Bitcoin Rally Boosts Investor Appetite for Crypto Stocks
Bitcoin is on a tear, surpassing $120,000 this month and igniting interest across crypto-related stocks.
The rally is being driven by increased institutional adoption, improving regulations, and support from the Trump administration.
As the world’s most recognized digital asset, Bitcoin continues to gain credibility as a non-sovereign store of value.
This has benefited companies like Strategy (MSTR) and Riot Platforms (RIOT), both heavily focused on the Bitcoin ecosystem.
Strategy Stock Rises With Bitcoin’s Momentum
Strategy is the world’s largest Bitcoin treasury, holding 607,770 BTC as of July 20, 2025.
This vast reserve makes its stock highly sensitive to movements in Bitcoin prices.
In 2025, Strategy is enjoying a 13.7% Bitcoin yield and expects to hit a 25% target by year-end.
Its goal of $15 billion in Bitcoin-related dollar gains has been raised from an initial $10 billion.
The firm’s capital-raising strategy is aggressive and disciplined.
Through its Strike and Strife preferred equity offerings and various bonds, it has already secured over $10 billion in funding.
Riot Platforms Offers Infrastructure for Bitcoin Mining
While Strategy holds Bitcoin, Riot Platforms builds and manages the infrastructure to mine it.
It provides scalable mining solutions and benefits from network growth and hash rate expansion.
As Bitcoin prices rise, Riot’s margins improve.
The company also benefits from lower energy costs and operational efficiency gains.
With mining difficulty increasing, Riot’s scale and expertise give it a competitive advantage.
This positions the company well for long-term exposure to Bitcoin growth.
Regulatory Tailwinds From the GENIUS Act and Trump Policies
July’s passing of the GENIUS Act was a pivotal moment for crypto markets.
It legally defines stablecoins and mandates a 1:1 peg with the U.S. dollar, adding clarity for digital assets.
Two more pending laws — the CLARITY Act and Anti-CBDC Surveillance State Act — are expected to benefit Bitcoin.
These laws signal a shift toward crypto-friendly regulation in the U.S.
President Trump has emerged as a strong supporter of crypto.
His executive order and creation of a national crypto reserve, including Bitcoin, enhance long-term visibility for related companies.
Institutional and Corporate Bitcoin Adoption Is Rising
Institutional flows into spot Bitcoin ETFs, increased on-chain activity, and corporate crypto reserves are all pushing demand.
Strategy’s treasury model is now being viewed as a blueprint for other firms.
Meanwhile, Riot is experiencing increased mining demand from institutions needing scalable access to Bitcoin infrastructure.
This dual push—from adoption and policy—creates ideal conditions for Bitcoin and the companies linked to it.
Strategy’s Diversification Through Software and AI
Beyond Bitcoin, Strategy is expanding its software business.
Strategy One, its cloud analytics platform, serves clients in banking, tech, healthcare, and other sectors.
Generative AI is now embedded in its enterprise solutions, enabling faster deployment and automation.
This added revenue stream reduces reliance on Bitcoin alone, giving Strategy a diversified edge.
Final Thoughts: Bitcoin Powers Both Growth Stories
Both Strategy and Riot Platforms are seeing major gains thanks to the rising price of Bitcoin.
Strategy offers exposure through holdings and financial leverage, while Riot focuses on mining operations.
New U.S. regulations and political support are creating a more favorable environment for Bitcoin-linked companies.
As adoption grows and institutional interest expands, stocks like MSTR and RIOT may continue to ride the Bitcoin wave.