Crypto and blockchain related stocks have been thrust back into the spotlight after Donald Trump’s return to the US presidency, fresh disclosures of extensive stock trading, and more than US$1.16b earned from crypto ventures and memecoin royalties. With Biden era restrictions rolled back, SEC lawsuits dropped or settled, and a pro crypto regulator now in charge, listed companies tied to digital assets face a very different rulebook. This article breaks down how that backdrop could matter for your portfolio by highlighting 3 stocks from our Cryptocurrency and Blockchain Related Stocks screener that appear especially exposed to this news flow.

Forward Industries (FWDI)

Overview: Forward Industries operates a Solana focused digital asset treasury that earns yield by staking SOL and participating in on chain activity, alongside a US based design and engineering arm that provides hardware and software product services.

Operations: Forward Industries generates most of its revenue from its Design segment at about US$13.5m, with total reported revenue of roughly US$44.8m coming from customers in the United States.

Market Cap: US$317.4m

Forward Industries provides concentrated exposure to Solana through a large, yield generating digital asset treasury. This is occurring at a time when US policy is described as turning more supportive for crypto, with Trump appointed regulators reported to be rolling back restrictions and easing SEC scrutiny. Almost all of its SOL position is used in on chain strategies aimed at compounding SOL per share, and the company is working on an automated market maker with partners such as Galaxy and Jump Crypto that could add new fee income streams. At the same time, Forward is still loss making, carries very high liquidity and funding risk, has a relatively young board and management bench, and trades at a valuation that screens as expensive relative to revenue and peers, so position sizing and risk tolerance are important considerations.

Forward Industries’ SOL heavy treasury could be masking a subtler story about liquidity pressure and valuation risk. Before you size a position, read the 1 key reward and 3 important warning signs (2 are major!)

Exodus Movement (EXOD)

Overview: Exodus Movement develops the Exodus Platform, a self custodial crypto wallet that lets users store, send, receive and stake digital assets, and access decentralized finance tools from a single app. It also offers fiat on and off ramps so users can buy and sell crypto using traditional payment methods.

Operations: Exodus Movement generates about US$108.3m in revenue from its Data Processing activities across jurisdictions including Hong Kong, the Marshall Islands, Seychelles and several other offshore hubs.

Market Cap: US$157.9m

Exodus Movement sits at the heart of the Trump era crypto revival story, giving direct exposure to self custody wallets and DeFi tools at a time when US regulation is turning more crypto friendly and retail attention is returning. The company is pushing beyond pure wallets into tokenized stocks and real world assets on Solana, UFC brand partnerships and products like XO Cash for AI agents. Together these initiatives point to multiple ways to grow transaction volumes. At the same time, Exodus is still loss making, recently reported revenue of US$22.75m with a widened quarterly loss, and depends heavily on volatile trading activity, so the mix of strong growth forecasts, a relatively low P/S multiple and real execution and funding risk deserves a closer look before deciding how it might fit in your portfolio.

Exodus Movement is trying to combine self custody wallets, tokenized stocks and DeFi into a single growth story, but the real puzzle is how that ambition lines up with its fundamentals and risk profile in the analysis report for Exodus Movement

Digi Power X (DGXX)

Overview: Digi Power X develops and operates Tier 3 AI data centers in the United States, offering colocation services, GPU-as-a-Service and power provision, backed by its own energy assets and digital asset holdings.

Operations: Digi Power X generates about US$15.4m from Colocation Services, US$13.5m from Sales of Energy and Electricity, and US$2.8m from Cryptocurrency Mining.

Market Cap: US$491.0m

Digi Power X sits where crypto friendly policy, AI compute demand and energy infrastructure intersect, which is why it attracts attention in a pro crypto Trump era. The company is converting power assets into AI ready data centers, targeting long duration colocation contracts and GPU-as-a-Service revenues, supported by a large Cerebras agreement that outlines multi year capacity commitments. At the same time, Digi Power X is still loss making, reported a wider Q1 2026 loss as revenue slipped, carries premium valuation signals and has seen recent insider selling and dilution, so execution and capital discipline matter. For investors, the real question is how these ambitious AI and crypto linked plans measure up against the funding, volatility and contract risks built into the story.

Digi Power X is trying to turn AI data centers and crypto exposure into one story, but the real tension is between that ambition and execution risk, which is exactly what the 1 key reward and 3 important warning signs (2 are major!)

The three stocks in this article are just a starting point, with our full Cryptocurrency and Blockchain-Related Stocks screener surfacing 37 more companies tied to crypto mining, digital assets and blockchain infrastructure that have equally compelling stories behind the numbers. Use Simply Wall St to identify and analyze the specific catalysts, regulatory angles and balance sheet traits that matter most so you can focus on the highest conviction plays in this space.

Take Control of Your Investment Journey

If Exodus Movement or any of these companies sound like a great opportunity, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value the ideal entry point. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.