Bitcoin's supporters see reasons for optimism in the broader outlook for markets in 2026. The prospect of lower interest rates is generally beneficial to risk assets and could both fuel retail appetite and institutional investor interest in crypto.

CNBC's MacKenzie Sigalos reports on the divergence in crypto-linked stocks: Robinhood is up more than 200% year to date while Coinbase is in the red, helped by Robinhood's early lead in one of the stickiest new products in brokerage apps — event contracts.

Blockchain investing has always presented a dilemma: buy individual mining stocks and risk catastrophic losses, or spread exposure across an ETF and sacrifice some upside. The Global X Blockchain ETF (NASDAQ: BKCH) made that choice easier in 2025, gaining 31.6% year-to-date while individual miners experienced significant declines. Bitcoin currently trades just above $87,000, down 16.5% from... Global X Blockchain ETF Is The Best Way to Bet on Blockchain In 2026 | BKCH.

Coinbase Global (COIN) stock has declined by 15.1% over 21 trading days. The recent decline is indicative of increased regulatory scrutiny and the vulnerability of stable coin revenue; however, significant drops like this often prompt a more challenging question: is this weakness a temporary phenomenon, or does it indicate deeper issues?

CNBC's MacKenzie Sigalos reports on how Robinhood's early push into event contracts is widening the stock gap as Coinbase turns to M&A to close the infrastructure gap.

In 2025, U.S.

When Bitcoin slips 7% and your blockchain ETF jumps 32%, you're not betting on Bitcoin. Amplify Transformational Data Sharing ETF (NYSEARCA:BLOK) launched in 2018 as one of the first blockchain-focused funds and has spent 2025 proving that picks-and-shovels exposure to crypto infrastructure beats direct Bitcoin ownership when the digital currency wobbles. The fund's 32% year-to-date... Despite Bitcoin Falling 7%, Amplify Blockchain Technology's ETF has Soared 32% | BLOK.

John Todaro, senior analyst at Needham & Company, joins ‘Money Movers' to discuss why the firm cut estimates for crypto companies and more.

In the most recent trading session, Coinbase Global, Inc. (COIN) closed at $236.9, indicating a -1.18% shift from the previous trading day.

COIN and CME both target growth, but only one is gaining ground as they expand beyond trading into new digital frontiers.