Crypto Gets Congressional Blessing? These Stocks Are Quietly Gaining Ground

Crypto Gets Congressional Blessing? These Stocks Are Quietly Gaining Ground

In a political climate often marked by gridlock, something rare happened in 2025: the U.S. Congress passed meaningful crypto legislation. While headlines mostly focused on Bitcoin ETFs and SEC drama, a quieter, more important shift was taking place—investors began pouring into select crypto-related stocks that were finally operating in a clearer legal environment.

The result? Several under-the-radar crypto and infrastructure stocks are quietly gaining momentum. Here’s why regulation is no longer a risk, but a runway—and which companies are poised to benefit the most.

What the 2025 Crypto Bill Really Means

The “Crypto Clarity Act of 2025” establishes much-needed definitions for digital assets, separating utility tokens from securities, and giving the CFTC clearer oversight on digital commodities like Bitcoin. The legislation also enforces stricter compliance requirements for exchanges, payment processors, and custodians—forcing the industry to mature fast.

But here’s the twist: instead of stifling innovation, these rules are legitimizing it. Publicly traded crypto companies that prioritized compliance and transparency are now being rewarded with fresh capital and institutional interest.

The Silent Gainers: Who’s Quietly Rising?

While most eyes remain fixed on Bitcoin and Ethereum’s price action, a handful of stocks are making consistent upward moves. One is Bakkt Holdings (BKKT), a digital asset platform spun out of the Intercontinental Exchange. Its institutional-grade infrastructure has made it an appealing target for banks and fintech firms navigating the new compliance-heavy world.

Another sleeper pick is Hut 8 Mining (HUT), which recently merged with US Bitcoin Corp to expand its footprint in the U.S. market. Their emphasis on energy efficiency and regulatory alignment is winning over ESG-conscious investors.

Meanwhile, CleanSpark (CLSK) is scaling up its mining operations just as power-grid-friendly practices become a priority in the legislative narrative. It’s the kind of company that thrives in a rule-driven environment, quietly increasing its hash rate and stock price.

Regulation-Ready Winners: COIN and HOOD

Some of the biggest indirect winners of this legislative breakthrough are companies that leaned into compliance from day one. Coinbase (COIN) is a textbook example. Long mocked for playing it safe with regulators, it’s now the gold standard for licensed trading platforms. With new rules favoring registered, audit-friendly exchanges, Coinbase’s market share could grow substantially.

Similarly, Robinhood (HOOD) is gaining steam again. With its recent expansion into crypto wallets and token staking, Robinhood is positioning itself as a one-stop, fully licensed retail investing app. Its recent quarterly reports have shown quiet but impressive crypto revenue rebounds.

Crypto Infrastructure Stocks: The Digital Vault Boom

You can’t have digital gold without a digital vault—and infrastructure providers are stepping into the spotlight. Core Scientific (CORZ) is emerging from bankruptcy stronger, backed by restructuring and a friendlier regulatory environment that favors high-capacity, U.S.-based miners.

Data center giants like Equinix (EQIX) and Digital Realty Trust (DLR) are also catching a bid as blockchain firms seek compliant, U.S.-based hosting with secure uptime. With legislation putting pressure on offshore providers, domestic infrastructure suddenly has pricing power.

Analysts and Institutions Are Taking Notice

Wall Street isn’t asleep. Recent analyst upgrades for Coinbase, CleanSpark, and Core Scientific reflect growing optimism that regulation will unlock long-term growth. Institutional investors, previously wary of reputational risk, are warming up to crypto stocks that now have a legal framework to stand on.

Even ETFs are adapting. Funds with exposure to regulated mining or exchange platforms are outperforming Bitcoin-tracking indexes. That’s a major sentiment shift—one flying under the radar.

Conclusion: Don’t Miss the Quiet Boom

Crypto regulation was once considered a death knell. But in 2025, it’s turning out to be the beginning of a new cycle—one driven by trust, compliance, and institutional inflows. The next wave of gains may not come from coins themselves but from the publicly traded companies powering, protecting, and profiting from crypto’s mainstream moment.

So while the headlines rage on, watch the stocks moving in silence. They may be your best bet for outsized gains in a newly legitimized digital economy.