109 stocks in the theme · theme 1-month +10.3% · as of 2026-08-21
Blockchain & Digital Assets is bouncing back: its median constituent jumped 5.6% over the past week after falling 21.1% over the prior three months, with 63% of its members advancing. Companies in cryptocurrency, blockchain infrastructure, digital asset exchanges, and tokenization.
Below are the 10 largest Blockchain & Digital Assets stocks by market capitalization, led by HOOD (Robinhood Markets, Inc. Class A Common Stock) at $77.8B. Each is shown with its 1-month, 3-month, and year-to-date performance, relative-strength rank, and recent price action — a snapshot of where the money and momentum sit in the theme today.
These are the recognizable leaders, not micro-cap lottery tickets: ranking by market cap surfaces the companies with the scale, liquidity, and institutional ownership to actually represent the theme. Use the relative-strength column to separate the names outperforming the broad market from those just along for the ride.
Robinhood is a diversified financial services provider best known for its retail brokerage platform, which historically caters to a young, risk-seeking clientele that trades heavily on margin and in higher-risk asset classes like options, futures, cryptocurrencies, and more…
HOOD (Robinhood Markets, Inc. Class A Common Stock) carries a $77.8B valuation. Within the theme it sits in the Exchanges & Trading Platforms sub-group. The stock is up +6.4% over the past month — clear momentum. An RS rank of 51 is middling — neither leader nor laggard. Over longer windows it's +42.4% in three months and -6.1% year-to-date.
#2. COIN — Coinbase Global, Inc. Class A Common Stock · $38.6B
Digital Assets & Blockchain · Cryptocurrency Exchange — Institutional-Grade Platform · Public since 2021
Founded in 2012, Coinbase is the leading cryptocurrency exchange platform in the United States. The company intends to be the safe and regulation-compliant point of entry for retail investors and institutions into the cryptocurrency economy. Users can establish an account…
COIN (Coinbase Global, Inc. Class A Common Stock) carries a $38.6B valuation. Within the theme it sits in the Exchanges & Trading Platforms sub-group. A +15.7% one-month move shows buyers in control. Relative strength is weak at 28; it's lagging the market. Over longer windows it's -3.7% in three months and -21.2% year-to-date.
#3. MSTR — Strategy Inc Common Stock Class A · $34.7B
Software · Enterprise Software — Information Management · Public since 1998
Strategy Inc is a bitcoin treasury company and a provider of business intelligence services. It is designed to provide investors varying degrees of economic exposure to Bitcoin by offering a range of securities, including equity and fixed-income instruments. The company also…
MSTR (Strategy Inc Common Stock Class A) is a $34.7B name. Within the theme it sits in the Digital Payments & DeFi sub-group. The stock is up +27.4% over the past month — clear momentum. An RS rank of 23 flags relative underperformance. Over longer windows it's -27.7% in three months and -24.1% year-to-date.
#4. CRCL — Circle Internet Group, Inc. · $15.6B
Digital Assets & Blockchain · Cryptocurrency Exchange — Institutional-Grade Platform · Public since 2025
Circle Internet Group Inc is a financial technology firm engaged in digital currencies and public blockchains for payments, commerce, and financial applications. The company's platform is a full-stack, internet financial platform business, organized around three pillars: Arc…
CRCL (Circle Internet Group, Inc.) is a $15.6B name. Within the theme it sits in the Blockchain Infrastructure & Protocols sub-group. The stock is up +41.5% over the past month — clear momentum. An RS rank of 29 flags relative underperformance. Over longer windows it's -23.4% in three months and +5.4% year-to-date.
#5. IREN — IREN Limited Ordinary Shares · $13.2B
Digital Assets & Blockchain · Cryptocurrency Mining — Bitcoin Focused · Public since 2021
IREN owns data centers powered by renewable energy in Canada and the US for bitcoin mining and AI cloud infrastructure. The company is in the process of converting its existing bitcoin capacity for AI purposes and securing new power and land supply to expand its data center…
IREN (IREN Limited Ordinary Shares) commands a $13.2B market cap. Within the theme it sits in the Cryptocurrency Mining & Staking sub-group. It's roughly flat over the past month (+3.2%). With RS at 96, it's outperforming the broad tape. Over longer windows it's -27.9% in three months and -1.9% year-to-date.
