The crypto industry is moving further into the U.S. economic mainstream, with a projected US$55b contribution in 2026 and relatively high wages across more than 232,000 jobs. That kind of income and hiring power can ripple into banks, service providers and regional infrastructure stocks that help support or benefit from digital asset activity, especially in hubs like California, New York and Texas. This article breaks down 3 stocks from the Crypto Driven US Economy Growth Stock Opportunities screener that are closely tied to these trends, explaining how this news could matter for their long term investment story.

Block (XYZ)

Overview: Block is a U.S. based fintech company that runs two main ecosystems, Square for merchants and Cash App for consumers, offering payments, banking services, and tools for commerce alongside Bitcoin trading, stock investing and buy now, pay later through Afterpay.

Operations: Block generates most of its revenue from Cash App at about US$15.4b, followed by Square at about US$8.7b, with smaller contributions from corporate and other activities, and the bulk of revenue coming from the United States at about US$22.4b.

Market Cap: US$48.3b

Block sits at the crossroads of digital payments, banking and crypto, which makes it a key stock to watch as the U.S. crypto industry grows and high earning workers spend more through apps and merchant platforms. Cash App and Square give the company multiple ways to earn from Bitcoin activity, AI supported product rollouts and higher value merchants, while expanded lending and buy now, pay later products open up new revenue streams. At the same time, thin net margins, a high P/E multiple, funding risk and reliance on volatile crypto related income mean expectations are high and execution matters. For investors, the real question is how Block’s growth engines will perform relative to these pressures over the long run.

Block’s twin engines in Cash App and Square are accelerating, but the real story may be how expectations stack up against its thin margins and crypto exposure. Start with the analyst forecasts for Block and what it could be missing.

Riot Platforms (RIOT)

Overview: Riot Platforms is a U.S. Bitcoin miner that also runs large scale data centers, providing power hungry computing capacity for Bitcoin mining and other customers. Its engineering arm designs and manufactures power distribution and electrical equipment for data centers and industrial users.

Operations: Riot Platforms generates most of its revenue from Bitcoin Mining at about US$545.3m, with Engineering contributing about US$114.1m. This is partly offset by about US$41.2m of eliminations and about US$35.0m of segment adjustments.

Market Cap: US$8.1b

Riot Platforms sits at the heart of the crypto build out in Texas, tying together large scale Bitcoin mining, growing data center capacity and engineering services that help heavy power users plug into the grid. The recent report on crypto’s US$55b projected economic contribution and high wage jobs adds another layer of support for that story. However, the company’s appeal still rests on whether it can convert its power first data center pivot and scale into durable revenue while funding losses and managing volatile Bitcoin driven results. For investors, the real interest is in how Riot balances this growth opportunity in AI and Bitcoin infrastructure against ongoing unprofitability, a rich P/S multiple and sector specific regulatory and energy risks.

Riot Platforms is racing to turn its power first data centers into an AI and Bitcoin infrastructure hub, but the real story sits in the 1 key reward and 2 important warning signs that could explain what happens if the cycle turns

Silvergate Capital (SICP)

Overview: Silvergate Capital is a U.S. bank holding company for Silvergate Bank, offering deposit accounts and a wide range of real estate, commercial, consumer and mortgage warehouse loans, alongside cash management services tailored to digital currency related businesses.

Operations: Silvergate Capital currently reports about US$601m of banking related revenue entirely from the United States.

Market Cap: US$12.1m

Silvergate Capital sits at the intersection of the U.S. crypto economy and traditional banking. A projected US$55b crypto contribution and higher paying jobs could, in theory, create fertile ground for deposit and fee growth. The catch is that Silvergate now operates with no customer deposits and relies entirely on higher risk external borrowing. It remains unprofitable with a Return on Equity of 0%, along with share price volatility and underperformance versus both U.S. banks and the broader market. For investors, the interest lies in whether a refocused, crypto aware banking model, an experienced board and any shift away from concentrated crypto revenues can offset funding, regulatory and data transparency risks as the sector’s role in the U.S. economy evolves.

Silvergate Capital’s reset banking model could be more than a post crypto clean up story, especially if funding eventually aligns with a clearer plan for deposits and fees. The real twist sits inside the 3 warning signs (2 are major!)

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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.