Crypto linked stocks are back in focus as traders watch the July U.S. inflation print, softer jobs data and Bitcoin above $65,000 pull risk sentiment in different directions. If inflation surprises either way, some companies tied to digital assets could see sharp shifts in attention. This article walks through three stocks from our Crypto Linked Equities screener and explains how this news backdrop might help or hurt each one.

The three crypto linked stocks covered below are only a starting sample, and the full screen surfaced 28 more companies with equally compelling stories that are not discussed in this article. To identify and analyze potential crypto exposed opportunities that best fit your own thesis, head straight into the Crypto-Linked Equities screener.

Bitmine Immersion Technologies (BMNR)

Overview: Bitmine Immersion Technologies is a Las Vegas based blockchain company that focuses on Ethereum and Bitcoin through treasury holdings, consulting and advisory services, equipment leasing, and helping third parties set up and optimize power and hosting for crypto mining.

Operations: Bitmine Immersion Technologies generates about US$61 million in revenue from the cryptocurrency mining industry, all from the United States.

Market Cap: US$11.35b

Bitmine Immersion Technologies sits at the heart of the crypto value chain, which is why the CPI print, softer jobs data and Bitcoin above US$65,000 matter so much here. The company combines an Ethereum heavy treasury strategy, BTC ecosystem services and equipment sales, while also running a large share buyback program and preferred dividends. Forecasts point to very fast revenue and earnings growth, yet the business is still loss making, has a short cash runway and relies entirely on higher risk external funding. The stock’s P/B ratio is around 1x and management claims the shares are undervalued. However, recent dilution and board turnover raise real execution questions that investors should weigh carefully against the crypto upside story.

Bitmine Immersion Technologies is pitching rapid growth, crypto exposure and a buyback story, yet still runs losses and leans on external funding. Get the full picture with the 1 key reward and 3 important warning signs (2 are major!)

Build your own crypto equity shortlist

Bitmine Immersion Technologies and the two other crypto linked stocks here all came from a single Simply Wall St screen, but the real edge is tailoring the filters yourself. Use our flexible Screener to mix valuation, growth, balance sheet and risk factors to suit your style, or jump straight into our curated Investing Ideas.

Exodus Movement (EXOD)

Overview: Exodus Movement runs a self custodied crypto wallet platform that lets users store, send, receive and swap a wide range of digital assets, as well as access staking, tokenized assets and decentralized finance tools from one interface.

Operations: Exodus Movement generates about US$108 million in revenue from data processing related to its wallet platform, primarily across jurisdictions such as the Republic of The Marshall Islands, Hong Kong and the British Virgin Islands.

Market Cap: US$165 million

Exodus Movement stands out in the crypto linked group because it lives where users actually hold and use digital assets, rather than just tracking Bitcoin’s price. The stock screens as relatively low priced on sales compared with many software peers. Analysts model revenue and earnings growth based on expectations for cost cuts, payments partnerships and tokenized asset trading. At the same time, Q1 2026 showed how exposed revenues are to softer trading activity, and management is still working through a 25% workforce reduction to reset the cost base. For investors watching CPI, jobs data and Bitcoin at US$65,000, Exodus offers a focused way to gain exposure to wallet adoption and stablecoin payments, but with execution and regulatory risks to consider.

Exodus Movement sits where crypto activity actually happens, yet its wallet revenues still hinge on trading volumes and cost cuts. Get the 2 key rewards and 1 important warning sign to see how this setup could quietly reshape the story.

Digi Power X (DGXX)

Overview: Digi Power X is an energy infrastructure company that develops AI ready data centers in the United States, combining cryptocurrency mining, power sales and colocation services for industrial and energy sector clients.

Operations: Digi Power X generates around US$15 million from colocation services, US$13 million from sales of energy and electricity, and about US$3 million from cryptocurrency mining.

Market Cap: US$356 million

Digi Power X offers a combination of AI data center growth plans and direct crypto exposure, at a time when markets are watching July CPI and Bitcoin above US$65,000. Management is converting power assets into Tier 3 AI facilities and building out the NeoCloudz GPU as a Service platform, while holding more than US$90 million in cash and digital assets and operating with no debt. At the same time, the company is still loss making, has a high P/S multiple and has diluted shareholders, with Q1 2026 losses widening as it spends on expansion. For investors looking at crypto linked infrastructure rather than pure tokens, the key consideration is whether this power and data center build out can support that growth narrative.

Digi Power X is pitching an AI ready data center build that sits on US$90 million in cash and digital assets with no debt. See how the 1 key reward and 2 important warning signs (1 is major!) could signal where this story really turns next

Seeking Alternatives Before The Crowd Moves

Fresh stock ideas can gain momentum fast, and early moves often set the tone before the crowd notices. Scan these under the radar picks while it matters and act now.

• Target steadier portfolio anchors by reviewing a curated list of solid balance sheet and fundamentals (48 results) that screens for companies with cash flows and fundamentals that some investors prioritize when markets turn choppy.
• Ride potential earnings breakouts by checking the hand picked 52 high quality undervalued stocks that focuses on companies some investors watch when looking for quality at prices they find appealing.
• Get ahead of shifting growth themes by assessing a focused 56 AI infrastructure stocks that highlights businesses tied to AI build outs while the story is still forming.

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.