#6. HUT — Hut 8 Corp. Common Stock · $12.1B
Digital Assets & Blockchain · Cryptocurrency Mining — Bitcoin Focused · Public since 2023
Hut 8 Corp is an energy infrastructure platform that integrates power, digital infrastructure, and compute at scale to fuel next-generation, energy-intensive use cases. The company has four reportable business segments: Power, Digital Infrastructure, Compute, and Other. It…
HUT (Hut 8 Corp. Common Stock) commands a $12.1B market cap. Within the theme it sits in the Cryptocurrency Mining & Staking sub-group. A -31.3% one-month move has it out of favor for now. With RS at 98, it's outperforming the broad tape. Over longer windows it's -23.2% in three months and +57.7% year-to-date.
#7. BMNR — BitMine Immersion Technologies, Inc. · $10.4B
Digital Assets & Blockchain · Cryptocurrency Mining — Bitcoin Focused · Public since 1997
BitMine Immersion Technologies Inc is a Bitcoin and Ethereum Network Company with a focus on the accumulation of Crypto for long term investment, whether acquired by its Bitcoin mining operations or from the proceeds of capital raising transactions. Company business lines…
BMNR (BitMine Immersion Technologies, Inc.) is a $10.4B name. Within the theme it sits in the Cryptocurrency Mining & Staking sub-group. A +37.6% one-month move shows buyers in control. Relative strength is weak at 25; it's lagging the market. Over longer windows it's +16.4% in three months and -26.8% year-to-date.
#8. WULF — TeraWulf Inc. Common Stock · $9.3B
Digital Assets & Blockchain · Cryptocurrency Mining — Bitcoin Focused · Public since 2021
TeraWulf Inc develops and operates large-scale digital infrastructure designed for AI and high-performance computing workloads. The Company owns and operates energy infrastructure across key U.S. power markets, providing large-scale, contiguous power capacity for next-generation…
WULF (TeraWulf Inc. Common Stock) commands a $9.3B market cap. Within the theme it sits in the Cryptocurrency Mining & Staking sub-group. It's down -22.0% over the past month, lagging the theme's leaders. With RS at 92, it's outperforming the broad tape. Over longer windows it's -31.8% in three months and +22.8% year-to-date.
#9. RIOT — Riot Platforms, Inc. Common Stock · $8.1B
Digital Assets & Blockchain · Cryptocurrency Mining — Bitcoin Focused · Public since 2003
Riot Platforms Inc is a vertically integrated digital infrastructure company principally engaged in developing and optimizing its large-scale power assets. The Company's business centers on enhancing its electrical infrastructure and deploying it across two complementary…
RIOT (Riot Platforms, Inc. Common Stock) is a $8.1B name. Within the theme it sits in the Cryptocurrency Mining & Staking sub-group. It's down -16.9% over the past month, lagging the theme's leaders. An RS rank of 91 puts it among the market's leaders. Over longer windows it's -19.0% in three months and +40.0% year-to-date.
#10. APLD — Applied Digital Corporation Common Stock · $7.9B
IT Services · Cloud Infrastructure — Edge Computing Platform · Public since 2002
Applied Digital Corp is a U.S. based designer, developer, owner, and operator of large-scale, purpose-built data centers engineered to support high-performance computing (HPC) workloads, including artificial intelligence (AI), machine learning, and other accelerated-compute…
APLD (Applied Digital Corporation Common Stock) commands a $7.9B market cap. Within the theme it sits in the Cryptocurrency Mining & Staking sub-group. A -9.0% one-month move has it out of favor for now. With RS at 93, it's outperforming the broad tape. Over longer windows it's -43.3% in three months and -3.2% year-to-date.