin long liquidations surged above $127 million. The liquidation surge suggested that many investors previously anticipated price recovery.
That said, top altcoins were not left out of the blood bath. Ethereum (ETH) dropped to $2,208, and Ripple’s XRP declined to $1.9 this week amid soaring tensions.
This decline has impacted Coinbase stock and other crypto shares that have direct or indirect links to these assets. However, the current bullish switch can change the game for all assets.
Key US Economic Trends to Watch this Week
Lisa Abramowicz, co-host at Bloomberg Surveillance, said the US Economic Surprise index has turned the most negative this year.
In addition, the number of economic indicators becoming weaker than analysts initially expected is increasing.
Considering these challenges, crypto traders anticipate the release of key economic indicators this week that could reshape the market. These include Initial Job Claims, Jerome Powell’s speech, and PCE data.
The US labor market is progressively becoming a key macro factor for Bitcoin and the broader crypto stock market.
Rising claims signal economic shifts, potentially boosting the Bitcoin price. Conversely, lower claims may strengthen the dollar, pressuring crypto prices.
Federal Reserve Chair Jerome Powell will also address the House Financial Services Committee on June 24, 2025. His comments on the future interest rate are crucial for crypto prices.
