Wall Street had a shaky start to 2025, with volatility returning to markets in the final weeks of December. However, the cryptocurrency market has held its ground on expectations that technological progress, regulatory clarity, and increased institutional adoption will play key roles in shaping the market this year.

Bitcoin: The Star Performer

Bitcoin (BTC), especially, saw a solid surge last year, surpassing the $100,000 mark for the first time. Although it has retreated slightly from its all-time high over the past few days, the cryptocurrency had an impressive start to 2025 and was hovering around $99,550 on Monday.

Investing in Bitcoin-centric stocks like Robinhood Markets, Inc. (HOOD), NVIDIA Corporation (NVDA), Visa Inc. (V), and Shopify Inc. (SHOP) would thus be a smart choice. These stocks have a strong growth potential for 2025. Each of these stocks has seen positive earnings estimate revision in the past 60 days.

Why Bitcoin is Poised to Reach Newer Heights

Bitcoin hit an all-time high of $106,533 on Dec. 22, triggered by Donald Trump’s victory in the Presidential election, which raised hopes of a crypto-friendly environment and regulatory clarity under his regime. Trump has already chosen some pro-crypto people for important cabinet and regulatory roles. Also, the president-elect had pledged during his campaign to make the United States the ‘crypto capital of the world,’ outlining plans to establish a strategic Bitcoin reserve and select regulators supportive of digital assets.

The positive sentiment has been fueling the rally over the past couple of months. However, the cryptocurrency retreated more than 10% in the penultimate week of December after the Federal Reserve gave a hawkish outlook for rate cuts in 2025 as inflation is still high.

A Promising Year Ahead

Despite the hawkish outlook, investors are hopeful about Bitcoin’s surge this year after a stellar 2024. Bitcoin jumped more than 125% in 2024, doubling its market cap. Experts believe that 2025 could prove to be yet another outstanding year for cryptocurrencies as a large number of regulatory changes are expected.

China, Canada, and the EU, along with the Middle East have been easing regulatory restrictions, which is expected to create a healthier crypto environment. Also, Trump’s pro-crypto leadership is likely to push for more institutional activity through Bitcoin ETFs. Besides, technological progress is anticipated to enhance the importance of blockchain in practical, real-world uses.

Moreover, Bitcoin has typically hit new all-time highs every four years during its last two bullish cycles since 2017. In each cycle, Bitcoin saw a surge of 2300% and 1700%, respectively, followed by corrections of 70% to 80%.

Story Continues

From hitting a low of $16,000 two years ago in early 2023, Bitcoin has surged nearly 600%, suggesting significant potential for continued growth in the next two years.

4 Crypto-Centric Stocks With Upside

Robinhood Markets (HOOD)

• Robinhood Markets, Inc. operates a financial services platform in the United States.
• Its platform allows users to invest in stocks, exchange-traded funds, options, gold, and cryptocurrencies.
• HOOD buys and sells Bitcoin, Ethereum, Dogecoin, and other cryptocurrencies using its Robinhood Crypto platform.
• Robinhood Markets’ expected earnings growth rate for the current year is more than 100%.
• The Zacks Consensus Estimate for current-year earnings has improved 16.9% over the last 60 days.
• HOOD currently has a Zacks Rank #3.

NVIDIA Corporation (NVDA)

• NVIDIA Corporation designs, manufactures, and markets graphics processing units (GPUs) and high-performance computing hardware.
• NVDA is also investing heavily in the field of artificial intelligence (AI), which is expected to drive growth in the future.
• NVIDIA’s expected earnings growth rate for the current year is 18.6%.
• The Zacks Consensus Estimate for its current-year earnings has improved 2.4% over the last 60 days.
• NVDA currently has a Zacks Rank #3.

Visa Inc. (V)

• Visa Inc. operates as a payments technology company worldwide.
• V is investing heavily in digital payments, which are expected to drive growth in the future.
• Visa’s expected earnings growth rate for the current year is 11.6%.
• The Zacks Consensus Estimate for its current-year earnings has improved 0.1% over the last 60 days.
• V currently has a Zacks Rank #3.

Shopify Inc. (SHOP)

• Shopify Inc. provides business management systems and credit card payment processing services worldwide.
• SHOP is also investing heavily in digital payments, which are expected to drive growth in the future.
• Shopify’s expected earnings growth rate for the current year is 70.3%.
• The Zacks Consensus Estimate for its current-year earnings has improved 11.5% over the past 60 days.
• SHOP currently has a Zacks Rank #3.

Conclusion

In conclusion, 2025 is shaping up to be a promising year for cryptocurrencies. Bitcoin’s surge in 2024 and the positive sentiment in the market are expected to drive growth in the coming months. Additionally, the regulatory changes and technological progress expected in the future are likely to enhance the importance of blockchain in practical, real-world uses.

Investors can consider investing in Bitcoin-centric stocks like Robinhood Markets, Inc. (HOOD), NVIDIA Corporation (NVDA), Visa Inc. (V), and Shopify Inc. (SHOP) as these stocks have a strong growth potential for 2025.

Disclaimer

This article is not intended to be a comprehensive analysis of the cryptocurrency market or any individual stock. The information provided is for general informational purposes only and should not be considered as investment advice.