Anthropic’s planned Wall Street debut as a major AI-focused IPO shows how quickly digital infrastructure is reshaping finance and technology. Crypto and blockchain platforms sit close to this shift, with their rails built for always on, data heavy activity. If you care about where trading, payments and digital assets might intersect next, this article highlights three stocks from our crypto and blockchain shortlist to watch closely.
The three stocks below are only a starter set. The full screen surfaced 14 more cryptocurrency and blockchain companies with equally compelling stories that are not covered here. To size up the wider opportunity right now, head straight to the Top Cryptocurrency and Blockchain Stocks screener to identify, compare, and analyze your highest conviction ideas.
SoFi Technologies (SOFI)
SoFi Technologies is best known for its all-in-one finance app, yet for this crypto and blockchain shortlist the real interest is SoFi Crypto and the way it ties everyday banking to tokenized deposits and stablecoin rails.
SoFi Technologies runs a broad financial platform across lending, banking, investing, and technology services, with SoFi Crypto providing its clearest link to digital assets. Most income comes from Lending at about US$2.7b, alongside US$1.8b from Financial Services and US$369 million from the Technology Platform, giving the group a market value of roughly US$21.7b.
“In December 2025, SoFi became the first nationally chartered US bank to issue a fully reserved stablecoin on a public blockchain. Unlike legacy competitors who back their tokens with a risky mix of corporate bonds, every single SoFiUSD is backed 1:1 by cash held directly in SoFi’s Federal Reserve Master Account, the absolute safest place on earth to hold cash.”
What really matters for SoFi Technologies is how one emerging piece of this crypto infrastructure ultimately feeds into long term fee margins and engagement.
That is the crux for SoFi Technologies, and the full narrative for SoFi Technologies pulls together how that deposit token strategy could accelerate engagement while masking some less obvious trade offs.
Nu Holdings (NU)
Nu Holdings is a pure-play Latin American digital bank with NuCrypto built into the Nubank app, so customers can trade cryptocurrencies alongside everyday spending, saving, and borrowing, all wrapped into a single platform that has become a major financial access point across the region.
Nu Holdings generates about US$8.4b from banking activities, spanning cards, accounts, loans, insurance, and NuCrypto services, and carries a market value near US$56.1b.
“The Central Bank of Brazil (Banco Central do Brasil) has watched Nu’s rise with a mixture of admiration and caution. In late 2025, it issued new requirements that will compel Nubank to obtain a full banking license in Brazil by 2026.”
What really matters for Nu Holdings is how one quiet pressure point shapes the unit economics behind that fast-growing crypto-enabled banking engine.
That quiet pressure point is exactly where the full narrative for Nu Holdings shows how Nubank’s crypto rails, regulation, and engagement could be accelerating in ways the headline story misses.
Figure Technology Solutions (FIGR)
Figure Technology Solutions blends a blockchain-focused lending, trading, and investing platform with US-focused financial services, generating about US$619.1 million from operations in the United States and carrying a market value near US$4.8b.
For crypto and blockchain investors, Figure Technology Solutions matters because its marketplaces are built directly on-chain, from consumer lending to digital asset exchange, giving you a clearer view of how tokenized credit and stablecoin funding can work at scale.
“Although Figure Technology Solutions is capturing growing consumer loan marketplace volume and higher ecosystem fees, the rapid mix shift toward Figure Connect and volume tier discounts for large partners has already pushed the net take rate to 3.6% at the low end of guidance. This could restrain revenue growth even if headline volumes keep rising.”
Everything now comes down to whether one quiet shift inside those marketplaces quietly reshapes how much profit each extra dollar of volume really brings in.
If that shift in unit economics has your attention, the full narrative for Figure Technology Solutions explains how Figure Technology Solutions could convert on chain volume into accelerating value creation while managing those pressures.
Seeking Fresh Alternatives Before They Fly
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