Bitcoin Rebounds Amid Ceasefire: 4 Crypto-Centric Stocks to Watch for 2025
The cryptocurrency market took a hit over the weekend as tensions between the United States and Iran escalated, causing Bitcoin (BTC) to drop below $100,000 for the first time in 45 days. However, the market rebounded strongly after President Trump announced a ceasefire between Iran and Israel on Monday night. Bitcoin briefly surpassed $106,000 before giving up some of its gains and was hovering around $105,700 with a market cap of $2.1 trillion.
Despite the geopolitical tensions, Bitcoin has managed to hold its ground, as several other factors are driving the cryptocurrency. Several analysts believe that Bitcoin has the potential to surpass $120,000 this year. Given this situation, it would be ideal to invest in crypto-focused stocks. We have selected four stocks with strong growth potential for 2025 and positive earnings estimate revisions in the last 90 days: CME Group Inc. (CME), Accenture plc (ACN), Visa Inc. (V), and PayPal Holdings (PYPL).
Bitcoin Rebounds After Ceasefire Announcement
Bitcoin fell below $100,000 early Monday for the first time in 45 days after the United States bombed Iranian nuclear sites, fueling fears that the ongoing tensions could last for a longer period. The fears escalated after Iran retaliated by attacking U.S. airbases in Qatar and Iraq. However, Bitcoin made a solid rebound late Monday after Trump announced a ceasefire between Iran and Israel.
Several Factors Driving Bitcoin Rally
The Bitcoin rally has faced challenges but has not come to a halt. There have been profit bookings, but it has continued to trade with solid gains. While the ceasefire announcement alleviated immediate concerns over disruptions in oil supply, investors are also waiting for Federal Reserve Chairman Jerome Powell’s speech. Experts believe that a rate cut in the coming weeks could boost Bitcoin to $107,000 and put it on track to surpass $120,000. Fed Governor Christopher Waller said on Friday that a rate cut could come as early as July.
Trade tensions have also eased substantially over the past few weeks, with the United States and China reaching a trade deal earlier this month. Negotiations with several other nations are ongoing, and more trade deals are likely to be announced in the near term.
4 Crypto-Centric Stocks With Upside
CME Group Inc.’s options give the buyer of the call/put the right to buy/sell cryptocurrency futures contracts at a specific price at some future date. CME offers bitcoin and ether options based on the exchange's cash-settled standard and micro BTC and ETH futures contracts. CME Group’s expected earnings growth rate for the current year is 9.5%. The Zacks Consensus Estimate for current-year earnings has improved 5.5% over the last 90 days. CME presently has a Zacks Rank #3 (Hold).
Accenture plc is a worldwide system integrator that offers consulting, technology, and various services. The company promotes Ethereum-based blockchain solutions to businesses, aiming to simplify payment processing. Accenture’s expected earnings growth rate for the current year is 6.5%. The Zacks Consensus Estimate for current-year earnings has improved 0.2% over the last 90 days. ACN currently carries a Zacks Rank #3.
Visa Inc. is taking a significant step toward modernizing cross-border money movement by expanding its stablecoin settlement capabilities to the high-performing Solana blockchain. This expansion of V includes collaboration with prominent merchant acquirers Worldpay and Nuvei, marking a pivotal development in the world of digital payments. Visa’s expected earnings growth rate for the current year is 12.9%. The Zacks Consensus Estimate for current-year earnings has improved 0.4% over the last 90 days. V currently has a Zacks Rank #3.
PayPal Holdings provides digital wallet services that enable users to purchase, transfer, and sell various cryptocurrencies such as Bitcoin, Ethereum, Bitcoin Cash, and Litecoin. Through PYPL, users can use cryptocurrencies to pay for goods and services from online merchants. Additionally, PayPal’s mobile wallet platform, Venmo, allows users to engage in cryptocurrency buying and selling activities. PayPal’s expected earnings growth rate for the current year is 9.3%. The Zacks Consensus Estimate for current-year earnings has improved 1% over the last 90 days.
In conclusion, while geopolitical tensions have caused volatility in the cryptocurrency market, several factors are driving the rally in Bitcoin and other cryptocurrencies. Investors can consider investing in crypto-focused stocks such as CME Group Inc., Accenture plc
