Key Insights:
- Shares of Circle, Strategy, and BMNR are top watches this September
- Strategy positions for more profits in Q3 through BTC accumulation
- Bitmine remains the biggest ETH corporate holder
Stocks of crypto firms like Circle Internet Group (CRCL), Strategy (MSTR), and Bitmine Immersion Technologies (BMNR) stand out as compelling watches this September.
These companies are deeply intertwined with crypto, positioning them for potential upside amid broader market momentum. Crypto-related stocks offer leveraged exposure to digital assets without the direct volatility of holding coins.
Circle Positions for Stablecoin and Payment Dominance
According to Google Finance data, the CRCL stock increased by 1.26% in pre-market trading to trade at $120. The market cap is pegged at $27.63 billion, while average volume stood at $11.23 million.
As of writing, it is up 0.58% to $121 amid shift in broader tech market outlook.
Circle is the issuer of USDC, the second-largest stablecoin by market cap, with around $72 billion in reserves. The firm went public in June and has quickly become a pioneer for the stablecoin sector.
In Q2 2025, Circle reported 53% revenue growth to strong figures, driven by USDC circulation surging 90% year-over-year to $61.3 billion. Although Circle posted a net loss due to IPO-related charges, CRCL shares rose 7% in pre-market trading.
However, CRCL stock has experienced volatility over the past few days. The stock is down 6.4% in the last five sessions amid broader crypto pullbacks.
Nonetheless, CRCL could see a turnaround this month, driven by key factors like a Fed rate cut this September. This could boost risk assets, and stablecoins like USDC benefit from lower yields on reserves being offset by higher circulation.
Additionally, Circle recently integrated USDC into Hyperliquid, eliminating wrapped tokens and boosting cross-chain efficiency for DeFi users.
Potential GENIUS Act implementations in September would help solidify USDC’s edge over rivals like Tether (USDT).
Will Strategy Bitcoin Bet Payoff this Month?
The second crypto stock to watch for a potential surge this month is MSTR. As of this writing, MSTR is valued at $343 per share, demonstrating a 0.4% increase over the previous day.
The stock is up 17.5% year-to-date, but down 12.6% in the past month amid risk-off sentiment.
Strategy Inc., which rebranded from MicroStrategy, is the world’s largest corporate Bitcoin (BTC) holder.
According to BitcoinTreasuries, Strategy currently holds a total of 636,505 BTC on its balance sheet. These coins are valued at over $71 billion at the current BTC price of $111,750.
The company’s aggressive strategy involves raising capital via equity and debt to acquire more BTC.
Q2 2025 results surpassed expectations with profits of $14 billion, fueled by the BTC rally. The profits underline the strength of Strategy’s holdings.
So far, Bitcoin is showing strength this month, recovering from the $110,000 lows. If the upward movement continues, it could benefit Strategy and cause its stock to rally higher.
Moreover, Strategy Chairman Michael Saylor remains key in shaping the strategic Bitcoin investment approach.
His leadership continues to influence the long-term outlook of global financial markets.
BitMine Takes on Crypto Stocks With Insane Ethereum Strategy
Finally, shares of BitMine (BMNR) have resumed an uptrend after days of volatility. Per Google Finance data, BMNR surged 6.99% over the past day to $45.
Bitmine Immersion Technologies has pivoted from Bitcoin mining to building the world’s largest corporate Ethereum treasury. Recently, BitMine added over 150,000 ETH to its stash in just one week
Bitmine currently holds a total of 1,866,974 ETH coins, valued at about $8.2 billion. This is more than 1.5% of all Ethereum currently in circulation.
The firm’s ETH acquisition mirrors Strategy, but for Ethereum, positioning it for DeFi and staking growth.
Bitmine, under the leadership of Tom Lee, has a goal of owning 5% of all Ethereum.
Disclaimer
This article is for informational purposes only and provides no financial, investment, or other advice. The author or any people mentioned in this article are not responsible for any financial loss that may occur from investing in or trading. Please do your research before making any financial decisions.
