Crypto is back in the political spotlight after disclosures that President Trump earned more than US$2.2b since returning to office, much of it tied to digital assets. That level of income, combined with questions about conflicts of interest and new proposals like the Clarity Act amendment, has pushed crypto regulation and governance to center stage. For investors, it creates a fresh lens on companies exposed to this news, from policy risk to potential regulatory clarity. Below, we look at 3 stocks from our Cryptocurrency and Blockchain Technology Companies screener that appear favorably positioned in this context.

A10 Networks (ATEN)

Overview: A10 Networks provides security and application delivery solutions that help telecoms, enterprises, and public sector customers keep their networks, web apps, and AI workloads available and protected from attacks such as DDoS and web application exploits.

Operations: A10 Networks generates US$299.42m in revenue from computer services, with most revenue from the United States, and additional contributions from EMEA, Asia Pacific and Japan, and other Americas regions.

Market Cap: US$2.61b

A10 Networks stands out in the crypto and AI infrastructure theme because it sits behind the scenes, providing the secure networking that crypto exchanges, data centers, and AI workloads rely on, while also building out AI-driven security tools through moves like the TrojAI acquisition. Forecast earnings growth above 20% a year, high return on equity of 20.2%, and a dividend with ongoing buybacks give investors a quality and cash-return angle, but the stock trades on a rich P/E and recent insider selling adds a note of caution. With regulation around digital assets in flux and demand for secure, high performance infrastructure in focus, the balance between A10’s growth potential and valuation risk is where the opportunity may lie.

Rapid earnings growth forecasts, high returns and steady cash returns make A10 Networks look like a quality outlier in crypto infrastructure, but the rich P/E and insider selling raise questions about the 1 key reward and 1 important warning sign

Wealthfront (WLTH)

Overview: Wealthfront is a digital wealth manager that offers automated investing, cash management, and home lending to individuals, high net worth clients, charities, and corporations, using in-house research and diversified portfolios built from public equities, bonds, mutual funds, and ETFs.

Operations: Wealthfront generates about US$371m from asset management, all from clients in the United States.

Market Cap: US$1.37b

Wealthfront provides leveraged exposure to crypto adoption and broader digital wealth trends in one platform, with forecast revenue and earnings growth, a product suite that spans stock investing, bond ladders, home lending, and family-focused Custodial Accounts, and US$96.6b in total platform assets. At the same time, the company is unprofitable, relies on higher risk external borrowing, and faces questions around executive pay and fee-rate pressure, particularly as AI spending and mortgage expansion affect margins. For investors watching how regulation and politics shape the future of digital assets and trading, an important consideration is whether the mix of high growth expectations and funding risk leaves Wealthfront mispriced or appropriately cautious.

Wealthfront’s growth story sits at the crossroads of crypto adoption, AI spending, and fee pressure, and the analyst forecasts for Wealthfront could show whether expectations match the risk profile or if something crucial is being missed.

IG Group Holdings (LSE:IGG)

Overview: IG Group Holdings is a fintech company that runs global online trading and investing platforms, giving retail and professional clients access to leveraged derivatives like CFDs and options, as well as stock trading, ETFs, fixed income products, and cash crypto trading, supported by rich education content and real time programming.

Operations: IG Group Holdings generates about £1.08b in revenue from brokerage activities.

Market Cap: £6.16b

IG Group Holdings gives you a liquid way to tap into crypto and derivatives trading growth through a global platform that also benefits from rising retail participation and interest income. Earnings and margins are strong, the P/E is below the wider UK market, and analysts are still raising price targets, yet the company carries real questions around reliance on higher risk borrowing, regulatory pressure on leveraged and crypto products, and one off items in recent results. For investors watching how tighter political scrutiny on crypto and trading could push activity toward regulated venues, the mix of growth potential, funding risk, and evolving rules makes IG Group Holdings a stock that deserves a closer look beyond the headline numbers.

IG Group’s earnings strength and below market P/E hint at a story that the headline multiples may not fully reflect, especially when you also consider the funding profile and regulatory overhang in the analysis report for IG Group Holdings

The three stocks covered here are only a starting point, and the full Cryptocurrency and Blockchain Technology Companies screener surfaced 25 more companies with equally compelling narratives that tie into regulation, infrastructure, and digital asset adoption in different ways. To identify the highest conviction ideas for your own watchlist, use Simply Wall St to filter the Cryptocurrency and Blockchain Technology Companies screener for the specific catalysts and narratives that matter to you. Then analyze how each stock lines up with your risk, return, and thematic preferences.

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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.