Top 5 Crypto Companies Dominating Market Last 90 Days

📈 Top 5 Performing Publicly Traded Crypto Companies

Publicly traded crypto companies remain one of the cleanest ways for anyone to invest in crypto without touching tokens directly.

Let’s break down top 5 performing publicly traded crypto companies over the last 90 days:

1. IREN $IREN ( ▼ 6.23% ) (+66.62%)

Iren has become one of those “best of both worlds” stocks because it gives customers access to both Bitcoin mining and AI data center compute, blending two of the strongest narratives of 2025 into one business model.

When you combine the momentum of AI infrastructure with the cyclical upside of Bitcoin mining, it’s no surprise the stock delivered a +66.62% return over the last 3 months.

It was about Iren quietly transforming into a high-margin infrastructure crypto company with exposure to the fastest-growing tech trend on earth.

2. Robinhood $HOOD ( ▼ 0.04% ) (+19.44%)

Robinhood needs no introduction at this point, especially for anyone watching the intersection of fintech and crypto. It has quickly become one of the strongest contenders in the race to build a fully integrated, U.S.-centric financial “everything app,” pulling traditional brokerage, banking, and crypto trading under one clean, consumer-friendly ecosystem.

That strategy has resonated with both retail users and institutional investors, and you can see it clearly in the way the market has rewarded Robinhood’s execution throughout 2025.

If you’re someone who wants regulated exposure to growth while still having a path to invest in crypto, HOOD is becoming a surprisingly strong proxy.

3. Galaxy Digital $GLXY ( ▲ 0.24% ) (+8.02%)

Galaxy operates in a similar lane to Iren but with far more firepower behind it.

Yes, they’re involved in both crypto mining and AI compute, but what really sets Galaxy apart is the scale and maturity of their existing AI data-center contracts. While most competitors are still pitching future capacity, Galaxy already has established agreements in place, giving them a meaningful head start in the AI infrastructure race and positioning them as one of the few crypto companies with real operational leverage heading into the next cycle.

4. Coinbase $COIN ( ▼ 0.82% ) (-11.45%)

Coinbase, much like Robinhood, really doesn’t need an introduction. It remains one of the most recognizable brands in the industry and a frontrunner in the race to build a fully integrated financial “everything app” for both retail and institutional users. The company continues to ship aggressively, expand globally, and position itself as the trusted U.S. gateway to the broader crypto ecosystem.

That said, its newest products and feature rollouts haven’t captured investor enthusiasm the way Robinhood’s innovations have in 2025. While Coinbase is still executing, the market has been slower to reward that progress, leaving COIN trailing its closest competitor in the eyes of investors this year.

5. MicroStrategy $MSTRX ( ▼ 4.8% ) (-44.43%)

MicroStrategy currently holds roughly 3% of the entire Bitcoin supply, which means its fate is essentially welded to BTC’s price action. When Bitcoin struggles, MSTR experiences that pain in amplified form, and the past few months have been particularly rough across the board.

If you believe BTC recovers sharply later this year, MSTR remains one of the strongest equity-side ways to invest in crypto without holding tokens yourself.

🏦 Institutional Catalysts and Their Market Impact

This past week delivered some of the most bullish institutional news we’ve seen in months, yet the market barely moved. Under normal conditions, these kinds of catalysts would have sparked a full-on rally, but sentiment just wasn’t ready to absorb the momentum.

Let’s break down what actually happened.

1. PNC Enables Direct Crypto Purchases

PNC Bank just rolled out spot Bitcoin trading for its PNC Private Bank clients, allowing them to buy and hold BTC directly inside the bank’s own digital platform.

This move officially makes PNC the first major US bank to offer integrated Bitcoin trading at this level, marking a significant shift in how traditional finance is beginning to adopt crypto.

PNC is a major U.S. bank with over $400B in deposits. Letting customers buy crypto directly inside their banking app is huge.

2. CFTC Approves Crypto as Collateral

Oh, so now the CFTC is allowing crypto to be used as collateral, effectively turning it into a more flexible and genuinely valuable financial asset?

Suddenly the industry’s most regulated players are treating crypto like legitimate market-grade capital.

3. JPMorgan Processes $16T/Day Using Blockchain Rails

JPMorgan CEO Jamie Dimon may still pretend he’s undecided about Bitcoin, but his bank is quietly moving up to $16 trillion per day across blockchain-based settlement rails. And now he’s on Fox News openly praising blockchain tech like it’s the second coming?

In any normal crypto market environment, the wave of institutional momentum we’ve seen over the past week would’ve been absolutely explosive for digital assets.

Sure, the Vanguard news gave BTC enough juice to reclaim the $90K level…

⚡ Key Takeaway

• Crypto companies remain one of the easiest ways to invest in crypto without touching tokens.

• Top-performing crypto companies show that AI + mining is now a core reason people invest in crypto.

• Robinhood proves retail-focused crypto companies attract users who want to invest in crypto through regulated platforms.

• Galaxy shows infrastructure-first crypto companies give safer long-term ways to invest in crypto.

• Coinbase is still one of the strongest crypto companies for anyone planning to invest in crypto via equities.

• MicroStrategy remains the highest-beta way to invest in crypto, but also the riskiest among crypto companies.

• PNC’s Bitcoin rollout makes it easier for millions to invest in crypto through banking-integrated crypto companies.

• CFTC approval increases trust in crypto companies, encouraging institutions to invest in crypto at scale.

• JPMorgan’s blockchain activity boosts confidence in crypto companies supporting real financial rails, making them top choices for those who invest in crypto.

⚠ This newsletter is for informational purposes only and should not be considered investment advice. Traders should conduct thorough research, understand the risks, and carefully evaluate their decisions before investing in cryptocurrency.

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